News.mscrm-addons.com BlogHello 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! https://www.mscrm-addons.com/BlogHow to improve the quality of pictures in DCP Templates by using picture optionshttps://www.mscrm-addons.com/Blog/PostId/10220/how-to-improve-the-quality-of-pictures-in-dcp-templates-by-using-picture-options*General*,AutoMerge (AM),DocumentsCorePack (DCP),DocumentsCorePack 2015/2016,e-SignaturesFri, 07 Jun 2019 09:49:43 GMT<p><span>Should you face problems with the quality of Pictures in DCP, please try the following settings:</span></p> <p><span>In the <span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span>&ldquo;Advanced Template Settings&rdquo; navigate to the&nbsp;</span><span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">&ldquo;General&rdquo; tab and activate the&nbsp;</span><span style="font-size: 24px; color: #0077b3;">❸&nbsp;</span>&ldquo;Do not compress inserted images&rdquo; option.</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Template Settings" href="/Portals/0/Blog/How_to_improve_the_quality_of_pictures_in_DCP_Templates_by_using_picture_options/Figure1.jpg"> <img alt="Template Settings" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_improve_the_quality_of_pictures_in_DCP_Templates_by_using_picture_options/Figure1.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: Template Settings</em> </div> </div> <p>&nbsp;</p> <p><span>If you insert a picture from a note, there are further options to specify:<br /> <span style="white-space: pre;"> </span></span><span style="font-size: 24px; color: #0077b3;">❹&nbsp;</span>If the image shall be scaled to fit to the container on the template</p> <p><span> <span style="white-space: pre;"> </span>or</span></p> <p><span style="white-space: pre;"> </span><span style="font-size: 24px; color: #0077b3;">❺</span>&nbsp;If the template should be scaled to fit the image from the note.</p> <p><span>​</span></p> <p><span>These can be found under &ldquo;Field Properties&rdquo; after clicking on the image in Word.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Field properties" href="/Portals/0/Blog/How_to_improve_the_quality_of_pictures_in_DCP_Templates_by_using_picture_options/Figure2.jpg"> <img alt="Field properties" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_improve_the_quality_of_pictures_in_DCP_Templates_by_using_picture_options/Figure2.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 2: Field properties</em> </div> </div> <p>&nbsp;</p> <p>&nbsp;</p> <p><strong><span>That&rsquo;s it!</span></strong><span style="background: white;"> We appreciate your feedback! Please share your thoughts by sending an email to<span style="color: #777777;"> </span></span><a href="mailto:support@mscrm-addons.com"><span style="background: white; padding: 0cm; border: 1pt none windowtext;">support@mscrm-addons.com</span></a></p> <p>&nbsp;</p>10220Application Permissions – Why we need themhttps://www.mscrm-addons.com/Blog/PostId/10218/application-permissions-why-we-need-them*General*,AutoMerge (AM),DocumentsCorePack (DCP)Tue, 04 Jun 2019 11:12:29 GMT<p>This article outlines why DocumentsCorePack need Application Permissions.</p> <p>If you're creating a service and you have to choose the connection profile, there are several options.<br /> If you use the <span style="color: #0077b3;">Server2Server-connection</span>, you need to activate the following:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Permissions requested " href="/Portals/0/Blog/Application_Permissions/Figure1.jpg"> <img alt=" Permissions requested " width="40%" class="img-responsive" src="/Portals/0/Blog/Application_Permissions/Figure1.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: Permissions requested </em> </div> </div> <p>&nbsp;</p> <p><span style="color: #0077b3;"><strong>1.)</strong> Access to common data service</span><br /> <br /> <span style="white-space: pre;"> </span>This means, that we can read the CRM data in your name<br /> <span style="white-space: pre;"> </span>(so we can ensure, that user specific settings are applied to the data retrieved, like number &amp; datetime<br /> <span style="white-space: pre;"> </span>formats)</p> <p>&nbsp;</p> <p><span style="color: #0077b3;"><strong>2.) </strong>Read and Write your files &amp;<br /> &nbsp; &nbsp; &nbsp; Read and write items in all site collections &amp;<br /> &nbsp; &nbsp; &nbsp; Read and write items and lists in all site collections</span></p> <p><span style="white-space: pre;"> </span>These are the SharePoint security requirements to be able to fully use the Dynamics SharePoint integration.<br /> <span style="white-space: pre;"> </span>When DCP is linked with Dynamics SharePoint Integration, DCP will create lists, folders &amp; files in the<br /> <span style="white-space: pre;"> </span>SharePoint location as Dynamics would create them.</p> <p>&nbsp;</p> <p><span style="color: #0077b3;"><strong>3.)</strong> Sign in and read user profile</span></p> <p><span style="white-space: pre;"> </span>This is required to login as the user in dynamics and also for some of our licensing options.&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p><strong><span>That&rsquo;s it!</span></strong><span style="background: white;"> We appreciate your feedback! Please share your thoughts by sending an email to<span style="color: #777777;"> </span></span><a href="mailto:support@mscrm-addons.com"><span style="background: white; padding: 0cm; border: 1pt none windowtext;">support@mscrm-addons.com</span></a></p> <p>&nbsp;</p>10218Step-by-Step: How to set up lookup-prompts for relationshttps://www.mscrm-addons.com/Blog/PostId/10199/step-by-step-how-to-set-up-lookup-prompts-for-relationsAutoMerge (AM),DocumentsCorePack (DCP),DCP 365Wed, 27 Mar 2019 08:49:55 GMT<p style="background: #fcfcfc; margin: 0cm 0cm 15pt 18pt;"><span style="font-size: 18px; color: black;">Step-by-Step: How to set up lookup-prompts for relations</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 15pt 18pt;"><span>This blog article covers a step-by-step example of how to set up user-prompts in DocumentsCorePack Template Designer.&nbsp;</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 15pt 18pt;"><span>With this special version of the prompts feature you have the possibility to select one or multiple related records while generating the document.<br /> <br /> </span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 15pt 18pt;"><span>The following steps contain a description of how to set up such prompts in your templates.&nbsp;</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><strong><span style="border: 1pt none windowtext; padding: 0cm; color: #0077b3;">Step1: Open the Relationship<br /> </span></strong><span>This special version of the prompt is defined within the relationship designer. <br /> To access it, please navigate to&nbsp;</span><span style="border: 1pt none windowtext; padding: 0cm; color: #0077b3;">❶&nbsp;</span><span>"Insert MailMerge Fields" to open the DocumentsCorePack&nbsp;Task pane. Go to&nbsp;</span><span style="border: 1pt none windowtext; padding: 0cm; color: #0077b3;">❷&nbsp;</span><span>"Additional" and select&nbsp;</span><span style="border: 1pt none windowtext; padding: 0cm; color: #0077b3;">❸</span><span>&nbsp;"Edit".</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><span>​</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="margin-left: 40px;"> <a title="Open the Relationship" href="/Portals/0/Blog/How_to_set_up_lookup-prompts_for_relations/Figure1.jpg"> <img width="370" height="507" class="img-responsive" alt="Open the Relationship" src="/Portals/0/Blog/How_to_set_up_lookup-prompts_for_relations/Figure1.jpg" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="margin-left: 40px;"><em>Figure 1: Open the Relationship</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>​</em></p> </div> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><span>Within the &ldquo;Records to show&ldquo; section, you can find three options.</span><span style="border: 1pt none windowtext; padding: 0cm; color: #0077b3;"> ❶</span><span> &ldquo;Show all records&ldquo;, </span><span style="border: 1pt none windowtext; padding: 0cm; color: #0077b3;">❷</span><span>&ldquo; Show</span><span> a lookup window to select a single row&ldquo; and</span><span style="border: 1pt none windowtext; padding: 0cm; color: #0077b3;"> ❸</span><span>&nbsp;&ldquo;Show a lookup window to select multiple rows&ldquo;. </span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><em><span style="border: 1pt none windowtext; padding: 0cm;">&nbsp;</span></em></p> <em> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="margin-left: 40px;"> <a title="Records to show" href="/Portals/0/Blog/How_to_set_up_lookup-prompts_for_relations/Figure2.jpg"> <img width="370" height="507" class="img-responsive" alt="Records to show" src="/Portals/0/Blog/How_to_set_up_lookup-prompts_for_relations/Figure2.jpg" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="margin-left: 40px;"><em>Figure 2: Records to show</em></div> </div> </em> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><span>&nbsp;</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><strong><span style="border: 1pt none windowtext; padding: 0cm; color: #0077b3;">Step 2: Define the lookup prompt</span></strong><span><br /> Before you can create the prompt you have to select the base behavior of the relation.</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><span>&nbsp;</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><strong><span style="border: 1pt none windowtext; padding: 0cm; color: #0077b3;">Show all records</span></strong><span><br /> By selecting this option, all related records will be displayed and there is no need for a prompt.