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 2022 R2. 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

/15

Sign in to the site by using the Sign In button on the top menu bar. After you sign in, you will be able to take the quiz for this course.

Training Materials

TRAINING GUIDE

FILES FOR TRAINING

Installations

Training Recordings

The webinar recordings presented below are based on the training guide for Acumatica ERP 2021 R1. Because of this, the topics described and shown in the recordings may differ from the course materials for Acumatica ERP 2022 R2.

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

Related Courses

Testimonials

The class was very informative and well laid out to teach the module.

Heath H.

Project Billing and Change Management

It was really nice seeing what a fully built and functional Project management system could do for us.

Thomas S.

Project Billing and Change Management

I liked that the examples were written in the guide, explained and shown.

Megan H.

Accounting for Projects

I am very excited about the EU training! The SweetLife instance and manuals seem wonderful so far.

Kimberly W.

Sales and Purchases

The material and guide were great.

Wendy P.

Basic System Configuration

Training Guide was well laid out with clear, easy steps to follow.

Jason M.

System Management and Self-Service Portal

It was an excellent experience. I am very satisfied with this course.

Alfred M.

S130 Data Retrieval and Analysis

The most effective part about the session was the practical examples and not just repeating what was written in the guide. So the real life examples were very helpful.

Marilize Z.

S130 Data Retrieval and Analysis

It is a well written fundamental course.

Kathryn W.

D200 Order and Inventory Management: Intermediate

Easy to follow and understand the way the course is laid out. I am just starting to get to know Acumatica much better

Noel P.

A150 Getting Started with Acumatica ERP

The instructor was thoroughly and reiterated the information to help it sink in

Lisa K.

D100 Inventory and Order Management Basics

I was very impressed that the full product - reconfigured with data was available The data was very well prepared