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Jin Yan

Jin Yan 's Blog

How to send emails with picture links using DocumentsCorePack

On February 3, 2014 in AM 2011, AutoMerge (AM), DCP 2011, DCP 2013, DCP 2015 / 2016 by Jin Yan

This article describes how to send emails in workflows with dynamic images! Sometimes it happens that email programmes do not resolve inserted dynamic images correctly. With our DocumentsCorePack [Insert as Picture-Link]-field you can solve this problem.

Tagged With: picture, 2011, 2013, 2015, 2016, AM, AutoMerge, Client, DCP, DocumentsCorePack, e-Mail, template, workflow

Create a document and attach it to an email in a single AutoMerge workflow-step

On January 31, 2014 in AutoMerge (AM) by Jin Yan

This blog article outlines how to create a document and attach it to an email in a single AutoMerge workflow-step for MS CRM 2013 Online.

Tagged With: 2013, AM, AutoMerge, DCP, DocumentsCorePack, e-Mail, Online, template, workflow

DCP Troubleshooting: Description Field problem

On January 31, 2014 in DCP 2013, DocumentsCorePack (DCP) by Jin Yan

This article describes how to solve the description field problem in DocumentsCorePack. If you try to create an activity and it fails with the soap Exception you see below, it is due to the limitation of lenght of the “CRM description-field”.

Tagged With: 2013, DCP, DocumentsCorePack, error, troubleshooting

How TelephoneIntegration Client works with Outlook Client

On January 27, 2014 in TelephoneIntegration (TI), TI 2011, TI 2013 by Jin Yan

This article outlines how TelephoneIntegration Client works with Outlook client. Available for TelephoneIntegration Client v5.54 and higher.

Tagged With: Outlook, 2011, 2013, call, Client, TelephoneIntegration, TI

Using TelephoneIntegration for MS CRM 2013 with MS Outlook only

On January 27, 2014 in TelephoneIntegration (TI), TI 2013 by Jin Yan

This article describes, how to use TelephoneIntegration for MS CRM 2013 with MS Outlook only. Users have the possibility to use TelephoneIntegration without a browser, but with Outlook only, meaning that TelephoneIntegration will open all windows (e.g. the CRM-call-activity, etc.) in Outlook and not in an internet browser window.

Tagged With: Outlook, 2013, Client, setting, TelephoneIntegration, TI

How to configure unmanaged entities for SmartBar

On January 21, 2014 in SB 2013, SmartBar (SB) by Jin Yan

This article outlines how to configure unmanaged entities for SmartBar for MS CRM 2013!

Tagged With: 2013, configuration, SB, SmartBar

Additional table formatting options

On December 19, 2013 in DCP 2013, DocumentsCorePack (DCP) by Jin Yan

This article outlines additional formatting options for splitting a tables header or footer.

Requirments: DocumentsCorePack (DCP) for MS CRM 2013, v6.11 and higher. All our addons come with an unlimited 14 days free trial. Please click here to download and test it!

Tagged With: 2013, Client, DCP, DocumentsCorePack, template

“Insert Computed-Field” - formatting options for number and money-fields

On December 19, 2013 in DCP 2013, DocumentsCorePack (DCP) by Jin Yan

This article outlines the formatting options for number and money-fields within the “Insert Computed-field”-function (.docx).

Requirments: DocumentsCorePack for MS CRM 2013, v6.11 and higher. All our addons come with an unlimited 14 days free trial. Please click here to download and test it!

Tagged With: 2013, Client, DCP, DocumentsCorePack, Office, template, XML

Workflow-creation with AutoMerge for MS Dynamics CRM 2013 Online

On December 18, 2013 in AutoMerge (AM) by Jin Yan

This article explains how to configure a workflow with AutoMerge for Microsoft Dynamics CRM 2013 Online. The steps described below solely refer to AutoMerge for MS Dynamics CRM 2013 Online. For details about how to create a workflow with AutoMerge for MS Dynamics CRM On-Premise, please watch our demonstration videos on our Youtube channel. (Click here to watch the videos)

Tagged With: 2013, AM, AutoMerge, configuration, Online, workflow

DocumentsCorePack: Culture Information

On December 6, 2013 in DCP 2013, DocumentsCorePack (DCP) by Jin Yan

The following table shows the different culture information for displaying the DATETIME() function for DocumentsCorePack templates (.docx).

Tagged With: culture, 2013, DCP, DocumentsCorePack, template

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