</span></p> <em> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="margin-left: 40px;"> <a title="Show all records" href="/Portals/0/Blog/How_to_set_up_lookup-prompts_for_relations/Figure3.jpg"> <img width="370" height="507" class="img-responsive" alt="Show all records" src="/Portals/0/Blog/How_to_set_up_lookup-prompts_for_relations/Figure3.jpg" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="margin-left: 40px;"><em>Figure 3: Show all records</em></div> </div> </em> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><span>&nbsp;</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><strong><span style="border: 1pt none windowtext; padding: 0cm; color: #0077b3;">Show a lookup window to select a single row</span></strong></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><span>In this case, you have to select one row instead of displaying all related records. </span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><span><br /> </span></p> <em> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="margin-left: 40px;"> <a title="Show a lookup window to select a single row" href="/Portals/0/Blog/How_to_set_up_lookup-prompts_for_relations/Figure4.jpg"> <img width="370" height="507" class="img-responsive" alt="Show a lookup window to select a single row" src="/Portals/0/Blog/How_to_set_up_lookup-prompts_for_relations/Figure4.jpg" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="margin-left: 40px;"><em>Figure 4: Show a lookup window to select a single row</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="margin-left: 40px;"><em>​</em></p> </div> </em> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><strong><span style="border: 1pt none windowtext; padding: 0cm; color: #0077b3;">Show a lookup window to select multiple rows</span></strong><span><br /> Here, you have to select one or multiple rows instead of displaying all related records. </span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><span>&nbsp;</span></p> <em> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="margin-left: 40px;"> <a title="Show a lookup window to select multiple rows" href="/Portals/0/Blog/How_to_set_up_lookup-prompts_for_relations/Figure5.jpg"> <img width="370" height="507" class="img-responsive" alt="Show a lookup window to select multiple rows" src="/Portals/0/Blog/How_to_set_up_lookup-prompts_for_relations/Figure5.jpg" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="margin-left: 40px;"><em>Figure 5: Show a lookup window to select multiple rows</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>​</em></p> </div> </em> <p style="background: #fcfcfc; margin: 0cm 0cm 15pt 18pt;"><span>Whatever lookup option matches with your needs the next step is to define a label.</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 15pt 18pt;"><strong><span style="border: 1pt none windowtext; padding: 0cm; color: #0077b3;">Step 3: Define a Label<br /> </span></strong><span>To do so, please click the </span><span style="border: 1pt none windowtext; padding: 0cm; color: #0077b3;">❶</span><span> <strong>[Add/Update Labels]</strong>-button.</span></p> <em> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="margin-left: 40px;"> <a title="Add/Update Labels-button" href="/Portals/0/Blog/How_to_set_up_lookup-prompts_for_relations/Figure6.jpg"> <img width="155" height="165,5" class="img-responsive" alt="Add/Update Labels-button" src="/Portals/0/Blog/How_to_set_up_lookup-prompts_for_relations/Figure6.jpg" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="margin-left: 40px;"><em>Figure 6: Add/Update Labels-button</em></div> </div> </em> <p style="background: #fcfcfc; margin: 0cm 0cm 15pt 18pt;"><span><br /> Each option requires at least one label. A label is a text that is displayed in the DocumentsCorePack Dialog in front&nbsp;of the actual control. If a label for the current user language in Dynamics 365 is set this translation will be displayed.&nbsp;If there is no label that matches the current user's language, the first one in the list is displayed.&nbsp;</span></p> <em> <em> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="margin-left: 40px;"> <a title="Define a Label" href="/Portals/0/Blog/How_to_set_up_lookup-prompts_for_relations/Figure7.jpg"> <img width="370" height="507" class="img-responsive" alt="Define a Label" src="/Portals/0/Blog/How_to_set_up_lookup-prompts_for_relations/Figure7.jpg" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="margin-left: 40px;"><em>Figure 7: Define a Label</em></div> </div> <br /> </em> </em> <p style="background: #fcfcfc; margin: 0cm 0cm 15pt 18pt;"><span>After you have set up the label, you are able to use your Template.&nbsp;</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><strong><span style="border: 1pt none windowtext; padding: 0cm; color: #0077b3;">Step 4: Save your template</span></strong><span style="border: 1pt none windowtext; padding: 0cm; color: #0077b3;"><br /> </span><span style="border: 1pt none windowtext; padding: 0cm;">Before you can use or test your template, you have to save it. Use the&nbsp;&ldquo;Save template&rdquo;-option of the&nbsp;DocumentsCorePack Client in order to publish the template to Dynamics 365.&nbsp;</span><span style="border: 1pt none windowtext; padding: 0cm; color: #0077b3;"><br /> <br /> </span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><strong><span style="border: 1pt none windowtext; padding: 0cm; color: #0077b3;">Step 5: Generate the Document</span></strong></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><span>While generating the document you will be prompted to select one related record.</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><span>&nbsp;</span></p> <em> <em> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="margin-left: 40px;"> <a title="Generate the Document" href="/Portals/0/Blog/How_to_set_up_lookup-prompts_for_relations/Figure8.jpg"> <img width="370" height="507" class="img-responsive" alt="Generate the Document" src="/Portals/0/Blog/How_to_set_up_lookup-prompts_for_relations/Figure8.jpg" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="margin-left: 40px;"><em>Figure 8: Generate the Document</em></div> </div> </em> </em> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><span>&nbsp;</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><strong><span style="border: 1pt none windowtext; padding: 0cm; color: #c00000;">Please note:</span></strong><span>&nbsp;Prompts do not work with the Template Designer, only by using the DocumentsCorePack Server Dialog&nbsp; ("Create Document").</span></p> <p style="background: #fcfcfc; margin-bottom: 15pt;"><span>&nbsp;</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt 18pt;"><strong><span style="border: 1pt none windowtext; padding: 0cm;">That&rsquo;s it!</span></strong><span style="border: 1pt none windowtext; padding: 0cm;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><span><a href="mailto:support@mscrm-addons.com"><span style="border: 1pt none windowtext; padding: 0cm;">support@mscrm-addons.com</span></a></span><span style="border: 1pt none windowtext; padding: 0cm;">.</span></p> <p>&nbsp;</p> <p>&nbsp;</p>10199Add Config SiteMap entries manually https://www.mscrm-addons.com/Blog/PostId/10099/add-config-sitemap-entries-manually*General*,ActivityTools (AT),AttachmentExtractor (AE),AutoMerge (AM),DocumentsCorePack (DCP),GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI)Mon, 02 Jul 2018 08:44:34 GMT<p style="text-align: justify;">This blog article outlines how to manually add SiteMap entries linking to our product config pages.&nbsp;</p> <p style="text-align: justify;">After installing our products you normally get an entry for our product entity "Products" and an entry for each of our products linking to its configuration page. By default, these entries can be found in <strong>Dynamics 365</strong> under&nbsp;<strong>Settings </strong>as you can see in the figure below.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="'Default settings: MSCRM-ADDONS Products " href="/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure1_Settings_mscrmaddons_products.png"> <img alt="Default settings: MSCRM-ADDONS Products" class="img-responsive" src="/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure1_Settings_mscrmaddons_products.png" width="451,5" height="345,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Default settings: MSCRM-<g class="gr_ gr_51 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="51" data-gr-id="51">ADDONS</g> Products</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Unfortunately, it can happen that these entries do not appear like the following figure shows.</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em></em></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><a title="Missing SiteMap entries " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure2_Missing_SiteMap_Entries.png"><img alt="Missing SiteMap entries" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure2_Missing_SiteMap_Entries.png" width="542,5" height="255" /></a></em></div> <em> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Missing SiteMap entries<br /> <br /> <br /> </div> </em> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>A reason for this issue can be a customized SiteMap. In this case, you can add these entries manually bis using the SiteMap editor. The following steps <g class="gr_ gr_54 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="54" data-gr-id="54">describe</g> you how this can be done for example for DocumentsCorePack.&nbsp;</em><em> </em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Please click on <strong>Customizations</strong> in the Settings area and select <span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span><strong>Customize the System</strong>. In the so opened window, please search for&nbsp;<span style="font-size: 24px; color: #0077b3;">❷</span> <strong>Client Extensions</strong> and choose&nbsp;<span style="font-size: 24px; color: #0077b3;">❸&nbsp;</span><strong>Site Map</strong> which opens the SiteMap Designer.