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This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information.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

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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!


How to configure unscheduled fetches in GroupCalendar
This article outlines how to customize unscheduled activities properly. Please note that basic knowledge of FetchXML is required if you want to configure these GroupCalendars’ settings. Should you have any questions, please do not hesitate to contact our support via support@mscrm-addons.com.

How to create DocumentsCorePack templates
Office Open XML has been invented to enable the creation of very complex templates that would normally require the use of macros. This article contains a step-by-step description about how to create such a template.

How to concatenate documents (On Premise)

This article outlines how to concatenate different documents in one single document. 
Using the concatenate step, we can combine two or more documents and can thus create - independent of file format or properties of the document - a single Word document that contains all concatinated documents.   


TelephoneIntegration Client supports SIP Client

This article outlines how to connect your phone system with TelephoneIntegration, if no TAPI driver can be found. If you cannot find a proper TAPI driver for your VoIP phone system, but his VoIP phone system is based on SIP, then you might find the SIP Client wrapper really helpful.

Requirement: TelephoneIntegration (TI) Client v 7.109 or higher


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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.


How to use aggregation properly when creating templates

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.


Aggregation in DocumentsCorePack – an overview

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


How to share PowerSearch Config records

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.


How to install a license key via Web License Manager

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.


Export–Import of PowerSearch Configuration Records

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.