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1. xRM1 Time Tracking Solution xRM1 Rollup 9 Microsoft Dynamics CRM Windows Internet Explorer EJ close amp 1 Actions Solution xRM1 Rollup 9 Fd 3 Information Solution xRM1 Rollup 9 3 Information E Configuration 21 Components gt amp Entities H Option Sets v gt Client Extensions Web Resources T Processes gt 3 Plug in Assemblies Sdk Message Processin Service Endpoints 23 Dashboards Reports Se Connection Roles Article Templates Contract Templates i E mail Templates ia Mail Merge Templates S amp P Security Roles 1 Field Security Profiles Status Existing Help Configuration Configuration of xRM1 Licensing J License key License upload Purchase License Contact Support License report and request Company Name E Mail Organizational Unique Name Status Valid license data uploaded 4 1 3 Project Settings Solution xRM1 Rollup 9 Microsoft Dynamics CRM Windows Internet Explorer x Close Sy Wh Actions 3 Information Fa Solution xRM1 Rollup 9 Solution xRM1 Rollup 9 af Information ca Components b Ta Entities EH Option Sets a Client Extensions a Web Resources T Processes t 2 Plug in Assemblies Sdk Message Processin Service Endpoints ka Dashboards E Reports ia Connection Roles fal Article Temnlates Man Day Definition Hours per Man
2. Now you can add remove or rearrange the columns through standard Microsoft customizing functions XRM1 Time Tracking Rollup 13 41 41
3. tickets accounts and opportunities etc Use this report to monitor and control the hours scheduled for all activity types for one or multiple employee s for a selected period of time The first page displays a graphic schedule summary the following pages provide information concerning details of the reported records A depiction of the different activity types is displayed below Report Viewer Employee Activity Overview Windows Internet Explorer i i Oj x Start 5 30 2011 End 6 27 2011 al ER Employee Paul Morrison Show activities with Duration 0 O True False enemies id df of2 gt di 200 i Find Next why Gi Employee Activity Overview Activities like Task Appointment E Mail Letter Fax Phonecall Paul Morrison from 30 5 2011 ti 2 6 2011 MME Task M Phonecall BE Appointment Work h D 30 05 2011 30 05 2011 31 05 2011 31 05 2011 01 06 2011 01 06 2011 02 06 2011 6 2 2011 Prepared by Paul Morrison Page 1 of 2 4 100 XRM1 Time Tracking Rollup 13 22 41 On XRM1 Time Tracking The following pages below provide information on the details of the reported records Report Viewer Employee Activity Overview Windows Internet Explorer Help File Start 5 30 2011 Sa End 6 27 2011 Ea paar Employee Paul Morrison Show activities with Duration 0 O True False id 4 fp o2 b bi 100 ly Find Next WA Employee Acti
4. Addresses Project Management Ay The information provided in this form is viewable by the entire organization Po gt EPEN Project Management Default Service j Pp ooo pe Project Manager ire Teams Costs including overheads amp Security Roles Hourly Cost l Curren G Field Security Profiles Y 90 00 i a Us Dollar 1 fa Quotas Leave Management Work Hours any r 7 ya 5 AEE EN mnia eave 7 00 nnual Leave MD 20 00 Audit History Human Resources Hailey Mill Supervisor Ethan Cart g a PE g ailey Miller re g an Carter Ta y Business Units Accounting Quota amp Idea Service References B Idea Submitters External Contingent 76 4 Service Activate for Project Yes C No Microsoft License GA Services Management Type Resource Groups gt Processes Status Enabled For Absence Management please make sure that fields Remaining leave Annual leave are correctly filled 5 Additional configurations and customizations 5 1 Customizing Employee Cockpit Mask The Employee Cockpit mask can be customized according to your individual needs The following adjustments can be done through standard Microsoft customizing tools e Grids and views can be modified e New elements iFrames can be added e Columns in the table grid can be added removed or rearranged Be aware that an appropriate Security Role is required System Administrator or System Customizer 5 1 1 Modifying grids and views To customize the Employe
5. All relevant Time Tracking dashboards and reports are accessible XRM1 Time Tracking Rollup 13 34 41 D l _ xRM1 Time Tracking 4 7 2 XRM1 Time Tracking Employee This role is required to record and enter time amp work in five different ways Every user with this role is also able to create requests for leave as well as compensatory time off All relevant Time Tracking dashboards and reports are accessible 4 8 License types and assigning licenses Under Settings gt xRM1 License Types you will find an overview of existing license types as well as their corresponding validity dates 0 x xRM1 License Types Active xRM1 License Types Microsoft Dynamics CRM Windows Internet Explorer i Microsoft Dynamics CRM a xRM1 License Types View Charts Customize Honag fy Settings ft GR xRM1 License Types Active xRM1 License Types v Search for records p Business Name Licensed Amount Expiration Date Active xRM1 License Types v gt gt System T a CRM Project Standard Billing and Invoicing 5 9 30 2011 gt Customization E a Time Tracking Employee 5 9 30 2011 80 71 gt Process Center E fta Time Tracking Professional 5 9 30 2011 4 Extensions E fta CRM Project Professional 5 9 30 2011 60 z y Competences M E CRM Project Employee 5 9 30 2011 a in Product Service Assignments E a CRM Project Standard Resource Management 5 9 30 2011 3 40 be VAT Keys C fta Idea Management E
6. Day Fast Time Entry Number of recent projects Change period for Time Entries h Help Configuration Configuration of xRM1 Project Settings J e Hours per Man Day Fill in the standard number of working hours per work day for a full time employee 8 hours is set as the standard Possible entries are between 0 h and 24 h e Fast Time Entry Specify how many entities should be listed in the fast time entry Recently used range You can also define the period of time in which corrections to the submitted quick entries can be made xRM1 Time Tracking Rollup 13 26 41 Qu 4 1 4 Global S Solution xRM1 Rollup 9 Microsoft Dynamics CRM Windows Internet Explorer E O x Fa Solution xRM1 Rollup 9 2 Information Solution xRM1 Rollup 9 gf Information Components b TE Entities EH Option Sets Haj Client Extensions Web Resources Processes gt 2 Plug in Assemblies Sdk Message Processin Service Endpoints Eaj Dashboards j Reports ta Connection Roles ij Article Templates Contract Templates 5 E mail Templates 3 Mail Merge Templates Ge Security Roles G1 Field Security Profiles Close Gy h Actions Help xRM1 Time Tracking Configuration Configuration of xRM1 gt Licensing Project Settings gt Travel Management Global Calculation Calculating users Calling User Caching Livetime
7. Paul Morrison z v Load cached user data CW 23 2 6 4 6 CW 24 5 6 11 6 11 Sat iOne CRM Implement iOne CRM Implement iOne CRM Implement iOne CRM Implement iOne CRM Implement iOne CRM Implement Unavailable Unavailable Unavailable Contaso Developmen Contaso Developmen Contaso Developmen Contaso Developmen Contaso Developmen Contaso Developmen Contaso Developmen iOne CRM Phase Com iOne CRM Phase Com g 7 iOne CRM Phase Com iOne CRM Phase Con iOne CRM Phase Com iOne CRM Phase Con iOne CRM Phase Con z E S z F Project J Planning Service Activities Urgency ratio Red border Availability is critical Capacity Available Unavailable 7 Absence leave Business closure 5 1 3 Add remove or rearrange columns in the table grid You can also rearrange add or remove the columns in the table grid sss Startdate v Starttime End time Duration Regarding Title Description fe be X June3 2011 9 00AM 2 00 PM 05 00 iOne CRM Phase Concept A iOne CRM Conzept Project Organ fel Go X June2 2011 1 30PM 2 30 PM 01 00 i License expired A Create new License Ga zI x June 2 2011 9 00 AM 12 00 PM 03 00 iOne CRM Phase Concept Ea iOne Concept preperation fel be X Junei 2011 12 30PM 5 30 PM 05 00 gt Honag Inc CQ Billing and invoicing To do this go to Setting gt Customizations gt Customize the System gt Activity gt Views gt Inactive Public Views and then select the xRM1 Employee Cockpit Grid
8. Resource Management Sebastian Claasen C a CRM Project Standard Resource Management Simon Conrad __f 4 Extensions By Competences Product Service Assignments Se VAT Keys ag Idea Types t XRMIL License Types i Rewards f Absence Administration C Ei CRM Project Standard Resource Management Tanja Unger E 5 5 E 0 Ei CRM Project Standard Resource Management Stijn van Campen 3 a E E E E C a Idea Management Employee Scott Campbell z a w w C Ei Idea Management Employee Stan Dixon z ETET fi FF C a Idea Management Employee Stewart Ingram C Ei Idea Management Employee Fatrisha Anderson C a Idea Management Employee Tori Smith C a Idea Management Employee Tiffany Underwood C Ei Idea Management Employee Mare Jones kal 1 134 of 134 0 selected WH 4 Pagel gt f Al ABCDEFGOHI J KL MNOPQRS TUVWH YZ License Type MW Assigned HB Available Ci Click on the chart to perform D x 0 e To assign a license to a user select Settings gt License Assignments and New on the ribbon bar In your open window select the License User and the License Type that the specific user should have We recommend assigning roles automatically as an option After saving and closing the user is displayed with the newly assigned license from the list of active allocated licenses Ail Microsoft Dynamics CRM
