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This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information.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

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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!


Printer Configuration for DocumentsCorePack Server Based Online

This blog article explains how to configure a printer service for DocumentsCorePack Server Based (DCP SB) Online on www.mscrm-addons.com.  

Requirements: DocumentsCorePack Server Based Document Generation (former AutoMerge)


Certificate Changes in an IFD environment

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.


How to add the [Create Document]-button manually

This article outlines how to add the DocumentsCorePack (DCP) [Create Document]-button for MS CRM 2011 to your form. 

Requirements: DocumentsCorePack for MS CRM 2011, Ribbon Workbench for CRM 2011


How to install DocumentsCorePack on a terminal server for CRM Online?

This blog article explains how to install DocumentsCorePack for MS CRM on a terminal server for CRM Online. 

Requirments: DocumentsCorePack


How to hide the [Create Document]-button in specific entities

This article outlines how to hide the [Create Document]-button for specific entities.

Requirements: DocumentsCorePack ServerBased (DCP SB)


How to upgrade DocumentsCorePack from MS CRM 4 to 2011 or 2013

This article outlines how to prepare DocumentsCorePack (DCP) for MS CRM 4 for an upgrade to CRM 2011 or CRM 2013!

Requirments: DocumentsCorePack 


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

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


How to use the lead qualifier plugin

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. 


PasswordProtection for DCP templates

This blog article outlines, how to set the PasswordProtection for Open Office XML templates (.docx). As well as for DocumentsCorePack server side and client side Document Generation for MS CRM 2013. All our addons come with a 14-day trial license as well as technical support. Click here to download and test it.

Requirments: DocumentsCorePack for MS CRM 2011 v5.106 and higher & AutoMerge for MS CRM 2011 v5.48 and higher


Recap: Convergence 2014 in Atlanta

The Convergence 2014 (4 – 7 March) in Atlanta, GA exceeded all our expectations. To begin with, we would like to thank you for giving us your precious time and attention! It was a great pleasure meeting you at our booth!