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This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information.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

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!

How to upgrade AutoMerge for MS CRM 2011 to 2013

On October 28, 2013 in AM 2011, AutoMerge (AM) by Jin Yan

This article will show you how to prepare AutoMerge for MS CRM 2011 for an update of your CRM system to 2013!

Tagged With: 2011, 2013, AM, AutoMerge, Client, DCP, DocumentsCorePack, license, update, upgrade

MSCRM Addons 2011 – Version Number Guide

On September 18, 2013 in *General* by Jin Yan

This article describes how to find out the version number for each mscrm-addons product.

Tagged With: DocumentsCorPack, RC, 2011, ActivityTools, AE, AM, AT, AttachmentExtractor, AutoMerge, Client, DCP, GC, GroupCalendar, number, PowerSearch, PS, Server, TelephoneIntegration, TI, version

Get ready for MS CRM 2013 Orion

On September 5, 2013 in *Features / News* by Jin Yan

As the new Microsoft Dynamics CRM 2013 Orion expected to be released soon, we would like to provide you with some important information.

Tagged With: RC, upgrade, 2013, ActivityTools, AE, AM, AT, AttachmentExtractor, AutoMerge, Client, DCP, DocumentsCorePack, GC, GroupCalendar, Online, OnPremise, PowerSearch, PS, RecordCounter, SB, Server, Silverlight, SmartBar, TelephoneIntegration, TI, update

Recap: WPC 2013 in Houston, Texas

On July 15, 2013 in *Features / News* by Jin Yan

Thank you for joining us at the WPC 2013 in Houston! It was great meeting you there!

Tagged With: event, RC, 2011, 2013, 4.0, ActivityTools, AE, AM, AT, AttachmentExtractor, AutoMerge, Business Insight, Client, DCP, DocumentsCorePack, Fun, GC, GroupCalendar, PowerSearch, PS, RecordCounter, Server, TelephoneIntegration, TI

DocumentsCorePack - Configuration Chart

On May 8, 2013 in AM 2011, AutoMerge (AM), DCP 2011 by Bäck Martin

The below chart provides you with an overview of the possible configuration scenarios of CRM and SharePoint
together with DocumentsCorePack and AutoMerge for CRM 2011

Tagged With: 2011, AM, AutoMerge, Client, configuration, DCP, DocumentsCorePack, Server, SharePoint, SP

Issues with the automatic generation of folder locations in CRM Online and SharePoint Online

On May 8, 2013 in AM 2011, AutoMerge (AM), DCP 2011 by Bäck Martin

If you you experience issues with the automatic generation of SharePoint Online folder locations for the CRM integrated Sharepoint solution,
this article provides you with a solution. (For both, DocumentsCorePack and Automerge, the steps are the same.)

Please note: These steps are only necessary, if you have performed an upgrade of DocumentsCorePack or Automerge previously
and now, the automatic folder creation does not work for one of these addons any longer for CRM SharerPoint Online.

Tagged With: save, 2011, AM, AutoMerge, configuration, DCP, DocumentsCorePack, error, Online, setting, SharePoint, SP, troubleshooting

AutoMerge: specific settings for plug-in based printing

On April 10, 2013 in AM 2011, AutoMerge (AM) by SSteinklauber

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.

Tagged With: OnPremise, print, 2011, AM, AutoMerge, Online, setting, workflow

Service-based printing in AutoMerge

On April 4, 2013 in AM 2011, AutoMerge (AM) by Evelyn

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.

Tagged With: print, service, 2011, AM, AutoMerge, workflow

AutoMerge: service-based printing

On April 4, 2013 in AM 2011, AutoMerge (AM) by Jin Yan

AutoMerge now offers a service-based printing option which is available additionally to the already known plugin-based printing-option. The additional option is available within AutoMerge for MS Dynamics CRM 2011 v5.30 and higher (click here to download the latest AutoMerge version) and is based on a service which is running in the background.

This article covers the following essential topics:

Before you continue reading, please make sure that you installed AutoMerge v5.30 or higher. After that, please proceed as described in the sections below.

Tagged With: print, service, workfow, 2011, AM, AutoMerge, configuration

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