Error message:

Principal user (Id=56f329cd-2a1f-e511-8118-c4346bad624c, type=8) is missing prvReadptm_ticallinfodata privilege (Id=f83d0785-3924-421b-ad25-9ee898c13b7d) 

It is not recommended to use Integrated Security for Telephone Integration.

This blog article outlines how to use the MS Word Restrict Editing-functionality. It supports restricted editing for the whole document, as well as editing specific paragraphs of the document only. Please note: The functionality works with merged documents as well.

Requirements: DocumentsCorePack for MS CRM

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.

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

In CRM 2011, all DocumentsCorePack templates are stored in custom entities.
The name of this custom entity is DocumentsCorePack Template (ptm_mscrmaddons_dcptemplates).
Every record of this entity has the template attached as a note.

This article explains the security roles that must be assigned to users that should be allowed to use our Add-Ons.  

With the Directory Security Feature of DocumentsCorePack for MS CRM 2011, you can prevent users to see certain files from CRM records. Users will not be able to navigate to the associated directory within the file share or SharePoint because DocumentsCorePack will overtake the security for you. In short words: when a user is not able to see the CRM record, he/she will also not be able to see the documents.

For a detailed description, please have a look at the documentation.

However, you have to do additional steps for the Directory Security.

Sometimes, the following error occurs when one tries to login at Microsoft Dynamics CRM 2011 Online Web Client:

"The Windows Live Network is unavailable from this site for one of the following reasons…”

Figure 1: Error message

This article focusses on how to resolve this error. 

On a migrated organization, make sure the dcp/gc/ti security role migrated from CRM 4 is deleted.

This migrated role might interfere with the new setup and block the user from installing, because rights are checked wrongly.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.