mscrm-addons.com - Blog

IMPORTANT INFORMATION

This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information.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

rss

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!


Alex
Alex
Alex's Blog

How do I create a document that includes all child records of a certain entity?
On February 16, 2017 in DCP 365, DocumentsCorePack (DCP) by Alex Alex
This article outlines how to set up a workflow that will generate a document which includes all child records that are related to a certain entity. Once the workflow is established, it will concatenate all these generated documents and send it to the account.
Read More »

00 Comment
5431 Views
Tagged With: 365, configuration, DCP, DocumentsCorePack, workflow, XML
How do I create relationships using DocumentsCorePack Template Designer? (Advanced)
On February 9, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Alex Alex
This article outlines how to create - more or less complex - relationships in the DocumentsCorePack (DCP) Template Designer.
Read More »

00 Comment
6724 Views
Tagged With: 2015, 2016, 365, Client, configuration, DCP, DocumentsCorePack, template
Default Sort Order for ActivityTools
On February 6, 2017 in ActivityTools (AT), AT 2015 / 2016, AT 365 by Alex Alex
When set up by default configuration, ActivityTools sorts activities by a specific order. This article outlines how this default order works.
Read More »

00 Comment
2960 Views
Tagged With: 2015, 2016, 365, ActivityTools, AT, configuration, default, setting
How to import & export templates using the DocumentsCorePack Online Service Configuration
On February 6, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Alex Alex
The DCP Online Configuration offers lots of useful functionalities, such as for example insert/export templates or insert fonts. This step-by-step tutorial outlines how to use them properly.
Read More »

00 Comment
9142 Views
Tagged With: 2015, 2016, 365, Configuration, DCP, DocumentsCorePack, Online, template
How to create a CRM view based button for CRM 2015/16
On February 3, 2017 in SB 2015 / 2016, SmartBar (SB) by Alex Alex
After embedding SmartBar (via the MainPage.html) into a CRM form or dashboard, a CRM view based button for CRM 2015/16 can be created.
Read More »

00 Comment
2916 Views
Tagged With: 2015, 2016, 365, button, configuration, SB, setting, SmartBar, view
Custom Result Fields in DropDown
On February 2, 2017 in SB 2013, SB 2015 / 2016, SB 365, SmartBar (SB) by Alex Alex
This blog article outlines how to change the result and add additional fields to the dropdown-menu in order to create user defined result fields.
Read More »

00 Comment
2458 Views
Tagged With: 2013, 2015, 2016, 365, configuration, SB, SmartBar, XML
AttachmentExtractor SharePoint attributes
On February 1, 2017 in AE 2015 / 2016, AE 365, AttachmentExtractor (AE) by Alex Alex
SharePoint attributes deliver additional information on the file origin based on CRM metadata. This article outlines the purpose of the different attributes.
Read More »

00 Comment
3206 Views
Tagged With: 2015, 2016, 365, AE, AttachmentExtractor, metadata, SharePoint, SP
How to correct SharePoint paths exceeding the limitations (Advanced)
On January 31, 2017 in AE 2015 / 2016, AE 365, AttachmentExtractor (AE), DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Alex Alex
This article provides you with information on how to correct SharePoint paths exceeding the limitations. Please note, that this article is only considered to serve advanced Microsoft Dynamics users and only if you have received the SharePoint error 414 previously.
Read More »

00 Comment
2798 Views
Tagged With: 2015, 2016, 365, AE, AttachmentExtractor, DCP, SP, configuration, DocumentsCorePack, error, install, SharePoint, troubleshooting
How do I create a document and attach it to an email in a single workflow step in MS Dynamics 365 Online?
On January 30, 2017 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Alex Alex
This step-by-step tutorial outlines how to create a document and attach it to an email in a single workflow-step. Requirements: DocumentsCorePack ServerBased, MS Dynamics CRM 2015/2016 or MS Dynamics 365
Read More »

00 Comment
24326 Views
Tagged With: 2015, 2016, 365, DCP, DocumentsCorePack, e-Mail, Server, template, workflow
Where do I find the Unique Organization name in Microsoft Dynamics 365?
On January 27, 2017 in *General* by Alex Alex
When ordering licenses, you will be asked for the organisation unit name of your Microsoft Dynamics 365 (CRM) system. This information is mandatory in order to create a license. Below, you will find a short description on how to get the necessary information for MS Dynamics 365.
Read More »

00 Comment
14687 Views
Tagged With: 365, ActivityTools, AE, AT, AttachmentExtractor, Client, DCP, DocumentsCorePack, GC, GroupCalendar, license, PowerSearch, PS, PS 2.0, SB, Server, SmartBar, TelephoneIntegration, TI
Prev1234567Next

Search

Categories

Tags

Online GC TI license SB XML AT AttachmentExtractor configuration upgrade AutoMerge TelephoneIntegration 365 DocX 2016 button dashboard debug Business Insight PS 2.0 4.0 PowerSearch Client event TelephoneIntegration configuration SP service workflow TI 2011 error DB AppSource RC DCP DCP AE Fun GroupCalendar Dynamics 365 2015 PS ActivityTools template e-Mail setting call update GroupCalendar Dynamics 365 2016 RC 365 SmartBar troubleshooting Server Office 2015 PS Word DocumentsCorePack SB AttachmentExtractor AT SmartBar OnPremise PowerSearch install DocumentsCorePack AE error ActivityTools CTI template number print 2013 SharePoint settingskey Silverlight AM GC RecordCounter e-Signature