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This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information.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 check the existenz or the value of a SettingsKey in MS Dynamics 365
Sometimes you may be asked to check the existenz or the value of a new settings key for one of our products (e.g. for troubleshooting of issue or when having special configuratinos, etc.).

How licenses are counted
This blog article outlines how licenses are counted in our system. The counting mechanism varies depending on the type of license being used.

How to configure an Onpremise Service with CRM Online
This article outlines how to create a SettingsKey manually in Dynamics365-online with Service running onpremise.

PowerSearch for Dynamics 365 – FIPS support
This blog article describes how to make for PowerSearch for Dynamics 365 FIPS compliant. This article is ONLY relevant for you if FIPS compliance is enabled on your Dynamics 365 server OR you plan to enable it in the future.

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 scheduled reports

With the option to schedule document operations inside Microsoft Dynamics CRM – DocumentsCorePack opens up its capabilities for scheduled reports.

Whether you want to 

- get a simple overview of all opportunities closed last month,
- you wish to send a reminder to a group of selected customers automatically or
- you would simply like to find a printed copy of all invoices every morning in your printer –

with scheduled reports this is not only possible, it is also easy.

This article describes which preconditions are needed in order to run the tool. It is a step-by-step instruction of how to use and benefit from the scheduler.


Custom Parameters for ActivityTools

This article describes how to define custom parameters for embedded ActivityTools pages (For example to pre-filter activity types).


DocumentsCorePack FileExplorer in IFD environment

This article is about the DocumentsCorePack (DCP) FileExplorer in IFD environments for CRM 2011, 2013, 2015 and 2016.

Basically, DocumentsCorePack's FileExplorer is not supported in CRM IFD environments. Nevertheless, it could be possibly working. If you want to try to configure it, follow this article.


How to add custom columns to ActivityTools grids

This articles explains how you can add custom columns to ActivityTools grids for CRM 2015/2016.

Via a CRM settings key additional columns can be added to the ActivityTools grid. For each activity type and column, a separate CRM field can be displayed. The custom columns will be inserted between the subject- and date/time-column and can have column headers. This is a global setting and takes effect for all CRM users.


How to add the [Call Number]-flyout button?

This article outlines how to add the TelephoneIntegration [Call Number]-button manually.

Requirements: TelephoneIntegration for MS CRM 2013/2015