mscrm-addons.com - Blog

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This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information.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

News.mscrm-addons.com Blog

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!

Addon-Update Behaviour (valid for builds from 1st March 2013 and beyond)

On March 1, 2013 in ActivityTools (AT), AE 2011, AM 2011, AT 2011, DCP 2011, GC 2011, PS 2011, RC 2011, TI 2011 by Kokely Christoph

When you launch an upgrade installation of our products, the setup will update existing files and solutions in CRM. The default behaviour of upgrading a product installation has changed with all releases after 1st of March, 2013.

Tagged With: RC, 2011, ActivityTools, AE, AM, AT, AttachmentExtractor, AutoMerge, DCP, DocumentsCorePack, GC, GroupCalendar, install, PowerSearch, PS, RecordCounter, TelephoneIntegration, TI, update

How to merge a document

On March 1, 2013 in DCP 2011, DocumentsCorePack (DCP) by SSteinklauber

This article outlines how to merge and process a document using the DocumentsCorePack addon. In general, you have two possibilities for merging a document:

trigger the mailmerge process from within MS Word
trigger the mailmerge process from within CRM

A list of document-processing steps offered by DocumentsCorePack and feasible with one single click can be found at the end of this article.

Tagged With: 2011, configuration, DCP, DocumentsCorePack, template, Word

How to use the [Insert as HTML]-button in Open Office XML templates (.docx)?

On February 26, 2013 in DCP 2011, DCP 2013, DocumentsCorePack (DCP) by SSteinklauber

INTRODUCTION

This feature enables you to easily insert contents (pictures, texts, etc.) into documents which have been added to a CRM record via HTML editor. The functionality interprets HTML codes stored in CRM and to display the contents appropriately in merged documents. Furthermore, the last version of DocumentsCorePack enables users to insert pictures into documents (for more details about this functionality, please click here).

Addon: DocumentsCorePack

Tagged With: 2011, 2013, DCP, DocumentsCorePack, Office, picture, template, XML

Recap: eXtremeCRM 2013 in Rome

On February 8, 2013 in *Features / News* by SSteinklauber

Thank you for joining us at the eXtremeCRM 2013 in Rome! It was great meeting you there!

The eXtremeCRM in Rome was an awesome experience for us. Arriving in beautiful Rome with sunshine and mild temperatures around 15 degrees, we checked in to the Rome Marriott Park Hotel and were delighted by the comfortable and beautiful ambience. As we arrived two days earlier, we did not hesitate to start discovering the beautiful city during a sightseeing tour on Saturday, visiting the Colosseum, the Trevi Fountain, the Saint Peter’s Cathedral and many more of the impressing sights.

Tagged With: event, RC, 2011, 2013, ActivityTools, AE, AM, AT, AttachmentExtractor, AutoMerge, Business Insight, Client, DCP, DocumentsCorePack, Fun, GC, GroupCalendar, News, PowerSearch, PS, RecordCounter, Server, Silverlight, TelephoneIntegration, TI

CreateActivitiesFor: Advanced Settings

On January 29, 2013 in AM 2011, AutoMerge (AM), DCP 2011 by Bäck Martin

This feature extends the existing CreateActivitiesFor-property of DocumentsCorePack.

This article covers the configuration, an example and the technical details of this feature.

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

- DocumentsCorePack Client for MS CRM 2011 v5.76

Tagged With: 2011, AM, AutoMerge, Client, configuration, DCP, DocumentsCorePack, template

The compatibility of our addons with Dynamics CRM, RU12, SharePoint and MS Office

On January 24, 2013 in *General* by SSteinklauber

In this article, you can find a compatibility chart for all our addons. It shows which of our addons are compatible with

· MS Dynamics CRM 2011 On-Premise/Hosted (IFD)/Online

· RollUp 12

· MS Sharepoint 2010/2013/Online

· MS Office (x86, x64) 2007/2010/2013

· and which of them support cross-browsing.

Tagged With: 2007, 2010, 2011, 2013, ActivityTools, AE, AT, AttachmentExtractor, Client, compability, DCP, DocumentsCorePack, GC, GroupCalendar, Office, Online, OnPremise, PowerSearch, PS, RU12, SB, Server, SharePoint, SmartBar, SP, TelephoneIntegration, TI

Join us at eXtremeCRM 2013 in Rome!

On January 3, 2013 in *Features / News* by SSteinklauber

Where will you be 3-6 February, 2013? We will be at the eXtremeCRM 2013 in Rome, Italy as a silver sponsor, presenting our powerful addons to the audience.

Tagged With: 2011, 2013, 4.0, ActivityTools, AE, Alerts, AT, AttachmentExtractor, Business Insight, Client, Dashboard, DB, DCP, DocumentsCorePack, event, Fun, GC, GroupCalendar, News, PowerSearch, PS, SB, Server, Silverlight, SmartBar, TelephoneIntegration, TI

How to enable debugging for AutoMerge

On December 18, 2012 in AM 2011, AutoMerge (AM), DCP 2015 / 2016 by SSteinklauber

+++++++++++++++++++++++++++++++++++++++++++++++++++++

Please note: this article applies to CRM Onpremise 2011 2013 2015

+++++++++++++++++++++++++++++++++++++++++++++++++++++

This article provides you with a step-by-step instruction on how to enable debugging

for AutoMerge in Microsoft Dynamics CRM.

Tagged With: OnPremise, 2011, 2013, 2015, AM, AutoMerge, Client, DCP, debug, DocumentsCorePack, error, troubleshooting

Insecure content warning in IE when using FileExplorer with IFD

On December 17, 2012 in DCP 2011, DCP 2013, DCP 2015 / 2016, DCP 365, DCP 4.0, DocumentsCorePack (DCP) by List Andreas

If you have configured your CRM for IFD and also have enabled our FileExplorer Integration, Internet Explorer (IE) will either not load the FileExplorer or show a message about insecure content.

Figure 1: FileExplorer not visible

Figure 2: Internet Explorer shows insecure content warning

If you run into this problem, please follow the steps below to resolve this issue.

Tagged With: IFD, 2011, 2013, 2015, 2016, 365, 4.0, DCP, DocumentsCorePack, error, Server, troubleshooting

[Save as DOCX]-button

On December 13, 2012 in DCP 2011, DocumentsCorePack (DCP) by Bäck Martin

This feature offers you the option to save a document directly to the proper location in CRM without having to generate an activity.
The location depends on the configuration, which is defined within the DocumentsCorePack server configuration tool.

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

- DocumentsCorePack Client for MS CRM 2011 5.73

Tagged With: store, 2011, Client, configuration, DCP, DocumentsCorePack, DocX, save, template

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