CRM and Project Server Integration

Hello. I would be grateful for your input in assessing the difficulty of achieving the following.
In Project Server we will have a number of projects created for potential construction/development projects. In CRM we will have a number of accounts created for potential customers. Periodically we hold meetings to link potential projects with
potential buyers. Within Project Server, we would like to create one or more links to CRM accounts of potential buyers. Similarly, in CRM, we would like to link certain accounts to potential projects.
Thanks in advance.

Hello,
this is type of integration is a quite common use case.
Christophe Fiessinger has written a blog post about this some time ago:
http://blogs.msdn.com/b/chrisfie/archive/2012/02/14/microsoft-project-server-2010-and-dynamics-crm-2011-integration.aspx
Within his article he describes about the possiblity to custom code this type integration. Also there are some solutions available on the market by partners which can take care of this type of integration (e.g. CS Connect by Campana & Schott -
http://www.campana-schott.com/en/technologies/cs-connect?qll=mf).
For us we have implemented this e.g. in a way that we track opportunities in CRM and once we hit a possiblity threshold a Project Server project to which we transfer key information from CRM is created.
Regards,
Bastian

Similar Messages

How to sync Projects between Sharepoint and Project server 2010.

Hello,
My project is saved in SharePoint and I am trying to save and link my project from Sharepoint to Project server 2010 so that they will be saved in Sharepoint and Project Serverwill both and synced.Users can edit or update from Sharepoint
and Project server.
Any help or suggestions would be greatly appreciated!
Thanks,
Prashant
Thanks, Prashant

Hi Prashant,
It is a bit unclear how you have a project in Sharepoint AND a project in Project Server 2010.
The basic process is :
you have EPT, associated with a Sharepoint template
You create from Project Server 2010 (project center) a project choosing an EPT
a project plan (mpp) will be created, editable from PWA or MS Project Pro2010
a Sharepoint site associated with the project plan will be created, based on the EPT WSS template
In server settings, you can sync permissions between the project plan and the sharepoint site, and also check for the url and eventually update them.
Hope this helps.
Guillaume Rouyre - MBA, MCP, MCTS

Slipstream SharePoint 2010 and Project Server Installation

Hello,
I have my current farm environment with the below configuration
SharePoint 2010 + Project Server which are on SP 2 + Brazil Language Pack
2 WFE
2 App
1 SQL
We are planning to add more WFE and App server in the existing farm. As per my research I found that we can slipstream CU and language pack install.
Would like to know can I slipstream SP2010 + Project server with SP2 along with Brazil language pack in one single go. I did found the article http://social.technet.microsoft.com/Forums/en-US/c6f60e5e-4f07-4e92-a8de-a32924b00ce5/sharepoint-2010-and-project-server-2010-slipstream-install?forum=sharepointadminprevious
however in this case there was request to setup a new farm but I'm trying to add new server to the existing farm.
Can you please suggest the best approach that can be followed to save time to add the new server to the existing farm using slipstream.
Thanks.

You can do the same per the old thread. Just install SharePoint server, cancel config wizard, install Project Server, cancel config wizard, install LPK, then start Config Wizard and join to farm.
Trevor Seward
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This post is my own opinion and does not necessarily reflect the opinion or view of Microsoft, its employees, or other MVPs.

Hammock tasks and Project Server

I am trying to create a hammock task for a project that resides on Project Server.
(I am using Project 2013 and Project Server 2010)
I can create the hammock, but when I try to check in the file I get an error saying:
"Saving the file to the Project Web App will remove all links to resources in the file.
Do you want to continue?
To continue and lose all resource OLE or DDE links, click Yes."
How do I save the file and keep the links that create the hammock?
Cheers
Tim

Hi Tim,
Evenif it isn't clear which version you are using (since 2010 and 2013 cannot be used together), it appears from your error message "Saving
the file to the Project Web App" that you are trying to create hammock tasks from PWA.
In case I'm right, note that you cannot edit/create OLE links from PWA, you need to use MS Project Pro for creating hammock tasks.
Hope this helps,
Guillaume Rouyre, MBA, MCP, MCTS |

Windows azure and project server

Hello,
I am investigating the possibilities of hosting MS Project server on windows azure. I have questions as follows:
- Can MS project server 2010 be installed on azure
- if I have a license of MS project 2010 and on azure I install the same version can I use the same license without purchasing a new one for MS project server?
- I found this link http://www.windowsazure.com/en-us/pricing/calculator/?scenario=full# for azure pricing calculations, but I do not see there sharepoint cost and project server cost. What will be approximate cost for these two platforms on azure?
Also please let me know if there is some other information that I may need regarding this hosting.
Thank you,

