This blog is on how to install DocumentsCorePack (DCP) and TelephoneIntegration (TI) for CRM 2011 Online. When using CRM 2011 Online, it is important that the server part of the addon is installed somewhere on your network. It can be installed locally on a computer or anywhere else on one of the supported operating systems listed below. The following steps explain how to install the serverpart of DocumentsCorePack and TelephoneIntegration on your system. Please note, that both, client and server must be installed!

We have created a function offering the possibility to use a dialog to pre-filter the result rows. This will be helpful when the user needs to select a specific related entity (e.g. contact, ...) before starting to generate the document.

This feature is available with version 5.26 upwards and only for DOCX-templates.

Before you can upgrade your CRM 4 to 2011, you will need to uninstall all 3rd party addons and check that all buttons have been deleted. After the migration you can then install the latest version of each addon.
 
Should you have not done this, then it will be more complicated to get rid of the buttons and icons before you can install the CRM 2011 addons.

If you want to hide or block the toolbar in MS Word for non-DCP users on a terminalserver, please check the following steps:

1. You will have to create the following Reg key under current user instead of local machine:

    HKLM\software\Microsoft\Office\Word\Addins\WordMailMerge.Connect  
    (for example: HKCU\software\Microsoft\Office\Word\Addins\Wordmailmerge.connect)

3. Once you have created the reg key you can change the load behaviour for each user. Change it to