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Jin Yan

Jin Yan 's Blog

How to enable debugging for ActivityTools (CRM 2015/2016)

On June 25, 2015 in ActivityTools (AT), AT 2015 / 2016 by Jin Yan

++++++++++++++++++++++++++++++++++++++++++++++++++
Please note:
This article applies to ActivityTools in
Microsoft Dynamics CRM 2015 and 2015/2016 ONLY!
++++++++++++++++++++++++++++++++++++++++++++++++++

Tagged With: 2015, 2016, ActivityTools, AT, debug, error, troubleshooting

How to add a language to DocumentsCorePack ServerBased dialog

On June 17, 2015 in DCP 2013, DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

This blog describes how to add a language to DocumentsCorePack ServerBased Dialog. Per default, English and German is provided.

Requirement: DocumentsCorePack ServerBased Dialog

Tagged With: Server, 2013, 2015, 2016, configuration, DCP, DocumentsCorePack

How to add related detail fields for TelephoneIntegration

On June 8, 2015 in TelephoneIntegration (TI), TI 2015 / 2016 by Jin Yan

This blog article explains how to add related detail fields to be shown in the TelephoneIntegration (TI) balloon via fetchxml-feature.

Tagged With: 2015, 2016, Balloon, configuration, TelephoneIntegration, TI, XML

How to extend the Click2Dial-functionality for TelephoneIntegration?

On May 22, 2015 in TelephoneIntegration (TI), TI 2013, TI 2015 / 2016, TI 365 by Jin Yan

This article explains how to enable the Click2Dial-functionality of TelephoneIntegration (TI) for CRM 2013/2015 without using the CallNumber button in the ribbon.

Tagged With: , 2013, 2015, 2016, 365, button, call, Click2Dial, Client, number, TelephoneIntegration, TI, troubleshooting

How to create SharePoint locations, folders and subfolders automatically in DCP SB Online?

On April 30, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

This blog article outlines how to create SharePoint locations, folders and subfolders automatically within MS Dynamics CRM with our DocumentsCorePack ServerBased Add-On.

Tagged With: configuration, DocumentsCorePack, SP, 2015, 2016, DCP, Server, SharePoint

Send as .pdf preview & edit functionality

On April 28, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

This blog article outlines the DocumentsCorePack ServerBased send as pdf preview and edit functionality. The edit functionality allows to modify generated pdf-documents in MS Word before you send it to the customer with the DCP SB [Create document]-button.

Please note, that the usage of SharePoint integration is mandatory in order to use the edit-functionality!

Requirements: DocumentsCorePack ServerBased (DCP SB) v.2015.18 for OnPremise, DocumentsCorePack ServerBased (DCP SB) v.2013.73 for the online version

Tagged With: preview, 2015, 2016, 365, DCP, DocumentsCorePack, Server, Word

How to configure entities to show the [CreateDocument]-Button

On April 14, 2015 in DCP 2013, DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

This blog article outlines how to configure CRM entities to show the DCP ServerBased [CreateDocument]-Button.

Requirement: DocumentsCorePack ServerBased CRM 2013/2015

Tagged With: configuration, 2013, 2015, 2016, button, DCP, DocumentsCorePack, Server

SharePoint ErrorMessage: No part of the path in DCP SB Online

On April 14, 2015 in DCP 2013, DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

This blog article explains what to do when you receive the following error message while saving documents to SharePoint.

DocumentsCorePack failed to generate the document

Tagged With: DocumentsCorePack, 2013, 2015, 2016, DCP, error, save, SharePoint, SP, store, troubleshooting

SharePoint ErrorMessage: No part of the path in DCP SB (OnPremise)

On April 14, 2015 in DCP 2013, DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

This blog article outlines what to do if you receive the following error message while saving documents to SharePoint.

DocumentsCorePack failed to generate the document

Tagged With: , OnPremise, DCP, DocumentsCorePack, Dynamics 365, error, SharePoint, SP, troubleshooting

Skype plugin is not showing call info

On April 14, 2015 in TelephoneIntegration (TI), TI 2013, TI 2015 / 2016 by Jin Yan

This blog article explains what to do if your desktop TelephoneIntegration (TI) Client is not working.

Tagged With: call, 2013, 2015, 2016, Client, error, TelephoneIntegration, TI, troubleshooting

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