On some occasions, unmanaged customizations to forms might prevent the setup to correctly configure the navbar section of entities.

You would see an error similar to this one, telling about a transition of an unmanaged solution being impossible. 

Figure 1: Error message (unmanaged solution)

This article outlines what you can do if the AutoMerge Configuration page doesn’t load.

If the AutoMerge solution won’t load, please follow the below instructions.

This blog article will walk you through the required steps on how to install GroupCalendar and ActivityTools in a claims-based environment.

This article is valid for GroupCalendar for CRM 2011, 2013, 2015 and 2016 but only for CRM 2013 and older versions of ActivityTools. From CRM 2015 onwards ActivityTools does not have to be configured for IFD anymore!

The steps are the same for both products, so instead of an explicit product name, we will use the term the addon in this guide. 

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

Please note: It is not possible to set up custom n:n-relations by using the tree view of the RecordCounter Server Config!

Instead, you have to use the Configuration Tool. To do so, click on the [Configure RecordCounter]-button to open it.

To successfully enable RecordCounter (RC) for unmanaged entities, please follow these instructions:

First, enable RC for the custom entity. Simply check the checkbox in the tree view of the RecordCounter Server Config.

Then open CRM, navigate to Settings and click on Customizations.

When using per User licensing, it is mandatory to enable all users that should be licensed within CRM. It often occurs, that after installing the license via the License Manager, the below screen appears:

Figure 1: License Manager - Preview License

This is due to the fact, that the user (usually an admin), who is running the license-manager is not a licensed user at this point.

To enable this, specific users you will have to follow the below steps. 

On a migrated organization, make sure the dcp/gc/ti security role migrated from CRM 4 is deleted.

This migrated role might interfere with the new setup and block the user from installing, because rights are checked wrongly.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

To successfully integrate our products with custom entities, these custom entites either have to be part of a managed solution or the navigation configuration has to be applied manually.

Content:

Part One: How to create the chart? 
Part Two: How to create the drill-down click?