Help, Installation Guide & Terms of Use

 

 

ICRM BrokerFinance – Installation, Setup Guide and Terms of Use

1. Requesting the App

 

The ICRM BrokerFinance extension is distributed and supported directly by ICRM.

To begin, you’ll need to contact us to receive access to the app package.

📧 Email: info@icrm.au

Once we receive your request, our team will provide:

  • The latest version of the ICRM BrokerFinance extension (.app file)

  • Any relevant licensing details

  • A setup session to help you install and configure the app correctly

 


2. Initial Installation

 

To install the ICRM BrokerFinance extension in Microsoft Dynamics 365 Business Central:

  1. Log in to your Business Central environment with administrator privileges.

  2. Navigate to:
    Setup & Extensions → Extension Management

  3. Select Upload Extension.

  4. Choose the provided ICRM BrokerFinance.app file.

  5. Click Deploy to install it to your Business Central environment.

Business Central will validate and install the extension. This may take a few minutes.

 


3. First-Time Configuration

 

Because ICRM BrokerFinance integrates with financial and CRM workflows, it’s important to configure it according to your business processes.

After installation:

  1. Our support team will schedule a configuration session with you.

  2. Together, we’ll review your brokerage workflows, data mappings, and custom requirements.

  3. We’ll then guide you through setting up:

    • Default financial accounts

    • CRM integration parameters

    • Security roles and permissions

    • Reporting and analytics options

Our goal is to ensure that ICRM BrokerFinance is fully aligned with your business needs before it goes live.

 


4. Getting Help & Ongoing Support

 

If you need assistance at any point — whether for setup, configuration, or troubleshooting — our team is here to help.

Support Contact:


📧 info@icrm.au

When contacting support, please include:

  • Your company name

  • Business Central environment (Sandbox / Production)

  • A brief description of the issue or question

We’ll respond promptly to ensure you’re fully supported.

 


5. Terms of Use

 

Last updated: 1st November 2025

These Terms of Use (“Terms”) govern your use of the ICRM BrokerFinance extension (“Extension”) for Microsoft Dynamics 365 Business Central, provided by ICRM (“we”, “us”, “our”).

By installing, accessing, or using the Extension, you (“Customer”, “you”) agree to be bound by these Terms. If you do not agree to these Terms, do not install or use the Extension.

If you are accepting these Terms on behalf of a company or other legal entity, you represent that you have authority to bind that entity, and “you” will refer to that entity.

 


5.1. License & Permitted Use

 

1.1 License Grant
Subject to these Terms and your payment of all applicable fees (if any), we grant you a non-exclusive, non-transferable, non-sublicensable, revocable license to install and use the Extension within your Microsoft Dynamics 365 Business Central environment for your internal business purposes only.

1.2 Permitted Users
You may allow your employees, contractors, and agents to use the Extension on your behalf, provided they comply with these Terms. You are responsible for their use.

1.3 Ownership
The Extension is licensed, not sold. All intellectual property rights in and to the Extension, including any modifications, enhancements, or derivative works, are and remain the exclusive property of ICRM and/or its licensors.


5.2. Installation, Configuration & Dependencies

 

2.1 Initial Installation & Setup
The Extension is installed in your Microsoft Dynamics 365 Business Central environment. We will assist with initial installation and configuration to ensure the Extension is reasonably aligned with your business processes.

2.2 Business Central & Third-Party Services
Use of the Extension requires a valid Microsoft Dynamics 365 Business Central subscription and may rely on other Microsoft or third-party services. You are responsible for obtaining and maintaining all such subscriptions, licenses, and services.

2.3 Configuration Responsibility
We will guide you through configuration, but you remain responsible for:

  • Ensuring the configuration meets your internal processes, compliance, and policy requirements

  • Validating data mappings, workflows, and integration settings before using the Extension in production


5.3. Acceptable Use & Restrictions

 

You agree not to:

  • Reverse engineer, decompile, disassemble, or attempt to derive source code from the Extension, except to the extent expressly permitted by law.

  • Copy, modify, or create derivative works of the Extension, except as expressly allowed in writing by us.

  • Rent, lease, sell, sublicense, transfer, or otherwise make the Extension available to any third party (except as permitted users under Section 1.2).

  • Use the Extension in any manner that is unlawful, harmful, fraudulent, or in violation of any applicable laws or regulations.

  • Use the Extension to process data that you do not have the legal right to process.

We reserve the right to suspend or terminate your access to the Extension if we reasonably believe you are in breach of these Terms.


