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This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information.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


AutoMerge Workflow Troubleshooting

This blog article explains what to do when generating an AutoMerge Workflow and following error message appears: 

"AutoMergeWorkflow.Execute(),RetrieveMultiple Entities.count:0”


How to send emails with picture links using DocumentsCorePack

This article describes how to send emails in workflows with dynamic images! Sometimes it happens that email programmes do not resolve inserted dynamic images correctly. With our DocumentsCorePack [Insert as Picture-Link]-field you can solve this problem.


Create a document and attach it to an email in a single AutoMerge workflow-step

This blog article outlines how to create a document and attach it to an email in a single AutoMerge workflow-step for MS CRM 2013 Online.


Workflow-creation with AutoMerge for MS Dynamics CRM 2013 Online

This article explains how to configure a workflow with AutoMerge for Microsoft Dynamics CRM 2013 Online. The steps described below solely refer to AutoMerge for MS Dynamics CRM 2013 Online. For details about how to create a workflow with AutoMerge for MS Dynamics CRM On-Premise, please watch our demonstration videos on our Youtube channel. (Click here to watch the videos)


AutoMerge: specific settings for plug-in based printing

With AutoMerge for Microsoft Dynamics CRM 2011 On-Premise/Online, you are able to print the dynamically generated document automatically to a specific printer. Sometimes, the printer settings regarding trays, duplex, size, etc. are not applied if you define them using a specifc user account, because the service runs under different user accounts. In order to avoid this, AutoMerge offers you the possibility to define specific printing options in the workflow itself.


Service-based printing in AutoMerge
AutoMerge offers a service-based printing option which is additionally available to the already known plugin-based printing-option. The additional option is available within AutoMerge for MS Dynamics CRM 2011 version 5.30 and higher (click here to download the latest AutoMerge version) and is based on a service running in the background.
This article covers the following essential topics:
  • How to create a service and a printer for printing documents
  • How to add the service-based printing step to a workflow
  • Exception: How to add the service-based printing step to workflows including
    a Delete Document-step
Before you continue reading, please make sure that you have installed AutoMerge v5.30 or higher. 

Please note:
If you already run a service for printing documents, you can skip the first section of this article and can continue reading in the ‘How to add the service-based printing step to a workflow’-section. 

How to create a workflow with AutoMerge for MS Dynamics CRM 2011 Online

This article explains how to configure a workflow with AutoMerge for Microsoft Dynamics CRM 2011 Online. The steps described below solely refer to AutoMerge for MS Dynamics CRM 2011 Online. For details about how to create a workflow with AutoMerge for MS Dynamics CRM On-Premise, please watch our demonstration videos on our Youtube channel here.


How to send a “Send as PDF” e-Mail

When you follow the guidelines in the AutoMerge Installation Guide, you’ll notice that this email is not sent automatically. To send this email, you have to create another worklow.

Please note that this only works when you have at least AutoMerge v4.65 installed