K2 BLACKPEARL PRODUCT DOCUMENTATION: USER GUIDE
CRM Wizard

CRM Event Wizard - Introduction

Wizard Navigation is dependant on the availability of a Microsoft CRM Server, and if no server is available the user will be unable to run and configure the event using the wizard.

Wizard Navigation

The CRM Wizard launches as soon as the CRM Client Event has been added to the K2 Designer's design canvas. The table below describes the user pages available and the role of each page.

CRM Flow Diagram

CRM Wizard
CRM Wizard | Welcome The Welcome Page is the first page
CRM Wizard | Default Mode The Default mode thread
CRM Wizard | Advanced Mode The Advanced mode thread

 

 


K2 blackpearl Help 4.6.10 (4.12060.1690.0)