This blog article outlines the DocumentsCorePack ServerBased send as pdf preview and edit functionality. The edit functionality allows to modify generated pdf-documents in MS Word before you send it to the customer with the DCP SB [Create document]-button. 

Please note, that the usage of SharePoint integration is mandatory in order to use the edit-functionality!

Requirements: DocumentsCorePack ServerBased (DCP SB) v.2015.18 for OnPremise, DocumentsCorePack ServerBased (DCP SB) v.2013.73 for the online version

Step-by-step description:

Generally, it is very easy to create and send e.g. quotes or an invoice to the customer with DCP SB. This can be done with a click on the [Create Document]-button inside the CRM CommandBar. 

Figure 1: Quote in CRM, ready to be sent via [Create Document]-button.

With a click on the [Create Document]-button the DCP dialog appears. Select a template from the list and click on the [Next]-button in order to proceed.

Figure 2: Template overview when processing a document via DCP SB

Now the DocumentsCorePack dialog appears.  

Figure 3: DocumentsCorePack dialog with its multiple functionalities.

Please note: the preview & edit function is only available for .pdf-files and the following Attach document-options:

- as note
- as email attachment
- as letter

Select your preferred settings and click on the [Next]-button within the so opened dialog in order to proceed. 

 
Figure 4: DCP dialog with different options.

In the next window, users have (next to option 3, that finishes every process), the following possibilities:

Figure 5: Options to modify the document

1 The Preview Document functionality

With a click on the linked quote 1 QUO-01001-8NTM05 (21) a new web client window opens allowing users to take a quick look at the document. There is no need to open MS Word. 
If the document is correct and no changes need to be done, close the preview window and finish the process with a click on the [Finish]-button (3).
 

Figure 6: Quote-document pdf.preview.

2 The [Edit]-button that enables you to edit your document
Please note: This option is only enabled if you have a SharePoint integration.  

If you wish to make some corrections, click on the [Edit]-button within the dialog. This will open the document in MS Word. There, all MS Word formatting-options are available.

Figure 7: Word document providing all MS Word formatting options.

Make your changes.  

Figure 8: Changes applied are marked in green

Once you have made your changes, close the document and save it with a click on the [Save]-button. Afterwards, you are redirected to the DocumentsCorePack dialog. There, click on the [Finish]-button in order to complete the process. 

Figure 9: Save changes 

A new CRM window opens that shows a new email with the attached pdf-quote. Scroll down to the Atachments-section to see the pdf.-document. 

Figure 10: Modified document as email attachment.

The document is now ready to go!

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This blog article outlines how to configure CRM entities to show the DCP ServerBased [CreateDocument]-Button.

Requirement: DocumentsCorePack ServerBased CRM 2013/2015

1) Go to www.mscrm-addons.com and log in with your credentials 

Figure 1: www.mscrm-addons.com login

2) Next go to My Account and click on My cloud services 

Figure 2: My Account > My Cloud Services

3) Mark the service and click on the [Configure Service]-button

Figure 3: Configure the service

4) Here, you can configure on which entities the [CreateDocument]-button should be visible. To do so, click on the [Select Entities]-button.

Figure 4: Create Document Button Configuration
 

5) In the following window, select the appropriate entities by activating the checkbox and a click on the [Apply]-button. 

Figure 5: Apply configuration 

6) Now click on the [Save Service]-button and try it again!

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This blog article explains what to do when you receive the following error message while saving documents to SharePoint.

DocumentsCorePack failed to generate the document

ERROR:|CHECKLICENSE|SUCCEEDED|new AutoMerge|StartMerge|ErrorMessage:No part of the path

Addon: DocumentsCorePack ServerBased (Online)

Please find here the OnPremise version of this blog-post.

Please note: The error usually occurrs because of missing or false SharePoint user credentials/rights.

It is mandatory that you have administrative access to SharePoint if you want to correct this error.

 

1) Go to www.mscrm-addons.com and log in with your credentials 

Figure 1: www.mscrm-addons.com login

​

2) Next go to My Account and click on My cloud services 

Figure 2: My Account > My Cloud Services 
 

3) The DocumentsCorePack Online Configuration appears. Please mark the service and click on the [Configure Service]-button.

Figure 3: Open the service configuration

4) Please check if username and password are correct, as well as if the user has administrative access to the configured SharePoint. 

