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General Questions |
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- How much does LinkPoint for Microsoft CRM cost?
$185 (USD) + 20% Support and Maitenance.
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- Are there any implementation costs?
Your Business Partner can quote the implementation cost.
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- Do I need to purchase an equal number of LinkPoint as I have of Microsoft CRM?
No - it is not required that everyone requires email integration.
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- How/where is LinkPoint installed?
Using industry standard installation routines, LinkPoint is installed on the client
machine. The installation is very light-weight and very simple.
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- How is support handled?
The annual license fee entitles you to unlimited support via our web-site or telephone
support.
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- Do you support web proxy servers?
Yes, during configuration, you may specify your proxy server information.
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- What version of Microsoft CRM is required?
LinkPoint for Microsoft CRM supports Microsoft CRM 3.0 and 4.0.
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- Where do we get the licence key that the configuration screens reference?
After you purchase LinkPoint, you will receive the License Certificate from your
Business Partner.
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- What email systems do you support?
We support Lotus Notes and Novell GroupWise.
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Lotus Notes Questions |
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- What version of Lotus Notes is supported?
We support Lotus Notes Versions 5, 6, 7 and 8.
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- Are the Lotus Notes servers affected?
No - not at all. LinkPoint is installed on the client machine. It speaks to the
Notes client, which in turn (as usual) speaks to the server.
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- How is the Notes user interface changed?
Minimally. The email integration module is accessed via two methods while in Lotus
Notes. During installation, you are prompted if you want to add items to the users
"actions" menu and / or if you want to add buttons to the user's mail template.
The choice is up to you. Depending on your firms needs and your mail template change
policy, you may choose to omit the buttons and work strictly with the agents. In
either case, the changes are minimal and easy to view, modify or remove.
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- Can I utilize the Microsoft CRM address book in Lotus Notes?
Yes, you can use your Microsoft CRM contacts to address the recipients of the email.
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- Does email integration of LinkPoint work in Notes "Island Mode"?
Yes - it works in all Lotus Notes "modes"
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- What items are included in Lotus Notes - Microsoft CRM Data synchronization?
LinkPoint will synchronize Calendar, Contacts, and Tasks (ToDo's) between Lotus
Notes and Microsoft CRM.
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LinkPoint Mail Questions |
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- Does LinkPoint store the attachments in Microsoft CRM?
Yes, attachments are supported.
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- When I search for a name, what is being searched?
LinkPoint searches the Microsoft CRM contact list, and looks at the FirstName, LastName,
and Email fields. Specifically, we search for all
contacts that you have access to.
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Troubleshooting Questions and Helpful Tips |
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- In terms of Windows security, what privileges do I need to install and run LinkPoint.
We recommend that a Windows Administrator or equivalent perform the installation.
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