AC Plus Overview: Difference between revisions
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Coming soon...PLEASE DO NO ACTION ANYTHING FROM THIS PAGE AS IT IS A WORK IN PROGRESS | Coming soon...PLEASE DO NO ACTION ANYTHING FROM THIS PAGE AS IT IS A WORK IN PROGRESS | ||
'''What is Accelerator Plus''' | |||
Accelerator Plus is designed to address the issue around "concurrent" users in Sage CRM having Outlook Integration. | |||
Concurrent licenses in Sage CRM are designed for intermittant use of Sage CRM but people dont use Outlook like that and expect to be in it all of the time and stay connected without issue to their Sage CRM. With Accelerator Pro and a Sage CRM concurrent license we cannot guarantee that they wont be able to log on an so this would provide a sub-optimal experience. | |||
To get around this we created Accelerator Plus which has its own "user" and can map to a CRM user or resource so the data is marked correctly. | |||
There are some differences so around behaviour and we detail this below. | |||
'''Clients''' | '''Clients''' | ||
Revision as of 14:09, 22 June 2023
Coming soon...PLEASE DO NO ACTION ANYTHING FROM THIS PAGE AS IT IS A WORK IN PROGRESS
What is Accelerator Plus
Accelerator Plus is designed to address the issue around "concurrent" users in Sage CRM having Outlook Integration. Concurrent licenses in Sage CRM are designed for intermittant use of Sage CRM but people dont use Outlook like that and expect to be in it all of the time and stay connected without issue to their Sage CRM. With Accelerator Pro and a Sage CRM concurrent license we cannot guarantee that they wont be able to log on an so this would provide a sub-optimal experience. To get around this we created Accelerator Plus which has its own "user" and can map to a CRM user or resource so the data is marked correctly. There are some differences so around behaviour and we detail this below.
Clients
The Outlook add-in link is at
https://update.crmtogether.com/CRMTogetherOutlookAddinPlus.exe
The Office365 manifest is at
https://update.crmtogether.com/acplus-manifest.xml
What you need to know
Features in Accelerator Plus that are not supported in Pro
- Edit entity - ability to edit an entity
Features in Accelerator Pro that are not supported in Plus
- Calendar/Appointment links
- Dedupe (this will be supported in future)
- CRM Links - as the user is not a CRM user these links are not possible
- CRM's Territory restrictions are not respected in Plus.
- Browser buttons and mail merge are not supported
Install
Requirements:
- Sage CRM Self-Service License
- Accelerator 5.2.2.1 or later
The normal Accelerator is installed and then you download this CRM component
https://update.crmtogether.com/ACPlusUsers.zip
and install this via the Sage CRM Component Manager
User Admin
A tab will show in the CRM Together Administration area for Accelerator Plus users
There are more options here
image here....
User passwords can only be reset from here and users themselves cannot update their own passwords.
License
With Accelerator and MobileX we ship a single test license for demo purposes only. The same will apply for ACPlus. Right now (June 2023) this license is not in the web.config (it will be added in the next release) and so here is the license that can be manually added in.
<add key="SageCRMAcceleratorPortalLicense" value="oAWLR4BxVP3D+fd+DEeg0WMHvRaIZtGGSZ8YDLtLxy/4sngwd5n6alD0v1NBdfdL"/>
