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This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information. 
You can find the most acutal and relevenat information in our Knowledge Base at support.mscrm-addons.com

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How to send DocuSign-documents on behalf of different users

DocuSign provides a setting that is called Send On Behalf Of Right. This setting allows all users (and not only the Master-DocuSign user) to send DocuSign documents on behalf of themselves.

Please note: If more users than the Master-DocuSign user should be allowed to send documents, you have to set the Send on Behalf Of-Rights once.   


Custom Parameters for ActivityTools

This article describes how to define custom parameters for embedded ActivityTools pages (For example to pre-filter activity types).


DocumentsCorePack FileExplorer in IFD environment

This article is about the DocumentsCorePack (DCP) FileExplorer in IFD environments for CRM 2011, 2013, 2015 and 2016.

Basically, DocumentsCorePack's FileExplorer is not supported in CRM IFD environments. Nevertheless, it could be possibly working. If you want to try to configure it, follow this article.


How to add custom columns to ActivityTools grids

This articles explains how you can add custom columns to ActivityTools grids for CRM 2015/2016.

Via a CRM settings key additional columns can be added to the ActivityTools grid. For each activity type and column, a separate CRM field can be displayed. The custom columns will be inserted between the subject- and date/time-column and can have column headers. This is a global setting and takes effect for all CRM users.


Field Search in DocumentsCorePack

Because the call for a Field Search in our DocumentsCorePack Client grew louder and louder, we decided to implement one.

Please note: The Field Search is available in version 7.101 and later versions.


How to open the DocumentsCorePack Advanced Template Settings (Dynamics 365)

In order to apply special settings to your DocumentsCorePack Template, you have to access the Template Settings Dialog.
How to get to this essential dialog is outlined step by step in this article.


Template Settings (Dynamics 365)

Template settings are additional capabilities that can be defined in your DocumentsCorePack templates.
The purpose of most of the settings is to improve the automation of the document generation process.


How to add the [Call Number]-flyout button?

This article outlines how to add the TelephoneIntegration [Call Number]-button manually.

Requirements: TelephoneIntegration for MS CRM 2013/2015


How to create custom activities and/or entities?

This blog article outlines how to customize the TelephoneIntegration Context Menu to create new activities and/or entities.

Requirements: TelephoneIntegration Client v.6.20 or higher


How to create custom translations for DocumentsCorePack ServerBased dialog

This blog article outlines how to create custom translations for DocumentsCorePack ServerBased (DCP SB) dialog. Per default English and the user language is available.

Requriements: DocumentsCorePack ServerBased for MS CRM 2013 (former AutoMerge), basic .xml knowledge and the AutoMergeGlobalButton Solution v2013.42 or higher