&nbsp;</em></p> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Customize the System " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure3_Customize_system.png"><img alt="Customize the System" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure3_Customize_system.png" width="569,5" height="334" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 3: Customize the System</div> <p style="text-align: justify;">&nbsp;</p> <p>In the SiteMap Designer please&nbsp;select the SiteMap entry you want to customize - in this case, <span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span><strong>Settings</strong>. Next, hit the&nbsp;<span style="font-size: 24px; color: #0077b3;">❷</span><strong> [Add]</strong>-button and select <span style="font-size: 24px; color: #0077b3;">❸</span> <strong>Group</strong>.&nbsp;&nbsp;</p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="SiteMap Designer - Add Group " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure4_Add_Group.png"><img alt="SiteMap Designer - Add Group" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure4_Add_Group.png" width="543,5" height="340" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 4: SiteMap Designer - Add Group<br /> <br /> <br /> On the right side please enter the <strong>Title </strong>of your Group - MSCRM-ADDONS in this case (highlighted in yellow). The Id is automatically generated.&nbsp;</div> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Set group title " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure5_Group_title.png"><img alt="Set group title" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure5_Group_title.png" width="803,5" height="230,5" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 5: Set group title</div> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Next, please add a new <strong>Subarea </strong>as you can see highlighted in yellow in the figure below.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Add new Subarea " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure6_Add_Subarea.png"><img alt="Add new Subarea" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure6_Add_Subarea.png" width="705,5" height="395,5" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 6: Add new Subarea</div> <p>&nbsp;</p> <p>Arrange your Subarea by setting the values below:<br /> <span style="font-size: 24px; color: #0077b3;">❶</span>&nbsp;Type = Entity <br /> ​<span style="font-size: 24px; color: #0077b3;">❷</span> Entity = MSCRM-ADDONS.com Products <br /> <span style="font-size: 24px; color: #0077b3;">❸</span> Title = Products&nbsp;</p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Configure Subarea " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure7_Configure_Subarea.png"><img alt="Configure Subarea" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure7_Configure_Subarea.png" width="716" height="294" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 7: Configure Subarea<br /> <br /> <br /> </div> <div>As <span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">explained&nbsp;</span>before, please add another Subarea and set the values below:<br /> <br /> <span style="color: #0077b3;"><strong>DocumentsCorePack:&nbsp;</strong></span></div> <p> <span style="font-size: 24px; color: #0077b3;">❶</span><span>&nbsp;Type = Web Ressource&nbsp;</span><br /> <span> </span><span style="font-size: 24px; color: #0077b3;">❷</span><span>&nbsp;URL&nbsp; = AutoMergeConfig <span style="color: #7f7f7f;">(ptm_AutoMerge/AutoMergeConfig.html)</span></span><br /> <span style="font-size: 24px; color: #0077b3;">❸</span><span>&nbsp;Title = DocumentsCorePack<br /> </span><span style="font-size: 24px; color: #0077b3;">❹</span> Icon =&nbsp;<span style="color: #7f7f7f;">ptm_Icon32x32_White.png</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Add DocumentsCorePack to the MSCRM-ADDONS area " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure8_Configure_Subarea.png"><img alt="Add DocumentsCorePack to the MSCRM-ADDONS area" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure8_Configure_Subarea.png" width="712,5" height="342" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 8: Add DocumentsCorePack to the MSCRM-ADDONS area</div> <p>&nbsp;</p> <p>Now you can see your first product in the MSCRM-ADDONS area - in this case DocumentsCorePack. This process is the same for all our other products.&nbsp;</p> <p>Below please&nbsp;find the right values for each product. As <strong>Type</strong> always please select <strong>Web Resource </strong>and the Icon value is always the same:&nbsp;<span><strong>Icon =&nbsp;</strong></span><span style="color: #7f7f7f;"><strong>ptm_Icon32x32_White.png</strong></span></p> <p><span style="color: #0077b3;"><strong>AttachmentExtractor:&nbsp;</strong></span><br /> <span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;">URL&nbsp; =&nbsp;<span style="color: #7f7f7f;">ptm_attachmentextractor/solutionconfig/SolutionConfig.html</span><br /> </span><span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;">Title = AttachmentExtractor&nbsp;</span></p> <p><span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;"><strong><span style="color: #0077b3;">ActivityTools<br /> </span></strong>URL&nbsp; =<span style="color: #7f7f7f;">&nbsp;</span></span><span style="color: #7f7f7f;">ptm_ActivityTools/config/Settings.html</span><span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;"><br /> Title =&nbsp;ActivityTools</span></p> <p><span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;"><strong><span style="color: #0077b3;">GroupCalendar</span></strong><br /> URL&nbsp; =&nbsp;<span style="color: #7f7f7f;">ptm_groupcalendar/solutionconfig/SolutionConfig.html</span>&nbsp;<br /> Title =&nbsp;GroupCalendar</span></p> <p><span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;"></span><strong><span style="color: #0077b3;">PowerSearch</span></strong><br /> UR<span style="color: #7f7f7f;">L&nbsp; =&nbsp;ptm_PowerSearch/html/Config.html<br /> Title =&nbsp;PowerSearch</span></p> <p><strong><span style="color: #0077b3;">SmartBar</span></strong><br /> URL&nbsp; =&nbsp;<span style="color: #7f7f7f;">ptm_SmartBar/solutionconfig/SolutionConfig2.html</span>&nbsp;<br /> Title =&nbsp;<span>SmartBar</span></p> <p><strong><span style="color: #0077b3;">TelephoneIntegration</span></strong><br /> URL&nbsp;<span style="color: #7f7f7f;"> =&nbsp;ptm_telephoneintegration/solutionconfig/SolutionConfig.html&nbsp;</span><br /> Title = <span>TelephoneIntegration<br /> <br /> </span></p> <p style="background-color: #fcfcfc;"><span style="font-size: 13px;"><span style="text-align: justify; color: #565656;"><strong>That&rsquo;s it!</strong>&nbsp;</span><span style="text-align: justify;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="text-align: justify;">.</span></span></p> <span> </span> <p>&nbsp;</p>10099How to create a SettingsKey manually in MS Dynamics 365https://www.mscrm-addons.com/Blog/PostId/10031/how-to-create-a-settingskey-manually-in-ms-dynamics-365AutoMerge (AM),DocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365,TelephoneIntegration (TI),TI 2015 / 2016,TI 365Wed, 02 Aug 2017 12:45:27 GMT<p style="text-align: justify;"><span style="color: #777777;">So</span><span style="color: #777777;">metimes you may be asked to create a new <g class="gr_ gr_60 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="60" data-gr-id="60">settingskey</g>&nbsp;for one of our products - for example, if we develop a customization for you or if a special configuration is needed, etc.&nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;">To do so, please follow the six easy steps below.&nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;"><strong><g class="gr_ gr_58 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="58" data-gr-id="58">Addons</g>:</strong> AutoMerge, DocumentsCorePack, TelephoneIntegration&nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;"><strong>Step-by-step: How to create a SettingsKey manually in MS CRM 2016 or MS Dynamics 365</strong></span></p> <p style="text-align: justify;"><span style="color: #777777;"><strong>1. </strong>Open your Dynamics 365 in your Browser.&nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;"><strong>2.</strong> Go to Settings within&nbsp;the Dynamics 365 navigation. &nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;"> </span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Settings in the Dynamics 365 navigation " href="/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure1_Settings.png"> <img alt="Settings in the Dynamics 365 navigation " class="img-responsive" src="/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure1_Settings.png" width="421" height="78" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #777777;">Figure 1: Settings in the Dynamics 365 navigation</span></em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #777777;"><em>&nbsp;&nbsp;</em></span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #777777;"><em></em></span><em><span style="color: #777777;"><strong>3.</strong>&nbsp;<span style="background-color: #fcfcfc;">Within the settings, navigate to&nbsp;</span><span style="background-color: #fcfcfc;">MSCRM-ADDONS.com Products</span><span style="background-color: #fcfcfc;">&nbsp;in the&nbsp;</span><span style="background-color: #fcfcfc;">Extensions</span><span style="background-color: #fcfcfc;">-area of the sitemap.