¿Habla usted español? Translating CRM Online 2011 Customizations to Other Languages

In our last two posts, we examined how Microsoft Dynamics CRM Online 2011 supports multiple languages. We explained that the base language is the language chosen during CRM Online 2011 implementation and that additional languages can be enabled by a System Administrator. We then showed that users can choose their personal display languages from the enabled languages.

In this post, we cover how languages work with customizations.

Customizations must be created in the base language. Once created, their textual elements can be translated. That includes entity display names, field labels, etc. There are four steps to translation: export the text, translate the text, import the text, and publish the customizations. We’ll walk through the process below.

You will need to have a Security Role of System Administrator or System Customizer or equivalent privileges to export or import translations.

Navigate to Settings > Customization (see below) and click Customize the System.

The Solution: Default Solution window opens (see below). Click Export Translations. Please note: This export file will be large. As an alternative, for a smaller file, you could bundle just the entities you wanted to translate into a new Solution and export the text from that Solution instead, but that’s beyond the depth of this walkthrough.

 

A Message from webpage opens (see below), stating that Exporting customized labels for translation can take several minutes. Click OK when you are ready to export.

You will be prompted to save the file. The prompt will differ depending on your browser version (see an example below). Save the file in an appropriate location.

 

The file is a .zip file that you can extract and open in Microsoft Office Excel to make the edits. You may be able to translate the text yourself, or you could send it to a linguistic expert, translation agency, or localization firm.

Once you have completed the translation, .zip the file up again and import it into CRM Online.

Navigate to Settings > Customization (see below) and click Customize the System.

 

Te Solution: Default Solution window opens (see below). Click Import Translations

 

The Import Translated Text dialog opens (see below). Click the Browse… button and locate the translated .zip file. Click Import.

Your translations are imported automatically (see below).

The window refreshes and states Translations successfully imported. Click Close

Our focus returns to the Solution: Default Solution window (see below). Click Publish All Customizations to finalize the translation customization.

Warning: Publish All Customizations really means “All”. That includes customizations other System Customizers may be working on. If you are not the only one doing any customization, a safer method might be to open each of the components for which you provided translation text, such as entities, and click “Publish” instead. Companies that do a lot of customization sometimes designate one user as the “build master” who is responsible for publishing customizations by everyone else. This helps with “source control” or “change control”.

To verify that your published translations appear properly, change your display language to match the language of your translations by following the steps in our previous article, “¿Habla usted español? Enable additional languages in CRM”.

xRM.com specializes in CRM Online 2011 and Microsoft Windows hosting. Read more about xRM, a Microsoft CRM Partner today.

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¿Habla usted español? Install an additional language pack for CRM Online 2011 for Microsoft Outlook

In a previous post, we took a dive into how languages are handled by Microsoft Dynamics CRM Online 2011. We showed you how a System Administrator can enable an additional language in CRM Online 2011, and then we showed you how an individual user can choose that enabled language as their personal display language. That took care of anyone using CRM Online via a web browser.

What should users do if they use the Microsoft CRM Online 2011 for Microsoft Office Outlook client? One more step is needed. Each Outlook user will need to download the language pack locally on their own computer since the Outlook client runs locally too. Microsoft hosts many additional Microsoft Dynamics CRM Language pack downloads, and we’ll walk you through installing one of them below.

First, you’ll need to open the Microsoft Dynamics CRM Language pack page. (If you are asked to sign in to Windows Live, you can use the same Windows Live ID you use to sign in to CRM Online.) When the page opens (see below), use the drop-down menu next to Change Language: to choose the display language you want to install, such as “Spanish”, and click one of the Download buttons. If you’re a 32-bit user, download “CRM2011-Mui_ENU-i386.exe”. If you’re a 64-bit user, download “CRM2011-Mui-ENU-amd64.exe”. Save the file to your desktop temporarily when prompted.

 Install an additional language pack for CRM Online 2011 for Microsoft Outlook

Run the file you just saved on your desktop by double-clicking it. The Programa De Instalacion de Paquete de idioma de Microsoft Dynamics CRM 2011 (the Microsoft Dynamics CRM 2011 Spanish Language Pack Installation) application opens (see below) and begins automatically installing the Spanish language pack.

