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This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information.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

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!

Recap: Convergence 2015 in Atlanta

On March 27, 2015 in *Features / News* by Jin Yan

We are back from our business journey of this year’s Convergence 2015 (March 16-19) in Atlanta GA.

THANK YOU for visiting our booth!

Tagged With: 2011, 2013, 2015, ActivityTools, AE, AM, AT, AttachmentExtractor, AutoMerge, Business Insight, Client, Dashboard, DB, DCP, DocumentsCorePack, event, Fun, GC, GroupCalendar, PowerSearch, PS, PS 2.0, SB, Server, SmartBar, TelephoneIntegration, TI

MSCRM Addons 2015 and 2015/2016 – Version Number Guide

On February 25, 2015 in *General* by Jin Yan

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Please note: This article applies to 2015 as well as to CRM 2015/2016

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This article outlines where to find the version number for each mscrm-addons product. Click the link below for the addon that you wish to find the version number for.

Tagged With: Silverlight, 2015, 2016, ActivityTools, AE, AT, AttachmentExtractor, Client, configuration, DCP, DocumentsCorePack, GC, GroupCalendar, number, PowerSearch, PS, PS 2.0, SB, Server, SmartBar, TelephoneIntegration, TI

Our addons compatibility with Dynamics CRM 2015, SharePoint and MS Office

On December 5, 2014 in *General* by Jin Yan

This article contains a compatibility chart for all our addons for Microsoft Dynamics CRM 2015. It shows which of our addons are compatible with

MS Dynamics CRM 2015 On-Premise/Hosted (IFD)/Online
MS SharePoint 2010/2013/Online
MS Office (x86, x64) 2007/2010/2013
and which of them support cross-browsing.

Read More »

Tagged With: 2015, ActivityTools, AE, AT, AttachmentExtractor, Client, compability, DCP, DocumentsCorePack, GC, GroupCalendar, IFD, Office, Online, OnPremise, PowerSearch, PS, PS 2.0, SB, Server, SharePoint, Silverlight, SmartBar, SP, TelephoneIntegration, TI

Get ready for MS CRM 2015

On December 3, 2014 in *General* by Jin Yan

We are very excited about the new CRM 2015 release and would like to provide you with some important information.

Our team spent some extra working hours to get our addons ready for MS CRM 2015!

Tagged With: ActivityTools, AE, AT, AttachmentExtractor, Business Insight, Client, compability, DCP, DocumentsCorePack, Fun, GC, GroupCalendar, PowerSearch, PS, PS 2.0, SB, Server, SmartBar, TelephoneIntegration, TI, update, upgrade

How to upgrade to MS CRM 2015

On November 27, 2014 in *General* by Michael Dohr

This article provides a step-by-step upgrade path of our solutions to the new MS CRM 2015 release!

Tagged With: 2011, 2013, 4.0, ActivityTools, AE, Alerts, AM, AT, AttachmentExtractor, AutoMerge, Client, compability, Dashboard, DB, DCP, DocumentsCorePack, GC, GroupCalendar, PowerSearch, PS, PS 2.0, RC, RecordCounter, SB, Server, Silverlight, SmartBar, TelephoneIntegration, TI, update, upgrade

Certificate Changes in an IFD environment

On June 26, 2014 in *General* by Jin Yan

This blog article explains what to do if one of the certificates has changed in the IFD environment. If so, our products require additional steps in order to work again.

Tagged With: 2011, 2013, 2015, 2016, 4.0, ActivityTools, AE, Alerts, AM, AT, AttachmentExtractor, AutoMerge, Client, configuration, Dashboard, DB, DCP, GC, GroupCalendar, IFD, PowerSearch, PS, PS 2.0, RC, RecordCounter, SB, security, Server, Silverlight, TelephoneIntegration, TI

How to enable debugging for SmartBar

On May 6, 2014 in SB 2013, SB 2015 / 2016, SmartBar (SB) by Jin Yan

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Please note:

This article applies to SmartBar in MS CRM 2013, 2015, as well as to MS CRM 2015/2016.

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Tagged With: 2015, error, 2013, 2016, debug, SB, troubleshooting

How to display new entities in the search field in SmartBar

On April 30, 2014 in SB 2013, SmartBar (SB) by Jin Yan

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

Requirements: SmartBar for MS CRM 2013

Tagged With: SiteMap, 2013, SB, SmartBar

Where to find the Settingskeys for mscrm-addons.com products?

On April 25, 2014 in *General* by Jin Yan

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

Tagged With: settingskey, 2013, 2015, ActivityTools, AE, AM, AT, AttachmentExtractor, AutoMerge, Client, DCP, DocumentsCorePack, GC, GroupCalendar, PowerSearch, PS, SB, Server, setting, SmartBar, TelephoneIntegration, TI

How to use the lead qualifier plugin

On April 10, 2014 in *General* by Jin Yan

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.

Tagged With: 2013, ActivityTools, AE, AM, AT, AttachmentExtractor, AutoMerge, Client, DCP, DocumentsCorePack, GC, GroupCalendar, PowerSearch, PS, SB, Server, SmartBar, TelephoneIntegration, TI

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