USER MANUAL

Activity Status Bulk Updater

Version: 1.2

Compatibility: Microsoft Dynamics CRM 2016(v8.0) and above

TABLE OF CONTENTS

Introduction .................................................... 1

Benefits of Activity Status Bulk Updater ........ 1

Pre-requisites ................................................. 1

Installation & Configuration ........................... 2

Installation Steps ........................................ 2

Configuration Steps..................................... 5

Procedure ....................................................... 8

Un-installation Steps .................................... 11

Contact Us .................................................... 12

USER MANUAL – Activity Status Bulk Updater

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Introduction

Activity Status Bulk Updater is an add-on for Dynamics CRM that allows users to update status for

activities like Phone Call, Service Activity, Campaign Activity, Campaign response and Task in bulk. This

Plug-in allows users to select multiple activities and change status for each activity in a single click, which

saves time.

Benefits of Activity Status Bulk Updater

• It changes status of more than one activity in just one click.

• It is very quick and easy

• It is easily available from the grid tool bar.

• One can update the status of Service Activities in Bulk to ‘Open’ or ‘Schedule’

• In Activity Status Bulk Updater, the change in the status is reflected in the main Activities Grid.

Pre-requisites

Following points must be followed before starting the Plugin installation:

• You should be logged into Dynamics CRM Online.

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Installation & Configuration

Installation Steps

To install ‘Activity Status Bulk Updater’, the following steps have to be followed:

• On purchasing the plugin, you will get a zip file named ActivityStatusBulkUpdater.zip.

ActivityStatusBulkUpdater.zip

• Login to your CRM Account and click on Settings -> Solutions.

• Click on ‘Import’ to upload and install the Solution.

• Click on ‘Browse’ button and choose the Package Zip File for Activity Status Bulk Updater from the

Import Solution Window.

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• Click on ‘Next’ for further processing.

• Check the box to enable any SDK message processing steps included in the solution and click on

Import button to Import the Solution

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• Click on ‘Close’ after successful completion message is displayed.

• Once you import the solution, it will be displayed in the solutions grid view.

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Configuration Steps

• Double click on ‘Activity Status Bulk Updater’ solution to configure the plugin with your license

key.

• This will open up a new window. Click on ‘Configuration’ from the options provided on the left

side.

• To activate the plugin, enter your ‘First Name’, ‘Last Name’ and a valid ‘Email address’.

• Now click on ‘Request OTP’ button to receive One Time Password for Email Verification.

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• After receiving One Time Password enter it in the ‘Verification Code’ field and click on ‘Activate’

button.

Note: In case you have not received the One Time Password click on ‘Resend Code’ link to receive it.

• Once you have verified your email address, your plugin will be automatically activated.

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Assign User Role:

• To manage the user roles, navigate to Settings -> Security -> Users.

• Now select the users whose roles are to be managed and click on ‘MANAGE ROLES’. This will open

up a pop up to select roles.

• To access AppJetty product entities assign ‘AppJetty Activity Status Bulk Updater’ role to selected

users.

Note:

• ‘System Administrator’ will also be able to access AppJetty Product Entities.

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Procedure

To configure “Activity Status Bulk Updater” the following steps have to be followed

• To update the activities in bulk, navigate to Sales -> Activities.

• User will be able to update status for the following Activities.

▪ Campaign Activity

▪ Campaign response

▪ Phone Call

▪ Service Activity

▪ Task

• To update the status of multiple activities together, select activities from the List and click on

‘UPDATE ACTIVITY’ option.

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• On clicking ‘UPDATE ACTIVITY’, a new form will pop up wherein you can update activity status for

selected activities.

• It displays the total selected activities to update.

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• Count for each activity’s selected records is also displayed along with the list of status for each

activity.

Note: You can only update the status of activities which are not completed. If you have selected activities whose status is completed/closed/canceled then the list of status against such activities will be disabled and you won’t be able to select a status.

• By clicking on ‘Update’ Button, all activities will be updated and a summary for the updated

activity will be displayed in a popup.

• Click on ‘OK’ and it will redirect you to the Activities Page where you can see the updated status of

activities.

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Un-installation Steps

• To uninstall the Solution, go to Settings - > Solutions

• Check on the Plugin Name and click on ‘Delete’.

• Click on ‘OK’ to Delete and uninstall the solution from CRM.

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Contact Us

We simplify your business, offer unique business solution in digital web and IT landscapes.

Customization: If you would like to customize or discuss about additional features for Dynamics CRM Activity Status

Bulk Updater, please write to sales@appjetty.com

Live Chat

• Get instant support with our Live Chat.

• Visit our product page at:

https://www.appjetty.com/dynamicscrm-activity-

status-bulk-updater.htm and click on the Live

Chat button for instant support.

Tickets

• Raise tickets for your specific question!

• Send an email to support@appjetty.com or

you can login to your account @

www.appjetty.com and click on My Support

Tickets on your account dashboard, to get

answers to your specific questions.