(1) Configure Your Trial
Activate and Configure the Demo Solution
Start evaluating our solution within just a few minutes, by following the instructions below.
- Open Microsoft CRM in Internet Explorer, with Admin privileges
- Open the drop-down menu by clicking on the three horizontal lines to the right of Microsoft Dynamics CRM label
- Select ‘Solutions’ (you may have to scroll to the right)
- Select ‘xRM1 Activation Wizard’ in the top left corner
- Follow the screenshots below
In just a few steps the wizard will prepare your solution.
Please be aware that the basic settings are necessary for the solution to function properly in your system. If you choose not to create the basic settings with the wizard, it will be necessary to enter these basic settings manually through the xRM1 solution configuration page.
Configure Additional Users
At this point the Wizard has configured all settings for the user currently logged in. To enable other users to use Dynamics Project Management, simply assign them a license:
- Open Microsoft CRM in Internet Explorer, with Admin privileges
- Click ‘Settings’
- Click ‘Solution’
- Select ‘xRM1’
- Click ‘New’ in the horizontal menu
Further Information and Troubleshooting
For more information about xRM1 Business Solutions or advanced configurations specific to your requirements, take a look at our E-Learning Portal.
If you are still facing problems, feel free to contact us.
(2) Discover the Solution
(3) Next step
Interactive Live Presentation – The Next Step
Are you ready to learn more about our solution? Find out how we’d approach your specific requirements and learn how proven best practices can help you hit the ground running. We would be delighted to present our Project Management solution to you in an online meeting.
Our experience has shown that customers who take part in live presentation save valuable time and are better to validate the benefits of the solution.