5.4. Data & Privacy

 

4.1 Your Data
You retain all rights to the data you input or process through the Extension (“Customer Data”). You are responsible for the accuracy, quality, and legality of Customer Data and for obtaining all necessary consents and permissions to use it with the Extension.

4.2 Data Processing
The Extension operates within your Business Central environment and may access or process Customer Data as needed to provide its functionality. We may access your environment or data only:

  • When you explicitly grant access (e.g. for support or configuration), and

  • In accordance with applicable laws and any additional written agreements between us.

4.3 Privacy & Security
We take reasonable commercial measures to protect any data we access in the course of providing support or services. Further details may be provided in a separate agreement or privacy notice.


5.5. Support & Maintenance

 

5.1 Support
We provide support for the Extension during normal business hours (subject to local conditions and public holidays). You can contact us at:

📧 Email: info@icrm.au

Please include:

  • Company name

  • Environment (e.g. Sandbox or Production)

  • A clear description of the issue

5.2 Updates & Enhancements
We may, from time to time, release updates, bug fixes, or new versions of the Extension. We will determine, at our discretion, whether such updates are provided as part of your existing license or subject to additional fees.

5.3 Third-Party Changes
We are not responsible for changes made by Microsoft or other third parties (e.g. API changes, platform updates) that may affect the operation or compatibility of the Extension. We will make reasonable efforts to maintain compatibility but cannot guarantee it.


5.6. Fees & Payment (if applicable)

 

If fees apply to your use of the Extension, they will be communicated separately in a quote, order form, or agreement.

  • You agree to pay all applicable fees in accordance with the agreed payment terms.

  • Failure to pay may result in suspension or termination of your access to the Extension.


5.7. Warranties & Disclaimers

 

7.1 Limited Warranty
We warrant that the Extension will perform in substantial conformity with the documentation provided, when used in a supported Business Central environment and configured as recommended.

7.2 Disclaimer
Except as expressly stated in these Terms, the Extension is provided “as is” and “as available”. To the maximum extent permitted by law, we disclaim all other warranties, express or implied, including any implied warranties of merchantability, fitness for a particular purpose, non-infringement, and any warranties arising from course of dealing or usage of trade.

You acknowledge that:

  • The Extension is a supporting tool and does not replace your own professional judgment.

  • You are responsible for verifying the accuracy of any outputs before relying on them for financial, operational, or compliance purposes.


5.8. Limitation of Liability

 

To the maximum extent permitted by law:

  • We are not liable for any indirect, incidental, consequential, special, punitive, or exemplary damages, including loss of profits, revenue, data, or business interruption, arising out of or in connection with the use or inability to use the Extension, even if we have been advised of the possibility of such damages.

  • Our total aggregate liability under these Terms, whether in contract, tort (including negligence), or otherwise, will be limited to the amount of fees you have paid to us for the Extension in the 12 months immediately preceding the event giving rise to the claim.

Nothing in these Terms excludes or limits any liability that cannot be excluded or limited under applicable law.


5.9. Term & Termination

 

9.1 Term
These Terms apply from the date you first install or use the Extension and continue until terminated in accordance with this section.

9.2 Termination by You
You may terminate these Terms at any time by:

  • Uninstalling the Extension from all environments; and

  • Ceasing all use of the Extension.

9.3 Termination by Us
We may suspend or terminate your license and access to the Extension if:

  • You materially breach these Terms and fail to remedy the breach within a reasonable time after notice, or

  • Required by law or by a third-party service provider (e.g. Microsoft).

9.4 Effect of Termination
Upon termination:

  • Your right to use the Extension immediately ceases.

  • You must uninstall the Extension from all environments.

  • Sections relating to intellectual property, disclaimers, limitations of liability, and any other provisions intended to survive termination will continue to apply.


5.10. Changes to These Terms

 

We may update these Terms from time to time. If changes are material, we will provide notice (for example, by email or via our website). Your continued use of the Extension after the effective date of any changes constitutes your acceptance of the updated Terms.


5.11. Governing Law & Dispute Resolution

 

These Terms are governed by the laws of New South Wales, Australia, without regard to its conflict of law principles.

Any disputes arising out of or in connection with these Terms shall be subject to the exclusive jurisdiction of the courts of New South Wales, Australia, and you consent to the personal jurisdiction of such courts.

(You may adjust this jurisdiction clause based on your actual location and legal advice.)


5.12. Contact Information

 

If you have any questions about these Terms or need support:

📧 Email: info@icrm.au

We recommend retaining a copy of these Terms for your records.

 

 

 

 

Get in Contact

 

Call us now on 1300 667 577 to talk to one of our specialists or use our contact form here.

We will be more than happy to discuss your specific needs and arrange a no obligation 1 hour consultation.