</span></span></em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><a title="MSCRM-ADDONS.com Products " href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure2_Products.png"><img alt="MSCRM-ADDONS.com Products " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure2_Products.png" width="421" height="78" /></a></em></div> <em> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #777777;">Figure 2:&nbsp;<span style="background-color: #fcfcfc;">MSCRM-ADDONS.com Products</span></span></div> </em> <p><span style="color: #777777;"><br /> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #777777;"><em> </em></span></p> </div> <p style="text-align: justify;"><span style="background-color: #fcfcfc; color: #777777;"><strong>4.</strong></span><span style="background-color: #fcfcfc; color: #777777;"><strong>&nbsp;</strong>Open the product record for which you need to create a new <g class="gr_ gr_51 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="51" data-gr-id="51">settingskey</g> for with a <g class="gr_ gr_52 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="52" data-gr-id="52">double click</g> on it.</span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; color: #777777;"> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="background-color: #fcfcfc;"><a title="Overview of MSCRM-ADDONS.com Products " href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure3_Products_Overview.png"><img alt="Overview of MSCRM-ADDONS.com Products " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure3_Products_Overview.png" width="421" height="78" /></a></span></div> <p style="text-align: justify;"> <span style="background-color: #fcfcfc;"> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="background-color: #fcfcfc; color: #777777;">Figure 3:&nbsp;<span style="background-color: #fcfcfc;">&nbsp;Overview of MSCRM-ADDONS.com Products</span></span></div> <span style="background-color: #fcfcfc; color: #777777;"> </span> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="background-color: #fcfcfc;"><span style="background-color: #fcfcfc; color: #777777;"><strong>5.</strong></span><span style="background-color: #fcfcfc; color: #777777;"><strong>&nbsp;</strong>A new window opens. Within this new window, go to the button on the right side, highlighted in yellow and click on it to see all records associated with this view.</span></span></p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Associated records button" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure4_Associated_Records_Button.png"><img alt="Associated records button " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure4_Associated_Records_Button.png" width="421" height="78" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #777777;">Figure 4: &nbsp;Associated records button&nbsp;</span></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #777777;"> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #777777;">After clicking the button, you are provided&nbsp;with the window below. Here you can see a list of all the&nbsp;<g class="gr_ gr_55 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="55" data-gr-id="55">settingskeys</g>. By clicking the<strong> [ADD NEW MSCRM-ADDONS.com Settingkeys]</strong>-button you can create a new <g class="gr_ gr_56 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="56" data-gr-id="56">settingskey</g>.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="View/add settingskeys of/to a MSCRM-ADDONS.com product" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure5_Vilew_Settingskeys.png"><img alt="View/add settingskeys of/to a MSCRM-ADDONS.com product " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure5_Vilew_Settingskeys.png" width="421" height="78" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #777777;">Figure 5: View/add <g class="gr_ gr_50 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="50" data-gr-id="50">settingskeys</g>&nbsp;of/to <g class="gr_ gr_57 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar multiReplace" id="57" data-gr-id="57">a MSCRM-ADDONS.com</g> product</span></div> <p style="text-align: justify;">&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #000000;"><strong><span style="background-color: #fcfcfc; color: #777777;">&nbsp;6.</span></strong><span style="color: #777777;"><span style="background-color: #fcfcfc; color: #777777;"><strong>&nbsp;</strong>A new window opens. In this window, you have to define the name of the <g class="gr_ gr_53 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="53" data-gr-id="53">settingskey</g> in the&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;">Name</span><span style="background-color: #fcfcfc; color: #777777;">-field&nbsp;</span><br style="background-color: #fcfcfc;" /> <span style="background-color: #fcfcfc; color: #777777;">and the value</span><span style="background-color: #fcfcfc; color: #777777;">&nbsp;in the&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;">KeyValue</span><span style="background-color: #fcfcfc; color: #777777;">-field. Once done, save and close your settings.&nbsp;</span></span></span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="background-color: #fcfcfc;"><a title="Create a new settingskey for a MSCRM-ADDONS.com product" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure6_Create_new_Settingskey.png"><img alt="Create a new settingskey for a MSCRM-ADDONS.com product " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure6_Create_new_Settingskey.png" width="421" height="78" /></a></span></div> <p style="text-align: justify;"> <span style="background-color: #fcfcfc;"> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="background-color: #fcfcfc; color: #777777;">Figure 6: View/add&nbsp;<g class="gr_ gr_49 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="49" data-gr-id="49">settingskeys</g>&nbsp;of/to&nbsp;<g class="gr_ gr_59 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar multiReplace" id="59" data-gr-id="59">a MSCRM-ADDONS.com</g>&nbsp;product</span></div> <span style="background-color: #fcfcfc;"> </span> <p>&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #ff0000;"><strong>Please note:</strong> <span style="color: #777777;">If the new key is intended for a client application like DocumentsCorePack or TelephoneIntegration,&nbsp;</span></span><span style="color: #777777;">you need to restart the Client application.</span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #777777;">Otherwise, the setting will not be applied to the Client.</span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #777777;"> </span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #777777;"> </span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #777777;"> </span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="font-size: 13px;"><span style="color: #777777;"><strong>That&rsquo;s it!</strong></span><span style="color: #777777;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">&nbsp;</p> <div style="text-align: justify;"><span><br /> </span></div> <br /> <p style="text-align: justify;">&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="background-color: #fcfcfc;"> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p>10031Error Message: Solution AutoMergeGlobalButtonTmp failed to import https://www.mscrm-addons.com/Blog/PostId/9905/solution-automergeglobalbuttontmp-failed-to-importAutoMerge (AM),AM 2011,DCP 2013,DCP 2015 / 2016Thu, 07 Apr 2016 11:38:00 GMT<p style="text-align: left;"><span style="font-size: 13px;">The error message <em>Solution AutoMergeGlobalButtonTmp Failed To Import</em></span></p> <p style="text-align: left;"><span style="font-size: 13px;">indicates, that the user who is running the current setup&nbsp;process has no rights to access the solution files.</span></p> <p style="text-align: left;"><span style="font-size: 13px;">Should you get this error message, you can assign <em>Modify</em>&nbsp;permissions for <em>Everyone</em>&nbsp;for the following folder as a workaround:</span></p> <p><span style="font-size: 13px;">C:\Program Files\Microsoft Dynamics CRM\CustomizationImport</span></p> <p><span style="font-size: 13px; color: #ff0000;">Please ensure that this done on the server where the Async Service is running (normal CRM backendserver).</span></p> <div class="text" style="margin-top: 30px;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Solution AutoMerge GlobalButtonTmp Failed To Import" href="http://mscrm-addons.com/images/blog/files/clip_image002_6_errorMessage.jpg"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/clip_image002_thumb_6_errorMessage.jpg" /> </a> </div> <p><em>Figure 1: Solution AutoMerge GlobalButtonTmp Failed To Import</em></p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p> <p>&nbsp;</p> </div>9905DocumentsCorePack FileExplorer in IFD environmenthttps://www.mscrm-addons.com/Blog/PostId/9887/documentscorepack-fileexplorer-for-ms-crm-in-ifd-environmentAutoMerge (AM),AM 2011,DCP 2011,DCP 2013,DCP 2015 / 2016Mon, 01 Feb 2016 15:42:00 GMT<p>This article is about the <em>DocumentsCorePack (DCP) FileExplorer in IFD environments for CRM 2011, 2013, 2015 and 2016.</em></p> <p>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.</p> <p><strong style="font-size: small;">Limitations</strong></p> <ul> <li>The embedded File Explorer only works in Internet Explorer (does not work in any other browser and is not tested with MS Edge).</li> <li>FileExplorer won&rsquo;t work when accessing CRM from outside the local network.</li> <li>When launching FileExplorer with the IE-Dev-Tool opened, you will notice a security warning regarding to mixed http and https.</li> <li>There is no further development planned!</li> <li>In combination with IFD, FileExplorer integration is not covered by the support contract.&nbsp;</li> </ul> <div> <p><strong><span style="font-size: small;">Steps to configure</span></strong></p> </div> <div>These steps have to be performed after the default installation of DocumentsCorePack Server part without any special configurations <span style="color: #ff0000;">(do NOT run the IFD tool for DCP</span>).