de:Installationsanleitung


How to get proRM 2013

Download from the proRM Homepage

You can register for your free 5 Users license on our proRM Homepage. Please register with the Displayname of your Organization. (HowTo is also described in our Wiki)

Download from Pinpoint

Download from FTP

CRM 2011 Requirements

  • CRM Systemadministrator Security Role
  • Running Microsoft Dynamics CRM-System (OnPremise, Online, IFD)
  • English should be enabled in your CRM-System
  • Displayname of your CRM-Organization

Import proRM 2013 into an empty CRM 2011

Installation

  1. Unzip your downloaded proRM 2013 ZIP-File and read the Instructions carefully(Readme.txt)
  2. Open your CRM in the Internet Explorer
  3. Goto "Settings"
  4. Goto "Solutions"
  5. Click Import Importsolution.png

  6. Choose the Location of your extracted proRM 2013 Solution
  7. Upload ZIP-File by clicking next Fil:Selectsolution.png

  8. Activate every Solutionprocess
  9. Start the Solutionimport Importprocess.png

  10. Wait for the completion of the importprocess.


Importing.png


Check the Solutionimport

After importing proRM 2013 every processed step is displayed in a logwindow. This Information can be saved and used with Excel for finding Warnings or Installationproblems.

Close the Importwizard and refresh your browser, proRM 2013 is now installed and ready to use.


Finish.png


Update proRM 2013 in a CRM 2011, where proRM Basic 2013 is Installed

Update

  1. Unzip your downloaded proRM 2013 ZIP-File and read the Instructions carefully(Readme.txt)
  2. Open your CRM in Internet Explorer
  3. Goto "Settings"
  4. Goto "Solutions"
  5. Click Import Importsolution.png

  6. Choose the Location of your extracted proRM 2013 Solution
  7. Upload ZIP-File by clicking next Importsolution.png 1.1 The CRM-System displays a Updatebox with information Fil:Selectsolution.png

  8. Activate every Solutionprocess
  9. Select "Overwrite customizations" to ensure a full update Updateoverwrite.png

  10. Wait for the completion of the importprocess.


Importing.png

Check the Solutionimport

After importing proRM 2013 every processed step is displayed in a logwindow. This Information can be saved and used with Excel for finding Warnings or Installationproblems.

Close the Importwizard and refresh your browser, proRM 2013 is now installed and ready to use.


Finish.png


Import your proRM 2013 Licenses

  1. Goto "Settings"
  2. Goto "License Manager" 1 install.jpg

  3. Click "Import"
  4. Click "Add new License" 2 install.jpg

  5. Choose your XML-License File attached to your proRM 2013 registration Mail 3 install.jpg

  6. Assign or Create a Specific Security Role, to restrict the usage by your CRM-Employees 4 install.jpg

  7. The imported License is valid for the Business Unit, which was used for creation of the license (Displayname entered during registration)
    1. For the usage with more than one Business Unit, an ownstanding License is needed. (e.g.: Your Company Ltd. is divided into Division A and Division B; for each Division a License is needed)
    2. Every Imported Module get a Security Role (So it's possible to use only 5 Controlling Modules by more CRM-Users available in the System) 7 install.jpg


  8. Click "Import" to proceed and check if it was succesfull


    8 install.jpg

  9. After Import is done check the License Status Reason to ensure the License is valid

For more Information about the Licensemanager and the shown Fields it is described in the Licensemanager page.

Create a proRM-Employee

  1. Goto "Projects & Resources"
  2. Goto "Employees" 10 install.jpg

  3. Create a new proRM-Employee 16 install.jpg

  4. Enter the requested Data
  5. Save
  6. Open the assigned CRM-User 17 install.jpg

  7. Goto "Security Roles"
  8. Click "Manage Roles"


    13 install.jpg

  9. Assign the created Security Roles used for the proRM 2013 Licensing 14 install.jpg

  10. Save & Close