Today CRM Backlog is here to clear one more backlog after my last post about Microsoft Dynamics Marketing connector. Let’s walkthrough the steps required from downloading and importing the Seller Portal solution. Let’s start with first thing first, prerequisites.
- Microsoft Dynamics CRM 2015 environment with system user account that has the System Administrator security role.
- DynamicsMarketingConnectorSolution_managed.msi file that contains packages for Seller Collaboration Portal which can be download from here.
- Marketing Connector solution for Dynamics CRM should be installed. For steps, see here.
Install the Seller portal solution for CRM
Double-click the DynamicsMarketingConnectorSolution_managed.msi and follow the instructions on the screen to unzip and save the Connector solution and Seller Portal solution on your local machine.
Click Next on the Welcome Screen of the wizard.
Read and accept the license agreement and click next.
Select the appropriate components if require to perform a custom setup, else just click next which will install all components.
Finally click on Install button which will start the installation on your local machine.
Upon completion, click Finish.
The setup will extract 2 managed solution under Program Files à Microsoft Dynamics Marketing à Solutions à Seller Portal.
- Now sign in to Microsoft Dynamics CRM as a system administrator.
- Select Settings, and then choose Solutions.
- Temporarily turn off the pop-up blocker in your web browser if it is currently turned on. You can turn it back on after this procedure is completed.
- Select Import or the Import button in the toolbar.
In the Import Solution dialog box, select Browse, and then locate and click the installer files appropriate to your CRM version:
- If you are using CRM 2011or CRM 2013, select DynamicsMarketingSellerPortal_for_CRM2013+CRM2011.zip.
If you are using CRM 2015, select DynamicsMarketingSellerPortal_for_CRM2015.zip.
- On the Solution Information page of the dialog box, choose Next.
- After the file is processed, choose View solution package details to see a list of the solution components that were imported.
- After the solution is imported, choose Close. You should now see the MicrosoftDynamicsMarketingSellerPortal in the Solutions list.
This will add a VIEW MARKETING PORTAL ribbon button on the entities home page grid and form too on click of which user will be redirected to Seller Portal.
Enable Seller portal in CRM
- Sign in to Microsoft Dynamics CRM as a system administrator.
- Select Home > Settings > Security > Security Roles.
In the list of available security roles, select Salesperson.
Under Custom Entities, set Read permissions for the Microsoft Dynamics Marketing Configuration entity to Organization.
- Choose Save and Close.
Enable Seller Portal on Microsoft Dynamics Marketing
Even after following above steps correctly, if click of VIEW MARKETING PORTAL ribbon button throws below error, you are left with enabling the seller portal on Microsoft Dynamics Marketing.
- After the seller portal solution is installed, turn on the Seller Portal in Microsoft Dynamics Marketing. For information navigate here. CRM Backlog version of this step is still a backlog. I will clear this backlog with detailed steps and screen shots soon in near future.
- The information about the Dynamics Marketing instance to be linked from CRM is passed to Microsoft Dynamics CRM when the seller portal is switched on in Dynamics Marketing. Once the Seller Portal solution is installed on Microsoft Dynamics CRM, you need to turn-off the Seller Portal and turn it on again in Dynamics Marketing.