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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Missing components?
Microsoft Dynamics CRM (Archived)

Missing components?

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Posted on by Sijoba 195

Dear Members, I am new to CRM and Dynamics. According to LearningLabs videos and other material, I should be seeing an area headed "My CRM", an area headed "Workplace", and a pane headed "Activities" yet I can locate none of these. I have "Relationships" and "Settings". Do I have an incomplete deployment of the CRM or could anyone point me to where/when I should be able to see the 'missing' components? Regards.

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  • Muhammad Mubasher Profile Picture
    Muhammad Mubasher 55 on at

    There are following possible issues that could happen

    Did you make any changes in SiteMap?

    Do you have proper security role assigned to you?

    Regards

    Mubasher

  • Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at

    Here is a link to step by step installation guide of CRM Server 2011:

    blog.cloudshare.com/.../step-by-step-guide-to-installing-microsoft-dynamics-crm-2011-server

    You can cross check installation through it.

  • Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at

    To assign security roles you can refer to these links:

    www.scribesoft.com/.../crm_roles_and_permissions.htm

    msdn.microsoft.com/.../gg309524.aspx

  • Sijoba Profile Picture
    Sijoba 195 on at

    Thank you - I may be out of my depth here, so I shall follow up these suggestions as best I can.

  • Mohammad Atif Profile Picture
    Mohammad Atif on at

    Sijoba: Thank you for the update

    Regards,

    Mohammad

  • Verified answer
    Sijoba Profile Picture
    Sijoba 195 on at

    I escalated the issue to Zero to Ten and the issue was clarified in a webcon with a US representative. The difference between the Learning Lab video footage and the Smart Start implementation as it appears were the issue: once the differences were explained by this, I had no further issue. I put this down (based on my experience) as a lack of necessary guidance from Zero to Ten, but they resolved it satisfactorily in the end.

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