</div> <div> <ol> <li>Change the connection type of the DCP profile to <em>0</em>:<br /> Open the registry of your <em>CRM server &gt; Local Machine &gt; Software &gt; PTM EDV-Systeme &gt; AutoMergeServer &gt; ActiveProfile<br /> <br /> <br /> <a style="font-style: normal;" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_1.png" target="_blank"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a style="font-style: normal;" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_1.png" target="_blank"></a><a title="Registry editor" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_1.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_1.png" width="480" /></a></div> <br /> <br /> <em>Figure 1: Registry editor</em></em>&nbsp;</li> <li>&nbsp;Look for the connection-profile with this ID in <em>Profiles</em> and set <em>CrmConnectionType</em> to <em>0</em>.<br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_2.png" target="_blank"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_2.png" target="_blank"></a><a title="CrmConnectionType" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_2.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_2.png" width="480" /></a></div> <br /> <em>Figure 2: CrmConnectionType&nbsp;</em><br /> <br /> <br /> <br /> <br /> </li> <li>Internet Information Services Settings <br /> The DCP-Website must have an <em>http</em>-binding including a free port. To ensure that, open the <em>IIS Manager</em> and select the <em>DocumentsCorePackserver</em>-website and check the bindings. Remember the port: Its value will be required in the next steps.&nbsp;<br /> &nbsp;<br /> As well in IIS Manager, ensure that the <em>Managed pipeline mode</em> of the <em>DocumentsCorePackserverPool</em>- Application Pool is set to <em>Classic</em>:&nbsp;<br /> <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Define the WebApplicationPort KeyValue" href="http://mscrm-addons.com/images/blog/files/2016%2f4%2fDCPFXIFD_11.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f4%2fDCPFXIFD_11.png" /></a></div> <br /> <em>Figure 3: Edit Application Pool</em><br /> <br /> <br /> </li> <li> Navigate to <em>CRM &gt; Settings &gt; MSCRM-ADDONS.com Products&nbsp;</em>and open <em>DocumentsCorePack</em>. In the below grid, all settingskeys will be listed.<br /> For <strong>DCP File Explorer only, follow A</strong>. If you also use <strong>DCP Server based</strong> (e.g. CRM workflows) to store documents to the FileShare,&nbsp;<strong>follow B</strong>. <br /> <br /> <ol style="list-style-type: upper-alpha;"> <li> Open the <em>WebApplicationPort</em>-setting and change its <em>KeyValue</em> to assigned port of the DCP Website.<br /> <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Define the DCPServerURL KeyValue" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_3.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_3.png" /></a></div> <br /> <em>Figure 4: WebApplicationPort</em><br /> <br /> <br /> And Open &ldquo;DCPServerUrl&rdquo; and change its &ldquo;KeyValue&rdquo; to &ldquo;http://+[CRM server URL]:&nbsp;<br /> <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="DCP Server-based Config" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_4.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_4.png" /></a></div> <br /> <em>Figure 5: DCPServerURL</em><br /> <br /> <br /> </li> <li> Open <em>WebApplicationPort</em>-setting and change its <em>KeyValue</em>&nbsp;to &ldquo;http://+[CRM server URL + Port of website in IIS] +/fileexplorer/fileexplorer.aspx?testp=|&rdquo;:<br /> <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="web.config-file of the installation directory" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_5.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_5.png" /></a></div> <br /> <br /> <em>Figure 6: Define the WebApplicationPort KeyValue</em><br /> <br /> <br /> And Open <em>DCPServerUrl</em>&nbsp;and change its <em>KeyValue</em>&nbsp;to <em>http://+[CRM server URL]:[port of DCP website]</em>:<br /> <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="InternetExplorer Settings" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_6.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_6.png" /></a></div> <br /> <em>Figure 7:&nbsp;Define the DCPServerURL KeyValue</em><br /> <br /> <span style="color: #ff0000;">Please note: The <em><strong>[OpenDocument]</strong></em>-button is NOT supported in this case! </span></li> </ol> <br /> <br /> <br /> </li> <li>Define Server-based user (<span style="color: #ff0000;">only necessary if you use DCP ServerBased</span>)<br /> Go to <em>CRM &gt; Settings &gt; Solutions &gt; and open AutoMergeServerCore</em>. Its ConfigPage will load. Use it to define a user which have enough permission to access the file share and CRM (in doubt, a local and CRM admin). <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_7.png" target="_blank"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_7.png" target="_blank"></a><a title="Edit Application Pool" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_7.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_7.png" width="480" /></a></div> <br /> <em>Figure 8: DCP Server-based Config</em><br /> <br /> <br /> </li> <li> Permission: Give <em>everyone</em> full access on the file share and its sub folders (<span style="color: #000000;">required</span>).<br /> <br /> <br /> </li> <li>Define a user which is a CRM admin and local admin in the DCP webconfig. To do so, open the DocumentsCorePack <em>web.config</em>-file of the installation directory (usually <em>C:\Program Files\PTM EDV-Systeme GmbH\AutoMerge Server for MS CRM 2015\web.config</em>) and modify the <em>identity</em>-node:&nbsp;<br /> <em><identity impersonate="true" username="[Domain]\[User]" password="[Password]"></identity></em><br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_8.2.png" target="_blank"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_8.2.png" target="_blank"></a><a title="WebApplicationPort" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_8.2.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_8.2.png" width="480" /></a></div> <br /> <br /> <em>Figure 9: web.config-file of the installation directory&nbsp;</em><br /> <br /> <br /> </li> <li> Make the website work within CRM: Open the InternetExplorer settings and allow <em>mixed content</em>.<br /> <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Server Error in '/' application" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_9.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_9.png" /></a></div> <br /> <em>Figure 10: InternetExplorer Settings</em></li> </ol> </div> <p>&nbsp;</p> <p> <span style="font-size: small;"><strong> Trouble Shooting</strong></span></p> <ul> <li> This error could appear when you open the website:<br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_10.1.png" target="_blank"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_10.1.png" target="_blank"></a><a title="DCPServerURL" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_10.1.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_10.1.png" width="480" /></a></div> <br /> <em>Figure 11: Server Error in '/' application</em><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_10.1.png" target="_blank"><br /> <br /> </a>To resolve it, open the <em>web.config</em> of the installation directory of <em>DCP Server part</em> and remove both lines starting with <em>Infragistics2</em>. In addition, change the <em>targetFramework</em>&nbsp;of <em>compilation</em> to <em>4.0</em> (if not already done).</li> <br /> <br /> <li>This error could appear when you try to save files to FileShare:<br /> <br /> <span style="color: #ff0000;">File is not saved to file share. <br /> </span><br /> Activate debugging of DCP FileExplorer (see&nbsp;<em>Solution 2: SERVER SOLUTION</em>): <a href="http://www.mscrm-addons.com/Blog/PostId/9527/How to enable debugging for DocumentsCorePack Client (CRM 2011)" target="_blank">link</a><br /> If generating documents via DCP server based (e.g. from a CRM Workflow), activate server based debugging as well: <a href="http://www.mscrm-addons.com/Blog/PostId/9741/How to enable debugging for DocumentsCorePack Server Based (ON PREMISE/IFD)" target="_blank">link</a><br /> You can find the log-files in the subfolder <em>Log</em> of the installation directory of DCP Server part. </li> </ul> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9887Field formatting optionshttps://www.mscrm-addons.com/Blog/PostId/9788/field-formatting-optionsAutoMerge (AM),AM 2011,DocumentsCorePack (DCP),DCP 2011,DCP 2013Mon, 07 Apr 2014 11:32:00 GMT<p>This article outlines different options to format fields inside a DocumentsCorePack or AutoMerge template. e.g.: Formatting date fields, format money-fields etc.</p> <p><strong>Requirements:</strong>&nbsp;DocumentsCorePack for MS CRM 2011 and 2013, AutoMerge for MS CRM 2011</p> <p><span style="font-size: small;"><strong>HOW TO</strong></span><strong></strong><strong>: </strong><span style="font-size: small;"><strong>the following list provides an overview on the different options to format fields</strong></span></p> <p><strong>a)"Field properties"</strong> to simplify formatting, most common formats of date and money fields can be directly set by selecting the content control and choosing "Field properties from the mscrm-addons.com ribbon in MS Word. For detailed information on how to show the different custom date and time strings for displaying the <strong>DATETIME()</strong> function for DocumentsCorePack templates (.docx) please click <a href="http://www.mscrm-addons.com/Blog/PostId/9747/DocumentsCorePack: Custom Date and Time Format Strings">here</a>. For more information about the <strong>different cultures which can be displayed</strong>, please click <a href="http://www.mscrm-addons.com/Blog/PostId/9748/DocumentsCorePack: Culture Information">here</a>.