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This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information.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

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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!


Getting Started–Post AppSource Installation Steps on SmartBar
Thank you for deploying our MSCRM-ADDON SmartBar to your environment! Still, there are a few brief steps that must be performed in order to finalize the setup.

Getting Started – Post AppSource Installation Steps on ActivityTools
Thank you for deploying our MSCRM-ADDON ActivityTools to your environment! Still, there are a few brief steps that must be performed in order to finalize the setup.

Getting Started–Post AppSource Installation Steps on PowerSearch
Thank you for deploying our MSCRM-ADDON PowerSearch to your environment! Still, there are a few brief steps that must be performed in order to finalize the setup.

Getting Started–Post AppSource Installation Steps on DocumentsCorePack
Thank you for deploying our MSCRM-ADDON DocumentsCorePack to your environment! Still, there are a few brief steps that must be performed in order to finalize the setup.

How to install your license key

Thank you for using our mscrm-addon!

The following overview was created to support you when it comes to the installation of a new license key. 


How to install a license key via Web License Manager

This article provides you with a step-by-step description on how to install your license key with the web license manager.

The web license manager has been designed to facilitate the installation of license keys. As a consequence, it can be installed via your web browser.

This kind of web based license manager will soon apply to all our products, except for DocumentsCorePack Client. At the moment, it only applies to PowerSearch and ActivityTools.
Please note: We use our addon PowerSearch for demonstrating purposes in the below step-by-step tutorial.


How to install a license key - Overview

A valid license key is the key to a smoothly running mscrm-addons.com product. Having an invalid license stops the whole product from working. An invalid license will never have any impact on your CRM, it only limits the addon itself.


How to embed PowerSearch in CRM SiteMap

PowerSearch can be embedded anywhere into CRM SiteMap. For example, this can be done by using the XrmToolBox. For free download, please click here.


TelephoneIntegration supports UnifiedServiceDesk (USD)

Instead of opening contact/account/lead CRM records in InternetExplorer, the CRM records are opened in the USD client.


How to add additional entities to AssureSign?

As per default, AssureSign only supports the following entities:

- Account
- Lead
- Contact
- Order
- Contract and
- Opportunity

If you want to use DocumentsCorePack and AssureSign with other entities,
you must add this entity to AssureSign Document. This article provides
a step-by-step description on how to do so.