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How to use TelephoneIntegrations' Smart Find feature
On February 20, 2017 in TelephoneIntegration (TI), TI 2015 / 2016, TI 365 by Alex Alex
This article outlines how to use the Smart Find feature of TelephoneIntegration. This feature facilitates the find of all extensions related to an account.
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2404 Views
Tagged With: 2015, 2016, 365, Client, configuration, TelephoneIntegration, TI
How to add a filter to a relationship in DocumentsCorePack Template Designer
On February 16, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Alex Alex
This step-by-step-tutorial outlines how to add a filter to a relationship in DocumentsCorePack Template Designer. Usually, the simple creation of a relationship is enough, but sometimes, it can happen that you need to add a certain filter to a relationship.
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5660 Views
Tagged With: 2015, 2016, 365, Client, configuration, DCP, DocumentsCorePack, TD, template
How do I create a document that includes all child records of a certain entity?
On February 16, 2017 in DCP 365, DocumentsCorePack (DCP) by Alex Alex
This article outlines how to set up a workflow that will generate a document which includes all child records that are related to a certain entity. Once the workflow is established, it will concatenate all these generated documents and send it to the account.
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5431 Views
Tagged With: 365, configuration, DCP, DocumentsCorePack, workflow, XML
How do I create relationships using DocumentsCorePack Template Designer? (Advanced)
On February 9, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Alex Alex
This article outlines how to create - more or less complex - relationships in the DocumentsCorePack (DCP) Template Designer.
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6724 Views
Tagged With: 2015, 2016, 365, Client, configuration, DCP, DocumentsCorePack, template
Default Sort Order for ActivityTools
On February 6, 2017 in ActivityTools (AT), AT 2015 / 2016, AT 365 by Alex Alex
When set up by default configuration, ActivityTools sorts activities by a specific order. This article outlines how this default order works.
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2960 Views
Tagged With: 2015, 2016, 365, ActivityTools, AT, configuration, default, setting
How to import & export templates using the DocumentsCorePack Online Service Configuration
On February 6, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Alex Alex
The DCP Online Configuration offers lots of useful functionalities, such as for example insert/export templates or insert fonts. This step-by-step tutorial outlines how to use them properly.
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9142 Views
Tagged With: 2015, 2016, 365, Configuration, DCP, DocumentsCorePack, Online, template
How to create a CRM view based button for CRM 2015/16
On February 3, 2017 in SB 2015 / 2016, SmartBar (SB) by Alex Alex
After embedding SmartBar (via the MainPage.html) into a CRM form or dashboard, a CRM view based button for CRM 2015/16 can be created.
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2916 Views
Tagged With: 2015, 2016, 365, button, configuration, SB, setting, SmartBar, view
Custom Result Fields in DropDown
On February 2, 2017 in SB 2013, SB 2015 / 2016, SB 365, SmartBar (SB) by Alex Alex
This blog article outlines how to change the result and add additional fields to the dropdown-menu in order to create user defined result fields.
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2458 Views
Tagged With: 2013, 2015, 2016, 365, configuration, SB, SmartBar, XML
AttachmentExtractor SharePoint attributes
On February 1, 2017 in AE 2015 / 2016, AE 365, AttachmentExtractor (AE) by Alex Alex
SharePoint attributes deliver additional information on the file origin based on CRM metadata. This article outlines the purpose of the different attributes.
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3206 Views
Tagged With: 2015, 2016, 365, AE, AttachmentExtractor, metadata, SharePoint, SP
How to correct SharePoint paths exceeding the limitations (Advanced)
On January 31, 2017 in AE 2015 / 2016, AE 365, AttachmentExtractor (AE), DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Alex Alex
This article provides you with information on how to correct SharePoint paths exceeding the limitations. Please note, that this article is only considered to serve advanced Microsoft Dynamics users and only if you have received the SharePoint error 414 previously.
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2798 Views
Tagged With: 2015, 2016, 365, AE, AttachmentExtractor, DCP, SP, configuration, DocumentsCorePack, error, install, SharePoint, troubleshooting
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