Prerequisites - trillium_quality - 2.7

The following are required for successful use of Trillium Quality for Dynamics:

• Microsoft Dynamics 365 v9.1 online.

• Working knowledge of Dynamics 365.

• Trillium Quality for Dynamics. If you have administrative privileges on your CRM system, you can verify that Trillium Quality for Dynamics is deployed:

  1. Log in to CRM as an administrator.

  2. Click Settings > Solutions. Two Trillium Quality for Dynamics solutions should be listed:

     • Trillium Quality for Dynamics^®

     • Trillium Quality MatchLink for Dynamics^®

     If they are not listed, contact your CRM Administrator.

• If Internet Explorer 11 is used to access Microsoft Dynamics 365, the Compatibility View settings must be disabled:

  1. Click the Tool menu on IE. This is the Gear icon in the top right cor­ner of the browser window.

  2. Select Compatibility View settings. The Compatibility View Settings window opens.

  3. Uncheck Display intranet sites in Compatibility View.

  4. Click Close.

• If a pop-up blocker is enabled, add your Microsoft Dynamics 365 URLs to the list of the sites that your pop-up blocker allows to open.