mscrm-addons.com - Blog

IMPORTANT INFORMATION

This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information. 
You can find the most acutal and relevenat information in our Knowledge Base at support.mscrm-addons.com

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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!


How to add custom columns to ActivityTools grids

This articles explains how you can add custom columns to ActivityTools grids for CRM 2015/2016.

Via a CRM settings key additional columns can be added to the ActivityTools grid. For each activity type and column, a separate CRM field can be displayed. The custom columns will be inserted between the subject- and date/time-column and can have column headers. This is a global setting and takes effect for all CRM users.


SharePoint Documents Button Error – SmartBar

Sharepoint Documents Button Error – SmartBar 

 If you encounter an error, after -clicking- on the Documents Button inside SmartBar 2015/16 please follow this blog article. 


SmartBar is per standard using the Client-based SharePoint integration view. If you instead use the Server-based integration on your CRM System, your click could result in one of the following errors:


How to remove dependencies when you delete a solution manually in CRM

When you try to delete a solution, it will show you an error message if there are any dependencies.

To solve this issue, please follow the steps below.


Field Search in DocumentsCorePack

Because the call for a Field Search in our DocumentsCorePack Client grew louder and louder, we decided to implement one.

Please note: The Field Search is available in version 7.101 and later versions.


How to upgrade to Microsoft Dynamics CRM 2016

This article provides step-by-step instructions regarding to the upgrade of our addons to Microsoft Dynamics CRM 2016.

Our addons provide a wide range of helpful features! But before you will be able to enjoy the various benefits of or addons for MS CRM 2016 there is some work (at least let us call it like that) waiting for you:

The upgrade.


How to open the DocumentsCorePack Advanced Template Settings (Dynamics 365)

In order to apply special settings to your DocumentsCorePack Template, you have to access the Template Settings Dialog.
How to get to this essential dialog is outlined step by step in this article.


DocumentsCorePack Property Syntax (Dynamics 365)

Certain properties of DocumentsCorePack templates consist of fixed text
and Dynamics 365 fields. There are also some additional function calls available and data
from Dynamics 365 can also be manipulated.


Template Settings (Dynamics 365)

Template settings are additional capabilities that can be defined in your DocumentsCorePack templates.
The purpose of most of the settings is to improve the automation of the document generation process.


Document Subject (Dynamics 365)

The Document subject property allows you to define a subject, or a subject pattern for your template. If you only set a document name, the document name will be set as subject as well. So when you use the [Create Activity]-button form the Client, the subject will be already prefilled in the creation dialog.
Please note: This setting only affects the DocumentsCorePack Client Based process!


How to test a DocumentsCorePack template (Dynamics 365)

You have created or modified a new template and now you would like to give
it a try. You can test your template with DocumentsCorePack Client.