9. fax activity types behave in the same way a Task New Microsoft Dynamics CRM Windows Internet Explorer co ee ii Microsoft Dynamics CRM abana Task Customize Honag TE Save amp Mew J Sharing a a ld TEF Delete A 7 Copy a Link Mark Save Attach Add Connect Addto Queue item Assign Process Run To Complete File Note Opportunity Queue Details a E mail a Link Report Include Convert Activity Collaborate Data Cals x Information Task New Task M Project Management Notes Task Related subject Project work 4 Common 4 Processes E Regarding E iOne CRM Implementation New York Owner B Faul Morrison Duration 30 minutes Priority Due 6 26 2011 B 12 00 AM v Category Sub Category Activity Status The Regarding field contains the related entity to which you would like to assign the service The Duration required to complete the activity is used by XRM1 Time Tracking as the basis for entering the work volume To enter the activity select Mark Complete to save the activity and at the same time record the time Note For task phone call letter and fax activity types the user who carried out the activity or under whom the activity is to be entered for the record must be entered as the owner Tip If you are simply planning an activity to carry out or complete in the future i e the information and values in the activity can still be changed select Save amp Close to
10. for user related calendar availabilities Min Log Level _ Error recommended Trace _ Debug Caching Specify how long cashed user specific calendar availability should be valid for The less you change the calendar settings e g user work hours the more you can increase the values e Log Level Set the xRM1 solution logging level We recommend setting Error XRM1 Time Tracking Rollup 13 27 41 D l xRM1 Time Tracking 4 2 installation Information such as how to install the solution can be found in the Getting Started Guide This can be downloaded from the xRM1 website Select Products and xRM1 Time Tracking you will find the document on the right hand side under Time Tracking Downloads 4 3 Activating the solution Activation Wizard Solution activation is assisted with the Activation Wizard You can find this in the ribbon bar under Settings gt xRMI1 License Types 2 http crm 5555 Activation Wizard Windows Internet Explorer OR E3 ta Welcome to the Activation Wizard for your xRM1 Business Solution The activation wizard will guide you through the license activation process of your xRM1 Business Solutions You can use the activated license functionality directly after completion Optionally the wizard can create demo data or initialize standard default settings Click Next to continue For any issues and questions please don t he
11. of the menu 1 A new time entry line will be created in the grid the item also appears in the calendar view 2 Now you are able to edit the start end time and or duration create a new title and if necessary add a short description The look up button is available for selecting the regarding item After clicking the button you can search for the appropriate regarding record via the CRM look up mask To complete your time entry click on the diskette icon in the second column of the grid Time is now recorded and the line will be greyed out To view the item in CRM use the calendar icon in the first column To delete a record click on the Delete icon in the third column 2 3 2 Time Entry with calendar view To create a new entry in the calendar view 2 click once directly in the calendar the new blue colored item will be created Now you can edit start end time and or duration by dragging and dropping the upper and lower boundaries of the item or moving them Create a new title using the Event properties mask on the right To choose the regarding item or for entering more details you can use the grid view or open the record in the CRM by double clicking on the item in the calendar To complete your time entry right click on the created item and choose the Mark as completed option The time IS now recorded and the item color will change from blue to green Choose the Delete option to delete t
12. remaining leave of the current user depicted as a bulk diagram Overview of activities represented as a bulk diagram including the current status of activities Dashboart Time Tracking Employee 4 Activities My Activities 7 o 9 D LI A a M Imoternentation New York Aogortinert One CRM review One CRM brolementation New Y 5 i amp amp Si he 3 v A 4 t A amp j F gt a a 2 4 5 i ssgaap 5 5 a be x A Gi amp gt t 3 5 7 gt 2 3 1 1 2 Time Tracking Manager The Time Tracking Manager dashboard represents the following three areas Ore CRM IMOMI New Tort One corporat My Business Units Activities provides a list of all open activities of the current user s business unit Other views can be selected from the drop down list if required Leave and remaining leave of users from the same business unit as the current user are displayed as a bulk diagram a An overview of activities of users from the same business unit as the current user are represented as a bulk diagram including the current status of activities xRM1 Time Tracking Rollup 13 21 41 xRM1 Time Tracking Dashboard Time Tracking Manager 7 id Activities My Business Units Activities stk Pl Leave and remaining Leave LJ Subject Raganaing __ _Actaaty Tyee Activity matut Daner Pracelty Stet Date Nets iby kainen rib Laan Cis Annee BRE CRR
13. review eg ABS CRM Girt Appniremeni Srheduird Prier Maurer Hemal SUL fed PM Port F ORS Arva ithe CM niea ey Gee CEM ie Appointed Seheruled Pind Miaran Merman SOL EDI PM Liene TH OES retan review E ecim appederment scnecuied Pal Morrie Homa S201 900 AM ere 100 00 CUBS ABC CRM review Fy ABC CRM Bint Apeesintmerdt Sohal Peter Maurer Herre ROLL hod AM yaza BOG CITS Abse ARK CRM review E GM Bret lpecennment Soheouled Peter Maurer Noreal SUTAL etd PM yan CUAD OSS Ceptura CAM aien Gy ites CEM Im Appanimeni Se Peeled Band Merrie Marea GRADE Ge PH VETNI a000 OES Atk Worsnop kontentan AE ARCM Ko 9 Appointment scheduled Peter Maurer Homma SINDI 1100 AM siaz POLK gf CRAM Check relent Ee ponjecte F ubora Taik Dpsa Pelee Maurer Hamal UIRIDH AM pipl Paie kii 75 00 gt 7 rras Lenee MO 1 Bcf Eg 0 selected MH 4 Paget All E ee es p E FE E Ls A ST e a Eoo ke a e LN OG a Times reported last 12 months Mer Baiveras Unita Atri Liis rn E so 5 200 i BB ie 4 W E iper Jp Q Miy 2011 hurt 2 1 ful 2011 kispi Start Cte 3 1 2 Standard reports These reports are located in the employee s workplace under Reports The online capabilities of Fetch XML reports allow these reports to be delivered with the xRM1 solution 3 1 2 1 Employee Activity Overview report 3 1 2 2 Employee Activity Overview Employee Activity Overview report represents entered times for all relevant record types projects
14. support entries over day boundaries If you want to enter appointments Spanning several calendar days you must create a single activity for each day Appointments must always be entered within the same calendar day Work within one day is calculated on the basis of 8 hours 1 man day conversion This means that if you have a 10 hr work meeting in one day XRM1 Business Solutions enters 1 25 man days of work XRM1 Time Tracking Rollup 13 9 41 L xRM1 Time Tracking Note Depending on how your Microsoft CRM is customized it may be required to specify the service run under service activities mandatory field You can of course also create an activity directly from a related record and enter it Open the record in which you carried out work and select New Activity in the left hand corner and Activities link in the menu bar This automatically assigns the dataset to the regarding field XRM1 Time Tracking is a module for Microsoft CRM and of course also supports the Outlook client You can therefore also create appointments within the Outlook calendar Create the appointment in the Outlook calendar by entering all the necessary data and invite the relevant participants Note If you are also attending the appointment and need to include yourself in the entry it is necessary for you to also invite yourself to the appointment to be entered as a participating user Tip Depending on the application you can use a workflow to automate
15. workplace showing the Planning menu area This menu option is used to access the individual Absence Administration of the employee enabling both the creation of requests for leave and also the request for compensatory time off v General Applicant amp Delegate El Substitute ol g Paul Morrison General From mv Remaining days of leave Until 6 2 2011 Tv 11 59 PM s Days Role Reason for Absence v Status of Processing Name Status Reason Created bd gt Notes Requests for leave are used to schedule the absence of employees Compensatory time off is used to credit compensation days to the holiday entitlement of an employee For example this can be required when The employee has cut short a vacation A vacation that has been approved cannot be taken for operational reasons or Additional work has been performed that is compensated with leave Requests for leave and compensatory time off are supported by a multi layer approval process using Microsoft CRM workflows and activities These workflows can be aligned to the rules of your organization in the Processes area of Microsoft CRM Settings In the delivered configuration the process makes available the following major process steps in particular Selection of a substitute when creating the request Acceptance of the role by the substitute Approval of the vacation by the employee s superior manager Approval and entry of the vacation by t
