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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 restart the DocumentsCorePack dataprovider
On March 2, 2017 in DCP 2013, DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Alex Alex
This article outlines how to restart the DocumentsCorePack dataprovider properly.
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5170 Views
Tagged With: 2013, 2015, 2016, 365, configuration, DCP, DocumentsCorePack, install, Server
SharePoint path limitation avoidance
On February 21, 2017 in AE 2015 / 2016, AE 365, AttachmentExtractor (AE) by Alex Alex
SharePoint paths limits are hard coded. The maximum path length is 260 characters. If that limit is exceeded, you get the SharePoint error 414. This article outlines how to avoid this error.
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3596 Views
Tagged With: 2015, 2016, 365, AE, AttachmentExtractor, configuration, DCP, DocumentsCorePack, error, install, Server, SharePoint, SP, troubleshooting
How to use TelephoneIntegrations' Smart Find feature
On February 20, 2017 in TelephoneIntegration (TI), TI 2015 / 2016, TI 365 by Alex Alex
This article outlines how to use the Smart Find feature of TelephoneIntegration. This feature facilitates the find of all extensions related to an account.
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2368 Views
Tagged With: 2015, 2016, 365, Client, configuration, TelephoneIntegration, TI
How to add a filter to a relationship in DocumentsCorePack Template Designer
On February 16, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Alex Alex
This step-by-step-tutorial outlines how to add a filter to a relationship in DocumentsCorePack Template Designer. Usually, the simple creation of a relationship is enough, but sometimes, it can happen that you need to add a certain filter to a relationship.
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5617 Views
Tagged With: 2015, 2016, 365, Client, configuration, DCP, DocumentsCorePack, TD, template
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.
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5372 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.
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6674 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.
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2928 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.
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9093 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.
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2870 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.
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2421 Views
Tagged With: 2013, 2015, 2016, 365, configuration, SB, SmartBar, XML
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