 Install an additional language pack for CRM Online 2011 for Microsoft Outlook

The window refreshes (see below) and now displays Instalacion completa (installation complete).Click Finalizar (Finish) to close the window.

 Install an additional language pack for CRM Online 2011 for Microsoft Outlook

Now that we have installed the additional language pack, all that’s left is to set a display language preference. From within Microsoft Office Outlook, open the File Menu, navigate to CRM, and click Options.

 Install an additional language pack for CRM Online 2011 for Microsoft Outlook

The Set Personal Options window opens. Click on the Languages tab, and change the User Interface Language and Help Language drop-down menus to reflect your language of choice, “Spanish” in our example, and then click OK.

Note: Be sure to follow the steps in the previous article first. A language will not appear in the drop-down menu below unless it is enabled in CRM Online by a System Administrator, even if you install the language pack locally for Outlook.

 Install an additional language pack for CRM Online 2011 for Microsoft Outlook

After a quick refresh, the main page will load in your display language of choice (see below).

 Install an additional language pack for CRM Online 2011 for Microsoft Outlook

That covers it for managing the display languages of your users. What we haven’t covered yet is how CRM Online 2011 and additional languages work in Microsoft Dynamics CRM Online configuration and customization. We’ll cover that in the next article of this series published on the xRM.com blog. Until then, hasta luego!

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¿Habla usted español? Enable additional languages in CRM Online 2011

Although English is undoubtedly one of the most widely used languages in the business world, not every company or CRM Online user prefers it. At the time of this writing, CRM Online supports over 40 languages, making it quite adaptable in today’s increasingly global business environment.

Before we start, let’s define some terms.

Base language = When a subscriber first creates a new Microsoft Dynamics CRM Online 2011 organization (an instance of the software), they are prompted to choose the base language. The “base language” is what the database, interface text, and help files are written in for that organization by default. It is the language that is used when automatic e-mail invitations are sent out to new users to give them access. It is also the language that any new customizations must be written in before being translated to other languages. Once the base language is chosen, it cannot be changed.

Additional language = An “additional language” is any language other than the base language. Unlike the base language, additional languages can be enabled and disabled as needed by anyone with sufficient privileges.

Display language = A “display language” is whatever language an individual user chooses to use. It can be the base language or any enabled additional language. Each user has two display languages, one for the interface and one for the help files. Both display languages are usually set to the same language but don’t have to be. Since display languages are personal options, different users can use different display languages at the same time on the same CRM Online organization.

Follow along below and we’ll show you how to enable an additional language and set your personal options to use it as your display language.

You must have a System Administrator Security Role or equivalent privileges to enable an additional language. You don’t need any special privileges to select your display languages.

Note: Each additional language uses about 18 MB (less than 1%) of your organization’s storage space, which you cannot recover by disabling the language. CRM Online comes with 5 GB of storage by default, unless you subscribe to more.

Let’s start by assuming we’re using a web browser to access a CRM Online organization that has a base language of English with no additional languages yet enabled. Our personal display languages automatically default to the base language, so what we see is in English.

Navigate to Settings > System > Administration (see below) and click Languages.

 Enable additional languages in CRM Online 2011

The Language Settings webpage dialog opens (see below). You’ll notice that the Status column shows that “Spanish” is currently “Disabled”. Check the box for each additional language you want to enable, “Spanish” in our example, and click Apply.

Enable additional languages in CRM Online 2011

The Confirm Language Change webpage dialog opens (see below). Click OK. The dialog closes.

Enable additional languages in CRM Online 2011

The Language Settings webpage dialog refreshes (see below), and the Status column now shows that “Spanish” is “Enabled”. Click Close to close the dialog.

Enable additional languages in CRM Online 2011
Now that we have enabled Spanish as an additional language in Microsoft CRM Online 2011, we can choose Spanish as the display language in our personal options. (This will not affect what other users see.)

Open the File menu in the ribbon (see below) and click Options.

Enable additional languages in CRM Online 2011

The Set Personal Options window opens (see below). Click the Languages tab, and set the User Interface Language and Help Language to your language of choice, “Spanish” in our example. After you have set your display languages, click OK to save your changes. The window closes.