</p> <p><strong>b)</strong> The <strong>&ldquo;Insert Computed-Field&rdquo;-Functionality</strong> allows to make basic arithmetical operations with CRM money and number fields. Get the details <a href="http://www.mscrm-addons.com/Blog/PostId/9746/The “Insert Computed-Field”-button in Open Office XML template (.docx)">here</a>.</p> <p><strong>c)</strong> <strong>Performing Calculations in a Mail Merge Field.</strong> For detailed information please follow this <a href="http://support.microsoft.com/kb/90488/en-us">link</a>.</p> <p><strong>d) General Formatting in MS Word</strong>: Word provides different options to format fields. The following article provides a very good overview on possibilities provided: <a href="http://www.gmayor.com/formatting_word_fields.htm">http://www.gmayor.com/formatting_word_fields.htm</a></p> <p>For detailed product information, please visit our <a href="http://www.mscrm-addons.com/Products/tabid/27/language/de-DE/Default.aspx">product page</a>. </p> <p><strong>That's it! </strong>We appreciate your feedback! Please share your thoughts by sending an e-Mail to <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>.</p>9788PasswordProtection for DCP templateshttps://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9783/dcp-passwordprotection-for-(docx)-templates.aspxAutoMerge (AM),AM 2011,DCP 2011,DCP 2013Mon, 17 Mar 2014 09:16:00 GMT<p>This blog article outlines, how to set the <strong><g class="gr_ gr_93 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="93" data-gr-id="93">PasswordProtection</g> for Open Office XML templates (.docx)</strong>.<strong>&nbsp;As well as for DocumentsCorePack server side and client side Document Generation for MS CRM 2013.&nbsp;</strong>All our <g class="gr_ gr_92 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="92" data-gr-id="92">addons</g> come with a 14-day trial license as well as technical support. Click <a href="http://www.mscrm-addons.com/Downloads/tabid/32/language/de-DE/Default.aspx">here</a> to download and test it.</p> <p><strong><span style="text-decoration: underline;">Requirements:</span> </strong>DocumentsCorePack for MS CRM 2011 v5.106 and higher &amp; AutoMerge for MS CRM&nbsp;2011 v5.48&nbsp;and higher</p> <p>&nbsp;</p> <p><strong><span style="text-decoration: underline;">Supported formats:<br /> </span></strong><strong style="color: #000000;"><span style="color: #7f7f7f;">DocumentsCorepack Client: .doc, .docx&nbsp;<span style="background-color: #ffffff;"><br /> </span></span></strong><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; color: #7f7f7f;"><strong>DocumentsCorePack ServerBased: .pdf, .doc, .docx</strong>&nbsp;</span></p> <p><strong>Example</strong>:&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image85.png"></a> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image85.png"></a><a title="Password window which appears when opening a template (.docx)." href="http://mscrm-addons.com/images/blog/files/image85.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image85_thumb.png" alt="image" width="319" height="134" /></a></div> <br /> <em>Figure 1: Password window which appears when opening a template (.docx).</em> <p>&nbsp;</p> <p><span style="font-size: small;"><strong>HOW TO: protect a (.docx) template with a password.&nbsp;<br /> </strong><br /> </span> <br /> <strong><span style="color: #0077b3;">Step 1: First open or create a template</span></strong> <br /> In our example navigate to <span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span>www.mscrm-addons.com and click on <span style="font-size: 24px; color: #0077b3;">❷</span> Insert Mailmerge Fields.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="tab in Open Office XML (.docx) " href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure2.png"> <img alt="tab in Open Office XML (.docx)" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure2.png" width="610" height="80,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Tab in Open Office XML (.docx) </em></div> </div> <p>&nbsp;</p> <p>The DocumentsCorePack Template Designer appears on the right side.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DocumentsCorePack Template Designer" href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure3.png"> <img alt="DocumentsCorePack Template Designer" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure3.png" width="236,5" height="430,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: DocumentsCorePack Template Designer</em></div> </div> <p>&nbsp;</p> <p><strong><span style="color: #0077b3;">Step 2: Create your password</span></strong> <br /> <span>Click on the&nbsp;<strong>&nbsp;</strong></span><span><strong>[Advanced Template Settings]</strong></span><span>-button to open the Template Settings. In the so opened window please navigate to <strong>Document Protection</strong>, where you have the possibility to set a password for your templates.&nbsp;</span></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_489.png"></a> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Password Protection in the DocumentsCorePack Task Pane" href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure4.png"> <img alt="Password Protection in the DocumentsCorePack Task Pane" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure4.png" width="428,5" height="334" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: Password Protection in DocumentsCorePack Task Pane </em></div> </div> <p>&nbsp;</p> <br /> <p>Now users have the possibility to either choose a <span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span>CRM-field as a password or to specify a <span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span>new one.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Enter a password via Dynamics 365-field or specify a new one" href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure5.png"> <img alt="Enter a password via Dynamics 365-field or specify a new one" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure5.png" width="825,5" height="313" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: Enter a password via Dynamics 365-field or specify a new one </em></div> </div> <p>&nbsp;</p> <p>E.g. in our case we want to specify the field &lt;<fullname>&gt; of the entity &ldquo;account&rdquo; as our password. Click on the <strong>[OK]</strong>-button to set your password.</fullname></p> <p><strong>Note:</strong> if you change your password for the template, the new password is valid for all documents which will be merged afterward.<br /> <br /> </p> <p><strong><span style="color: #0077b3;">Step 3: Save your template </span><br /> </strong>Next, save the document with a click on <strong>Save Template</strong>. Then enter a name for your template - for <g class="gr_ gr_90 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="90" data-gr-id="90">example</g> PasswordProtection and click on the <strong>[Save]</strong>-button in order to merge your document.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Save your template " href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure6.png"> <img alt="Save your template" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure6.png" width="560" height="327,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 6: Save your template</em></div> </div> <p>&nbsp;</p> <p><strong><span style="color: #0077b3;">Step 4: Merge your template</span></strong> <br /> Now the template is saved and ready to be merged. Click on&nbsp;<strong>Choose Dynamics 365 Data</strong>&nbsp;to merge your document (highlighted in yellow).&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Merge your template " href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure7.png"> <img alt="Merge your template" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure7.png" width="616" height="88,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 7: Merge your template</em></div> </div> <p>&nbsp;</p> <p>E.g. we want to set the password for the entity &ldquo;contact&rdquo; with &ldquo;Nancy Anderson (sample)&rdquo;. (See next screenshot)</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="MailMerge window to select CRM data from " href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure8.png"> <img alt="MailMerge window to select CRM data from" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure8.png" width="348,5" height="361,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 8: MailMerge window to select CRM data from</em></div> </div> <p>&nbsp;</p> <p>Choose your CRM-field and click on the <strong>[Select]</strong>-button.</p> <p><strong><span style="color: #0077b3;">Step 5: Process your template </span><br /> Important:</strong> Once you merged your passord saved (.docx) template with Dynamics 365-data, the defined password is <strong>only valid</strong> if you:</p> <p><span style="text-decoration: underline;">Possibilities to process your template if using DCP</span> <br /> - click on the <strong>[Create Activity]</strong>-button <br /> - click on the <strong>[Save as DOCX]</strong>-button</p> <p><span style="text-decoration: underline;">Supported formats:</span> <br /> <span style="color: #000000;">DocumentsCorepack Client: .doc, .docx <br /> DocumentsCorePack ServerBased: .pdf, .doc, .docx</span>&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create Activity and Save as DOCX" href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure9.png"> <img alt="Create Activity and Save as DOCX" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure9.png" width="570" height="77" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 9: Create Activity and Save as DOCX </em></div> </div> <p>&nbsp;</p> <p>In our case, we want to save this document back in Dynamics 365 as .docx. In the next window choose your SaveLocation.