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This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information.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

News.mscrm-addons.com Blog

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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!


DocumentsCorePack for MS CRM is certified for Microsoft Dynamics Accreditation

MSCRM-ADDONS.COM announced today that its DocumentsCorePack for MS CRM 2011, has successfully passed the Software Solution Test for Microsoft Dynamics.


Recap: WPC 2013 in Houston, Texas

Thank you for joining us at the WPC 2013 in Houston! It was great meeting you there!


DTMF (DualToneMultifrequency) improved input procedure directly from your TelephoneIntegration Client balloon

This blog article outlines how to send dtmf signals directly from the TelephoneIntegration (TI) balloon, so you no longer need to do that with your telephone handset. This feature is available in version 5.56 or higher.

Examples of using dtmf functionality:

  • authentication by conference calls
  • interacting with IVR systems

That means, when you call e.g. a support telephone number, or you would like to start a conference call, you may have to enter an access password or some digital numbers. With the dtmf function, you don't need to use your telephone handset to enter your access password, but to select it direclty via the dtmf function in TelephoneIntegration.


How you make a table invisible in DocumentsCorePack, when there is no data available

This article outlines, how to make a table invisible, when there is no data available. Simply mark the table or click into it. Open the table properties with a right-click. Now you have the opportunity to activate Delete whole table if rowcount is zero. As soon as you have activated this button, you will not have any blank tables in your document anymore.



DocumentsCorePack - Configuration Chart
The below chart provides you with an overview of the possible configuration scenarios of CRM and SharePoint
together with DocumentsCorePack and AutoMerge for CRM 2011


How to enable/disable DFR (Dialing from relationships) by dialing from CRM site

This blog article outlines how to enable/disable Dialing from relationships (DFR) by dialing from CRM site.

Usually, TelephoneIntegration (TI) allows users to dial from related CRM-records. Say, they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc).


How to use TelephoneIntegration for MS CRM 2011 with MS Outlook only

If you want to use TelephoneIntegration without a browser, but with Outlook only, you have to install TelephoneIntegration Client v.5.54 or higher (click here to download the latest version) and to create a new settingskey. Please follow the below steps to do so.


How to set restrictions for dialing from a related CRM-record

In general, TelephoneIntegration allows users to dial from related CRM-records. This means, that they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc.).

You have the possibility to set restrictions for the related records to be displayed in the TelephoneIntegration balloon (e.g. In case of dialling out from an opportunity, you want accounts to be displayed, but not the related contacts and leads). In order to do so, you have to create a new settingskey and follow the below steps. 


Recap: Convergence2013 in New Orleans

Thank you for joining us at the Convergence2013 in New Orleans! It was great meeting you there!


How to dial from a related CRM record

TelephoneIntegration allows users to dial from related CRM-records. This means that they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc.). The example in the screenshot below shows that the user has the possibility to dial from all records which are related to the account ‘MSCRM-ADDONS.com’. Users have a good overview of the related records, as they are structured in main phone, connections, relations and others