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This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information.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

Jin Yan

Jin Yan 's Blog

High performance products to boost Microsoft Dynamics CRM with CRMGamified

On April 13, 2015 in *Features / News* by Jin Yan

CRMGamified is a Microsoft Certified Partner in CRM and their mission is to provide you with solutions to get the most out of your CRM!

With Hurrah!® and Motivation Engine together they build highly engaged teams, who produce better results, sell more, service better and work harder.

Tagged With: Business Insight, certification, Fun

Recap: Convergence 2015 in Atlanta

On March 27, 2015 in *Features / News* by Jin Yan

We are back from our business journey of this year’s Convergence 2015 (March 16-19) in Atlanta GA.

THANK YOU for visiting our booth!

Tagged With: 2011, 2013, 2015, ActivityTools, AE, AM, AT, AttachmentExtractor, AutoMerge, Business Insight, Client, Dashboard, DB, DCP, DocumentsCorePack, event, Fun, GC, GroupCalendar, PowerSearch, PS, PS 2.0, SB, Server, SmartBar, TelephoneIntegration, TI

How to create SharePoint locations, folders and subfolders automatically in DCP SB (OnPremise)?

On March 18, 2015 in DCP 2013, DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

This blog article outlines how to create SharePoint locations, folders and subfolders automatically within MS Dynamics CRM with DocumentsCorePack ServerBased, using a simple workflow.

Add-On: DocumentsCorePack ServerBased (OnPremise)

For the MS Dyn CRM Online version of this article, please click here.

Tagged With: 2013, 2015, 2016, DCP, DocumentsCorePack, OnPremise, Server, SharePoint, SP, workflow

How to create label templates with DCP (DocX)?

On February 27, 2015 in DCP 2013, DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

This article explains how to create label templates with DocumentsCorePack (DCP) DocX.

Requirements: DocumentsCorePack for MS CRM 2013 (Client 6.33) and higher

Tagged With: 2013, 2015, 2016, 365, configuration, DCP, DocumentsCorePack, template

MSCRM Addons 2015 and 2015/2016 – Version Number Guide

On February 25, 2015 in *General* by Jin Yan

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

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

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This article outlines where to find the version number for each mscrm-addons product. Click the link below for the addon that you wish to find the version number for.

Tagged With: Silverlight, 2015, 2016, ActivityTools, AE, AT, AttachmentExtractor, Client, configuration, DCP, DocumentsCorePack, GC, GroupCalendar, number, PowerSearch, PS, PS 2.0, SB, Server, SmartBar, TelephoneIntegration, TI

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

On February 16, 2015 in TelephoneIntegration (TI), TI 2013, TI 2015 / 2016, TI 365 by Jin Yan

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

Requirements: TelephoneIntegration for MS CRM 2013/2015

Tagged With: 2013, 2015, 2016, 365, button, call, configuration, number, setting, settingskey, TelephoneIntegration, TI

How to add the [Export to Word]-flyout button?

On January 26, 2015 in DCP 2013, DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

This article outlines how to add the DocumentsCorePack [Export to Word]-button manually.

Requirements: DocumentsCorePack (DCP) for MS CRM 2013/2015

Tagged With: 2013, 2015, button, DCP, DocumentsCorePack, Server, Word

How to insert an entity image

On January 22, 2015 in DCP 2011, DCP 2013, DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

This article outlines how to add images, product photos, company logos etc. to MS Dynamics CRM 2011/2013/2015. In our example we add an image to a CRM contact and later on, we add an image to a template.

Requirements: DocumentsCorePack for MS CRM 2011/2013/2015

Tagged With: picture, 2011, 2013, 2015, 2016, 365, DCP, DocumentsCorePack, template

How to create custom activities and/or entities?

On January 5, 2015 in TelephoneIntegration (TI), TI 2013, TI 2015 / 2016, TI 365 by Jin Yan

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

Tagged With: 2013, 2015, 2016, 365, call, Client, configuration, setting, settingskey, TelephoneIntegration, TI

Our addons compatibility with Dynamics CRM 2015, SharePoint and MS Office

On December 5, 2014 in *General* by Jin Yan

This article contains a compatibility chart for all our addons for Microsoft Dynamics CRM 2015. It shows which of our addons are compatible with

MS Dynamics CRM 2015 On-Premise/Hosted (IFD)/Online
MS SharePoint 2010/2013/Online
MS Office (x86, x64) 2007/2010/2013
and which of them support cross-browsing.

Read More »

Tagged With: 2015, ActivityTools, AE, AT, AttachmentExtractor, Client, compability, DCP, DocumentsCorePack, GC, GroupCalendar, IFD, Office, Online, OnPremise, PowerSearch, PS, PS 2.0, SB, Server, SharePoint, Silverlight, SmartBar, SP, TelephoneIntegration, TI

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