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FAQ

Frequently Asked Questions (FAQs)


Installation

Can I use CRM-Project in a hosted environment, too?

How long does the installation take? And how complicated is the installation process?

How can I select the language packs, I want to use?

Is it possible to use only some of the available languages for CRM-Project?

What happens, if I import CRM-Project in a CRM system with only one language?

The license key requires the Display Name and the Organization Name of my CRM-System? Where do I find this information?

Using CRM-Project

I have imported the solution but I cannot use any of the functions. I always get a message that I have insufficient rights.

When I open a project nearly all fields appear read-only or disabled.

Silverlightscomponents can be used in Outlook but can't be used in a browser.

When you open a Silverlight function in CRM-Project, there appears a message „Retrieving entity/type ‚itaraxrm_product_settings‘ failed. Executing entity/type ‚#Lf‘ failed.“

Customization of CRM-Project

Is it possible that I add some fields in the project entity and that I change the arrangement of the fields of the existing forms?

There are some Security Roles which come with CRM-Project. Can I change the right6s fo these Security Roles e.g. for granting more less rights to the Project Manager Role?


Installation

Can I use CRM-Project in a hosted environment, too?

Yes, CRM-Project is the 4th Module for Project Management in Microsoft CRM. You can use it in any kind of environment. CRM Online, Hosting and OnPremise are all supported.

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How long does the Installation take? And how complicated is the installation process?

The Installation is done in 3-5 Minutes depending on the performance of your system. Simply import the Solution in your System. That’s it! There is a video manual.

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How can I select the language packs, I want to use?

The language packs that are used in your environment are controlled by your Microsoft CRM 2011 installation. First you have to install all the language packs you want to use on your CRM server. Afterwards the language packs have to be activated in Microsoft CRM 2011 via Settings – Administration - Languages. The solution of CRM-Project brings all available language packs to you. When you import the solution of CRM-Project in Microsoft CRM, it will import only the language packs that are available in your server.

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Is it possible to use only some of the available languages for CRM-Project?

Yes, that is possible. The usage of the language packs depends on the languages that are activated in your CRM Server. While importing the solution, you will get a warning, that some languages won´t be installed. This doesn`t affect the usage of CRM-Project in the enabled languages. If you enable further languages after importing CRM-Project, you have to import the solution again to enable these languages for CRM-Project, too.

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What happens, if I import CRM-Project in a CRM system with only one language?

This is possible. While importing the solution, you will get a warning, that some languages won´t be installed. This doesn`t affect the usage of CRM-Project in the enabled language.

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The license key requires the Display Name and the Organization Name of my CRM-System? Where do I find this information?

The Display Name is shown everywhere on the upper right side when you use the Internet Explorer Browser for accessing the CRM-System.
The Organization Name can be reviewed on the following page in the CRM-System: Settings => Customizations => Developer Resources => Organization Unique Name

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Using CRM-Project

I have imported the Solution but I cannot use any of the functions. I always get a message that I have insufficient rights.

Please ensure that the user you are using is activated as a user for the project management module and you have assigned the necessary security roles. For details please consult the manual.

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When I open a project nearly all fields appear read-only or disabled

There may be 2 reasons for this behavior. Please ensure that the user you are using is activated as a user for the project management module and you have assigned the necessary security roles. Depending on the assigned security roles, there are different forms available. Additionally there is a new functionality of CRM 2011 – the so-called role-based forms. Depending on the security roles of your user, you may have several, different forms. The form with read-only fields is the form for Time Entry users. You can change the form by selecting another form in top left sidebar.

 

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Silverlightcomponents can be used in Outlook but can´t be used in a browser

This behavior is based on the authentication of Micorosft CRM. The following example describes the behavior: In Outlook the name of the CRM server is used to open CRM (e.g. http://crm). In the Internet Explorer, Microsoft CRM was opened via an external URL (e.g. http://crm.company.com). For using Microsoft CRM via the internet (e.g. http://crm.company.com) Microsoft allows only the claim-based authentication via AD FS 2.0. The above described problem occurs, when you try to access Microsoft CRM via the internet address and you are using a different authentication type than AD FS 2.0. CRM-Project is the 4th Module for Microsoft CRM uses the same standard function of Microsoft CRM for authentication that is defined in the SDK to get the URL. Please use only the server name (e.g. http://crm) in the Internet Explorer to start CRM, if you don’t use AD FS 2.0. 

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When you open a Silverlight function in CRM-Project, there appears a message „Retrieving entity/type ‚itaraxrm_product_settings‘ failed. Executing entity/type ‚#Lf‘ failed.“

This error appears, if Microsoft CRM is not started with the right URL, which is used for the Microsoft CRM Webservice.
If the correct URL is used for accessing the CRM system, the Silverlight components are displayed in the right way, too.
To figure out the right URL for your Microsoft CRM system, go to Settings -> Customizations -> Developer Resources and click on the link for the Organization Service.
If this page opens up properly, then you should use this URL (without “XRMServices/2011/Organization.svc”) for future accessing of the CRM system. This link is definitely the proper link for your CRM system.

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Customization of CRM-Project

Is it possible that I add some fields in the project entity and that I change the arrangement of the fields of the existing forms.

Yes, you can customize all the entities of CRM-Project like all the other entities of Microsoft Dynamics CRM.

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There are some Security Roles which come with CRM-Project. Can I change the rights of these Security Roles e.g. for granting more or less rights to the Project Manager Role.

Yes, you can change the rights in the Security Roles which are delivered with the solution. But you must not change the names of the Security Roles because the Silverlight Components check for the names of the roles for granting access to these functions. There are some special requirement regarding the Securite Role “Time Recording”. If you want to change this role please contact the customer support in advance.

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