Views:

How to create a desktop shortcut for CRM Production

 

1. Description

Interrelate has deployed Microsoft Dynamics 365 (D365) as its customer relationship management (CRM) platform in Jan 2019.
 
Since then, many upgrades have been applied to the D365 platform by Microsoft, one of which has been to change to a new D365 CRM application type which offers increased functionality. As Interrelate has been accessing a less functional D365 CRM application type using a shortcut labelled CRM Live, it is therefore necessary for users to change to a new desktop shortcut which accesses the new D365 CRM application type. To differentiate the old vs the new application type, a different shortcut label - CRM Production - will also be used to access the new D365 CRM application type.
 
This document outlines the steps to follow to delete the CRM Live desktop shortcut and to create a new CRM Production desktop shortcut to access the upgraded D365 CRM application type in Interrelate’s CRM Production environment.
 

2. Instructions

 

2.1 Pre-requisite(s)

  1. Access to a device connected to the Interrelate IT environment.
  2. The latest version of Google Chrome/Firefox/Edge installed on a Windows computer or Apple Safari (version 9 or 10) on Mac or on OSX.
Important Note(s):
  • The instructions contained in this document assume that Google Chrome, Interrelate’s preferred browser as at Nov 2020, has been set up as a user’s default browser so the typical Chrome icon will be displayed in all screenshots.
  • If a non-Chrome browser (eg, Firefox, Safari, Edge, etc) has been set up as a user’s default browser, a different icon will be displayed on the user’s desktop.
  • The instructions contained in this document have been written for a Windows context. Please adapt all relevant steps to an Apple Mac computer, as applicable.
 

2.2 Steps

The process to create a new desktop shortcut to access CRM Production, involves the following 3 categories of steps which have been further expanded below:
 
This section outlines the steps to delete the obsolete CRM Live desktop shortcut, as follows:
  1. On the computer’s desktop, locate the shortcut labelled CRM Live, as shown below:
  1. Select the CRM Live shortcut then delete it so it no longer appears on the computer desktop.
  2. Once the CRM Live shortcut will have been deleted, proceed to the next section.
Important Note(s):
  • The above instructions have been written in consideration of the fact that users are working away from the office. Once users resume working in the office, it is possible that the CRM Live shortcut gets automatically recreated on the desktop; if this is the case, delete the CRM Live desktop shortcut as it is no longer applicable to Interrelate’s current circumstances.
 
This section covers the steps to create a new desktop shortcut labelled CRM Production, as follows:
  1. On an unobstructed area of the computer’s desktop, right click then select New (step 1 below) then Shortcut (step 2 below), as shown below:
  1. The Create Shortcut dialog box will then be displayed next to a new shortcut labelled New shortcut, as shown below:
  1. Highlight then copy the following URL:
  1. Paste the URL copied in the prior step, in the Create Shortcut dialog box (step 1 below) then select Next (step 2 below), as shown below:
  1. The following will then be displayed:
 
  1. Overwrite New Internet Shortcut with CRM Production (see step 1 below) then select Finish (step 2 below), as shown below:
 
  1. A new desktop shortcut labelled CRM Production will then be displayed on the computer desktop, as shown below:
  1. Once the new CRM Production desktop shortcut will have been created, proceed to the next section.
 
This section covers the steps to test access CRM Production to ensure the new application type is launched, as follows:
  1. On the computer desktop, locate then double-click on CRM Production.
  2. A browser session will then be launched.
  3. Assuming authentication to the Interrelate IT environment will have been already completed, a new browser tab will be displayed showing Dynamics 365 CRM against a light green background, as shown below:
Important Note(s):
  • If a different view is shown, please report this issue to the Data Services Team and attach a screenshot of the different view being shown to assist with the resolution process.
  1. Please proceed to access other CRM functions, areas, etc as normal.
 

3. References

 
Keywords: add create new desktop shortcut CRM Production