Enable additional languages in CRM Online 2011

After the main page refreshes, you’ll see that the CRM Online interface is using your selected display language (see below).

Enable additional languages in CRM Online 2011

You can use this same method to enable additional languages other than Spanish.

If you are using the Microsoft Dynamics CRM Online 2011 for Microsoft Outlook client, you will also need to download and install the relevant Microsoft Dynamics CRM 2011 language pack for each display language you would like to use. We will walk you through this installation process in the next article in this series, and we’ll then follow that up with an in-depth run-down of how CRM Online 2011 deals with additional languages in regards to customizations and configurations.

Changing languages is easy in CRM Online 2011, but not all Microsoft Dynamics CRM configuration and customization is this easy. If you’re looking for an expert in CRM Online 2011, xRM.com, a Microsoft Partner with competencies in Customer Relationship Management (CRM) and Hosting, has a team of experts.

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Quick Tip: Set Personal Options in CRM Online 2011

Businesses are always looking to hire developers for Microsoft Dynamics CRM Customization and Configuration, but there are configurations that can be made on a more personal and cosmetic level that do not require assistance from a developer. Microsoft Dynamics CRM Online 2011 contains several personal options that are unique to every user and can be customized to match the preferences of a user. In this article we’ll walk you through some of the basic personal changes you can make to your CRM Online 2011 environment. Some of the options that we will be configuring are only available if you are using the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook client, so we will be guiding you from the perspective of a user with the client installed.

From Microsoft Office Outlook, open the File menu, click on CRM, and then click on Options (see below).

Set Personal Options in CRM Online

The Set Personal Options dialog opens (see below in all screen shots). We’ll step through some of the handier settings.

In the General tab, the Show Get Started panes on all lists option (see below) controls the appearance of the Get Started panes in the CRM Online interface, which will provide a helpful overview throughout your use of CRM Online 2011 by popping up over your lists and providing you with links and tips to common tasks. We recommend leaving this checked until you feel you are familiar with CRM Online 2011. (Note: Even if you turn on the Get Started panes in your personal options, you will not be able to see them if your system administrator has turned them off globally—for everyone. Ask to have the option to show these turned on again via Settings > System > Administration > System Settings > General > Set the display option for Get Started panes.)

Set Personal Options in CRM Online

If you scroll down in the General tab, you’ll notice some other options (see below). Under Set the number of records shown per page in any list of records, we recommend changing the Records Per page value to “100”. This will increase the number of items listed when browsing CRM Online 2011, and really saves time when trying to find specific items in a long list of data. If you need to use a different personal default currency than the default currency that your system administrator sets for the organization, choose it in the Currency field.

Quick tips set personal options in CRM 2011

Click on the Synchronization tab (see below). The Schedule automatic synchronization with Outlook section allows you to configure how often the Microsoft Dynamics CRM 2011 for Outlook client synchronizes with the Microsoft Dynamics CRM 2011 database. By default it is set to 15 minutes. We recommend increasing the period between synchronizations to either 30 minutes or 60 minutes to maintain available bandwidth and minimize the possibility of synchronization errors.

Quick tips personal options in CRM 2011

Click on the Workplace tab (see below). This tab allows you to configure the Select which groups are displayed in the Workplace pane option. Personally, we prefer to add the Sales and Service groups to the workplace area by checking their respective boxes.

Tips for CRM online 2011 set personal options

Last but not least, let’s configure the e-mail tracking options. Click on the E-mail tab, and look in the Select the e-mail messages to track in Microsoft Dynamics CRM section (see below). Change the value of the Track option to All e-mail messages” and click OK. By default, Outlook only tracks e-mails in Microsoft Dynamics CRM that you manually tell it too (or responses to e-mails that are already being tracked). Enabling automatic tracking saves you time by removing that manual step.

Personal Options CRM Online 2011

That’s it! Just like that we’ve tweaked your CRM Online 2011 settings to fit you a little better. We recommend that you continue to tweak these settings to see what is right for you. Check out more tips from xRM.com at our Microsoft Dynamics CRM Blog or learn more about Microsoft Dynamics CRM Hosting.

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