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Hello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts!


The compatibility of our addons with Dynamics CRM, RU12, SharePoint and MS Office
On January 24, 2013 in *General* by SSteinklauber SSteinklauber
In this article, you can find a compatibility chart for all our addons. It shows which of our addons are compatible with
    · MS Dynamics CRM 2011 On-Premise/Hosted (IFD)/Online
    · RollUp 12
    · MS Sharepoint 2010/2013/Online
    · MS Office (x86, x64) 2007/2010/2013
    · and which of them support cross-browsing.
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5522 Views
Tagged With: 2007, 2010, 2011, 2013, ActivityTools, AE, AT, AttachmentExtractor, Client, compability, DCP, DocumentsCorePack, GC, GroupCalendar, Office, Online, OnPremise, PowerSearch, PS, RU12, SB, Server, SharePoint, SmartBar, SP, TelephoneIntegration, TI
Join us at eXtremeCRM 2013 in Rome!
On January 3, 2013 in *Features / News* by SSteinklauber SSteinklauber

Where will you be 3-6 February, 2013? We will be at the eXtremeCRM 2013 in Rome, Italy as a silver sponsor, presenting our powerful addons to the audience.

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2603 Views
Tagged With: 2011, 2013, 4.0, ActivityTools, AE, Alerts, AT, AttachmentExtractor, Business Insight, Client, Dashboard, DB, DCP, DocumentsCorePack, event, Fun, GC, GroupCalendar, News, PowerSearch, PS, SB, Server, Silverlight, SmartBar, TelephoneIntegration, TI
Insecure content warning in IE when using FileExplorer with IFD
On December 17, 2012 in DCP 2011, DCP 2013, DCP 2015 / 2016, DCP 365, DCP 4.0, DocumentsCorePack (DCP) by List Andreas List Andreas

If you have configured your CRM for IFD and also have enabled our FileExplorer Integration, Internet Explorer (IE) will either not load the FileExplorer or show a message about insecure content.

image

Figure 1: FileExplorer not visible

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Figure 2: Internet Explorer shows insecure content warning

If you run into this problem, please follow the steps below to resolve this issue.

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3301 Views
Tagged With: IFD, 2011, 2013, 2015, 2016, 365, 4.0, DCP, DocumentsCorePack, error, Server, troubleshooting
Advanced template-group filtering
On December 13, 2012 in DCP 2011, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin

This feature offers the possibility to set a filter for DocumentsCorePack templates.
Templates are filtered based on the template-group they are assigned to.
Applying filter limits, the available templates are grouped in template-groups.
This prevents users from getting confused by a variety of available templates as they can only see and select templates of the corresponding template-group defined by the applied filter.

To take advantage of this feature you need at least both of the following versions:

 - DocumentsCorePack Server for MS CRM 2011 5.36

 - DocumentsCorePack Client for MS CRM 2011 5.73

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5451 Views
Tagged With: 2011, Client, configuration, DCP, DocumentsCorePack, Server, template
The TelephoneIntegration update service
On October 19, 2012 in TelephoneIntegration (TI), TI 2011 by SSteinklauber SSteinklauber
The TelephoneIntegration (TI) update service retrieves the needed information (determined by the administrator within the CTI-configuration interface) from the CRM system, processes it and provides it for TI. This is essential if you want TelephoneIntegration to operate. The update service e.g. ensures that telephone numbers are provided to perform calls or that information about the caller/called person are provided within the TI User Interface (balloon) for a more efficient call handling, etc.
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3916 Views
Tagged With: 2011, Balloon, Client, configuration, CTI, error, install, Server, TelephoneIntegration, TI, troubleshooting, update
[Print in Word]-button
On July 17, 2012 in DCP 2011, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin

The features of the DocumentsCorePack [Print in Word]-button increase the performance and also the usability of our product.

The features allow you to select templates directly with the [Print in Word]-button.

To take adavantage of this feature you need at least the following version:

- DocumentsCorePack Server Version 5.25

- DocumentsCorePack Client Version 5.57

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2820 Views
Tagged With: 2011, Client, configuration, DCP, DocumentsCorePack, print, Server, template, Word
Execute Fetch from CRM 2011
On December 5, 2011 in *General* by List Andreas List Andreas

Sometimes it can happen, that you want to execute a fetch simply to see if it works. And also see the results.

With the attached solution, you have the possibility to execute a fetch. Please note that this solution is not designed to generate fetches!

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3668 Views
Tagged With: Dashboard, RC, Silverlight, 2011, ActivityTools, AE, AM, AT, AttachmentExtractor, AutoMerge, Client, DB, DCP, DocumentsCorePack, GC, GroupCalendar, PowerSearch, PS, RecordCounter, Server, TelephoneIntegration, TI, XML
How to open the fields.xml settings?
On November 25, 2011 in TelephoneIntegration (TI), TI 2011 by korosec peter korosec peter

The fields.xml Settings are server-side CRM Settings.

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2400 Views
Tagged With: 2011, configuration, Server, TelephoneIntegration, TI, XML
How to add information of the current user to a document
On November 25, 2011 in DCP 2011, DocumentsCorePack (DCP) by Michael Dohr Michael Dohr

It is quite common, that user information shows up within the document itself. (e.g. a “Best regards, firstname lastname” at the end of a quote).
This Step-By-Step tutorial describes how to add this relation to a template. In this example the Quote_base.docx template, that comes with the installation of DCP for CRM 2011, is used.

Please note: DocumentsCorePack (DCP) Client version 5.27 or higher is mandatory!

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4138 Views
Tagged With: 2011, Client, DCP, DocumentsCorePack, DocX, Server
MSCRM Addons Installation for CRM 2011 Online
On November 11, 2011 in DCP 2011, DocumentsCorePack (DCP), TI 2011 by Elliott James Elliott James

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!

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2648 Views
Tagged With: 2011, Client, DCP, DocumentsCorePack, install, Online, Server, TelephoneIntegration, TI
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