Cloud & Customer Selection (Proposed)
- Trip Gilman
This use case covers the ability to select the OpenMethods' Customer and CRM records to use when logging in. This use case applies to OpenMethods QA resources and in very rare cases external production customers with advanced requirements. Normally, a CRM instance is linked to a single customer and crm record. This use case allows QA resources to use a single CRM instance to access any number of internal Customer records and multiple cloud environments without reconfiguration.
Actors
Name | Type | Role |
|---|---|---|
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 |  |  |
Basic Flow
Preconditions
The CRM addin has multiple cloud/customer/crm records configured
Steps
The Media Bar inspects
Post Conditions
Alternate Flow 1 - Name
Short description of why this flow is different and when it’s applicable goes here.
These sections need to be prefixed by AF# so they can be linked to within the document
AF1 Preconditions
AF1 Steps
AF1 Post Conditions
Error Flow 1 - Name
These sections need to be prefixed by EF# so they can be linked to within the document
EF1 Trigger Conditions
EF1 Steps
EF1 Post Conditions
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