How to Create a Tenant with the U100 Dataset

Course Description

This course introduces you to the Acumatica ERP CRM functionality based on a set of examples that illustrate CRM marketing processes in a small company. The course consists of the lessons that guide you step by step through the examples and explanations of the CRM marketing process flow in Acumatica ERP.

The current version of the course is valid for Acumatica ERP 2021 R1 and later. For this course, you will use the Acumatica ERP tenant with the U100 dataset preloaded.

How to Create a Tenant with the U100 Dataset

To add to an existing Acumatica ERP instance the tenant with the U100 dataset, which is required for the completion of this course, perform the following instructions:

Go to Amazon Storage.
Open the folder of your Acumatica ERP instance version.
In this folder, open the Snapshots folder, and download the u100.zip file.
Launch the Acumatica ERP instance, and sign in.
Open the Tenants (SM203520) form, and click Add New Record on the form toolbar.
In the Login Name box, type a name to be used for the tenant.
On the form toolbar, click Save.
On the Snapshots tab, click Import Snapshot.
In the Upload Snapshot Package dialog box, select the u100.zip file, which you have downloaded, and click Upload. The system uploads the snapshot to the Snapshots tab of the Tenants form.
On the form toolbar, click Restore Snapshot.
If the Warning dialog box appears, click Yes.
In the Restore Snapshot dialog box, make sure that the correct snapshot package is being uploaded, and click OK.
Sign out of the current tenant.

You are now on the Welcome page, and you can sign in to the tenant you have just created.

Quiz

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Training Materials

TRAINING GUIDE

FILES FOR TRAINING

Installations

Training Recordings

Session One

Session Two

Session Three

Session One

In this training, the following PowerPoint presentation has been used: CRM Marketing Operations 2021 R1

Session Two

In this training, the following PowerPoint presentation has been used: CRM Marketing Operations 2021 R1

Session Three

In this training, the following PowerPoint presentation has been used: CRM Marketing Operations 2021 R1

Additional Reference

Marketing Lists

Marketing Campaigns

Qualifying Leads (Marketing)

Mass Emails

Validating Records for Duplicates

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