Figure 4: Check your credentials 

5) If everything is alright, click on the [Save Service]-button and try it again!

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This blog article outlines what to do if you receive the following error message while saving documents to SharePoint.

DocumentsCorePack failed to generate the document

ERROR:|CHECKLICENSE|SUCCEEDED|new AutoMerge|StartMerge|ErrorMessage:No part of the path

Addon: DocumentsCorePack ServerBased CRM 2013/2015 (OnPremise)
Please find here the Online version of this blog-post.

Please note: The error usually occurs because of missing or false SharePoint user credentials/rights.

It is mandatory that you have administrative access to SharePoint if you want to correct this error.​

Minimum permission of SharePoint user: 
Able to logon to the root site of SharePoint
Read access on the site
Read and write on the document library and all subfolders (create folders and upload files) 

For impersonation and SharePoint attributes: Site admin rights

​

1) Open your Dynamics 365 and navigate to Settings 

Figure 1: Dynamics 365 - Settings

 

2) In the Settings, click on Solutions

Figure 2: Solutions

 

3) There, double-click the DocumetsCorePackServerCore Solution.

Figure 3: DocumetsCorePackServerCore Solution

 

4) Please enter the credentials for your SPS user, the SPS password and the SPS domain.

Figure 4: Enter the credentials for the SPS user, password and domain

 

5) Now click on the [Save]-button and try again.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This blog article explains what to do if your desktop TelephoneIntegration (TI) Client is not working.

Please check your current Skype desktop Client version and make sure that is not higher than version 6.21.

The Skype desktop API commands for calls are broken in both 6.22 and 7.0. Skype developers are working to fix the problem. In the meantime, please use Skype version 6.21.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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.

Hurrah!® will help you measure key performance indicators in real time through exciting TV-Like dynamic leaderboards and motivate your sales force, inspiring the revenue-generating behaviors.
It’s easy to install and manage and it is a highly customizable tool that can be adapted to any industry and Dynamics CRM implementation.

CRMGamified® Motivation Engine is an easy to install add-on designed especially for Microsoft Dynamics CRM, aimed at inspiring the key behaviors that drive more sales, generating actual business results, better CRM data quality and CRM user engagement.

Backed by a talented team CRMGamified® is the result of a hardworking, full-time agile development team who’s continually adding features based on customer feedback.

To learn more about CRMGamified® visit them at crmgamified.com

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This article contains links to the ActivityToolsPluginExtension solution for AttachmentExtractor. Please select which Microsoft Dynamics application you use and download the corresponding solution. 

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

PLEASE NOTE THAT THE DOWNLOADED .ZIP FILES MUST BE EXTRACTED BEFORE YOU IMPORT THE FILES.

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

For Microsoft Dynamics 365: 
Please download the solution here.
Please do NOT import a solution if a higher version of it is already installed.

For Microsoft Dynamics CRM 2015/2016:
Please download this version. ​
The General solution version 2015.110 or higher is also required.
Please do NOT import a solution if a higher version of it is already installed.

​

For further information on the solution, please have a look at this article and have a look at this article if you would like to know more about the solutions' impact on AttachmentExtractor. 

 
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This article contains links to the ActivityToolsPluginExtension solution for ActivityTools. Please select which Microsoft Dynamics application you use and download the corresponding solution. 

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

PLEASE NOTE THAT THE DOWNLOADED .ZIP FILES MUST BE EXTRACTED BEFORE YOU IMPORT THE FILES.

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

For Microsoft Dynamics 365: 
Since there is an ActivityTools version for Microsoft Dynamics 365, the ActivityTools installer includes the ActivityToolsPluginExtension. ​

For Microsoft Dynamics CRM 2015/2016:
In this case, please download this version. ​
Please note, that the General solution version 2015.110, is also required. 

 

For further information on the solution, please have a look at this article. ​

 
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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!

Figure 1: Microsoft Convergence 2015

Highly motivated, strengthened with coffee and always with a smile on the face we set up our booth early in the morning.

Figure 2: Setup of the booth

This year, we brought our brandnew logo-wall to the Convergence – an appropriate background to welcome our guests!

Figure 3: mscrm-addons.com logo-wall

We are back: once our booth was set up we changed our outfit from casual to business – and were more than ready to start:

Figure 4: Our team - ready to start! 

