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This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information.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 synchronize TelephoneIntegration history with actual phonecalls

INTRODUCTION

This article explains the steps required to synchronize the actual call duration as recorded in the TelephoneIntegration history with actual phone calls in CRM.

Addon: TelephoneIntegration for MS CRM 2013, 2015

Prerequisite:

This will only work for phonecalls, that are created with the always store-option enabled in the CTI clients options.


How to add a language to ActivityTools

This article outlines how to add a CRM language to ActivityTools.

This functionality of ActivityTools is important, if your CRM language is NOT English and/or German, but you want ActivityTools to be displayed in this other language. 


HowTo: Use DocuSign with DocumentsCorePack for Microsoft Dynamics CRM

See how DocumentsCorePack enables your users to generate documents and trigger a DocuSign process straight out of CRM.

Example: NDA to be sent & signed to an account and afterwards counter-signed by the owner of the account.


Error message: ...is missing prvReadptm_ticallinfodata privilege

Error message:

Principal user (Id=56f329cd-2a1f-e511-8118-c4346bad624c, type=8) is missing prvReadptm_ticallinfodata privilege (Id=f83d0785-3924-421b-ad25-9ee898c13b7d) 


Service-based printing in DocumentsCorePack

DCP Server offers a service-based printing option which is additionally available to the already known plugin-based printing option. This additional option is based on a service which is running in the background.

DCP ServerBased printing feature provides the possiblitiy to create and manage printer configurations for starting:

  • local print jobs via DCP Server Local Printer Configuration (supported format: .pdf)
  • global print jobs online via Google CloudPrint Configuration (supported formats: .docx, .pdf, .html. .jpg, .bmp)

Requirements: DocumentsCorePack ServerBased for MS Dynamics CRM v5.30 and higher


How to trigger the mscrm-addons.com scheduler manually

This blog article explains how to trigger mscrm-addons.com scheduler manually to update your license state.


The code behind the ordinals field function (Advanced)
The following information provides you with a technical description of the ordinals field functionality.

How to enable debugging for AttachmentExtractor

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Please note: this article applies to

CRM 2011, CRM 2013 and CRM 2015/2016

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This article provides you with a step-by-step instruction on how to enable debugging
for AttachmentExtractor in CRM 2011, 2013 and 2015/2016.


How to extend the Click2Dial-functionality for TelephoneIntegration?

This article explains how to enable the Click2Dial-functionality of TelephoneIntegration (TI) for CRM 2013/2015 without using the CallNumber button in the ribbon. 


Send as .pdf preview & edit functionality

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