MTC CRM Solution Product License Instructions

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For immediate activation of the solution product, follow the below simple steps.

Below are the simple steps to activate MTC’s product free trial downloaded from Microsoft AppSource on your Dynamics 365/CRM.

  • 1 Go to CRM Settings Solutions. Click on licensing solution.
  • 2You will be redirected to Account Registration window as shown below.
  • 3Fill in the field details such as First Name, Last Name, Phone, Company, Website, Email, City, State/Province, Country and Zip/Postal code. All fields are mandatory. Click on Submit button.
  • 4 The Account Registration window refreshes automatically and loads up with more section details such as Activated Bundle Products, Activated Products and Download More Products.
  • 5 All MTC products downloaded from Microsoft AppSource will feature in Activated Products and Bundled Products in Activated Bundled Products.
  • 6 There are 2 ways to generate 15 day free trial license key for MTC products downloaded from ApSource. They are:
    • a. Click on Key Icon under Generate License of Activated Products . You will see a window with 3 options. Select the option “I want to start my one-time 15 day free trial” and click on Get Trial button. Your 15 day free trial will be generated and updated in the Activated Products tab.
    • b. Alternatively, you can generate 15 day free trial license key by the first use of the product. The free trial license key will be generated and updated in the Activated Products tab.
  • 7Please note that Account Registration is a one-time activity needed when you install 1st MTC product from Microsoft AppSource.
  • 8 For more MTC products, you can browse “Download More Products” tab.

Below are the simple steps to activate MTC’s Bundle Products downloaded from Microsoft AppSource on your Dynamics 365/CRM.

  • 1 Go to CRM Settings Solutions. Click on licensing solution.
  • 2You will be redirected to Account Registration window as shown below.
  • 3Fill in the field details such as First Name, Last Name, Phone, Company, Website, Email, City, State/Province, Country and Zip/Postal code. All fields are mandatory. Click on Submit button.
  • 4 The Account Registration window refreshes automatically and loads up with more section details such as Activated Bundle Products, Activated Products and Download More Products.
  • 5 The bundle that you just downloaded from Microsoft AppSource can be seen in the Activated Bundle tab.
  • 6 To generate 15 day free trial license key for your Bundle Product, click on Key Icon on top right corner of that particular bundle product as shown below.
  • 7 Free Trial license key will be generated and updated for each product in the bundle.
  • 8 Please note that Account Registration is a one-time activity needed when you install 1st MTC product from Microsoft AppSource.
  • 9 For more MTC bundle products, you can browse “Download More Products” tab.

In order to purchase product license for MTC products downloaded from Microsoft AppSource, please follow the below steps.

  • 1 Go to CRM Settings Solutions. Click on licensing solution.
  • 2A window with Account Information, Activated Products, Activated Bundle Products and Download More Products will open.
  • 3From the Activated Products, click on the Cart Icon under Purchase License column.
  • 4You will be directed to the MTC Purchase License portal page.
  • 5Select the Subscription Type and Quantity so that the Sub Total will reflect. Click on Continue.
  • 6 An invoice with the requesting contact will be generated. Click on Accept-Pay button.
  • 7 You will be directed to Choose Payment Process. Make your selection by clicking on the options listed.
  • 8 You will be directed to the Payment Process page where you need to enter the credit card details. Click on Save button.
  • 9 To proceed further, click on Continue button.
  • 10 You will be directed to Credit Card, Invoice and Billing Address page. Click on Pay Now button.
  • 11 A paid invoice copy will be displayed on the screen which can downloaded in PDF format or can be printed. Simultaneously, an email with this paid invoice copy will be sent to you.
  • 12 Go back to the licensing solution page (CRM Settings Solutions) . Click on Key Icon under Generate License of Activated Products.
  • 13 Select option “I purchased product from MTC Web Portal” and click on Update. Your product license key will be generated and updated in the Activated Products tab.
  • Note: For MTC Bundle Products, you have to use Cart Icon that is present on the top right corner of that particular bundle for purchasing the license.

In order to purchase product license for MTC products downloaded from Microsoft AppSource, please follow the below steps.

  • 1 Go to CRM Settings Solutions Solutions. Click on licensing solution.
  • 2A window with Account Information, Activated Products, Activated Bundle Products and Download More Products will open.
  • 3From the Activated Products, click on the Cart Plus Icon under Purchase License column. (See example below)
  • 4You will be directed to the MTC Purchase License portal page (Image from website) (E.g. Alerts).
  • 5You will notice the Subscription Type is carried forward from your previous selection and is disabled. Only the Quantity field is open for editing. Mention the required Quantity and click on Continue.
    6An invoice with the requesting contact will be generated. Click on Accept-Pay button.
  • 7You will be directed to Choose Payment Process. Make your selection by clicking on the options listed.
  • 8 You will be directed to the Payment Process page where you need to enter the credit card details. (Or choose the already existing saved card if any). Click on Save button.
  • 9 Click on Continue button.
  • 10 You will be directed to Credit Card, Invoice and Billing Address page. Click on Pay Now button.
  • 11 A paid invoice copy will be displayed on the screen which can downloaded in PDF format or can be printed. Simultaneously, an email with this paid invoice copy will be sent to you.
  • 12 Go back to the licensing solution page (CRM Settings Solutions ). Click on Key Icon under Generate License of Activated Products.
  • 13 Select option “I purchased product from MTC Web Portal” and click on Update. Your product license key will be generated and updated in the Activated Products tab.
  • 14 Note: For MTC Bundle Products, you have to use Cart Plus Icon that is present on the top right corner of that particular bundle for purchasing the license.
In case of any issues or enquiries, please write to sales@mtccrm.com for quick help.