Skip to main content

SCRIBE Online Training and Resources

SCRIBE Online is a massive tool that can be intimidating the first time you work with it.  Luckily SCRIBE provides a lot of documentation and training to help you get started with your first go with SCRIBE Online.  When I first started working with SCRIBE Online it was in what they call the "Classic UI".  The latest version of SCRIBE is called "Crystal UI"  I will say that there where a lot of changes between classic and crystal that took me a little bit to grasp.  But, SCRIBE does a great job putting out content to help new users and even experienced users keep up to date with the platform.

In this post I wanted to go over some of the resources that SCRIBE offers to everyone for free.  This way you can get started with your first mapping or refresh your knowledge of SCRIBE Online.  First, we will talk about their webinars.  SCRIBE does regular webinars about its platform.  Past webinars can be found here.

Next, SCRIBE provides excellent video tutorials for SCRIBE Online. As of me writing this post here are list of videos with a small description of each:

  1. Crystal vs Classic UI - A Comparison.  This is a comparison of the classic UI to the Crystal UI.  I recommend this if you are familiar with the classic UI, but haven't worked in the Crystal UI yet.  If you are completely new to SCRIBE Online, you can skip this video.
  2. Introduction to Scribe Online.  As the title states this is an intro to SCRIBE Online platform and is good for people just getting into SCRIBE.
  3. Scribe Online Agent and its Setup.  This video goes over the agents, what they do and how to install them.
  4. Scribe Online Replication Service (RS).  Video that reviews Scribe's replication service.  Includes building solutions for creating and scheduling replications.
  5. Scribe Online Integration Service (IS). Video that reviews Scribe's integration service.  Includes building solutions and mappings for integrations.
  6. Scribe Online Event Maps.  Video that reviews Event driven mappings.  Also goes over how to set these mappings up.
If you need further help with SCRIBE Online please use the community forums to ask questions and search for answers.  Also, don't forget that you can sign up for a free trial to give SCRIBE a go.  Here is how you sign up for your free trial:
  1. Go to this link.
  2. Towards the middle of the page click on "Register For A Free Trial>".  Wait for the new page to load.  For me, this took about 2 minutes to complete.
  3. When the page loads fill in the form.  I recommend checking the check box to get updates.  Don't worry, SCRIBE won't spam you with information, like some companies do.  They will send you only needed information and updates.

Comments

Popular posts from this blog

XrmToolBox Bulk Attachment Manager - Version 2018.2.2.7 Released!

Today I have published version 2018.2.2.7 of my XrmToolBox plugin.  The purpose of this plugin is to make it easy to download and backup attachments in CRM.  This release is a major release as it is the first built version with all pieces working.  The first version only had note downloads working.

Overview of Plugin:
Current Version: 2018.2.2.7Purpose: Download Attachments and E-Mail attachmentsGitHub Link.GitHub Wiki Link.Nuget Package Link.How To Use The Tool: Launch XRMToolBox.Connect to organization.Step 1, choose what you want to download. (Once a choice is made, Step 2 becomes usable)Notes - Download attachments from note entity.E-Mail - Download attachments from emails.Both - Downloads attachments from notes and emails entities.Step 2, choose if you want to download all attachments in the system or specific attachments.  All Attachments - This will search the chosen entity to find all records that have an attachment and download them.Click on "Browse" and choose where t…

Updated To Version 1.7 - Azure Blob Storage For Storing Microsoft Dynamics 365 Attachments

In another post I talked about using Azure Blob Storage to store CRM attachments in Azure rather then in CRM.  Today I installed the app in a clients CRM system and found that Microsoft Labs updated the App to version 1.7.  This change had a lot of updates from UI to how to setup notes attachment movement.  Also they now allow for moving of existing attachments.  Here is the updated steps:

1) Go To AppSource
2) Install the Attachment Management App by clicking the "Get It Now" button under the image.
3) While its installing go to Azure and setup your blob storage account.
4) For each CRM instance you will need to setup 2 containers in your blob storage.  One is for email attachments and the other is for notes attachments.  So if you have a production instance and sandbox instance you will need to have 4 containers (DevEmails, DevNotes, ProdEmails, ProdNotes).  If you want to separate note attachments by entity, then create one container per entity.  The DevNotes or ProdNote…

Azure Blob Storage For Storing Microsoft Dynamics 365 Attachments

In my Living In SCRIBE Online Blog I talked about work I did to migrate CRM 4.0 on-premise to Dynamics 365 using SCRIBE Online.  In that blog I mentioned how there are about 80 GB worth of attachments that had to be moved into the cloud.  Well this could quickly get expensive if we stored them directly in CRM.  Also, this client wasn't using SharePoint.  So what option do we have to store this data so end users can access the data?  Why not use Azure Blob Storage?

Microsoft has an app in AppSource to move attachments from CRM to Azure blob storage.  Not only does it all for this, but it also has a web resource in it so you can allow for bulk uploads.  Here is how to set it up:

1) Go To AppSource
2) Install the Attachment Management App by clicking the "Get It Now" button under the image.
3) While its installing go to Azure and setup your blob storage account.
4) For each CRM instance you will need to setup 2 containers in your blob storage.  One is for email attachments …