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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!

Information on Security roles: Which roles are needed for which solution?

On September 5, 2011 in *General* by Michael Dohr

This article explains the security roles that must be assigned to users that should be allowed to use our Add-Ons.

Tagged With: Silverlight, 2011, 2013, 2015, 2016, 365, 4.0, ActivityTools, AE, AM, AT, AttachmentExtractor, AutoMerge, Client, DCP, DocumentsCorePack, GC, GroupCalendar, PowerSearch, PS, PS 2.0, SB, security, Server, SmartBar, TelephoneIntegration, TI

Office Open XML: Part4 – How to embed pictures

On September 1, 2011 in DCP 2011, DocumentsCorePack (DCP) by Michael Dohr

This is the 4th part of our video series regarding the Office Open XML-format that is provided in DocumentsCorePack for CRM 2011. The template used in this video is the one that has been created in our previous tutorials of this series, so it is recommended to take a look into Part 1 – Creating a template and Part 2- Resolve Relationships first to get more information about the template's structure.

Tagged With: picture, 2011, Client, DCP, DocumentsCorePack, DocX, Office, template, XML

Office Open XML: Part3 – How to group line items

On June 30, 2011 in DCP 2011, DocumentsCorePack (DCP) by Michael Dohr

This is the third part of the series regarding the Office Open XML-format. This video is based on the the results from Part 1 Creating a template, so I recommend to take a look into this demovideo first.

Tagged With: 2011, Client, DCP, DocumentsCorePack, DocX, Office, template, XML

How to get the unique organization name for CRM 4.0 and CRM 2011 (RTM / RTW)

On June 22, 2011 in *General* by Michael Dohr

When ordering licenses, you will be asked for the organisation unit name of your CRM system. This information is mandatory in order to create a license. Below, you can find a short description about how to get the necessary information for CRM 4.0 / CRM 2011.

Tagged With: Alerts, Dashboard, Microsoft, MS, RC, 2011, 4.0, ActivityTools, AE, AM, AT, AttachmentExtractor, AutoMerge, Client, DCP, DocumentsCorePack, Dynamics, GC, GroupCalendar, license, PowerSearch, PS, RecordCounter, Server, Silverlight, TelephoneIntegration, TI

How to open GroupCalendar for MS CRM 2011 directly

On June 22, 2011 in GC 2011, GroupCalendar (GC) by List Andreas

Simply open the following URL:

http://SERVER:PORT/ORGANIZATIONNAME
/WebResources/ptm_WebApplicationPreloaderGroupCalendar

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

Tagged With: 2011, GC, GroupCalendar

Additional Steps for DCP 2011 Directory Security

On June 21, 2011 in DCP 2011, DocumentsCorePack (DCP) by List Andreas

With the Directory Security Feature of DocumentsCorePack for MS CRM 2011, you can prevent users to see certain files from CRM records. Users will not be able to navigate to the associated directory within the file share or SharePoint because DocumentsCorePack will overtake the security for you. In short words: when a user is not able to see the CRM record, he/she will also not be able to see the documents.

For a detailed description, please have a look at the documentation.

However, you have to do additional steps for the Directory Security.

Tagged With: security, 2011, DCP, DocumentsCorePack, fileshare, SharePoint, SP

Office Open XML: Part2 – How to resolve relationships

On June 16, 2011 in DCP 2011, DocumentsCorePack (DCP) by Michael Dohr

This is the second part of the series regarding the Office Open XML-format. This video is based on the the results from Part 1 Creating a template, so I recommend to take a look into this demovideo first.