2011 Administrator’s Guide Copyright

Language Settings Dialog Box

This task requires a manager, vice president, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions

1. 
   In the Navigation Pane, click Settings, click Administration, and then click Languages.
   
2. 
   Select the check boxes for each language you want to enable, and clear any check boxes that you want to disable.
   
3. 
   Click Apply.
   

4. 
   When you have finished enabling and disabling languages, click Close.
   

• 
  The base language cannot be disabled.
  

Related Topics Changing Regional and Language Options for Your Organization 33

Translating Customized Entity and Field Text

You can only perform customizations in the base language.

After you have exported a customized entity or a field text and had it translated, you can import the translated text strings.

Export Customized Entity and Field Text for Translation

This task requires the System Administrator or System Customizer security role or equivalent permissions. Customization tasks can be performed only while you are online. More information: Customization Permissions

Concepts: Translating Customized Entity and Field Text (on page 35)

1. 
   In the Navigation Pane, click Settings.
   
2. 
   Under Customization, click Customizations.
   
3. 
   In the Customization area, click Customize the System.
   
4. 
   In the solution explorer, on the Actions toolbar, click the Export Translations button.
   
5. 
   Click OK.
   

6. 
   Click Save, specify a file name, and specify a location on your local computer or network where you want to save the compressed (.zip) file.
   

Microsoft Dynamics CRM cannot import translated text that is over 500 characters long. If any of the items in your translation file are longer than 500 characters, the import process will fail. If the import process fails, review the line in the file that caused the failure, reduce the number of characters, and try to import again.

After the label text has been translated, you must import it before it becomes available in Microsoft Dynamics CRM.

Related Topics Translating Customized Entity and Field Text 35

Work with Territories

Managing Users

Is data missing from the report?

There are several possible reasons why data that you expect to be in a report does not appear:

• 
  Security. If you don't have permission in Microsoft Dynamics CRM to view a record, it will not appear in the report.
  
• 
  Data is not entered in Microsoft Dynamics CRM. The person entering data might have left fields empty.
  
• 
  Data does not match the criteria for the report.If data does not match the criteria for the report, it won't be displayed.
  

• 
  Users form
  

This topic documents the default report as it was shipped. To find out if this report has been customized, contact your report administrator or system administrator.

Related Topics Work with Territories 36

Create or edit a territory

This task requires the System Administrator or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions

1. 
   In the Navigation Pane, click Settings, click Business Management, and then click Sales Territories.
   
2. 
   On the Territories tab, in the Records group, click New.
   
3. 
   In the General section, enter or edit information or observe any noted restrictions or requirements as needed:
   

• 
  Territory Name
  

• 
  Manager
  

4. 
   If this is a new territory, click Save. After you save the territory, the Members tab becomes available.
   
5. 
   Under Details, click Members to add members to or remove members from the sales territory.
   

• 
  Add members to the sales territory:
  

3. 
   On the Actions toolbar, click Add Members.
   
4. 
   In the confirmation message, click OK.
   

• 
  Remove members from the sales territory:
  

5. 
   In the list of users, select the records you want to remove.
   
6. 
   On the Actions menu, click Remove Members.
   
7. 
   In the confirmation message, click OK.
   

6. 
   Click Save or Save and Close.
   

• 
  When users are assigned to a territory, they are designated as either a territory user or a territory manager. Each user can be assigned to only one territory. If you need to assign a user to a larger area (more than one existing territory), you must create a new territory that includes the existing territories, and then assign the user to the new territory.
  
• 
  Data in sales reports can be grouped by territory.
  

Related Topics Work with salespeople 39 Work with Territories 36 Managing Users 16 Creating and Using Workflows 113