16. All other rights are reserved and this notice does not grant any rights other than specifically described above whether by implication estoppel or otherwise xRM1 Business Solutions a brand of itara GmbH Beethovenstrasse 5 97080 Wurzburg Germany all rights reserved DIN A4 v013 Tel 49 931 66084 111 E Mail sales xRM1 com xRM1 Time Tracking Rollup 13 On L xRM1 Time Tracking 0 Before you start 0 1 Foreword xRM1 Time Tracking is the solution for time amp work entry as well as workforce management in Microsoft Dynamics CRM We therefore recommend that the reader of this manual first acquires a basic knowledge of working with Microsoft Dynamics CRM If you do not yet meet these requirements we recommend that you get a basic understanding of these topics beforehand for the sake of your own efficiency and to better able you to work with xRM1 Time Tracking Note xRM1 Time Tracking is built upon all Microsoft CRM standards particularly in regards to forms views rights and roles Should you find that elements functions or information is not as described in the documentation please ensure that the CRM user you are using has the required permission and that the basic settings required are in the system 0 2 Tips for efficient time entry Below are a few tips from our own practical experience as well as from customers on the day to day entering of times and services Update data immediately especially wh
17. E mail Project Management From B Faul Morrison Cal Related To re 4 Common Cc al h Connections Bec E Audit History 1 Subject 4 Processes G Workflows Regarding al E Dialog Sessions 6 GEM Bt U EZZ FE A A A B Baa Status Reason Draft The same applies for e mails created with Microsoft Outlook Usage is the same as for tasks phone calls etc XRM1 Time Tracking Rollup 13 8 41 Lee On _ xRM1 Time Tracking 2 1 3 Appointments and service activities Appointment activity types and service activities are handled virtually the same way Enter all the information you require for the appointment The Regarding field contains the related entity to which you would like to assign the service The Duration field is used for the volume of work carried out as it is already with other activity types The most important difference from other activity types is that for appointments and service activities the owner of the activity is not used as the executing member but as the required participant appointment or resource service activity This also enables an appointment with multiple participants for example to be completed within a single entry for all participants in the system As with all other activity types select Mark Complete to enter the working time Note If you as the appointment scheduler are attending the appointment and wish to enter it accordingly you must enter yourself as an additional at
18. Paul Morrison o XRM1 License Assignment Customize Honag Save amp New f Sharing Follow amp Fl P gd Deactivate ly Copyalink 3 Unfollow i Save Save amp i Run start Run Close Delete Fal E mail a Link Workflow Dialog Report Save Collaborate Process Data JAE TIES xRM1 License Assignment eae oe ne Aree Faj BESES g XRM1 License Assignments License Assignment _ ek Related i O 4 General 4 Common Se 2 4 Audit History A License User amp Paul Morrisor A Assign Roles Yes No Automatically a Pees License Type yy Time Tracking Professional al E Workflows Be nf SEES S2220078 Status Reason Active 100 A fe XRM1 Time Tracking Rollup 13 36 41 On xRM1 Time Tracking 4 9 User s personnel data Z User Paul Morrison Microsoft Dynamics CRM Windows Internet Explorer S loj x 2M Microsoft Dynamics CRM pal Gieateee User Customize Honag amp i TE Save amp New f A ing F Reassign Records a Change Business Unit B PE s tad Sharing amp E Disable g Manage Roles e Change Manager amp PE Copy a Link Bs Save Save amp i Reject Connect Send Direct Run Start Run Close mail E mail g Join Teams E mail al E maila Link Workflow Dialog Report Save Actions Collaborate Process Data CRM Project HR Manager 8 User Users v CECH Paul Morrison
19. Settings can be automatically created with the help of the xRM1 Activation and Configuration Wizards see Section 4 3 or 4 4 or be set manually The xRM1 Time Tracking relevant settings and their functions are described below 4 1 Settings Settings for xRM1 Business Solutions can be done under Settings gt Solutions gt xRM1 By selecting the solution field you will be automatically taken to the settings page Solutions All Solutions Microsoft Dynamics CRM Windows Internet Explorer A Microsoft Dynamics CRM Paul Morrison Home s Honag fy Settings GR Solutions All Solutions v Search for records p a 3 New x Delete F Import nes Export Zi Import Translations B Export Translations I Publish All Customizations ee ay Get Solutions from Marketplace More Actions 4 Customization Ea Customizations 3 Solutions D Dynamics Marketplace gt Process Center Name Display Name Version Installed On Package Type Publisher Description E gf xRM1 xRM1 Rollup 9 5 3 9023 0000 5 3 2011 Managed XxRM Business Solutions xRM1 Business Solutions is a trademark of itara gt Extensions 4 Workplace tB Sales Marketing GB Service Projects 1 6 of 6 0 selected Pagel i Resource Center M 2 A 8 amp 6G 8 Tt I 2 bowen eo oF ROS OUT Ow huh Uw UR OF Help Solution xRM1 Rollup 9 F 2 Information is Configuration g7 Information Con
20. TE oses Sent it 4 30 rn eck Tosey ey Week Month forward aod F 2 oe J Sent Rems Proce m aj Deleted Items Me View a w amp Sn dalea Stet ore foc tne Ouestion Regarding the Dem oto 3 Calendar miig ma e Saj Contacts Qam ig ore yi Journal a 3 junk E Mail mT WY gt a Notes 10 ee T a X pred zt s00am ZPM 0590 fF litre CRU Phare Corcect II One CRM Concent Project A come rA Outdoor TO RSS Feeds an e Aa 2021 May 30 2012 May 31 2011 hat wis hen 2 Dott 4 Mv v gt JA search Folders fast Time Entry CRM Prelic Windows Internet Explorer Riles 4 Suggested Contacts Current me N cemly used The Week Mame Paul Morison _j Sync sues 60 12 ow Fiker recently A View 2 2 Tasks Date Start Time tnd Time Work th Subject BOO AM aa C amp 2011 15 4 45 AM 4 45 AM CRM i Q u2 A Task 900 AM Type Regarding Project Mail 5 EP Fax bd t St fi v h T Date Start Time Gnd Time ork h OD Phone Call a 5 30 2011 10 00 AM 6 00 PM a gt d E mail ZF Letter o a EO Appointment f f Service Activity a rly Campaign Response Cases 5 31 2201 86 00 AM 11 00 AM 5 31 2011 11 090 AM 1 90 PM SSiN0 2 00 PM 600 Pm 26 1000 AM ee s gt CRM e 1109 AM z 3 Ww 1200 PM amp Contacts 4 100 PM 4 ajaa Tasks 3 Active tasks 2 200 PM Rems 7 All folders are z 300 PM z 400 PM m Microsoft Outlook Accounts 6 12011 9 00 AM 32 00 PM 6 1 2011 12 30 PM 30 PM wevwew enw ee co
21. Za xRM1 Business Solutions for Microsoft Dynamics CRM User Manual xRM1 Time Tracking English On _ xRM1 Time Tracking Table of Contents O Before you start 0 1 Foreword 0 2 Tips for efficient time entry 0 3 System requirements 0 3 1 Client prerequisites 0 3 2 For on premise deployments 0 3 3 If you are going to use the Employee Cockpit functionality 1 xRM1 Time Tracking in Microsoft CRM 1 1 1 Fast Time Entry 1 1 2 Activities 1 1 3 Orders 1 1 4 Accounts 1 1 5 Contacts 1 1 6 Support 1 1 7 Requests for leave 1 2 asic settings 2 Time and work entry 2 1 Time entry via standard CRM activities 2 1 1 Tasks phone calls letters faxes 2 1 2 E mails 2 1 3 Appointments and service activities 2 2 Time entry via the Fast Time Entry mask 2 3 Entering Time with the Employee Cockpit mask 2 3 1 Time Entry with New button 2 3 2 Time Entry with calendar view 2 3 3 Time Entry with stopwatch 2 3 4 Graphical hours overview 2 3 5 Navigation views and filters 2 3 6 Employee Cockpit Mask modification 2 4 Entering rendered services 2 4 1 Entering the services of organization users 2 4 2 Entering the services of external resources 2 4 3 Entering the services of Business Units 2 5 Changes in activities entered 2 6 Absence 2 6 1 Vacation 2 6 2 Absence Administration 3 xRM1 Time Tracking reports 3 1 1 Dashboards 3 1 2 Standard reports 4 Licenses and authorization 4 1 Settings 4 1 1 Request a licens
22. a We recommend this especially for trials Please take note that the default settings are required for the proper use of each xRM1 Business Solution The activation wizard completes this process for you IW Create default settings recommended for trial This will automatically initialize the configuration of your solutions like number ranges labeling etc Existing settings remain unchanged xRM1 Settings IW Create base data recommended for trial This will automatically create base data like products price lists services etc xRM1 Base Alternatively you can enter the settings manually You can find the settings under CRM gt Settings gt Customize gt Solutions gt The_4th_Module xRM1 gt Configuration For any issues and questions please don t hesitate to contact our support a xRM1 Support Pac Next ance 100 F Then confirm the selected configuration xRM1 Time Tracking Rollup 13 33 41 bn Ou xRM1 Time Tracking 5 Configuration Wizard Windows Internet Explorer l ioj x ta Finish configuration Step 2 of 3 To finish the configuration of your selected options click on configure now Please note that this might take several minutes For any issues and questions please don t hesitate to contact our xRMI1 Support ai Back Back Finish Cancel Cancel After the configuration is complete the following window will appear Conf
23. also available This is designed for applications in which services are not entered in detail but are aggregated as totals One such application for example is a head of department who receives as a total only the man days of the department to be recorded that of course should be used as an input to the controlling or billing processes Various views and reports are available for entry controlling They help employees managers and higher level controlling Employees can for example easily identify entry gaps in their Outlook calendars 2 1 Time entry via standard CRM activities Services can be entered via Microsoft CRM activities Virtually all activity types can be used with the exception of Campaign responses Activities are entered based on the successful completion of an activity Activities can be assigned to relevant records for scheduling purposes without marking an activity as completed Activities can also be assigned to other employees via standard Microsoft CRM functions Tasks for example can be delegated to the relevant experts within the team XRM1 Time Tracking Rollup 13 6 41 ka On _ xRM1 Time Tracking Tip Please note that in relation to the assignment of tasks restrictions may be in place resulting from the security roles defined in your CRM system Please refer to the standard Microsoft CRM documentation for more information 2 1 1 Tasks phone calls letters faxes Task phone call letter and
