Getting Started with Hermes365 Office

1      Introduction

Hermes365 Office integrates Microsoft Office 365 Excel and Microsoft Office 365 Word with Microsoft Dynamics CRM Online.

Dynamics CRM is a web based CRM application that helps organizations maintain relationships with their clients.  Dynamics CRM it is also a highly customizable solution platform with wide base of existing solutions.

Below is a guide that gets you started using Hermes365 Office. It is not intended as a guide for using Dynamics CRM or the basic use of Office 365.  All of the Desktop based apps require a PC, but any online examples will run equally on a PC, Mac, or IPad; basically any platform Office 365 supports.

Preliminary Assumptions:
1) Hermes365 Office is installed on your Office 365 SharePoint server.
2) Hermes365 creates cookies for the users’ convenience.  Passwords are never stored in either the server or the client.  Session state is retained and is coordinated by the use of the Office 365 provided and encrypted user id.
3) All “toast” like messages throughout the product are intentional.  They will announce a suggested corrective action and will appear in the following forms:

The “blue” box is informational and typically denotes a response to an action the user has requested to do.
The “yellow” box is non-intrusive information and may suggest corrective action to the user.
The “red” box denotes the action requested cannot be completed as expected. Occasionally it will say “Error” in the text, but that is “By Design” and informs the user of a non-corrective occurrence for the action requested.

2      Product Walkthrough Script

In this example we will walk through a typical day in the life of the user Glenn Ross.

2.1    Create a Dynamic Excel Spreadsheet

While in her Office 365 environment, Glenn Ross will create Excel spreadsheets and Word documents and integrate them with Dynamics CRM.  Glenn Ross will:

1)      Create an Excel spreadsheet in her Office 365 document workspace.

2)      While in Excel, she will login to her CRM system through the Hermes 365 Office web app.

3)      Glenn Ross will insert a “Dynamic Data” record.

4)      She will then save her spreadsheet to her original Office 365 document workspace.

5)      Finally, Glenn Ross will load her spreadsheet using Excel Online and demonstrate how Hermes365 Office updates the spreadsheet with her most current records.

 

2.2    Create a monthly status report incorporating CRM records

While exploring an Account in her Dynamics CRM system, Glenn Ross will create a Word document associated with one of her major accounts:

1)      Glenn Ross will create a new Word document while using Dynamics CRM.

2)      She will then create a Status Report and bring records in from Dynamics CRM and use a previously created advanced find view.

3)      She will save her status report and preview it in Word Online.

 

2.3    Create a Dynamic Word document as a template

In our last scripted example, Glenn Ross will create a dynamic Word template that will help her generate her monthly status reports.

1)      Starting with a blank Word document, Glenn Ross will type the generic elements she feels are required for a monthly status report.

2)      Inserting a seed “Dynamic Data” activity record will automate the update process, she formats the table accordingly.

3)      She will then save the template in the account record documents section of Dynamics CRM.

4)      At the end of each month, Glenn Ross will load her template and update it with most current data and status information.


 

3         Create a Dynamic Excel Spreadsheet

Start in Office 365 and create an Excel Spreadsheet

Excel loads in the Online version of Excel, let’s open in desktop Excel

Select the “INSERT” menu and then click on “Apps”, then “My Apps

(1) Select either the “My Apps” or “My Organization” section, click on (2) Hermes365 Office and then click (3) “Insert”.  Note: You may need to setup a trust relationship with your Office 365 SharePoint account

Login to your Dynamics CRM account.

Select “Opportunities” from the record type selector:

(1) Click the “Dynamic Data” checkbox and then retrieve the records by clicking the “Get Records!” button.  You have now established a location where future “Update Document” clicks will fill in the spreadsheet with the most up to date information from CRM.

Ok, here are the retrieved records.

Let’s put in some fancy formatting and create another tab for our cases as well

After you save and close Excel, you will notice the document in your Office 365 document workspace.

Let’s open the “My Work” document in Online Excel and click on the “Update Document” button

Updating the Opportunities and Cases with my latest data

Perfect, Excel allows me a great way to visualize my Opportunities

Let’s look at my Cases as well

 


 

4      Create a monthly status report incorporating CRM records

Staring in Dynamics CRM inside an Account record, click on “Documents

Create a new Word document

Name the report and continue

Open the document in desktop Word

Type your status report and click on the Word “Insert” tab followed by “My Apps   Insert Hermes365 Office into your document.

Let’s insert all of the remaining activities associated with my U2 account

Records inserted in tabular format

Use Word to format records, then save back into CRM

Let’s look at the document with Online Word

 


 

5      Create a Dynamic Word document as a template

Create a new word document similar to above and author a base template.  Select “Get Records” using your desired CRM View.  Be sure to check  Dynamic Data” for later updates.

I recommend to clear existing any data and save to CRM.

Open the document in Word online and “Edit in Word”

Click on “Update Document” to bring in the latest records

Delete extra rows created for “new” incoming data

Save As” a new document in CRM

Go back to CRM and notice new status report