</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Select a SaveLocation and name your DOCX" href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure10.png"> <img alt="Select a SaveLocation and name your DOCX" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure10.png" width="387,5" height="119" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 10: Select a SaveLocation and name your DOCX </em></div> </div> <p>&nbsp;</p> <p>Following window appears if the save process was successful:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Saving was successful" href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure11.png"> <img alt="Saving was successful" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure11.png" width="227,5" height="108" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 11: Saving was successful </em></div> </div> <p>&nbsp;</p> <p><strong><span style="color: #0077b3;">Step 6: Result</span></strong> <br /> As a result, if you go&nbsp;<span>in Dynamics 365</span>&nbsp;to your Contacts and select "Nancy Anderson (sample)" and open your template "PasswordProtection" you will be asked for the password. (See next screenshots).</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Entity Contacts in Dynamics 365" href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure12.png"> <img alt="Entitiy Contacts in Dynamics 365" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure12.png" width="679" height="402" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 12: Entity Contacts in Dynamics 365 </em></div> </div> <p>&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;</div> <p>If you now want to open your .docx template, a window pops up which asks you for the password you recently created. (See next screenshot)</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Open your docx template" href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure13.png"> <img alt="Open your docx template" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure13.png" width="271,5" height="244,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 13: Open your .docx template </em></div> </div> <p>&nbsp;</p> <p>Open your .docx template and you will be asked to type in the password.&nbsp;<br /> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Type in your password" href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure14.png" style="background-color: #ffffff;"><img alt="Type in your password" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure14.png" width="319" height="134" /></a></div> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 14: Type in your password</em></div> </div> </div> </p> <p>&nbsp;</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9783AutoMerge Workflow Troubleshootinghttps://www.mscrm-addons.com/Blog/PostId/9782/automerge-workflow-troubleshootingAutoMerge (AM)Tue, 11 Mar 2014 14:44:00 GMT<p>This blog article explains what to do when generating an AutoMerge Workflow and following error message appears:&nbsp; <br /> <br /> <strong>"AutoMergeWorkflow.Execute(),RetrieveMultiple Entities.count:0&rdquo;</strong></p> <p><strong>AutoMerge Workflow Error: </strong></p> <p>Plugin Trace: <br /> &nbsp;&nbsp;&nbsp; [AutoMergeWorkflow: AutoMergeWorkflow.AutoMergeWorkflow] <br /> &nbsp;&nbsp;&nbsp; [AutoMergeWF: CreateDocument] <br /> &nbsp;&nbsp;&nbsp; Entered AutoMergeWorkflow.Execute(), Activity Instance Id: 36, Workflow Instance Id: 9f35be36-5c3a-4e2a-a642-b0fd917ac286 <br /> &nbsp;&nbsp;&nbsp; AutoMergeTest.Execute(), Correlation Id: 8330486f-796a-4ce2-b085-10b4c38e56a4, Initiating User: f30d0c9e-1e48-dd11-a1c7-001f29c98458, Operationid:c87fcf3c-1aa9-e311-ac5f-005056905fd7, OperationTime: 12:39:53, RequestId: <br /> &nbsp;&nbsp;&nbsp; AutoMergeWorkflow.Execute(), Start generate DocX v1.3 <br /> &nbsp;&nbsp;&nbsp; AutoMergeWorkflow.Execute(), before template <br /> &nbsp;&nbsp;&nbsp; AutoMergeWorkflow.Execute(), generate command <br /> &nbsp;&nbsp;&nbsp; AutoMergeWorkflow.Execute(), PrimaryEntityid:9c31f161-d388-e311-b9c9-005056905fd7 <br /> &nbsp;&nbsp;&nbsp; AutoMergeWorkflow.Execute(), PrimaryEntityName:salesorder <br /> &nbsp;&nbsp;&nbsp; AutoMergeWorkflow.Execute(), TemplateId:98554dfa-01a9-e311-ac5f-005056905fd7 <br /> &nbsp;&nbsp;&nbsp; AutoMergeWorkflow.Execute(), command: <ampluginparameters><enablesingledebugging>false</enablesingledebugging> <br /> <messagetype>Create</messagetype> <primaryentityid>9c31f161-d388-e311-b9c9-005056905fd7</primaryentityid> <primaryentitylogicalname>salesorder<!-- <br /-->PrimaryEntityLogicalName&gt;<templateid>98554dfa-01a9-e311-ac5f005056905fd7</templateid><saveas>pdf</saveas><workflowoperationid>c87fcf3c-1aa9-e311-ac5f005056905fd7</workflowoperationid> <printto><savelocation>0</savelocation><!-- <br /-->AMPluginParameters&gt; <br /> &nbsp;&nbsp;&nbsp; AutoMergeWorkflow.Execute(),ConditionFormatted <br /> <strong>&nbsp; AutoMergeWorkflow.Execute(),RetrieveMultiple Entities.count:0</strong> <br /> &nbsp;&nbsp;&nbsp; Error Message: <br /> &nbsp;&nbsp;&nbsp; Unhandled Exception: Microsoft.Xrm.Sdk.InvalidPluginExecutionException: ERROR <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; at AutoMergeWorkflow.AutoMergeWorkflow.Execute(CodeActivityContext executionContext) <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; at System.Activities.CodeActivity.InternalExecute(ActivityInstance instance, ActivityExecutor executor, BookmarkManager bookmarkManager) <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; at System.Activities.Runtime.ActivityExecutor.ExecuteActivityWorkItem.ExecuteBody(ActivityExecutor executor, BookmarkManager bookmarkManager, Location resultLocation) <br /> &nbsp;&nbsp;&nbsp; Inner Exception: System.Exception: ERROR NO RESULT <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; at AutoMergeWorkflow.AutoMergeWorkflow.Execute(CodeActivityContext executionContext)</printto> </primaryentitylogicalname> </ampluginparameters></p> <p><strong>Solution:</strong></p> <p>Open your CRM and navigate to the &ldquo;Solutions&rdquo;:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_473.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_473.png"></a><a title="Solutions in your CRM" href="http://mscrm-addons.com/images/blog/files/image_473.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_446.png" alt="image" width="513" height="77" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 1: Solutions in your CRM</em></p> <p>This action will open following window:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_474.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_474.png"></a><a title="All available solutions listed" href="http://mscrm-addons.com/images/blog/files/image_474.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_447.png" alt="image" width="518" height="255" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 2: All available solutions listed</em></p> <p>Next display all installed solutions and search for the &ldquo;AutoMergeServerCore&rdquo;-solution.&nbsp; (See next screenshot)</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_475.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_475.png"></a><a title="Select AutoMergeServerCore-solution" href="http://mscrm-addons.com/images/blog/files/image_475.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_448.png" alt="image" width="515" height="191" style="border-width: 0px; border-style: solid;" /></a></div> </p> <p><em>Figure 3: Select AutoMergeServerCore-solution</em></p> <p>Open the &ldquo;AutoMergeServerCore&rdquo;-solution with a double-click. Following window opens:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_477.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_477.png"></a><a title="AutoMergeServerConfig" href="http://mscrm-addons.com/images/blog/files/image_477.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_450.png" alt="image" width="512" height="507" /></a></div> </p> <p><em>Figure 4: AutoMergeServerConfig</em></p> <p>Now click on [Save] and try it again. The problem should be solved now.</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9782How to send emails with picture links using DocumentsCorePack https://www.mscrm-addons.com/Blog/PostId/9777/how-to-send-emails-in-workflows-with-dynamic-imagesAutoMerge (AM),AM 2011,DCP 2011,DCP 2013,DCP 2015 / 2016Mon, 03 Feb 2014 13:38:00 GMT<p>This article describes how to send emails in workflows with dynamic images. Sometimes, it happens that e-Mail programs do not resolve inserted dynamic images correctly. With our DocumentsCorePack <em><strong>[Insert as Picture-Link]</strong></em>-field you can solve this problem.</p> <p>First open a template or create a new one with the email content. Then insert the dynamic image into the document.</p> <p>There are two different ways to insert dynamic images in a Word Template (docx.):</p> <p><strong>1) Insert picture as &ldquo;Base64String&rdquo; <br /> </strong>Then the picture will be inserted in the email content as picture. This is set in Word as default. Sometimes it happens, that email programmes do not resolve these pictures correctly when sent. <br /> <br /> <strong>2) Insert picture as a &ldquo;Link&rdquo;</strong> <br /> With the &ldquo;Insert as Picture-Link-Field&rdquo;-functionality users are able to insert a picture directly from a link which is stored in any CRM-field! Available for DocumentsCorePack v5.97 and higher. Click <a href="http://www.mscrm-addons.com/Products/tabid/27/language/de-DE/Default.aspx">here</a> for download and test it. For more information on how to insert a Picture-Link-Field to your template please click <a href="http://www.mscrm-addons.com/Blog/PostId/9699/The ">here</a> for a step-by-step description. Please note, that the recipient needs to access the picture externally.