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Bäck Martin

Bäck Martin's Blog

Sharepoint Metadata (Dynamics 365)

On November 23, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin

The latest version of DocumentsCorePack Server Based supports the population of
metadata into SharePoint. Prerequisites for this feature to work are Client Version 7.31,

Server Version 2015. Proper configuration of Dynamics 365 and DocumentsCorePack
for the Dynamics 365 Integrate Sharepoint is needed as well.

Tagged With: 2015, 2016, 365, attribute, attributes, Client, DCP, metadata, SharePoint, SP, template

Insert Hyperlink (Dynamics 365)

On November 23, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin

The Hyperlink property allows you to define a pattern for a dynamically
created link. The following step by step description will show you how
to set this property in the DocumentsCorePack Client for your template.

Tagged With: 2015, 2016, 365, DCP, DocumentsCorePack, template

Computed Field (Dynamics 365)

On November 23, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin

The Computed Field property allows you to evaluate calculations of data from Dynamics 365.
The following step by step description will show you how to set this field in the
DocumentsCorePack Client for your template.

Tagged With: 2015, 2016, 365, DCP, DocumentsCorePack, template

Advanced String (Dynamics 365)

On November 23, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin

The Advanced String property allows you to define a pattern for a dynamically
created string. The following step by step description will show you how
to set this property in the DocumentsCorePack Client for your template.

Tagged With: 2015, 2016, 365, DCP, DocumentsCorePack, template

Insert QR-Code (Dynamics 365)

On November 23, 2015 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Bäck Martin

The Insert QR-Code field allows you to define a pattern for a dynamically
created QR-Code. The following step by step description will show you how
to set this field in the DocumentsCorePack Client for your template.

Tagged With: 2015, 2016, 365, Client, DCP, DocumentsCorePack, template

Insert Static Document (Dynamics 365)

On November 17, 2015 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Bäck Martin

The Insert Static Document feature allows you to insert a sub template into
your current template or also to insert further text documents, like AGBs.

Tagged With: 2015, 2016, 365, Client, DCP, DocumentsCorePack, template

How to create a SettingsKey manually in MS Dynamics

On January 14, 2014 in AutoMerge (AM), DCP 2013, DCP 2015 / 2016, TI 2013, TI 2015 / 2016 by Bäck Martin

Sometimes you may be asked to create a new settingskey for one of our products
(e.g. if we developed a customization for you or if a special configuration is needed, etc.).
To do so, please follow the six easy steps below.

Addons: AutoMerge, DocumentsCorePack, TelephoneIntegration

Tagged With: settingskey, 2013, 2015, 2016, AM, AutoMerge, configuration, DCP, DocumentsCorePack, dynamics365, setting, TelephoneIntegration, TI

How to get the unique organization name

On December 30, 2013 in *General* by Bäck Martin

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

Please note: This article applies to CRM 2013 as well as to CRM 2015/2016

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

When ordering licenses, you will be asked for the organisation unit name of your 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 CRM 2013 and CRM 2015/2016.

Tagged With: 2013, 2015, 2016, ActivityTools, AE, AT, AttachmentExtractor, Client, DCP, DocumentsCorePack, GC, GroupCalendar, PowerSearch, PS, SB, Server, setting, SmartBar, TelephoneIntegration, TI

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

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