mscrm-addons.com - Blog

IMPORTANT INFORMATION

This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information.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

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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!


Recap: eXtremeCRM Warsaw 2016

There are no strangers here, only friends you haven't met yet.

- William Butler Yeats


Figure 1: eXtremeCRM Warsaw

Thank you for joining us at this year’s eXtremeCRM in Warsaw!


TelephoneIntegration supports UnifiedServiceDesk (USD)

Instead of opening contact/account/lead CRM records in InternetExplorer, the CRM records are opened in the USD client.


How to add additional entities to AssureSign?

As per default, AssureSign only supports the following entities:

- Account
- Lead
- Contact
- Order
- Contract and
- Opportunity

If you want to use DocumentsCorePack and AssureSign with other entities,
you must add this entity to AssureSign Document. This article provides
a step-by-step description on how to do so.  


Recap: US Industry Summit 2016

There are no strangers here; only friends you haven’t met yet. 

- William Butler Yeats


Figure 1: US Industry Summit 2016

Thank you for joining us at this year’s US Industry Summit!


DocumentsCorePack Condition Syntax (Dynamics 365)

Certain properties of DocumentsCorePack templates consist of conditions based on CRM fields. This article covers the basic syntax and the advanced options that can be used.
Several DocumentsCorePack properties support the same syntax. A list of these properties can be found at the end of this article. 


Comparison: Microsoft Dynamics CRM 2016 to DocumentsCorePack by mscrm-addons.com

With Microsoft Dynamics CRM 2016 Microsoft has presented a new method of document generation.
The overview below allows a comparison of the new native document generation with our solution DocumentsCorePack.


How to create a DocumentsCorePack template for DocuSign

To create a DocumentsCorePack template for DocuSign, open the www.mscrm-addons.com–tab in Microsoft Word and follow the instructions below: 


AssureSign for DocumentsCorePack

How does AssureSign work?

AssureSign simplifies the world of e-signatures. It is a tool that empowers you to electronically sign documents.

We are happy to announce that we now offer the possibility to use AssureSign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics CRM to a whole new level. 


How to remove dependencies when you delete a solution manually in CRM

When you try to delete a solution, it will show you an error message if there are any dependencies.

To solve this issue, please follow the steps below.


Field Search in DocumentsCorePack

Because the call for a Field Search in our DocumentsCorePack Client grew louder and louder, we decided to implement one.

Please note: The Field Search is available in version 7.101 and later versions.