This article outlines where to find the version number for each mscrm-addons product. If you use Microsoft Dynamics CRM 2015 or 2016 please have a look at this article.

Click the below link for the addon that you wish to find the version number for:

• ActivityTools
• AttachmentExtractor
• DocumentsCorePack ServerBased
• DocumentsCorePack Client
• GroupCalendar
• PowerSearch
• SmartBar
• TelephoneIntegration Server
• TelephoneIntegration Client

ActivityTools, DocumentsCorePack ServerBased (DCP SB), PowerSearch and SmartBar

For these four solutions, there is a simple way to find the current version number:  Open your Microsoft Dynamics 365 and navigate to Settings.  When you go to Products, you´ll see these four solutions. Select the one you want and you will be provided with the Getting Started window, which contains the version number (see figure 1 - highlighted in yellow). The below example shows the ActivityTools version number, but this way also applies to DocumentsCorePack ServerBased, PowerSearch and SmartBar. 

 

AttachmentExtractor

If you use the Online version, you don´t need to provide the version number because our support is well aware of it. 

For the OnPremise version just follow the next steps.  ​Please look for AttachmentExtractor Installation in the StartPanel. 

Figure 2: Search for the AttachmentExtractor Configuration

 

Now the following window appears. It shows the AttachmentExtractor version number (highlighted in yellow) for Microsoft Dynamics 365.

Figure 3: AttachmentExtractor version number 

 

DocumentsCorePack Client (DCP Client)

To verify the current DocumentsCorePack Client version number, start MS Word, navigate to the www.mscrm-addon.com-tab and click on the [DocumentsCorePack Settings]-button.

Figure 4: Open the DCP settings

 

In the settings window select the About-tab, where the version number is displayed (see highlighted in yellow). 

 

GroupCalendar

To verify the current GroupCalendar (GC) version number for Microsoft Dynamics 365, open GroupCalendar and click on Settings on the right side (see highlighted below in yellow). The version number is displayed in the window that opens now in the right upper corner (also highlighted in yellow).  

 

TelephoneIntegration Server

To verify the current TelephoneIntegration Server (TI Server) version number, start Configuration – TelephoneIntegration Server for MS Dyn 365 from the StartPanel. 

 

The following window appears. It shows the TI Server version number (highlighted in yellow) for MS Dyn 365.

 

TelephoneIntegration Client

To verify the current TelephoneIntegration Client (TI Client) version number, click on the TelephoneIntegration-icon in the taskbar:

 

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

With the latest Dynamics 365 update there was a change in the web endpoint behavior.

If our add-ons try to execute a JavaScript fetch request, it will fail and you will get errors like:
“error get user privileges: Invalid XML” or “500 (Internal Server Error)” or anything similar.

This article shows how to check if this is the reason for the error and how it can be resolved.

​

Ensure that this is the reason

Please check the following:

First: Web browser -> CRM -> Settings (wheel) -> About
The version must be 8.2.1.207 or higher

Second: Web browser -> CRM -> Settings -> Solution -> look for “MSCRMADDONScomGeneral”
Its version must be in the range from 2017.1 to 2017.6

If both is the case, please follow the instructions of this article. Otherwise, please contact or support. 


How to solve

For organizations WITH ActivityTools installed
Just update to the latest ActivityTools version (2017.8) from our website:
http://www.mscrm-addons.com/language/en-US/Downloads/Download-ActivityTools-for-MS-CRM-2015-2016

 

For organizations WITHOUT ActivityTools
Please update to the latest General solution manually:
To do so, download the MSCRMADDONScomGeneral solution version 2017.7:
http://62.99.232.162/General/2017.7/MSCRMADDONScomGeneral.zip

Then open CRM -> Settings -> Solutions -> Import -> follow the wizard in order to import the solution.
It will tell you that a same named solution is already installed. At this page just ensure that “Stage for upgrade” is NOT checked.


In case of any questions or problems, please contact our support: support@mscrm-addons.com

This article outlines how to concatenate documents on an advanced level based on CreatemultipartXML.

Step 1:
First of all, please create a new workflow. If you haven't created a workflow yet, please have a look at this article. Next, add a new step to your workflow, called CreateMultiPartXml.

Figure 1: Create a new workflow

Step 2:
Once the workflow has been created, set up the properties of this step. To do so, click the [Set Properties]-button.

Figure 2: Set the properties of the new step

You are now provided with the properties overview.

Figure 3: Properties Overview

There are3 possible ways to add files here that should be concatenated.

