This blog article outlines how to integrate new entries in the SmartBar entity and SiteMap entry search field.

Requirements: SmartBar for MS CRM 2013

This article outlines where to find the Settingskeys for our products in MS CRM 2013/2015.

Generally, TelephoneIntegration allows users to dial from related CRM-records. But users also have the possibility to set restrictions for the related records to be displayed in the TelephoneIntegration balloon. This means that they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc.).

Requirements: TelephoneIntegration

The Lead Qualifier Plugin is a small solution that changes the process of creating a contact and account from the information within a lead. The main difference to the out-of-the-box-solution for this scenario within CRM 2013 is that no opportunity is automatically created within the process. 

This allows CRM users to qualify a new lead at any time during the CRM working process. Moreover, the plugin allows the association of the lead to already existing contacts or accounts in addition to creating new entities of said types, which saves time and avoids duplicates. 

This article outlines different options to format fields inside a DocumentsCorePack or AutoMerge template. e.g.: Formatting date fields, format money-fields etc.

Requirements: DocumentsCorePack for MS CRM 2011 and 2013, AutoMerge for MS CRM 2011

This article outlines what to do if you get the following failure notice: Request failed wiht HTTP status 401: Unauthorized. 

Requirments: WordMailMerge

This article outlines how to to deal with line items in a Word-Template.

Requirements: DocumentsCorePack

This article outlines how to run a macro

Requirments: DocumentsCorePack v4.20 and higher, WordMailMerge v2.80 and higher

This blog article outlines how to create Labels with .dot

Requirements: DocumentsCorePack

This blog article outlines, how to set the PasswordProtection for Open Office XML templates (.docx). As well as for DocumentsCorePack server side and client side Document Generation for MS CRM 2013. All our addons come with a 14-day trial license as well as technical support. Click here to download and test it.

Requirments: DocumentsCorePack for MS CRM 2011 v5.106 and higher & AutoMerge for MS CRM 2011 v5.48 and higher