24. ated Time of Completion Here you can register any work remaining for completion see Entering Time with the Employee Cockpit mask2 3 for more details Save Saves the activity as complete All entries created in the time entry mask are as a default stored as appointments in Microsoft CRM and are therefore also available in the user s Outlook calendar The Fast Time Entry records are however synchronized systematically It allows customers to configure the Outlook filters specific to the Fast Time Entry records thus preventing time recording entries appearing in Outlook Tip The number of recently used is configured from the solution settings see Section 4 1 3 The view of entries made is grouped by day The work volume total is displayed every day to help control entries made and completed by the employee XRM1 Time Tracking Rollup 13 11 41 D l xRM1 Time Tracking The activities listed can be subtracted or edited by the user 5 31 7011 9 00 AM 9 30 AM 0 5 One CRM Phase Concept iOne CRM define concept BIEI However changes are no longer possible for already settled entries For the period in which changes can be set via Settings please refer to Section 4 1 2 2 3 Entering Time with the Employee Cockpit mask With user friendly and flexible Employee Cockpit mask you can enter and edit your work hours quickly and easily The time entry mask can be accessed in almost every area of Microsoft CRM from the
25. aul Morrison ttt L vig PTE mee FA f x A S ig J sd New New Import Advanced Fast Time Activity Record Data Find Entry New Tools Projects Settings fal GR Create Business Type system Absence Reason eal Customization z Business Closure gt Process Center pplicant Absence 4 Extensions Public holiday gy Competences ge Skills amp Capacities Times Absence Administration PS VAT Keys New annual holiday Remaining days of vacation expired 4 Workplace re oe Current Projects Comments Sy Marketing Ki Service Projects Si Resource Center http arm 5555 CRM main aspx 2 6 2 1 Business Closure The Business Closure reason enables business closure to be created For all users with role CRM Project Absence Submitter the relevant number of vacation days is subtracted from the remaining holiday and a business closure is generated in the work time calendar of Microsoft CRM 2 6 2 2 Absence Absence is used to flag an employee as not available for a certain period due to illness or other reasons The number of remaining vacation days for this employee is not changed 2 6 2 3 Public holidays Selecting Public holiday adds an absence for all relevant employees for the date selected Unlike selecting business closure there is no change to the number of remaining vacation days 2 6 2 4 New annual holiday New annual holiday is available to enter new ann
26. cify a unique name Employee Cockpit Form XRM1 Employee Cockp Name FRAME_ General URL O Pass record object type code and unique identifier as parameters Label Specify the label for this field in forms Label L Display label on the Form Security Select whether to restrict cross frame scripting M Restrict cross frame scripting where supported For more information click here Visibility Specify the default visibility of this control V Visible by default After saving and publishing you can see the following result XRM1 Time Tracking Rollup 13 40 41 xRM1 Time Tracking Employee Cockpit Windows Internet Explorer A MIE Open lt gt 00 00 00 pmo Back Today Day Week Month Forward Record Vi Invoiced View Timer Filter i Start Date Actual Duration Regarding Subject Description fe bd X June 3 2011 8 00 AM feel i x June 2 2011 9 00 AM 03 iOne CRM Phase Concept Te iOne Concept preperation May 29 2011 May 30 2011 May 31 2011 Jun 1 2011 Jun 2 2011 Jun 3 2011 Jun 4 2011 May 3 4 f W T i 10 11 15 16 17 18 m i i 22 23 24 25 30 31 1 Dr ee N 10 l i 2010 2011 2012 l jil thy v Event properties Title Leave from 6 3 2011 to 6 3 20 Stare oo 6 3 2011 gt 8 00 AM End o 6 3 2011 7 8 30 PM 7 Onin Start 6 2 2011 fis End 6 18 2011 is Name
27. close the activity You can open the activity again at a later time to modify it and then Mark Complete to add it to the recorded times Note XRM1 Business Solutions does not support entries for task phone call letter or fax activity types that contain more than 8 hours or one man day of work If you want to enter these activities types for more than 8 hours in one day it is necessary to create multiple activities You can of course also create an activity directly from a connected record and enter it Open the entry in which you carried out work select New Activity and in the left hand corner the Activities link located in the menu bar This automatically assigns the related record to the Regarding field XRM1 Time Tracking is a module for Microsoft CRM and of course also supports the Microsoft CRM Outlook client This means you can also create entries using Outlook tasks XRM1 Time Tracking Rollup 13 7 41 XRM1 Time Tracking 2 iOne Workflow Test 1 Task Task Insert Format Text Reviews HYS8h 0 B MK Be i Save amp Delete be Details hark Assign Send Status Recurrence Untrack Set Categorize Follow g zoom Close Complete Task Report v Regarding y E9 View in CRM 5 Up Actions Show Manage Task Recurrence CRM Tags Zoom Subject iOne Workflow Test 1 Start date Tue 5 3 2011 Status Not Started Due date Tue 5 3 2011 Priority Normal x Complete 0 4 z C Remin
28. der Mone None 4B Owner Administrator Microsoft Dynamics CRM oe Regarding iOne CRM Implementation New York i This task is being tracked in CRM as a CRM Task Use the CRM integrated Microsoft CRM Outlook client Track in CRM button to connect the task to Microsoft CRM and classify the activity type in the process task letter fax or phone call Also specify a reference to a relevant record As soon as the task is Marked Complete the time is recorded 2 1 2 E mails Both incoming and outgoing e mails can be entered in XRM1 Time Tracking The determining factor for entry here is that the e mail has the Received or Sent state The owner of the e mail is also used for entry here For incoming e mails it is enough to elevate them up to Microsoft CRM and relate them to the relevant entity Outgoing e mails need to be sent in order to be entered otherwise they are treated as scheduled activities E maik New Microsoft Dynamics CRM Windows Internet Explorer 5 x ai Microsoft Dynamics CRM Paul Morrison G E mail Customize Honag Save amp New m n e R a E E x J XY g i aiy E fe Delete A L iF Send Save Save amp Attach Insert Insert To Connect Judd to Queue Item Assign Process Run Close File Template Article Opportunity ce Queue Details E Report Save Include Convert Activity Collaborate Data Information bl E mail ey re E mail New Attachments ES Details
29. e 4 1 2 Upload a license 4 1 3 Project Settings 4 1 4 Global 4 2 Installation 4 3 Activating the solution Activation Wizard 4 3 1 Activate a free test version 4 3 2 Activating a temporary or permanent license 4 4 Configuring the Solution Configuration Wizard 4 5 License management 4 6 Rights and Roles concept 4 7 xRM1 Time Tracking security roles 4 7 1 XRM1 Time Tracking Professional 4 7 2 XRM1 Time Tracking Employee 4 8 License types and assigning licenses 4 9 User s personnel data 5 Additional configurations and customizations 5 1 Customizing Employee Cockpit Mask 5 1 1 Modifying grids and views 5 1 2 Add new elements 5 1 3 Add remove or rearrange columns in the table grid xRM1 Time Tracking Rollup 13 OANYNOU UUUUUUUUY PAAA AAAR On _ xRM1 Time Tracking The names of companies and products contained in this document may be covered by trademarks or similar intellectual property rights This notice does not grant any licenses under those rights The example companies organizations products domain names e mail addresses logos people places and events depicted in this document are fictitious No association with any real company organization product domain name email address logo person place or event is intended or should be inferred All rights reserved No part of the contents of this book may be reproduced or transmitted in any form or by any means without the written permission of the publisher
30. e Cockpit grids and views go to Setting gt Customizations gt Customize the System Find the xRM1 Employee Cockpit entity and click on the Employee Cockpit form XRM1 Time Tracking Rollup 13 37 41 On XRM1 Time Tracking Form xRM1 Employee Cockpit Windows Internet Explorer Oj x i Microsoft Dynamics CRM Pani Morison S Home Insert Honag a Gall Save As Undo T Header ee a Assign Security Roles z ia ct Save and Close z Redo i_ Footer mgs Show Dependencies Save Change Remove Form Preview L Publish Properties Navigation Properties Managed Properties Save Edit Select Form 2 Solution Default Soluti lt 4 Employee Cockpit g g F Si Form XRM1 Employee Cockpit i Employee Cockpit General assay on sn ome ey on eyes toy cms an een eo Se On on so en om Sn a a a a a a a a a a a a a a a a a a a a a a a a PPFP san omh Oy Gas un ocho ay ouh Su ap Suh oup Ons ous Guy Oho ou oun San Sb Conn on a ee EEEE REEREEEREREREEEEEREREEEREREE ee 4a10 0xJ pjel4 The three Ribbon Grid and Calendar areas are displayed now They correspond to the relevant areas in the Employee Cockpit mask You can replace or remove the elements by using standard CRM customizing functions To change the size of an area click on the applicable element go to the tab Formatting and then to Row Layout Change the amount of rows and as a result the size of the
