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This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information.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


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

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

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

Add-On: DocumentsCorePack ServerBased (OnPremise)

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


How to create label templates with DCP (DocX)?

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

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


MSCRM Addons 2015 and 2015/2016 – Version Number Guide

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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.


Service Based Printing: General Trouble Shooting

Here are a few troubleshooting steps you can check if the Service Based Printing does not work as expected:

  1. Make sure the service is running and configured for both document generation and printing jobs.

How to add the [Call Number]-flyout button?

This article outlines how to add the TelephoneIntegration [Call Number]-button manually.

Requirements: TelephoneIntegration for MS CRM 2013/2015


TelephoneIntegration Server - do not use Integrated Security

It is not recommended to use Integrated Security for Telephone Integration.


How to insert an entity image

This article outlines how to add images, product photos, company logos etc. to MS Dynamics CRM 2011/2013/2015. In our example we add an image to a CRM contact and later on, we add an image to a template.

Requirements: DocumentsCorePack for MS CRM 2011/2013/2015


How to create custom activities and/or entities?

This blog article outlines how to customize the TelephoneIntegration Context Menu to create new activities and/or entities.

Requirements: TelephoneIntegration Client v.6.20 or higher


Post-upgrade Steps for GroupCalendar Online

This article outlines the upgrade steps for GroupCalendar Online for MS CRM 2015. Please note: It only applies to GroupCalendar online!

Requirements: GroupCalendar (GC) Online for MS CRM 2015