Hi,
From my research, As Azure does support the creating of Virtual Machines there is nothing to stop you using this environment to install SQL, SharePoint and Project Server. This is a fully supported environment, All Microsoft software that is installed in
the Windows Azure Virtual Machine environment must be properly licensed. By default, Windows Azure Virtual Machines include a license for use of Windows Server in the Windows Azure environment. Certain Windows Azure Virtual Machine offerings may also include
additional Microsoft software on a per-hour or evaluation basis. Licenses for other software must be obtained separately. For information about Microsoft’s License Mobility program see
Volume Licensing. In some cases, specific versions of Microsoft server software are required for support. These versions are noted in following article.
# http://support.microsoft.com/kb/2721672/en-us
Details:
Microsoft Project Server
Microsoft Project Server 2013 and later versions are supported.
Microsoft SharePoint Server
Microsoft SharePoint Server 2010 and later versions are supported on Windows Azure Virtual Machines.
Microsoft doesn't look inside your VMs, from my experience, if you have the licensed, you will not be charged for Microsoft Project Server. Hope it helps.
Best Regards
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Project Plan/Schedule for Project Pro and Project Server 2013 Install

Looking for a project plan/schedule for a dept. wide install of Project Pro and Project Server 2013. Anyone have one to share?

In Project Professional 2013 there are two templates:
Install Project Server 2013 and Upgrade to Project Server 2013. You may search for either template.
Here is a direct link:
http://office.microsoft.com/en-us/templates/results.aspx?qu=project&av=zpj150&queryid=312801ca-a859-48dd-af56-714e81c97cf4#ai:TC103345703|

CRM and Microsoft Project Server Integration

Hello,
Can anyone explain what solutions are available that can help in integrating SAP CRM with Microsoft Project Server? Is there any documentation available on this? Thanks.

Hello Roberto,
E-Mail rerouting is possible with an Exchange server. We use an adress [email protected] provided from the Exchangeserver. The mail is then forwarded to [email protected] to be retrieved by our CRM System for further processing. Please ask your Exchange admin again. I think he has to get wome more information about configuration possibilities.
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Understanding Application and Web Server Integration

Folks,
I am relatively new to web development and have some fundamental questions. I have read various articles and posts on these forums that describe the difference between an Application server and web server but haven't seen any on the integration of the two.
I have recently downloaded the Sun Java System Application Server, built a simple application with a couple of JSPs, servlets and static html pages and deployed it through a deployment tool that came with the application server.
Now, the application is accessible through my browser, so It seems the application server does everything I need, even for serving static pages. Do i need a web server? If so, would I implement a web server for design reasons and host static pages on that? Any hints on how to do this?
Your help is appreciated.
-joe

No you don not. However, if you had a large site, which experienced thousands of hits a minute, you wouldn't want to burden your application server with the overhead of serving static content. Otherwise, go for it.
As far as integrating an application server with a web server, I only have access integrating Tomcat with various web servers and it's not difficult at all. There's another post here (today as a matter of fact) where I give details for Tomcat and IIS.

SAML authentication Secure store service target ID Project server integration with excel service

I installed and configured share Point 2013 Project server 2013, and Created web application Trusted Identity Provider (SAML 2.0) ,it is working as we expected means
..end user are able to access application(User Login through email and alies(account NAME) )
My problem here CA is working NTLM authentication ,Web application is working SAML
while creating service application(LIKE SSSA Excel Performance ... ( it automatically take NTLM) I CREATED TARGET ID in secure store service application ,I chooser "GROUPS" under SSSA,and
we added members "group to account and email id.
I configure Excel service application and i SSSA Target ID in this excel service application also added trusted location for PWA site
while opening excel sheet under Project server (An error occurred while accessing application id ProjectServerApplication from Secure
Store Service. The following connections failed to refresh)
I tried target ID choose option " Group Ticket"
Is it CA required for SAML authentication? .. (extend web application
How Service application like SSSA will work for SAML authentication?

Hi SridharMandipudi,
as i know, usually when the error appear, you need to check the member.
The domain group that was specified the Secure Store Service ID ProjectServerApplication did not have any members in the group.
and please also have a try in a testing secure store service application:
Created new secure store service application with new target application ID. and added this ID in excel service application -----global settings----Application ID.
went to Central admin---manage web application---selected web application ---click on Service Connection---associated newly created secure store service application.
edited data connection string of excel file.
went to site and tried refresh that excel file and able to refresh the file.
Regards,
Aries
Microsoft Online Community Support
Please remember to click “Mark as Answer” on the post that helps you, and to click “Unmark as Answer” if a marked post does not actually answer your question. This can be beneficial to other community members reading the thread.

Project Online - Schedule PDP disappearing for some Project Owners and Project Server Administrators Group

Current Project Online environment is currently setup with Project Server Permissions Mode. All projects follow a customized workflow that enables Schedule PDP on Planning Phase/Stage, among other rules. For some users the workflow and
expected PDPs are working fine, but for other the Schedule PDP just disappears under unknown conditions, even if they are part of the Administrators Group. Has anyone come across these behaviour?
Saludos!