31. element will also increase or decrease XRM1 Time Tracking Rollup 13 38 41 ae On L xRM1 Time Tracking Field Properties Webpage Dialog x Field Properties Modify this field s properties Display Formatting Details Events Layout Select the number of columns the control occupies t One column coco z SS Se m tA Two columns ee j aS oy J Three columns SS C64 SS Four columns A Row Layout Select the number of rows the control occupies Number of Rows _ Automatically expand to use available space Hel httey form 5555 CRM Tool Local intranet Protected Mode Off 5 1 2 Add new elements You can also add additional elements iFrames to the Employee Cockpit To do this use the insert tab in the Employee Cockpit form You need to know the parameters of the iFrame such as the iFrame name and URL For example you can add the CRM Project Work Schedule if you have the appropriate License as a new iFrame Use the following parameters IFRAME_ xrm1_work_schedule URL http crm 5555 CRM WebResources itarapro_ web PersonalWorkSchedule html userlcid 1033 XRM1 Time Tracking Rollup 13 39 41 xRM1 Time Tracking Form xRM1 Employee Cockpit Windows Internet Explorer Ai Microsoft Dyn S Add an IFRAME Webpage Dialog Add an IFRAME Add a new IFRAME to the Form Navigatior Resource i Notes Link General Control Spe
32. en you are entering many processes every day The benefits Nothing is forgotten your colleagues have an up to date overview at all times and you Save on tiresome reconstruction work at the end of the day week month Keep your calendar as such that you can present it to a third party at any time without having to explain the entries This way process time and document entry takes care of itself you won t need to re formulate the description of the processes every time you make an entry You also benefit from an improved overview of your daily planning Don t forget to correctly allocate required time 0 3 System requirements 0 3 1 Client prerequisites Microsoft CRM 2011 update rollup v8 or higher installed m Microsoft I nternet Explorer v9 or higher installed For some configurations and customizations Microsoft CRM Administrator privileges Pop up blocker is disabled in Microsoft Internet Explorer Silverlight 5 Runtime is installed available in Windows Update 0 3 2 For on premise deployments Microsoft CRM Rollup 8 11 v2 12 13 recommended or 2013 m Default languages of your CRM System should be English German Dutch French Russian Portuguese Brazilian Mandarin Chinese Czech or Spanish That you are using SQL server 2008 R2 or higher 0 3 3 If you are going to use the Employee Cockpit functionality Ensure that Internet Explorer 10 or higher is installed That JavaScript is activated in your browse
33. eport Save Actions Convert Activity Collaborate Process Data Information Rendered Service General Information Motes 4 General Related 4 Common Subject Owner Q Paul Morrison re Ul Connections Regarding A A Audit History Priority Nonnal Scheduled Duration O minutes 4 Processes E E Workflows Start Date KA2011 iiz v 12 00 AM Due Date 52 2011 EA w 12 00 AM l H Dialog Sessions Resource Implemented By Employee w Actual Work MD Service Lal Financial Assessment Billable Currency 4 Billing to the w Billed Yes No Work Time Customer MD Work Yes No Timesheet Lal Cleared approved Amount by Project Manager Activity Order Ql Estimated Costs Revenue P Notes Status Reason Open 2 4 2 Entering the services of external resources Selecting Implemented by External Resource in the Resource section means services are entered for an external contact or service provider However the Actual MD value is the determining factor for the service volume To enter the service of an external resource you must store the service rendered because otherwise there can be no service billing XRM1 Time Tracking Rollup 13 15 41 D l _ xRM1 Time Tracking Rendered Service Information Microsoft Dynamics CRM Windows Internet Explorer EE Aii Microsoft Dynamics CRM Paul Morrison File Rendered Service Customize Honag e Save amp New hg z f Sharing Follow
34. ept preperation Type Regarding Er ae 2 Erc ig End Time Work h Type Regarding Subject 6 00 PM 8 Project iOne CRM Phase Concept iOne planning concept B 11 00AM 2 Project iOne CRM Phase Concept iOne CRM define concept a 1 00 PM 2 Opportunity iOne CRM Implementation Asia iOne Asia completed Oder x 6 00 PM 4 Project iOne CRM Phase Concept iOne CRM preparation concept B 6 1 2011 9 00 AM 12 00 PM 3 Project iOne CRM Implementation New York Organize my project x a 6 1 2011 12 30 PM 5 30 PM 5 Account Honag Inc Billing and invoicing a et B The top area of the Fast Time Entry is used for creating a new entry Current time Now sets all dates and time values to the current time a Filter Selects whether only entities used recently or all entities are listed in the list View Filter to display entries for a selected time period yesterday today this week or last week Date Date entered Start time Start of the entry a End time End of the entry changes automatically if the work duration changes Work h The work time of the entry is automatically filled with start and end times Subject The description of the time entry Type List of entities available for time entries Regarding List of selected entity type records available for employee entries Sub elements available only for project trees List of sub elements of the record selected in the regarding field a ETC Estim
35. eting the entry use the options described before 2 3 4 Graphical hours overview A container displaying the hourly overview is available a bulk diagram shows the total number of hours entered for each day 2 3 5 Navigation views and filters In the top bar you will also find navigation and filtering functionalities You can set and navigate between today daily weekly s and monthly views forward and backward The filter for open closed and invoiced entries provides you with a more transparent and flexible view for creating and viewing your entries You can also use the calendar on the right hand side for navigating to the particular day 2 3 6 Employee Cockpit Mask modification The Employee Cockpit mask can be adjusted according to your individual needs e Elements and views can be rearranged or removed individually e New elements iFrames can be added e Columns in the table grid can be added removed or rearranged No programming knowledge for the adjustments is necessary If you like to learn more on how to modify the Employee Cockpit please go to 5 1 XRM1 Time Tracking Rollup 13 14 41 Ln On xRM1 Time Tracking 2 4 Entering rendered services Larger numbers of man days of services can be entered with the rendered services activity type Both internal user services and services of external participants can be entered here As with all activity types described above it is also important fo
36. figuration of xRM1 EO Components gt M Entities EH Option Sets gt Licensing Client Extensions Web Resources Project Settings E Processes b I Plug in Assemblies gt Travel Management Sdk Message Processin D Service Endpoints Global at Dashboards E Reports a Connection Roles Article Templates E Contract Templates ei E mail Templates iis Mail Merge Templates Ge Security Roles G1 Field Security Profiles Status Existing XRM1 Time Tracking Rollup 13 24 41 Ou _ xRM1 Time Tracking 4 1 1 Request a license If you need a xRM1 license you can request it via our customer portal http www xrm1 com customer license file Atm Request license file XRM1 Business Solutions are protected by a license key lf you have lost your key you can request it here again a License Request Requestor details Requestor Name and Address First name Last name Company Role Street Zip code City Country Phone Email License C Trial C Development C Subscription OnPremise CRM system information Organization unique name Display name Where do get this information xRM1 team will create and send you a license to upload in your xRM1 Business Solutions 4 1 2 Upload a license You can upload and store your license under Configuration of xRM1 gt License XRM1 Time Tracking Rollup 13 25 41 D l _
37. h a reference to the required entity This records the appointment in Microsoft CRM but doesn t yet enter the working time for it To enter the appointment mark it as completed in Microsoft CRM 2 2 Time entry via the Fast Time Entry mask A Fast Time Entry mask is available to make time entries easier for employees with reoccurring activity changes The fast entry mask for time entry can be accessed in almost every area of Microsoft CRM from the top menu bar For users without a Microsoft CRM license e g ESS CAL user the time entry mask can be made available as a direct link XRM1 Time Tracking Rollup 13 10 41 On On xRM1 Time Tracking dai Microsoft Dynamics CRM Dashboards e 4 Honag fa ea 1 ea J ald A g Save New Edit Delete Set As Share eas Refresh Advanced mH Default Dashboard All Find Paul Morrison Fast Time Employee Self Entry Service Dashboard Management Action Query Hojects The time entry mask can be used to directly give completed work start and end times or durations assign completed work to a relevant record or add an activity description to completed work Following this the next activity can be entered Fast Time Entry CRM Project Windows Internet Explorer Current time Now Filter recently used All Wiew This Week Name Paul Morrison Date Start Time End Time Work h Subject 6 3 2011 Es a 18 AM G 18 AM 0 iOne Conc
