When using DocumentsCorePack (DCP) in different environments (office, home, etc.) it is necessary to configure 2 profiles for the client.

One for the IFD connection and one for the standard connection.
These profiles are configured via the DCP dataprovider on the client.

Please open the registry and add the the following string value to
Hkey_Current_User\Software\PTM EDV-Systeme\WordMailMergeClient.

String value= failoverprofile

This article contains a detailed guide on how to find out the version number for each mscrm-addons product in CRM 4.0.

Location of the Language Settings on the Client & Server

The name of the Language XML File is: .XML

Error Message:

(if you try to merge a document)

You are trying to read or write to protected memory, this is a sign that the memory is corrupt.

 

Problem:

The reference is not set correctly.

This is caused by the Security Update for 2007 Microsoft Office System (KB2251419).

 

Solution:

You have to delete this security update and the merge will work without any problems.

(Tested on XP with Office 2007)

Falls nach der Installation von DocumentsCorePack die Toolbar nicht angezeigt werden sollte oder aber die Toolbar im Betrieb verschwindet, kann man ein angefügtes Tool zur Diagnose ausführen.

1. Verify that the values under HKEY_CURRENT_USER\Software\Microsoft\Windows\CurrentVersion\Explorer\User Shell Folders use valid drive letters.
2. If there are invalid drive letters, change them to point to valid drives. 
3. Try to install the software and check if that helps.

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

In an IFD Environment it is hard to implement a FileShare which is available through the Internet. We found a product named WebDrive where you could configure, for example an FTP which will be mapped to a local drive.

Here is a link to the product website: http://www.southrivertech.com/products/webdrive/winindex.html

Basics:

License-checks are done each time the application is accessed by a user.

Having an invalid license stops the whole product from working.

An invalid license will never have any impact on Dynamics 365, it only limits the addon itself.

This function allows DocumentsCorePack users to add a document to every created activity (only when using the file explorer or sharepoint setup).

For example, when you send a mail to a marketing lists, an activity will be created for each member of the marketing list.

This extra setting will ensure that the activity also has the document attached in CRM.

This article will show you how to work with this function. 

 

After WordMailMerge has been installed on your computer, it is possible that our toolbar does not appear in Microsoft Word. To sort this problem out, please follow the steps of this article.