1) Create a new file based on a document:

Figure 4: Create a new file based on a document

2) Create a new file from an existing note:

Figure 5: Create a new file from an existing note

3) Create a new file from a SharePoint URL

Figure 6: Create a new file from a SharePoint URL

This blog article outlines how to handle this error message when importing MSCRMADDONScomGeneralzip failed to import.

Figure 1: Error Message

If you see this error message, please import the solution manually. To do so, follow the below steps:

1) Navigate to Settings in your Microsoft Dynamics 365 application and open the Solutions with a click on it. 

2) Click on the [Import Solutions]-button in order to open the Select Solution Package-window.

Figure 2: Import Solution

3) The Select Solution Package-window opens. Click on the [Browse]-button and import your required solution.

Figure 3: Select Solution Package window

After the manual import: Should you still receive an error message, please send a screenshot of that error message to our support team.

 

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

This blog article outlines how to handle this error message when designing DCP Templates.

Figure 1: DocumentsCorePack error message: Invalid URI: The hostname could not be parsed

Please note: If you get this error message, you´ll have to make sure that the links you are using in your templates are correct and work. If you try to click a link in Word and you get an error, you´ll have to remove the link and create it again. Then the website opens correctly and DCP can generate the documents again without problems.

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

 ​

This article outlines how to use the retrieve once extracted .url files with the AttachmentExtractor [Revert]-Button.

Requirements: AttachmentExtractor (for further information on AttachmentExtractor, click here)
                           ActivityToolsPluginExtension solution (learn more about this solution here)​​

Please note, that the [Revert]-button is only visible if you work with an e-Mail in draft mode and and if a .url file has been attached previously. ​

For example: Imagine, you have extracted an e-Mail attachment to, e.g. SharePoint via AttachmentExtractor a few weeks ago. Now imagine, you would like to forward this particular e-Mail with the previously extracted attachment. To do so, you will only have to press the [Revert]-Button (see figure 1) and you will be able to forward the e-Mail including all previously extracted files. Please note that all non-.url-files will be left untouched. 

Figure 1: Revert Button

Figure 2: Files before clicking on the [Revert]-button

Figure 3: Files after clicking on the [Revert]-button

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

 

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This article outlines how to concatenate different documents in one single document in DocumentsCorePack Online. 
Using the concatenate step, we can combine two or more documents and can thus create - independent of file format or properties of the document - a single Word document that contains all concatenated documents. If you haven't created a workflow in Microsoft Dynamics 365 Online yet, please have a look at this article.    

After you have created two or more documents you would like to concatenate, you may want to give your newly created step ❶ a name that reminds you of what it contains. Second, click on the [Set Properties]-button ❷ in order to define the steps’ settings. 

Figure 1: ConcatenateDocuments

The next window provides you with the ConcatenateDocument Properties.

Figure 2: Create MSCRM-Addons.com AutoMerge Working item 

The ConcatenateDocument properties provide the following possibilities:

❶ Name & AutoMergeAction
Please name the AutoMergeWorkingItem, e.g. Concatenate Quote 1 and 2. 
In the AutoMergeAction field, please select what you would like to do with this workflow (in this case 'Concatenate')

❷ Document1Guid & Document2Guid 
Document1Guid: This lookup provides the possibility to select the document which should be concatenated. You can select an existing document by clicking on the lookup button, but you can as well use a document created in this workflow before (as it is shown in this example).
Document2Guid: Offering the same functionalities like Document1Guid, this is the Document GUID for the second document you want to concatenate.

❸ UpdateFields & OutPutFileFormat
UpdateFields: Check true if you want to make sure that all the Word fields are updated once again after the merge process.
OutPutFileFormat: This option enables you to define the output file format for the result document.  

❹ Owner & PrimaryRecordUrl
Owner: Optionally, you can enter an owner of the document here.
PrimaryRecordUrl: In this document, you can enter a PrivmaryRecordURL if you would like to by using the Form Assistant on the right side. Please find more information on the PrimaryRecordUrl functionality, please have a look at this article. 

❺ CombineType
You can use the CombineType to specify how document B will be inserted in document A. 

The following values are available for CombineType:

CombineType = 0 
The formatting of document A will be applied to document B. 

CombineType = 1
The formatting will be retained. 

CombineType = 2
Does the same as CombineType = 0. In addition, the link to the previous section will be disconnected here (disconnects your header or footer from the header or footer in the previous section).

CombineType = 3
Does the same as CombineType = 1. In addition, the link to the previous section will be disconnected here (disconnects your header or footer from the header or footer in the previous section).

CombineType = 99
The content of document B will be inserted at the end. 

