Integrate Project Server 2010 with CRM

have been seeing couple of repetitive questions on this, hence thought of posting it in blog, a small pencil is always better than remembering 🙂

So unfortunately, there isn’t any OOB tool available, however customization is the way forward, there are couple of partners who have done this and are experienced but if you decide to get the customization done yourself then  there are couple of white papers available on how to do what, so essentially you need to go through a custom developed solution and Project Server SDK should be the best point to start with wherein it would give you the details of the PSI exposed for getting started with custom solution

For starting point look at these white papers :

MS Dynamics AX 2010 white paper : MS Project Server 2010 Integration – http://www.microsoft.com/download/en/details.aspx?id=15671

MS Dynamics AX 2009 and Project Server 2007 : http://blogs.msdn.com/b/chrisfie/archive/2008/06/12/microsoft-dynamics-ax-2009-and-project-server-2007.aspx

MS Dynamics AX 2009 White Paper Integration with MOPS 2007 : http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=2125

Some 3rd Party Tools : http://community.dynamics.com/product/gp/f/32/p/37038/65400.aspx

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Project Server display name displaying different than name displayed on project workspace

So this happened recently while checking out the one of the project workspace saw an issue wherein though my display name for project server was different and the display coming onto project workspace was different as in the image below 🙂

 

 

 

 

 

 

 

So what could be the issue >> pretty simple to understand, my account wasn’t properly synchronized within root site and workspaces, so couple of options to check, check if workspace sync is not disabled, then either select the particular workspace and do a sync or edit the user alter any simpler thing and do a save that would force sync all the workspaces as per the category permisison 🙂

post performing the sync all was well 🙂 and my display name was consistent 🙂

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Project Server 2010 with SP1 new demo pack IW VM available for download now

This download contains a three Windows Server 2008 R2 SP1 Hyper-V Virtual Machine set for evaluating and demonstrating Office 2010, SharePoint 2010 and Project Server 2010

http://www.microsoft.com/download/en/details.aspx?id=27417

Virtual machine “a” contains the following pre-configured software:

1. Windows Server 2008 R2 SP1 Standard Evaluation Edition, running as an Active Directory Domain Controller for the “CONTOSO.COM” domain with DNS and WINS
2. Microsoft SQL Server 2008 R2 Enterprise Edition with Analysis, Notification, and Reporting Services
3. Microsoft Visual Studio 2010
4. Microsoft SharePoint Server 2010 SP1 Enterprise Edition
5. Microsoft Office Web Applications SP1
6. Microsoft FAST Search for SharePoint 2010 SP1
7. Microsoft Project Server 2010 SP1
8. Microsoft Office Professional Plus 2010 SP1
9. Microsoft Visio 2010 SP1
10. Microsoft Project 2010 SP1
11. Microsoft Lync 2010

Virtual machine “b” contains the following pre-configured software:

1. Windows Server 2008 R2 SP1 Standard Evaluation Edition, joined to the “CONTOSO.COM” domain
2. Microsoft Exchange Server 2010 SP1

Virtual machine “c” contains the following pre-configured software:

1. Windows Server 2008 R2 SP1 Standard Evaluation Edition, joined to the “CONTOSO.COM” domain
2. Microsoft Lync Server 2010

Active directory has been preconfigured over 200 “demo” users with metadata in an organizational structure. All of these user profiles have been imported and indexed for search within SharePoint Server 2010, with “contoso\administrator” granted Domain Admin permissions.

SharePoint Server 2010 has been configured in a “Complete” farm using the default SQL Server 2008 R2 instance. A default site has been created using the Team Site template at http://intranet.contoso.com/ and a FAST Search Center at http://intranet.contoso.com/search/.
Virtual machine “a” is required for all scenarios, image “b” for email functionality and image “c” for instant messaging.

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Some of the questions answered that you might be looking for Microsoft to answer

Thought of sharing these Q&A from one of the webcasts

Q: What is the risk of applying the December Cumulative Update on the server but not on the client? Is it highly recommended to always keep them in sync, or is it acceptable to have some clients that are not patched to the same CU as the server?

Q:  Ref 30900 – the fix relating to custom calendars – is that custom enterprise calendar, or custom calendar in template, or both?

Q:  The Save Error 9000 is a very generic message. Can you repeat the exact issue for which this fix was designed?

Q:  In regards to Timesheets in Single Entry Mode, if a timesheet is submitted and accepted with actuals against 3 projects, and later   one of those projects is deleted, and then someone deletes that timesheet and attempts to create a replacement timesheet, currently that results in an error. (The timesheet line items from the deleted projects still remain and seem to stop the new timesheet from being created.) Does this CU address this? The issue is that there is an “orphan” timesheet line record.

Q:  You spoke about graphical indicators disappearing occasionally after changes have been made to their enterprise field definitions. Are there other graphical indicator problems…. such as enterprise fields showing incorrect indicators after changes made to their field definitions? I experienced some problems in one of my deployments but I believe the issue was a wrong indicator not a missing indicator. The problem seems to have gone away when I created new fields in the production site. Forum postings gave me the impression the December CU would address this. Any comments on the status? Are all of these graphical indicator problems resolved now?

Q:  I know that for Project Server 2007 there was a tool (P12ACTool) that could be run against the environment that would check for standard issues behind the scenes and provide steps for resolving those issues. This was used in my past as a preventative step to keeping the environment up to par. Is there a similar tool for Project Server 2010?

Q:  What is the status of the fix for the 2010 client issue with “Save and Send” where the data is not actually saved to the Server?

Q:  We have a couple of different 2010 client machines running the Oct and Dec CU, and the links between tasks are vanishing and then reappearing, resource usage view is jumping around between resources when modifying planned time phased actual work, and indicators in the status line (at the bottom) are vanishing – is this a known issue? (not seen it prior to August client CU for 2010)

Q:  Should you be able to update Actual Start in the Project Center views in edit mode

Q:  Are either of you going to be at the Project Conference?

Q:  This is a general Project Server config question: Is there a way to report time a the high level and not at task level because we just record total time of a project? Meaning entering the time

Q:  Not really project related but I recently downloaded a few of the past webcasts in wma format. But I can’t sync any of these to my Zune. Any suggestions?

Q:  What is the correct way to submit a Design Change Request? Is there a website we can go to directly?

And the answers goes here :: http://blogs.msdn.com/b/brismith/archive/2012/01/30/december-2011-cu-webcast-questions-and-answers.aspx

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Seemed Like a Bug & Confirmed :: Warning dialog box, queue is taking longer than expected

Recently in our one of the environment while testing, started encountering warning dialog boxes which said please be patient queue is taking longer than expected 😦 , now in most of the cases there might be actual load on the queue, and this warning is a pointer to that system might not be performing well, lookout for performance pointers,

Now coming back to the issue, i started tracing down the issues and after couple of tries it turned out that most off the cases were while creating the project for the first time, and it seemed that loads of task in project template was creating an issue, so roughly tasks below 1500 were doing fine but greater were having problem and the warning dialog would popup and most of the time fail in queue, and today while reading through Brian blog came to this post which confirms the issue 🙂

http://blogs.msdn.com/b/brismith/archive/2011/12/29/project-server-2010-operation-still-processing-don-t-shoot-the-messenger.aspx

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