38. he HR department A task for every step is created and sent via e mail for the approval process If the person responsible accepts approves the step he or she has to mark the task as complete In this case the process goes to the next stage After confirmation of the vacation substitute approval by superior manager and approval from the Head of HR the vacation days are automatically deducted from the employee s remaining days of leave or added in the case of compensatory time off Employees responsible for certain roles such as Manager and Head of HR are defined in the user settings Note Role CRM Project CRM Project Absence Submitter is required to use the request for leave function Note In the case of requests for leave for less than a day the time away from work must be entered For example for a work time from 8 00 to 16 00 and half a day vacation in the morning a request for leave within time period 8 00 to 12 00 must be submitted 2 6 2 Absence Administration All other types of absence and the adding of new annual holiday are managed centrally by the HR department in Absence Administration in the Settings area Security Role xRM1 Time Tracking Professional is required for access to this area XRM1 Time Tracking Rollup 13 19 41 bn On _ xRM1 Time Tracking Settings Absence Administration Microsoft Dynamics CRM Windows Internet Explorer p z oj x i Microsoft Dynamics CRM P
39. he entry XRM1 Time Tracking Rollup 13 13 41 xRM1 Time Tracking Employee Cockpit Windows Internet Explorer opis aa E open A q EH E gt N y 00 00 00 7 mene pa Mew Back Today Day Week Month Forward Record ene Mew View Timer Filter Start Date Actual Duration Regarding Subject June 3 2011 9 00 AM 05 00 iOne CRM Phase Concept GQ iOne CRM Concept Project June 2 2011 5 00 AM 03 00 One CRM Phase Concept Cal iOne Concept preperation June 1 2011 12 50 05 01 Honag Inc A Billing and invoicing June 1 2011 00 AM 03 00 jOne CRM Implenentati Cal Organize my project teal el feel teal el 0 2 00 PM 04 00 iOne CRM Phase Concept re iOne CRM preparation conc May 29 2011 May 30 2011 May 31 2011 Jun 1 2011 Jun 2 2011 Jun 3 2011 Jun 4 2011 2010 2011 2012 Delete Mark as complete Event properties Title iOne CRM Concept Project Orgar Start 6 3 2011 9 00 AM End 6 3 2011 2 00 PM 100 4 2 3 3 Time Entry with stopwatch To track your current tasks use the stopwatch or Timer in the upper menu 3 To create a new entry in the calendar view 2 click on Record the new item and appropriate blue colored item will be created in the grid As with your other time entry you need to fill out the information related to the record You can enter the information now or after you stop the timer For recording editing or del
40. iguration Wizard Windows Internet Explorer E lo x ta Finish configuration Step 3 of 3 For any issues and questions please don t hesitate to contact our RM1 Support Close 4 5 License management For xRM1 Business Solutions every user requires a valid license Once the license is assigned the user is assigned the appropriate security roles according to the following table This can also be set manually within the CRM user Time Tracking License Types Time Time Tracking Tracking Security Role Employee Professional XRMI Time Tracking Employee x l xRM1 Time Tracking Professional ee a ee 4 6 Rights and Roles concept xRM1 Business Solutions uses the standard rights and roles concept of Microsoft CRM The role settings are used as basic settings and can be further configured to the specific requirements of your organization Please refer to the Microsoft CRM standard customization documentation for detailed information on configuring security roles 4 7 XRM1 Time Tracking security roles The following roles are relevant for the Time Tracking solution XRM1 Time Tracking Employee XRMI1 Time Tracking Professional 4 7 1 xRM1 Time Tracking Professional This role gives the user the ability to entry time amp work in five different ways use the Absence Administration functionality such as creating requests for leave compensatory time off business closure etc for the dedicated business unit
41. issues and questions please don t hesitate to contact our xRM1 Support Back Nest Cancel Please keep in mind that the CRM Project Employee Idea Management Employee and Time Tracking Employee license types can t be used independently during the trial time These license types must be used in correlation with other appropriate business solution license types In the next step you have the option to create default settings and base data Please select the applicable boxes XRM1 Time Tracking Rollup 13 29 41 Ou xRM1 Time Tracking Default settings and base data optional Page 1 of 3 The wizard can initialize default settings and create base data We recommend this especially for trials Please take note that the default settings are required for the proper use of each xRM1 Business Solution The activation wizard completes this process for you Fa Create default settings recommended for trial This will automatically initialize the configuration of your solutions like number ranges labeling etc Existing settings remain unchanged xRM1 Settings Fi Create base data recommended for trial This will automatically create base data like products price lists services etc xRM1 Base Alternatively you can enter the settings manually You can find the settings under CRM gt Settings gt Customize gt Solutions gt The 4th_Module xRM1 gt Configuration For any issues and que
42. le to upload the license Activation Wizard Windows Internet Explorer ta xRM1 Business Solutions license file upload Page 2 of 5 License upload How do I get a license For any issues and questions please don t hesitate to contact our xRM1 Support Back Next Cancel XRM1 Time Tracking Rollup 13 31 41 Ou _ xRM1 Time Tracking Selecting the corresponding button will prompt an Internet Explorer window to open allowing you to select your saved license data Activation Wizard Windows Internet Explorer oj xj aa xRM1 Business Solutions license file upload Page 2 of 5 License upload ir Favorites BE Desktop sb Cowwnboads Recent Places RM 1 License lic 12 Sf2012 10 45 AM LiL Fi Computer Ei System C Gl DYD Drive D OFFICEL4 G Con MOBILOIZ i 4 see File parme RM ULicense lic For any issues and questions please don t hesitate to contact our xRM1 Support Back Next Cancel After selecting Open the data will be uploaded and a message will appear indicating whether you have uploaded a valid or expired license Activation Wizard Windows Internet Explorer ta xRM1 Business Solutions license file upload Page 2 of 5 License upload Status Valid license data uploaded How do I get a license For any issues and ques
43. lect the record you want and click OK Look for Show Only My Records View On Demand Workflows Search reopen x Process Name Created On Modified On State Ex CRM Project EN Phonecall Reopen Phonecall 6 1 2011 7 24 PM 6 2 2011 10 54 Activat Close the activity and wait a few seconds until the workflow has finished Re open the activity The activity can now be changed again Change the data in the activity If an activity has been entered for the wrong record for example you can rectify this now by changing the Regarding to the correct one Or if a participant is missing in the activity you can add this person Close the activity with Save as Complete 2 6 Absence In addition to the regular work hours of employees correctly entered absences are also requirements for correct resource availability throughout and for resultant scheduling Absence times vacation illness etc can be set in Vacation and Absence Administration Here a Public holidays and business closures are automatically set in the Microsoft CRM Work Hours Calendar for all employees across the organization _ Leave illness and other absence entries are made in the individual calendar of the employee in question xRM1 Time Tracking Rollup 13 18 41 On gt xRM1 Time Tracking 2 6 1 Vacation Vacation is managed in the Requests for Leave area This is in the individual area of the project menu or alternatively in the
44. m cnet Saati edt Fal Recurring Appointment Contacts Employee Cockpit ame Material Usage Leads a Rendered Service Material Usage Fast time entry Eil Resource Usage Opportunities Projects wW CRM Activities v Mobile apps Work can be entered very easily through all available CRM activity types All appointments service activities tasks etc are assigned work time for this purpose and given a relationship to the respective item As soon as the activity is flagged as complete the time entry is concluded Methodical usage of standard CRM activities means all services entered depending on type are also available in the usual places e g tasks and phone calls in the activities history appointments and service activities also in Outlook and the CRM calendar etc A fast entry mask for time entry is also available This is used in particular for the fast entry of smaller work volumes start time end time selecting regarding item save The fast entry mask is of course based on standard Microsoft CRM technology in this case Silverlight and therefore can also be used for time entry outside your intranet You can enter and edit your work hours quickly and easily with the user friendly and flexible Employee Cockpit mask which is based on 100 HTML5 and JavaScript technology it can also be used from outside CRM integrated into your intranet page Outlook start page SharePoint site etc Lastly a collective entry mask for services is
