Exonet CRM - Determining what Menus in Core are using CRM licenses and why

Exo Business Core (& Jobcosting) have the ability to display CRM only functions, if they are added to their menus/widgets.

Doing so allows extra flexibility for super users to access functions without having to log into a new instance, but as described in the CRM whitepaper, consumes a license. Therefore it needs to be done with caution.

If you need to check if any Menus in Core are using CRM Licenses, you can do so using the following SQL code:

select C.DESCRIPTION,* from MENU_OPTIONS AS O
INNER JOIN MENU_COLLECTION AS C ON C.CLASSICSEQNO=O.MENU_NO
where MENU_TYPE=1
AND (
(ISNUMERIC(PROC_DATA)=1
AND PROC_DATA IN (select SEQNO from dashboards
where SETTINGS IN ('FrameName=OpportunitySearch','FrameName=CompanySearch','FrameName=OpportunityQuickAdd','FrameName=CampaignSearch'))
) OR
PROCNO IN (select PROCNO from MENU_PROCEDURES
WHERE LICENCEPROC=3100
AND MENU_TYPE=1)
)

.

This article is intended for implementer partners, and is highly technical in nature.

You can also find more resources on the MYOB Exo Business Education Centre.