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This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information.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

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!

Send as .pdf preview & edit functionality

On April 28, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

This blog article outlines the DocumentsCorePack ServerBased send as pdf preview and edit functionality. The edit functionality allows to modify generated pdf-documents in MS Word before you send it to the customer with the DCP SB [Create document]-button.

Please note, that the usage of SharePoint integration is mandatory in order to use the edit-functionality!

Requirements: DocumentsCorePack ServerBased (DCP SB) v.2015.18 for OnPremise, DocumentsCorePack ServerBased (DCP SB) v.2013.73 for the online version

Tagged With: preview, 2015, 2016, 365, DCP, DocumentsCorePack, Server, Word

How to configure entities to show the [CreateDocument]-Button

On April 14, 2015 in DCP 2013, DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

This blog article outlines how to configure CRM entities to show the DCP ServerBased [CreateDocument]-Button.

Requirement: DocumentsCorePack ServerBased CRM 2013/2015

Tagged With: configuration, 2013, 2015, 2016, button, DCP, DocumentsCorePack, Server

SharePoint ErrorMessage: No part of the path in DCP SB Online

On April 14, 2015 in DCP 2013, DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

This blog article explains what to do when you receive the following error message while saving documents to SharePoint.

DocumentsCorePack failed to generate the document

Tagged With: DocumentsCorePack, 2013, 2015, 2016, DCP, error, save, SharePoint, SP, store, troubleshooting

Skype plugin is not showing call info

On April 14, 2015 in TelephoneIntegration (TI), TI 2013, TI 2015 / 2016 by Jin Yan

This blog article explains what to do if your desktop TelephoneIntegration (TI) Client is not working.

Tagged With: call, 2013, 2015, 2016, Client, error, TelephoneIntegration, TI, troubleshooting

ActivityToolsPluginExtension solution for AttachmentExtractor

On April 4, 2015 in AE 2015 / 2016, AE 365, AttachmentExtractor (AE) by Alex

This article contains links to the ActivityToolsPluginExtension solution for AttachmentExtractor. Please select which Microsoft Dynamics application you use and download the corresponding solution.

Tagged With: 2015, 2016, 365, AE, AttachmentExtractor, configuration, e-Mail

ActivityToolsPluginExtension solution for ActivityTools

On April 4, 2015 in ActivityTools (AT), AT 2015 / 2016, AT 365 by Alex

This article contains links to the ActivityToolsPluginExtension solution for ActivityTools. Please select which Microsoft Dynamics application you use and download the corresponding solution.

Tagged With: 2015, 2016, 365, ActivityTools, AT, configuration, e-Mail, install

Recap: Convergence 2015 in Atlanta

On March 27, 2015 in *Features / News* by Jin Yan

We are back from our business journey of this year’s Convergence 2015 (March 16-19) in Atlanta GA.

THANK YOU for visiting our booth!

Tagged With: 2011, 2013, 2015, ActivityTools, AE, AM, AT, AttachmentExtractor, AutoMerge, Business Insight, Client, Dashboard, DB, DCP, DocumentsCorePack, event, Fun, GC, GroupCalendar, PowerSearch, PS, PS 2.0, SB, Server, SmartBar, TelephoneIntegration, TI

How to create SharePoint locations, folders and subfolders automatically in DCP SB (OnPremise)?

On March 18, 2015 in DCP 2013, DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

This blog article outlines how to create SharePoint locations, folders and subfolders automatically within MS Dynamics CRM with DocumentsCorePack ServerBased, using a simple workflow.

Add-On: DocumentsCorePack ServerBased (OnPremise)

For the MS Dyn CRM Online version of this article, please click here.

Tagged With: 2013, 2015, 2016, DCP, DocumentsCorePack, OnPremise, Server, SharePoint, SP, workflow

How to create label templates with DCP (DocX)?

On February 27, 2015 in DCP 2013, DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

This article explains how to create label templates with DocumentsCorePack (DCP) DocX.

Requirements: DocumentsCorePack for MS CRM 2013 (Client 6.33) and higher

Tagged With: 2013, 2015, 2016, 365, configuration, DCP, DocumentsCorePack, template

MSCRM Addons 2015 and 2015/2016 – Version Number Guide

On February 25, 2015 in *General* by Jin Yan

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Please note: This article applies to 2015 as well as to CRM 2015/2016

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This article outlines where to find the version number for each mscrm-addons product. Click the link below for the addon that you wish to find the version number for.

Tagged With: Silverlight, 2015, 2016, ActivityTools, AE, AT, AttachmentExtractor, Client, configuration, DCP, DocumentsCorePack, GC, GroupCalendar, number, PowerSearch, PS, PS 2.0, SB, Server, SmartBar, TelephoneIntegration, TI

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