45. mployee 18 9 30 2011 18 20 oe tees E a Idea Management Professional 49 9 30 2011 i a a aa C fta CRM Project Enterprise 71 9 30 2011 i a aa xRM1 License Types om a a A a a A I Rewards 4 e5pegtvueds SKA SeePaneae EES SL Absence Administration Enca TT ha tuprpG GF Go oa U o 9 5 oaan sergep rszzzmE TELLERE 4 Workplace n e o eO SUYSSsger ES Sales a gt Marketing Expiration Date GB service E Sep 2011 Projects l 1 9 of 9 0 selected H 4 Pagel A oO Click on the chart to perform Drill Down Sij Resource Center Al ABCDEFGHIJSKLMNOPQRSTUVWX YZ Amo 7 Under Settings gt License Assignments is a viewable list of the current license assignments xRM1 Time Tracking Rollup 13 35 41 I _ xRM1 Time Tracking RMI License Assignments Active xRM1 License Assignments Microsoft Dynamics CRM Windows Internet Explorer O x Ail Microsoft Dynamics CRM Paul Morrison XRM1 License Assignments View Charts Customize Honag fg IT he CRM Praject Enterprise Antje Kaas a E a CRNI Project Enterprise David van Veen m a CRMM Praject Enterprise Feter Maurer m Ei CRM Praject Enterprise Paul Morrison m Ei CRM Project Professional Patrisha Anderson m Ei CRM Project Professional Patricia Adam C Ei CRM Project Professional Scott Campbell C a CRM Froject Professional Steven Clark C ta CRM Project Standard Resource Management Tiffany Underwood C ta CRM Project Standard
46. ontinually to provide you with up to date information on all aspects of xRM1 Business Solutions 1 1 7 Requests for leave The Requests for Leave menu option provides access to all leave requests created by you as well as the option to create new leave requests 1 2 Basic settings Basic settings for xRM1 Time Tracking are configured within the solution Please refer to section 4 1 for details on this 2 Time and work entry XRM1 Time Tracking provides many diverse ways of entering time The focus is easy to use for the employee There are a total of five different ways to enter data They are CRM Outlook Client A fast entry mask FTE for time entry Employee Cockpit All Microsoft CRM activity types and Mobile apps Work entry for external resources is also supported by the rendered services entry mask You can also unlock selected activities for mobile use through Microsoft CRM standard customizing as well as make time recordings through your smartphone xRM1 Time Tracking Rollup 13 5 41 I L xRM1 Time Tracking 9 Time Tracking Options in Microsoft CRM Ee z Calendar pMorrison honag com Microsott Outlook ia C E3 p File Home Send Recene Folder View CRM y 7 n 4 pMomson honag com gt imployee Cockpit Windows Internet Dxplorer n 4 gt 3 i 3 Inbox 14 May 30 Jum ce 4 pae gt ra 00 0 VE o o A BS 0 00 00 r Drafts onday i UU
47. orresponds to 8 hours by default unless it s been configured differently under settings XRM1 Time Tracking Rollup 13 16 41 Dul XRM1 Time Tracking 5 Rendered Service Information Microsoft Dynamics CRM Windows Internet Explorer wil Microsoft Dynamics CRM Paul Morrison io UGE Rendered Service Customize Honag A Sux BS BSS Ser OB g i lt Delete A A Copy alink Unfollow Mark Save ee Close Rendered To Connect Addto Queueltem Assign _ Run Start Complete Service Opportunity Queue Details ia E mail a Link Workflow Dialog Masae Save Actions Convert Activity Collaborate Process Data Rendered Service f Information 4 General Related po Subject Paul Morrison Eh Connections Regarding k Audit History Priority Normal M Scheduled Duration 9 minutes 4 Processes ___ _ e fis Workflows Feels NE 5 2 2011 FBiy 12 00 am e Due Date 5 2 2011 FA 12 00 AM Dialog Sessions Resource Implemented By Business Unit Actual Work MD Business Unit re Costs Cost Type Hourly Rate Fixed Cost Costs Total Financial Assessment Billable Te Billing to the Billed Work Time Customer MD Work O Timesheet approved by Project Manager Activity Estimated Costs Revenue F Notes Status Reason 2 5 Changes in activities entered To change activities already entered xRM1 Time Tracking provides a workflow for every activity ty
48. pe to re open activities entered XRM1 Time Tracking Rollup 13 17 41 ban D l L xRM1 Time Tracking diil Microsoft Dynamics CRM Paul Monison amp Phone Call Customize Honag amp al Save amp New A j amp FA Sharing BI 3 X Delete OoOo a GA Copy a Link Mark Save Save amp Attach Add To Connect Addto Queue ltem P55 Run Complete Close File Mote Opportunity Queue Details Ta E mail a Link Report Save Include Convert Activity Collaborate ua Information cy a Call Activ Stat F Phone Call iOne conference call appointment ee lt Drarace Notes Run Workflow Project Management Phone Call Run a workflow for this Phone Call arena Sender B Paul Morrison Lal Phone Number s View the status of workflows in the ae Recipient Anthony Clerk Cal Direction Workflow tab of this record h Connections Subject iOne conference callappointment sis Audit History 4 Processes Ge Workflows B Dialog Sessions Regarding iOne CRM Implementation New York Lal Owner B Faul Morrison a Duration 3C Priority Due m 11 30 Pt Category o O Sub Category fo OE Activity Status Completed Open the activity already closed 7 In the menu click the Process button and then Run Workflow Select workflow Re open Look Up Record Enter your search criteria and click Search to find matching records Filter your results and view different columns of data by using the View options Then se
49. r it is by default That Microsoft CRM Rollup 12 13 recommended or 2013 is installed XRM1 Time Tracking Rollup 13 4 41 On L xRM1 Time Tracking 1 xRM1 Time Tracking in Microsoft CRM Below is an overview of the areas and functions of xRM1 Time Tracking in Microsoft CRM 1 1 1 Fast Time Entry The Fast Time Entry function is located in the top menu bar of many places within Microsoft CRM A fast time entry mask is used for entering work hours Please refer to Section 2 2 for details on the Fast Time Entry function Employee Cockpit The Employee Cockpit function is located in the top menu bar of many places within Microsoft CRM This function is used for entering working hours Please refer to Section 2 3 for details on the Employee Cockpit function 1 1 2 Activities The Activities area provides access to your own CRM activities and the activities of other users 1 1 3 Orders The Orders area enables direct access to orders in the system 1 1 4 Accounts The Accounts menu option provides direct access to all account records stored in the system 1 1 5 Contacts The Contacts area enables direct access to the contact records in the system 1 1 6 Support Menu option Support is used to access the support portal for the xRM1 Time Tracking in Microsoft CRM It gives you direct online access to the internet support portal of xRM1 Time Tracking This portal is being updated and enhanced c
50. r rendered services that the field Regarding contains the record with which the service is to be assigned to To save the activity and enter the time select Mark Complete Tip If you are simply planning the activity to carry it out or complete in future i e the information and values in the activity can still be changed select Save and Close to close the activity You can open the activity again ata later time to modify it and then Mark Complete to record the time 2 4 1 Entering the services of organization users Services of internal users can be entered by the users themselves by a substitute or manager depending on the authorization model used Selecting Implemented by Employee in the Resource section means services are entered for the internal user s set However the Actual MD value is the determining factor for the service volume One man day MD corresponds to the 8 hour default this can be adjusted via settings Alternatively a different service can be configured for the user Rendered Service Information Microsoft Dynamics CRM Windows Internet Explorer gt O x did Microsoft Dynamics CRM Rendered Service Customize Honag a rE ave amp New il q r H Sharing ollow i i k ma vate Fa a a 33 ese a Ea 54 gy Paul Morrison te Mark Save Close Rendered To Connect Addto Queueltem Assign _ Run Start Run Complete Close Service Opportunity Queue Details ia E mail a Unk Workflow Dialog R
51. sitate to contact our xRM1 Support Next Cancel You will begin by being asked whether you would like to activate a test version temporary or purchased license http crm 55557 Activation Wizard Windows Internet Explorer ta License activation for xRM1 Business Solutions Page 1 of 5 Activation options i I would like to begin with a free trial without license valid 14 days beginning with import i I would like to to use a temporary License I would like to upload a license For any issues and questions please don t hesitate to contact our xEM1 Support Back Neat Cancel 4 3 1 Activate a free test version Here you are able to select which solutions you would like to activate by checking the indicated boxes XRM1 Time Tracking Rollup 13 28 41 D l xRM1 Time Tracking Activation Wizard Microsoft Internet Explorer provided by itara GmbH iol x Selecting your XRM1 Business Solution s Page of 5 Which solution s would you like to activate for testing CRM Project _ CRM Project Employee _ CRM Project Standard Billing and Invoicing _ CRM Project Standard Resource Management __ CRM Project Professional v CRM Project Enterprise Idea Management _ Idea Management Employee _ Idea Management Professional Time Tracking _ Time Tracking Employee x Time Tracking Professional For any
52. stions please don t hesitate to contact our support xRM1 Support XRM1 Time Tracking Rollup 13 30 41 k xRM1 Time Tracking We recommend applying the default settings in the instance you are running a test version or when you would like to quickly and productively start your xRM1 business solution For advanced use an additional configuration is recommended To begin a test solution as quickly as possible base data can also be helpful Please follow the links in the wizard to learn more about the settings and base data The activation can subsequently start orer provided by itara GmbH Activation Wizard Microsoft Internet Expl a F E oj xj ta Finish activation Page 4 of 5 The wizard now has all the necessary information To process the selected options please click Finish Please note that this may take several minutes For any issues and questions please don t hesitate to contact our xRM1 Support Back Finish Cancel After the activation has finished the following message will appear Activation Wizard Microsoft Internet Explorer provided by itara GmbH Finish activation Page 5 of 5 For any issues and questions please don t hesitate to contact our xRM1 Support 4 3 2 Activating a temporary or permanent license When you select the option to activate a temporary or permanent license a window will appear where you will be ab