As you said they belongs to Admin group it means they have required permission still double check the permission assigned to the users.
Also ask those users to try to log in form different system then check is issue is occurring.
If this issue is occurring for few users then this may be because of Browser. check the following :
1. Open IE then internet options --> Security --> Trusted Site and add your PWA site. then check
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kirtesh

How To Control the Langauge of BI Reports (Using Excel 2013, oData, and Project Server Online 2013)

Although I buried and posted the following question indirectly in a recent post, I would like to do so here to try and elevate it in the hope that I can get an answer.
It is in regards to creating reports using Excel 2103 to querry Project Server 2013 Online using oData. I would like to be able to control the langauge of my reports that I create for others to view.
Just creating and then saving the Report and Data Connections in a language directory does not seem to drive or determine the language of the report. A colleague of mine over here is using the same directories as I am, and his turn
out to be French like his environment. Mine, even though I save the files in same the French directories, display in English.
Any ideas on how I can create reports so that they display in another language, eg., French when using Excel to create reports? I know that we can set the language in an internet browser to control the language that the result is returned, for instance,
when querying https://.../pwa/_api/ProjectData/$metadata
\Spiro Theopoulos PMP, MCITP. Montreal, QC (Canada)

Correction! Thanks to Doug Welsby of Microsoft and some our other MS friends who worked behind the scenes to correct/ assist me on this, I got the right answer after all... the difference between, example a French oData command/ statement,
and an English one is the inclusion of the square brackets with the language abbreviation/ code e.g., "[Fr..]" in the oData connection string/ statement. For further reference, see the connection files provided by Microsoft in the Reports and
compare the syntax for the same report/ different language. There is where you will see what and how Excel is able to differentiate/ control what language that the report result will return.
\Spiro Theopoulos PMP, MCITP. Montreal, QC (Canada)

Timesheet and project server issue

Hi there,
For my timesheet in PWA 2013, Team members can fill out timesheets for project work. However, the progress they submit could not be updated in the Project server? For instance, in the timesheet, task A has been done 20 hours. I filled in the timesheet for
this task and submit. Also, it has been approved. However, the task from the project server still show me 0 hours on "Actual work".
Any help is appreciated! Thanks!
cc

Hi SillyBird,
So I guess we found what was not going as expected in your case. First of all, some documentation for you to read. The second link shows you the SEM process
http://blogs.msdn.com/b/project/archive/2009/11/23/time-tracking-in-project-server-2010.aspx
http://khurramjamshed.blogspot.ca/2011/02/project-server-task-and-timesheet.html
In the SEM process, there are 2 APPROVALS:
first the timesheet manager approves the timesheet (ie time on project and administrative time)
then (the sequencing can be forced by an option in the timesheet configuration in server settings) the status manager approves only the task updates
Finally the project manager (that is usually the status manager) opens the project plan that contains the approved actuals, updates the remaining work, publishes and closes the project plan for the team members to have in PWA the new/updated assignments.
Now some links about the status manager:
http://office.microsoft.com/en-us/project-help/change-the-manager-of-an-enterprise-project-HA010113077.aspx
http://office.microsoft.com/en-us/project-help/status-manager-task-field-HA010167477.aspx
Basically the status manager will be the task update approver, meaning the one that will receive in the approval center the task updates for approval. He is by default the user that created the project plan, meaning probably the project manager (but can
be a PMO officer). The status manager can only be changed in MS Project Pro (in case the project initiator is not the PM), inserting the "status manager" column.
Be aware that it has to be changed by the user that wants to be status manager himself. It cannot be done by a third person (such as an admin) due to the fact that the status manager column in MS Project Pro proposes a list of only 2 users : the active user
(that currently edits the project) and the current status manager.
Note also that when you change the status manager value in Project Pro, it has to be done for every task (easily doable by draging the value from the first to the last cell, like in Excel). Then new tasks will have the new status manager.
Hope this helps.
Guillaume Rouyre - MBA, MCP, MCTS

CRM and RE-Fx Integration

HI all,
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suresh s

Hi
Can you suggest how did you integrate SAP CRM and refx.

Forms server and bipublisher server integration.

hello everyone,
Please i need to know whether it is possible to configure a managed server for bi publisher with an admin weblogic server server meant for forms eg (ofm pfrd weblogic server)
i am trying to integrated forms and bi publisher (all of 11g fusion middleware) together and i am confused on how to go about it.
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AbdurRahman.

Hi AbdurRahman,
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http://www.pitss.com/us

Connectivity of trex to CRM and Publisimg server

Hi all,
We are running on CRM 5.0 and implementing E-Commerce scenario.
We have installed TREX in CRM server. we have separate Linux server to publish.
How the CRM system publish the product catalog into the linux server.
Will there be any Connectivity between the LINUX server and TREX or CRM ? Where we maintian the connection settings?
Suggest me .
Thanks and Regards
Yaswanth.K

Hello,
when tyou sent up your connection from your TREX admin to the CRM server this should create an RFC destination that you can check in TX SM59.
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Regards
Mark

CRM and Project Server Integration

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