In the middle of the happening:

Figure 5: Our booth was well visited...

Convergence is a great platform for us and other business leaders to showcase our Add-Ons to the audience.

Figure 6: ... by many interested and interesting people

Business before pleasure: After a long day full of interresting peoples and conversations we enjoyed the fanstastic framework program. 

Figure 7: Framework program

Of course, we did not miss the chance to shoot pictures of One Republic for our co-workers in Austria (sorry ladies, but we were too far away to catch the T-shirt ;) ). 

Figure 8: One republic

We even had time to walk through Centennial Olympic Park. 

Figure 9: Centennial Olympic Park, Atlanta

For those who couldn’t make it to the Convergence, the next chance is eXtremeCRM 2015 (April 21-23) in Madrid, Spain! See you there at booth #T-106!

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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.   

Example:

Standard SharePoint location in CRM:

 

Figure 1: Standard CRM SharePoint window

Created SharePoint location:

Figure 2: Created SharePoint location

Generally, when creating a new account in MS CRM, all appropriate documents (e.g. quotes, invoices etc.) are saved in the entity Documents in MS CRM.
As you can see in Figure 3, the CRM Save location Documents can be accessed via the drop-down-button next to the current company in the main navigation area at the top. 
It could as well be accessed using our addon SmartBar, which enables a simple navigation between all related CRM records and entities.

 

 
Figure 3: Save location of documents in MS Dynamics CRM 

Anyway, to create a new Account in CRM, navigate to Accounts, then click on the [New]-button. 

Figure 4: Create a new account in MS CRM.

When you click on Documents (see Figure 3), the following message box appears. The box indicates, that a SharePoint location will be created manually with a click on the [OK]-button.

Figure 5: Message from webpage

The standard SharePoint location-window is empty and does not contain any folder(s) or subfolder(s).

 
Figure 6: Entity Documents, once an account has been created. 

Once documents have been saved, its look changes. 

Figure 7: Entity Documents with saved content
 

How to create a workflow that automatically generates SharePoint locations, folder(s) and subfolder(s) when creating an account

It is possible to create different subfolders in folders that contain certain documents (e.g. Quotes, Invoices …)

This can be managed with a simple workflow. 

In our example we define 

1) the SharePoint location,
2) the folder(s) and 
3) the subfolder(s) 
that will be automatically triggered when creating a new account. 

First of all, open your CRM and navigate to Settings and Processes.

Figure 8: CRM > Settings > Processes

Now create a new process with a click on the [New]-button.

Figure 9: Create a new process

In the next window, define the following settings:

- Process Name: (here: CreateFolder)  
- Activate As: Process 
- Entity: (here: Account)     
- Category: Worfklow

Once this is done, click on the [Add Step]-button, select AutoMergeWF and CreateSharePointFolder. 

Figure 10: Add a new step (CreateSharePointFolder)

Now name the step (here: CreateFolder) and click on the [SetProperties]-button:

Figure 11: Name the new step 

In the following window, define the SharePoint location, folder(s) and subfolder(s).
For example: TEST/subfolder 1;TEST/subfolder 2;TEST1/subfolder 1

Figure 12: Example SharePoint subfolder added

Figure 13: Structure of TEST/subfolder 1;TEST/subfolder 2;TEST1/subfolder 1

Figure 13 outlines, that a slash indicates that the subfolder remains in a mainfolder. Furthermore, it outlines that a semicolon indicates the creation of a new main folder. 
Please note: the folder and/or subfolder name can contain blank space but you must not use a blank space between a folder and its subfoler(s) 

Once you have set up your order structure, please click on the [Save and Close]-button (see Figure 12). 

Now click on the [Activate]-button in order to activate your workflow:

Figure 14: Activate workflow

Then click once again on the [Activate]-button in order to confirm the process:

Figure 15: Confirm the process

Now your workflow is activated.

Figure 16: Activated workflow

Please note: it can take some minutes until the workflow has been entirely finished!

When you now create a new account and then navigate to the SharePoint document location, it should look similar to the example in Figure 17<. 

Figure 17: Example - SharePoint document location based on workflow

When opening the TEST-folder, the subfolders look as shown in Figure 18 and Figure 19.

Figure 18: Subfolder I

Figure 19: Subfolder II

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.