Please notice: You have to fill in a CombineType - otherwise, there will be an error. 

[OPTIONALLY: If you want to concatenate more than two documents, simply repeat the above steps. As for the sequence: If you create a new step, the already concatenated documents will always be the first in line. All further documents will be concatenated in a consecutive order.] 

❻ [Save and Close]-button
Once you have finished, do not forget to save your changes! 

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

​

 

Ordinal numbers are words representing position or rank in a sequential order. The order may be of size, importance, chronology, or else. These numbers may be written in English with numerals and letter suffixes: 1st, 2nd, 3rd, 4th, 5th etc. Because ordinal numbers can be an important part of documents, we have created a possibility to add ordinal numbers to templates. This step-by-step tutorial describes how to utilize an already prepared field function in your template(s) in order to place ordinals. 

Please note: This article requires an already created template. If you haven't created a template yet, please have a look at this article.  The attached document is as well a template that can be merged with an account. If you haven't merged a template yet, please have a look at this article. 

Ordinal numbers template  

Step 1: Enable the field codes of your template

Open your template. If you are not seeing the field codes in this template, simply hit 'ALT'+'F9' on your keyboard to toggle the view. General information about field codes can be found here.

Step 2: Delete the current field used

Place your cursor in the <<createdon_ovalue>> and hit “delete field” in our ribbon.
This is how the <<createdon_ovalue>> looks like once it is extended:

Step 3: Copy the whole block an past it into your template 
Copy the block from the actual attached document only. Just copy  and pasting the above text will not work!

Step 4: Insert a field of your choice
Now replace the <<createdon_ovalue>> field by a field of your choice. You could add a data field or any other numeric field from the Template Designer TreeView. In this case, only the day is displayed. 

Step 5: Open the field properties
Next, please open the field properties with a right click and insert a 'd' into the Format field. 

Figure 1: Field properties

Please note: Sometimes, it can be necessary to add the month and year after the ordinal as well. In that case, simply add another date field again behind the ordinal and insert the required field properties. Learn how to insert fields here.  As the day is already represented as ordinal, you only have to apply a format that displays the month and year (For example, MMMM yyyy). Get more information on how to custom date and time formats here. 

For all the hardcore geeks who would like to get more information about the technical background of the function, please have a look at this article. 

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

 

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This article outlines how to integrate SharePoint with CRM. It is valid for CRM 2013 and higher. This step-by-step tutorial shows you how to connect SharePoint with Microsoft Dynamics 365 and how to create SharePoint folders automatically. 

Step 1: Please open the Document Management Settings. To do so, navigate to Settings > Document Management and click on Document Mangement Settings. 

Figure 1: Open the Document Management Settings 

Step 2: Select the entities you want to create SharePoint folders for and enter a SharePoint site. This site will be used as the default site for document management. 

Figure 2: Select SharePoint  

Step 3: Simply follow the instructions in the next window in order to create a folder structure based on a certain entity and click on the [Next]-button to proceed. 

Figure 3: Document Management settings  

​Step 4: The next window provides you with the document library creation status and details. Click on the [Finish]-button in order to finish the set up. 

Figure 4: Document library creation status 

That's it! We appreciate your feedback! Please share your thoughts by sending an e-Mail to support@mscrm-addons.com. ​

There are no strangers here; only friends you haven’t met yet.
- William Butler Yeats

This year's eXtreme365 was really an eXtreme event. Open for partners and customers for the very first time in history, the event had more attendees than ever before. The atmosphere at eXtreme365 was perfect, which was not only due to the well selected 5-star location, but also to the excellent speakers and truly informative sessions.

Figure 1: eXtreme365 logo and beautiful Lisbon

There is no such town for an event like Lisbon - the picturesque, ever-changing and vibrant city reflects the spirit of Microsoft Dynamics 365 like no other.

Figure 2: Lisbon - photo gallery  

Amazing keynote speakers, small group sessions, gripping speeches and lots of networking opportunities converted this event into a Microsoft Dynamics 365 festival.
It was really great to hear, that Microsoft will focus on AppSource, because since its launch, our add-ons are represented on AppSource. We know the platform as the
perfect market for our solutions.  

Figure 3: eXtreme365 - Photo Gallery  

Also, we had the chance to present our solutions and ideas in front of a responsive audience. Michael Dohr outlined excellently why working with partners it the key to success. He highlighted the values and benefits of our partner network, as well as the main advantages of our solutions for Microsoft Dynamics 365. 

Figure 4: ISV-session on partner success 

All in all, the event was a complete success for partners and customers. 

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