In Order to run a workflow- or dialog-Process, it is necessary to set up a new DocumentsCorePack (DCP) service to start the document generation process. This article outlines how to start a service in DocumentsCorePack ServerBased (DCP SB).

Join mscrm-addons.com and your Microsoft Dynamics® CRM peers, including Microsoft MVPs, subject matter experts, and Microsoft staff at CRMUG Summit 2016 taking place October 11-14 in Tampa, FL.

Most of the time, the regular Microsoft Word fonts are sufficient when it comes to the creation of new templates. However, sometimes it can be necessary to add a custom font. There are two possible ways to add a font.

Aggregated fetches are a useful functionality when you create templates. Please click here to get an overview on aggregation in DocumentsCorePack.  This article provides you with a step-by-step tutorial on how to work properly with aggregation.

This article outlines the basics of aggregation, a functionality of Microsoft Dynamics CRM, that we have integrated in our Template Designer.

Once you have created some nice PowerSearch Config records, you may want other users or teams to work with them.

To enable others to work with your Config, it is crucial to share your records. Before you haven’t shared them, the Config records will not be visible for others.

Since PowerSearch (Silverlight) 2015.102 is the last version of its kind, many users switch to the new version of PowerSearch. Though this does not require the deinstallation of PowerSearch (Silverlight), some users might wish to do so anyway.

However, it is very easy to uninstall PowerSearch (Silverlight), even if PowerSearch is already installed. Please follow this step-by-step tutorial to learn how it works. 

This article provides you with a step-by-step description on how to install your license key with the web license manager.

The web license manager has been designed to facilitate the installation of license keys. As a consequence, it can be installed via your web browser.

This kind of web based license manager will soon apply to all our products, except for DocumentsCorePack Client. At the moment, it only applies to PowerSearch and ActivityTools.
Please note: We use our addon PowerSearch for demonstrating purposes in the below step-by-step tutorial.

A valid license key is the key to a smoothly running mscrm-addons.com product. Having an invalid license stops the whole product from working. An invalid license will never have any impact on your CRM, it only limits the addon itself.

This article describes how to export and import the PowerSearch Configuration Records. It is useful if you a) want to create a backup or b) migrate your configuration from one organization to another one. 

Microsoft offers some really helpful tools for Microsoft Dynamics CRM and Microsoft Dynamics CRM addons in general. When you, for example, download the MS SDK, it provides you with the Configuration Migration tool that supports you in migrating data from one system to another.