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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!


If/else-conditions in *.docx templates
On November 28, 2012 in DCP 2011, DCP 4.0, DocumentsCorePack (DCP) by Michael Dohr Michael Dohr

It is often required to place conditional fields within a template like e.g. only print address lines when stored in the regarding CRM-record.

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15643 Views
Tagged With: 2011, 4.0, Client, DCP, DocumentsCorePack, DocX, template
How to use integrated search in TelephoneIntegration for MS Dynamics CRM 2011
On November 2, 2012 in TelephoneIntegration (TI), TI 2011 by SSteinklauber SSteinklauber

Within the TelephoneIntegration user interface, called balloon, it is possible to search for CRM-records (accounts, contacts, users, etc.) or for telephone numbers. The found records and telephone numbers are displayed within this balloon and users are able to perform outgoing calls immediately simply by clicking on the displayed record. There is no need to explicitly open CRM to start outgoing calls. The menu opened via a right-click on the displayed record offers the possibility to copy the telephone number or to open the record in CRM.

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2217 Views
Tagged With: 2011, Balloon, call, Client, TelephoneIntegration, TI
Telephone Integration Client Unattended Setup
On October 23, 2012 in TelephoneIntegration (TI), TI 2011 by Kokely Christoph Kokely Christoph

Introduction:

The following article outlines, how TelephoneIntegration Client is installed unattended. This enables installing the CTI client via policy or automatic install scripts.

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4756 Views
Tagged With: 2011, Client, CTI, install, TelephoneIntegration, TI
The TelephoneIntegration update service
On October 19, 2012 in TelephoneIntegration (TI), TI 2011 by SSteinklauber SSteinklauber
The TelephoneIntegration (TI) update service retrieves the needed information (determined by the administrator within the CTI-configuration interface) from the CRM system, processes it and provides it for TI. This is essential if you want TelephoneIntegration to operate. The update service e.g. ensures that telephone numbers are provided to perform calls or that information about the caller/called person are provided within the TI User Interface (balloon) for a more efficient call handling, etc.
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3969 Views
Tagged With: 2011, Balloon, Client, configuration, CTI, error, install, Server, TelephoneIntegration, TI, troubleshooting, update
Execute AutoMerge for MS CRM 2011 and 2013 via JavaScript
On October 19, 2012 in AM 2011, AutoMerge (AM) by Ofner Patrick Ofner Patrick

This article explains how to execute the Create Document-step of AutoMerge manually in JavaScript. This allows to include this functionality in custom - applications (e.g. create documents via a CRM-button-click and save document to SharePoint )

This article covers both:

1) Calling the plugin

2) Handling the result

Attached, you can find the full library for download.

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3612 Views
Tagged With: save, 2011, 2013, AM, AutoMerge, Client, DCP, DocumentsCorePack, SharePoint, SP
Filter linked entities: .docx templates
On September 11, 2012 in AM 2011, AutoMerge (AM), DCP 2011 by Ofner Patrick Ofner Patrick

It is possible to filter the linked entities of a 1:N and a N:N relationship during the merge process based on their IDs.
This works in combination with DocumentsCorePack and AutoMerge, but only with .docx-templates.

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3014 Views
Tagged With: 2011, AM, AutoMerge, Client, DCP, DocumentsCorePack, DocX, template
Windows 8 WIF Framework installation (WindowsIdentityFoundation)
On September 3, 2012 in DCP 2011, DocumentsCorePack (DCP), TI 2011 by Kokely Christoph Kokely Christoph

Windows 8 has the WIF Framework built in, therefore our installers will fail for now trying to update the WIF on windows 8 clients.

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2957 Views
Tagged With: Windows 8, 2011, Client, DCP, DocumentsCorePack, TelephoneIntegration, TI, WIF
[Print in Word]-button
On July 17, 2012 in DCP 2011, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin

The features of the DocumentsCorePack [Print in Word]-button increase the performance and also the usability of our product.

The features allow you to select templates directly with the [Print in Word]-button.

To take adavantage of this feature you need at least the following version:

- DocumentsCorePack Server Version 5.25

- DocumentsCorePack Client Version 5.57

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2863 Views
Tagged With: 2011, Client, configuration, DCP, DocumentsCorePack, print, Server, template, Word
CTI Client Version expiring when only support expires
On July 17, 2012 in TelephoneIntegration (TI), TI 2011 by Kokely Christoph Kokely Christoph

This is a known issue with versions previous to 5.28.

Please upgrade to at least this version : http://62.99.232.162/ti2011/tic530.zip to fix the problem.

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

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2564 Views
Tagged With: 2011, Client, CTI, error, TelephoneIntegration, TI, troubleshooting, update, upgrade
CustomPrintInWordActionAccount
On May 30, 2012 in DCP 2011, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin

The below desribed methods are part of the ptm_dcp_custombuttonactions.js-web resource. More information on this resource can be found here. The comments and the code for one example of this resource are added below.

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2430 Views
Tagged With: 2011, Client, DCP, DocumentsCorePack, print, template, Word
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