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.

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

Sometimes you may be asked to create a new settingskey for one of our products
(e.g. if we developed a customization for you or if a special configuration is needed, etc.).
To do so, please follow the six easy steps below.

Addons: AutoMerge, DocumentsCorePack, TelephoneIntegration

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   Please note: This article applies to CRM 2013 as well as to CRM 2015/2016

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When ordering licenses, you will be asked for the organisation unit name of your CRM system.
This information is mandatory in order to create a license.
Below, you will find a short description on how to get the necessary information for CRM 2013 and CRM 2015/2016.

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!

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!

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)

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

The following table shows the different custom date and time format strings for displaying the DATETIME() function for DocumentsCorePack templates (.docx).

This article outlines the new “Insert”-functionalities within the “Computed Items”-button in Open Office XML template (.docx). The “Insert Computed-Fields”-button allows you to make basic arithmetical operations with CRM-number-fields. Important: It is crucial that the CRM-fields contain a number!

Requirements: Available for DocumentsCorePack for MS CRM 2013, v6.10 and higher. All our addons come with a 14 days free trial! Please click here to download and test it!