Microsoft Crm 3.0 for Sales, Marketing and Service Management, Service Scheduling, Customization.
I've just installed Microsoft Crm 3.0 and i have no any experience on
real world about microsoft crm. I studied most of the documents (85xx
microsoft courses) about crm like, Sales, Marketing and Service
Management, Service Scheduling, Customization. And I practiced the
scenarios on ready server virtual machine.
My question is I dont see the areas and menus on web browser. But
Settings area seems normally.
I looked at Sitemap configuration exporting from customization menu.
The xml document seems normally and contains the area elements
Workplace, sfa, ma..
Why are the areas unvisible? Any suggestion.
If you JUST installed it and still using your installation user the reason
most likely is because it has "limitted license" by default (reason being
that if you don't want this installation user be one of your real CRM users
it won't consume extra license). To remove limitation go from main window of
CRM Web Application to menu: Tools->Options
There at the bottom you'll see a link: "View your user profile _here_."
Click on it. In user information dialog click on checkbox "Restricted Access
Mode" at the bottom. Save and refresh the CRM window.
To solve your problem, go to Settings, Business Unit, Users
open the default created user and uncheck the Restricted Access Mode and save.
Now both Sales and Marketing should show.