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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 enable/disable DFR (Dialing from relationships) by dialing from CRM site
On April 25, 2013 in TelephoneIntegration (TI), TI 2011 by Evelyn Evelyn

This blog article outlines how to enable/disable Dialing from relationships (DFR) by dialing from CRM site.

Usually, TelephoneIntegration (TI) allows users to dial from related CRM-records. Say, 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).

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2831 Views
Tagged With: 2011, call, Client, DFR, Server, setting, TelephoneIntegration, TI
TIMELINE- chronological listing for appointments and service activities in GroupCalendar
On April 23, 2013 in GC 2011, GroupCalendar (GC) by Evelyn Evelyn

This article explains the capabilities of GroupCalendar's TIMELINE which is available for the versions v.5.52 and higher (click here to download the latest GroupCalendar (GC) version). This feature gives you a quick and easy overview of all scheduled appointments/activities seperatet by selected users.

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2749 Views
Tagged With: 2011, GC, GroupCalendar, view
AutoMerge: specific settings for plug-in based printing
On April 10, 2013 in AM 2011, AutoMerge (AM) by SSteinklauber 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.

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3002 Views
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 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. 
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3291 Views
Tagged With: print, service, 2011, AM, AutoMerge, workflow
AutoMerge: service-based printing
On April 4, 2013 in AM 2011, AutoMerge (AM) by Jin Yan 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.
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4227 Views
Tagged With: print, service, workfow, 2011, AM, AutoMerge, configuration
How to use TelephoneIntegration for MS CRM 2011 with MS Outlook only
On April 3, 2013 in TelephoneIntegration (TI), TI 2011 by SSteinklauber SSteinklauber

If you want to use TelephoneIntegration without a browser, but with Outlook only, you have to install TelephoneIntegration Client v.5.54 or higher (click here to download the latest version) and to create a new settingskey. Please follow the below steps to do so.

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3565 Views
Tagged With: 2011, Client, install, Outlook, setting, TelephoneIntegration, TI
How to set restrictions for dialing from a related CRM-record
On March 27, 2013 in TelephoneIntegration (TI), TI 2011 by SSteinklauber SSteinklauber

In general, TelephoneIntegration allows users to dial from related CRM-records. 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.).

You have the possibility to set restrictions for the related records to be displayed in the TelephoneIntegration balloon (e.g. In case of dialling out from an opportunity, you want accounts to be displayed, but not the related contacts and leads). In order to do so, you have to create a new settingskey and follow the below steps. 

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3306 Views
Tagged With: 2011, call, Client, TelephoneIntegration, TI
Recap: Convergence2013 in New Orleans
On March 25, 2013 in *Features / News* by SSteinklauber SSteinklauber

Thank you for joining us at the Convergence2013 in New Orleans! It was great meeting you there!

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2845 Views
Tagged With: 2011, ActivityTools, AE, AM, AT, AttachmentExtractor, AutoMerge, Business Insight, Client, CRM, DCP, DocumentsCorePack, event, Fun, GC, GroupCalendar, News, PowerSearch, PS, RC, RecordCounter, Server, Silverlight, TelephoneIntegration, TI
How to dial from a related CRM record
On March 25, 2013 in TelephoneIntegration (TI), TI 2011 by SSteinklauber SSteinklauber

TelephoneIntegration allows users to dial from related CRM-records. 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.). The example in the screenshot below shows that the user has the possibility to dial from all records which are related to the account ‘MSCRM-ADDONS.com’. Users have a good overview of the related records, as they are structured in main phone, connections, relations and others. 

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3734 Views
Tagged With: 2011, call, Client, configuration, TelephoneIntegration, TI
Color-coding-functionality for appointments and service activities for Group Calendar
On March 18, 2013 in GC 2011, GroupCalendar (GC) by SSteinklauber SSteinklauber

Please note: GroupCalendar v5.58 or higher is required. The feature is available for all activity types. 

GroupCalendar for MS Dynamics CRM 2011 provides the possibility to define a specific color for each scheduled service activity and appointment (click here to download the latest GroupCalendar version).

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4925 Views
Tagged With: 2011, color, GC, GroupCalendar, service, view
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