53. tendee If you want to make an entry in a Service activity yourself you must store your user as a resource e Appointment New Microsoft Dynamics CRM Windows Internet Explorer i z O x Paul Morison i dii Microsoft Dynamics CRM Appointment Customize Honag Save amp New 4 Recurrence j Gull B ld k gt R B G MAE d Delete Edit series z _ Mark Save Save amp Attach Add To Connect Addto Queue tem Assign Process Run Complete Close File Note Opportunity x Queue Details F Report Save Include Scheduling Convert Activity Collaborate Data Information n Appointment Appointments 4 Appointment Notes s ie Details Appointment Travel Management nee Project Management Location Related Regarding al 4 Common f E RIPE net Scheduling Information Connections A Audit History Required al a Processes Optional T ee Workflows Ee y F So a _ oe art Time fz 3 uration O mi z E Dialog Sessions ne E ii Ly sia x End Time 6 3 2011 EE a 4 00 PMI i All Day Event E Show Time As Busy Priority Normal Y Status Open Tip If you are simply planning the activity to carry it out in future i e the information and values in the activity can still be changed select Save amp Close to close the activity You can open the activity again at a later time to modify it and then save it as complete to record the working time Note XRM1 Business Solutions does not
54. this invitation or storing your own user as a required participant for appointments F al het ine Project Meeting Meeting of 23 ea Meeting Insert Format Text Rewiew i e7 g x lt a 5 Appointment ea a 3 3 B A laf Convert To Eh Add Connection a scheduling Assistant Delete ga a i Cancel Options Tags Untrack Set a OJ CRM Fields Invitation d F Regarding ag View in CRM Actions Show T Attendees ECRM i zoom i x Invitations have not been sent for this meeting Room Finder i h T Paul Morrison US CRM International Ethan Carter US CRM International 4 June 2011 _ 4 subject iOne Project Meeting Se ree eet ae lie She Send 1 3 amp Location sd Roorris pee b an a PLU ee T 12 i3 14 15 16 17 18 T te eel ddidaro at Bee i i r r IH Start time als 6 22011 10 00 PM L All day event 16 97 28 29 30 End time Fri 63 2011 2 00 4M ni E Me Ea cs Good Fair E roor Choose an available room Morne aaa al Microsoft Dynamics CRM ae Regarding iGine CRM Implementation New York cJ Options S4 This meeting is being tracked in CRM Sh Related records g itara Administrator Paul Morrison Ethan Carter Suggested times Suggestions cannot be provided because freefbusy data could not be retrieved Use the CRM integrated Microsoft CRM Outlook client to establis
55. tions please don t hesitate to contact our AM1 Support Back Next Cancel The next few steps are identical with steps 3 to 5 with free test licenses Next select whether you would like to implement standard settings and or base data This will subsequently help to activate the license as well as complete the activation You can also request and upload your license through the xRM1 Configuration window For more information please see Section 4 1 1 XRM1 Time Tracking Rollup 13 32 41 D l _ xRM1 Time Tracking 4 4 Configuring the Solution Configuration Wizard The Configuration Wizard is a part of the Activation Wizard but can be run separately This is available in the instance base data or settings will be created at later point in time Note Using the Configuration Wizard will not override any already existing data Configuration Wizard Windows Internet Explorer ta Welcome to the Configuration Wizard for your xRM1 Business Solution This Wizard supports the configuration of your xRM1 Business Solution The wizard helps you preset the settings of your system with common values As an option this wizard additionally creates demo data in your system Please click next to proceed For any issues and questions please don t hesitate to contact our RM1 Support Default settings and base data optional Page 1 of 3 The wizard can initialize default settings and create base dat
56. top menu bar The Employee Cockpit mask can also be used from outside CRM integrated into your intranet page Outlook start page SharePoint site etc ddl Microsoft Dynamics CRM Dashboards i Honag A ou fom 2 a A E Save New Edit Delete Set As Share Assign Refresh Advanced Fast Time xRM1 ae AS Default Dashboard All Find Entry Paul Morrison Dashboard Management Action Query Projects n After the starting the mask you can create and edit time entries in different ways 1 Using the New button at the top 2 Inthe calendar view 3 With a stopwatch Entered items will be immediately synchronized with the CRM system and can be used for time tracking reporting and controlling XRM1 Time Tracking Rollup 13 12 41 PEN wE Open d ES gt 00 00 00 em o Toda Day Week Month Forward Record z W Invoiced Filter Actual Duration Regarding Subject L New Appointment iOne CRM Phase Concept al iOne Concept preperation i Honag Inc Cal Billing and invoicing 9 00 AM iOne CRM Implementati al Organize my project Daa 22 00 PM 4201 iOne CRM Phase Concept al iOne CRM preparation concept May 30 2011 May 31 2011 Jun 1 2011 Jun 2 2011 Jun 3 2011 Jun 4 2011 Title New Appointment Start 6 2 2011 1 30 PM End Geary A EE Event properties Mew Appointment 2 3 1 Time Entry with New button To create a new entry click on the New button located on the left hand side
57. ual holiday for all employees The system takes the Annual holiday value for every employee to be stored for every user in the user entity and adds any available remaining holiday Please set the amount of days for Annual leave of every employee in the user mask s 4 9 for more details 2 6 2 5 Remaining days of vacation expired Remaining days of vacation expired is used for every employee individually to deduct non taken vacation from the vacation day entitlement This process must be performed by the HR department for every employee The function automatically reduces accordingly the remaining vacation days for that user XRM1 Time Tracking Rollup 13 20 41 On L xRM1 Time Tracking 3 xRM1 Time Tracking reports The following reports are available m Dashboards Standard reports 3 1 1 Dashboards Dashboard reports can be found in the work area under dashboards as you know from other areas of Microsoft CRM You can switch between individual dashboards using the selection list Below is a brief description of the individual overviews For a description of customization options as well as creating individual dashboards use a commercially available CRM manual 3 1 1 1 Employee dashboard The Time Tracking Employee dashboard consists of three areas My Activities provides a list of all open activities of the current user Other views can be selected from the drop down list if required Leave and
58. vity Overview Activities like Task Appointment E Mail Letter Fax Phonecall Start Regarding Subject Work h iOne CRM Implementation New York 2 iOne Revising approval 0 50 Total 5 30 2011 8 50 5 31 2011 iOne CRM Phase Concept ive iOne CRM define concept 0 50 iOne CRM Implementation Asia iOne Asia completed Oder 1 00 Gj One Demo License Key expired ive iOne Cases create new License key 1 00 Gj One Synchronising Issues with Outlook iv iOne Cases solved synchonizing issues 1 50 iOne CRM Phase Concept 3 iOne CRM preparation concept 4 00 Sj Anthony Clerk D Call Customzer 0 50 Total 5 31 2011 8 50 EO Organize my project 3 00 Honag inc 3 Biling and invoicing 5 00 Q Peter Miller Cal Peter Lead Miles Inc 0 50 Total 6 1 2011 8 50 Total 5 30 2011 till 6 2 2011 25 50 6 2 2011 Prepared by Paul Morrison Page 2 of 2 The records are sorted by date You can also use the sorting downward facing arrow in the headline to rearrange the records by day The report shows you the amount of working hours per day and the total for the selected period of time If you need more details on a record just click on the relevant line A new window with a Microsoft CRM form record will open XRM1 Time Tracking Rollup 13 23 41 Qu xRM1 Time Tracking 4 Licenses and authorization To have complete use of your xRM1 Business Solutions standard settings are available
59. z bd beds See 8S SS Be BH a X Delete x A Copy alink amp Unfollow Mark Save Save amp amp Close Rendered To Connect Addto Queueltem Assign _ Run Start Run Complete Close Service Opportunity Queue Details ia E mail a Link Workflow Dialog Report Save Actions Convert Activity Collaborate Process Data Information Rendered Service Rendered Services Information Motes 4 General A Related 4c ea sh Subject Owner Q Paul Morrison Cal S Connections Regarding Cal A Audit History Priority Normal w Scheduled Duration 0 minutes 4 Processes a E i i 4 Workflows Start Date 5 2 2041 12 00 am m Due Date 5 2 2041 12 00 am Hl Dialog Sessions Resource Implemented By External Resource w Actual Work MD Service E 4 Account Contact A Costs Cost Type Hourly Rate Fixed Cost Costs Total Financial Assessment Billable a Currency aq Billingtotne M Billed O Work Time Customer Yes No MD Work O Timesheet Ql Cleared approved Ye No Amount by Project Manager Activity Order Ql Estimated Costs Revenue Notes Status Reason Open 2 4 3 Entering the services of Business Units Selecting Implemented By Business Unit in the resource section means services are entered for a Business Unit of the organization The start and end dates are relevant to the entry position within the chronological sequence of the project The Actual MD value determines the amount of work In this case one man day MD c

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