How do I signup and get access to the solution?
Once you click on the "Get Access to the solution" button and signup, we will reach out to you and setup a demo and consultation. Although its as easy as just installng the solution to get strarted, we want to make sure you fully understand the system to maximize it's full potential. We will give you access to the solution and the documentation right after the consultation.
Why is the Dynamics 365 integration free but the Azure and SharePoint one has a monthly fee?
Besides having a limited number of features, there is no server side integration required for Annotations which allows us to provide the solution to you for free. Keep in mind, that Dynamics does not have features like Auto-tagging and Custom fields. Although it doesn't have these features, it is still a very powerful client that allows you to use your Notes as a powerful document management system and is ideal for light-weight document management needs in Dynamics 365.
Why does SharePoint cost more than Azure Blob Storage?
SharePoint integration requires us to do a lot more intensive processing on the server side, which requires more infrastrucutre to securely and effieciently process documents and thus costs us more money.
How does the Required Document Type functionality work?
Required Document Types give you the ability to not only categorize documents but also helps you keep track of missing documents from a record. To take it a step further you can also connect these documents to Business process stages and allow only certain users to see certain type of documents.
How do custom fields work?
Custom fields allow you to track additional metadata around a document besides the required document types and tags. You can use Text, Date, and Options to track this informaton. It is very useful when you want to track expiration dates of documents etc.
Why do I need an Azure Coognitive Services (OCR) Key for Image auto-tagging?
Our Azure service can only tag readable documents. In order to tag images, we use Azure Cognitive Services. If this is something you need, you can sign up for it here and just add it to your dmx configuration.
How can I access the document metadata from Search, Reports and Advanced Find?
Since, we are storing the all the metadata in Dynamics as well as the document management system being used, you can just do searches against field(s) in Dynamics that are used to store the Metadata for each record. Once you sign up for the demo and consultation, we will show you how this can be done. We also have a DMX report wizard that gives you more granular access to the metadata. We only have basic functionality there but are working on improving that for the next release scheduled for early 2019.
Does the DMX Client work with the Microsoft CRM Portal (formerly ADX)?
This release does not have this functionality, but we are already working on building this functionality and will have it in the next release scheduled for Early 2019.
Are you planning on adding more functionality to the system and the client?
We are currently planning on releasing new functionality and bug fixes for the system every 3 months and already have our work cut out for the next 6 months. We will continue to improve on the performance,reliability and the security of the system and will also incorporate your feedback to make sure you get the features you need in a timely fashion.
Does DMX work with on-premise Dynamics 365?
Our DMX Client works with all Dynamics 365 instances that are version 8.2 and up regardless of online or on-premise as long as the client has an internet connection to talk to our services that are hosted on Microsoft Azure. If your sharepoint is on premise, it needs to be accessible from the internet for the client to work.
How Secure is the DMX Solution?
Import the Solution File into your Dynamics instance.
Open the StraltoDMX solution.
Click on Configuration and then “Signup for DMX”
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.
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.
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
Go to Settings and Select “DMX Configuration” from the Menu.
Create a New DMX Configuration by clicking on +NEW.
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.
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.
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.
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”
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