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This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information.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

How to enable debugging for the DCP UploadFile SharePoint webservice

On May 15, 2013 in DCP 2011, DCP 2013, DCP 4.0, DocumentsCorePack (DCP) by List Andreas

1. Open the IIS on the SharePoint server and navigate to the SharePoint Site where DocumentsCorePack (DCP) is configured and the UploadFile.asmx WebService is installed. Select the IIS Website and click on Explore as marked in Figure 1.

Figure 1: Click on explore

Tagged With: IIS, 2011, 2013, 4.0, configuration, DCP, debug, DocumentsCorePack, error, Server, SharePoint, SP, troubleshooting

DocumentsCorePack - Configuration Chart

On May 8, 2013 in AM 2011, AutoMerge (AM), DCP 2011 by Bäck Martin

The below chart provides you with an overview of the possible configuration scenarios of CRM and SharePoint
together with DocumentsCorePack and AutoMerge for CRM 2011

Tagged With: 2011, AM, AutoMerge, Client, configuration, DCP, DocumentsCorePack, Server, SharePoint, SP

Issues with the automatic generation of folder locations in CRM Online and SharePoint Online

On May 8, 2013 in AM 2011, AutoMerge (AM), DCP 2011 by Bäck Martin

If you you experience issues with the automatic generation of SharePoint Online folder locations for the CRM integrated Sharepoint solution,
this article provides you with a solution. (For both, DocumentsCorePack and Automerge, the steps are the same.)

Please note: These steps are only necessary, if you have performed an upgrade of DocumentsCorePack or Automerge previously
and now, the automatic folder creation does not work for one of these addons any longer for CRM SharerPoint Online.

Tagged With: save, 2011, AM, AutoMerge, configuration, DCP, DocumentsCorePack, error, Online, setting, SharePoint, SP, troubleshooting

Recap: Convergence2013 in New Orleans

On March 25, 2013 in *Features / News* by SSteinklauber

Thank you for joining us at the Convergence2013 in New Orleans! It was great meeting you there!

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

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

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