© 2018 by Stralto, Inc. 

FAQ

 
 

Setup

1

Import the Solution File into your Dynamics instance.

Open the StraltoDMX solution.

 

Click on Configuration and then “Signup for DMX”

2

Select the number of users and proceed to Checkout.

 

DMX comes with a 60-day free trial and your credit card will not be charged till the trial expires. You can easily cancel the subscription by using the manage subscription button.

3

Close the dialog. Now you can copy the DMX key and use it for your DMX Configuration.  

 

If you ever need to regenerate the key you can come back here and do that. Don’t forget to update the key in the DMX Configuration after you do so. You can also manage your subscription from here.

 

Configuration

1

If not already there, from within the solution select the DMX Configuration Entity and Add it to one of the menus e.g. Settings and Save

2

Go to Settings and Select “DMX Configuration” from the Menu.

3

Create a New DMX Configuration by clicking on +NEW.

4

Select DMX Type and then fill in the necessary information based on the type you select and save the record.

  • Azure Blob Storage

  • SharePoint Online- with or without SSI              (Server-Side Integration)

  • Dynamics 365 Annotations​

For Image Auto-tagging

 

Enable the Azure OCR Authentication Key. DMX can utilize Microsoft AI Cognitive Services to find keywords in images and auto-tag them.

 

To enable this feature, sign up for a cognitive services subscription on Azure and add the provided key to the “Azure OCR Authentication Key” field. DMX will automatically start auto-tagging your documents based on the auto-tags provided. 

 

For Configuring the Portal

 

Enable the Microsoft CRM Portal. The following fields need to be filled out to have DMX enabled for the Portal. Further configuration of Portal is discussed in the Portal Section.

  • Dynamics Admin Username

  • Dynamics Admin Password

  • Dynamics Azure Active Directory App Client ID

  • Dynamics Azure Active Directory App Client Secret

  • Dynamics Azure Active Directory App Tennant ID.

5

Add DMX to the entity by clicking + on Entity Configuration. The entity needs to have Document Management Enabled. You can set that in Entity Settings.

This is where you can further customize the DMX experience: 

 

  • Select the theme

  • Max upload size 

  • Select fields you want to see on the DMX Client.

Click on + to add Required Document Types and sub document types. 

​You can control some important aspects of DMX from here.

  • Show in Portal- Allows you to control what types of documents should be shown and be available for upload in the portal

  • Track by Stage- Allows you to filter and sort documents by what stage they are connected to.

  • Filter by Role- Allows you to filter the document type and only show it to users with a role.

6

Auto-Tagging and Custom Fields

Auto-Tagging feature: automatically checks for keywords when a document is uploaded.

 

Custom fields of Text:

Options or Date type can be used to track additional structured data for a document.

7

Next step is to edit the form for the entity and add a web resource to the bottom of the form.

 

The web resource should point to stralto_dmclient.html and should be named “WebResource_dmclient”

 

Make sure to add the web resource in a separate tab and make it 40 lines, expandable and without border to get the best user experience.

 

For Portal, follow the same steps for the entity form but point the web resource to stralto_dmportalclient.html and name it “WebResource_dmportalclient”

8

Once you save and publish, you can just go to the entity form and start using DMX to upload and tag files.

CRM Users need to be part of the DMX Users Security Role in order to use DMX. DMX Administrator role is required to delete documents in DMX.

In Dynamics CRM

In Microsoft CRM Portal