</p> <p><strong>Enable Word properties to use picture link</strong> <br /> As default, Microsoft Words properties are set to always insert picture as &ldquo;Base64String&rdquo;. Which means that the picture will be inserted in the email content as picture. Sometimes it happens, that email programs do not resolve these pictures correctly when sent. In order to enable MS Word inserting a picture link in your template, follow the instructions below (valid for Word 2013):</p> <p>In your opened docx.template go to &ldquo;File&rdquo;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_457.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_457.png"></a><a title="Click on FILE" href="http://mscrm-addons.com/images/blog/files/image_457.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_430.png" alt="image" width="305" height="88" /></a></div> <br /> <em>Figure 1: Click on FILE</em><br /> <br /> and click on &ldquo;Info&rdquo;. Then choose &ldquo;Properties&rdquo; and &ldquo;Advanced Properties&rdquo;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_458.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_458.png"></a><a title="Click on INFO" href="http://mscrm-addons.com/images/blog/files/image_458.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_431.png" alt="image" width="309" height="103" /></a></div> <br /> <em>Figure 2: Click on INFO</em></p> <p>In the following window, switch to the &ldquo;Custom&rdquo;-tab:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_461.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_461.png"></a><a title="MS Word Properties Window" href="http://mscrm-addons.com/images/blog/files/image_461.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_434.png" alt="image" width="298" height="359" /></a></div> <br /> <em>Figure 3: MS Word Properties Window</em></p> <p>Set the &ldquo;Name:&rdquo; as &ldquo;AlwaysExportImagesAsBase64&rdquo; and set the &ldquo;Value:&rdquo; to &ldquo;false&rdquo;. Then click&nbsp;on&nbsp;"Add" and click&nbsp;&ldquo;OK&rdquo;.<strong>&nbsp; </strong></p> <p><strong>Note:</strong> You have to enable this property for every Template for which you want to insert dynamic images. Now, Picture-Link-Fields can be inserted into your Template (.docx) and resolved correctly.&nbsp;</p> <p>Once finished, save your template.</p> <p>Next create or open an appropriate email-workflow and upload your template. As a result, the picture has been added as a picture link and the email programm is able to resolve it correctly when sent. (See next screenshot)</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_460.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_460.png"></a><a title="Picture in an email body which has been inserted as picture-link-field" href="http://mscrm-addons.com/images/blog/files/image_460.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_433.png" alt="image" width="406" height="291" /></a></div> <br /> <em>Figure 4: Picture in an email body which has been inserted as picture-link-field</em></p> <p>Next open your CRM and navigate to an entity e.g. &ldquo;Account&rdquo; &ldquo;MSCRM-ADDONS.com&rdquo;. Click on the &ldquo;more commands&rdquo;-sign at the top to start a workflow.&nbsp;</p> <p>Learn how to create a workflow <a href="http://www.mscrm-addons.com/Blog/PostId/9776/Create a document and attach it to an email in a single AutoMerge workflow-step">here</a>.&nbsp;</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9777Create a document and attach it to an email in a single AutoMerge workflow-stephttps://www.mscrm-addons.com/Blog/PostId/9776/automerge-workflowAutoMerge (AM)Fri, 31 Jan 2014 13:10:00 GMT<p>This blog article outlines how to create a document and attach it to an email in a single AutoMerge workflow-step for MS CRM 2013 Online.</p> <p>First open your CRM and go to &ldquo;Settings&rdquo; &gt; &ldquo;Processes&rdquo; and create a &ldquo;New&rdquo; workflow:&nbsp; <br /> <a href="http://mscrm-addons.com/images/blog/files/image_441.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_441.png"></a><a title="Create new workflow" href="http://mscrm-addons.com/images/blog/files/image_441.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_414.png" alt="image" width="394" height="115" /></a></div> <br /> <em>Figure 1: Create new workflow</em>&nbsp;</p> <p>In the next window type in a &ldquo;Process Name&rdquo; e.g. &ldquo;Test_Workflow&rdquo;, choose the &ldquo;Entity&rdquo; for which you want to create the workflow for e.g. &ldquo;Account&rdquo;. Set the &ldquo;Category&rdquo; to &ldquo;Workflow&rdquo; in order to <strong>create a new workflow process</strong>. Click on &ldquo;OK&rdquo; to confirm.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_442.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_442.png"></a><a title="Create a new process" href="http://mscrm-addons.com/images/blog/files/image_442.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_415.png" alt="image" width="390" height="265" /></a></div> <br /> <em>Figure 2: Create a new process</em></p> <p><strong>First, the email has to be created</strong>. Therefore click on the &ldquo;Add Step&rdquo;-drop-down-button and choose &ldquo;Create Record&rdquo;. Type in a name for your step e.g. &ldquo;Create Email&rdquo; and set the &ldquo;Create:&rdquo; to &ldquo;Email&rdquo;. Then click on &ldquo;Set Properties&rdquo;.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_452.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_452.png"></a><a title="create a record in AutoMerge Workflows." href="http://mscrm-addons.com/images/blog/files/image_452.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_425.png" alt="image" width="394" height="245" /></a></div> <br /> <em>Figure 3: create a record in AutoMerge Workflows.</em></p> <p>An email activity opens. In this window, a sender, a subject and an email text has to be defined. Set the cursor in the &ldquo;Recipient&rdquo;-field to define the recipient. To do so, select &ldquo;Look for: Account&rdquo; in the &ldquo;Form Assistant&rdquo;-area on the right sight, click on &ldquo;Add&rdquo; and then on &ldquo;OK&rdquo;. Now the &ldquo;Recipient&rdquo;-field is filled out correctly. Follow the same instructions for the &ldquo;Regarding&rdquo;-field, in order to set the regarding entity. E.g: &ldquo;Account&rdquo;.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_453.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_453.png"></a><a title="window to configure an email activity." href="http://mscrm-addons.com/images/blog/files/image_453.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_426.png" alt="image" width="397" height="334" /></a></div> <br /> <em>Figure 4: window to configure an email activity.</em> <br /> <br /> Click on &ldquo;Save and Close&rdquo;.</p> <p><strong>The second step</strong> would be to <strong>create a new MSCRM-ADDONS.com AutoMerge Working item</strong>, where the document is generated and attached to the email. To do this, add a new step with click on &ldquo;Add Step&rdquo; and choose &ldquo;Create Record&rdquo;. Type in a step description and set &ldquo;Create:&rdquo; to &ldquo;MSCRM-ADDONS.com AutoMergeWorkingItems&rdquo;&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_454.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_454.png"></a><a title="Add a MSCRM-ADDONS.com AutoMerge Working item.step" href="http://mscrm-addons.com/images/blog/files/image_454.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_427.png" alt="image" width="401" height="271" /></a></div> <br /> <em>Figure 5: Add a MSCRM-ADDONS.com AutoMerge Working item.step</em></p> <p>Click on &ldquo;Set Properties&rdquo;. In the next window type in a name and define the AutoMerge-action. E.g. &ldquo;CreateDocument&rdquo;. It it important to insert the &ldquo;PrimaryRecordsUrl&rdquo;. For that, set the cursor in the &ldquo;PrimaryRecordUrl&rdquo;-field and go to the &ldquo;Look for:&rdquo;-area within the form assistant on the right side and select &ldquo;Record URL(Dynamics) from the second drop-down-menu, click on &ldquo;Add&rdquo; and &ldquo;OK&rdquo;.</p> <p>To determine the Template to be executed, set your curser in the &ldquo;TemplateToExecute&rdquo; field and look for it. Next to this, a file format has do be defined. E.g &ldquo;pdf&rdquo;. In the &ldquo;TemplateToExecute&rdquo;-field search for the document that should be attached. E.g. &ldquo;Account_Overview_DOCX.docx&rdquo;. Next set the cursor in the &ldquo;EmailToAttach&rdquo;-field and go to the &ldquo;Look for:&rdquo;-area within the form assistant on the right side and select &ldquo;Create Email (Email)&rdquo;. Click on &ldquo;Save and Close&rdquo;. (See next screenshot)</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_451.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_451.png"></a><a title="workflow-step configuration. E.g. Create and attach a document to an email message." href="http://mscrm-addons.com/images/blog/files/image_451.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_424.png" alt="image" width="401" height="336" /></a></div> <br /> <em>Figure 6: workflow-step configuration. E.g. Create and attach a document to an email message.</em></p> <p>Now your workflow is finished and ready to be used. The possible result could look like this:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_471.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_471.png"></a><a title="Shows email workflow with pdf-document attached. Click to enlarge." href="http://mscrm-addons.com/images/blog/files/image_471.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_444.png" alt="image" width="398" height="383" /></a></div> <br /> <em>Figure 7: Shows email workflow with pdf-document attached. Click to enlarge.</em></p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9776How to create a SettingsKey manually in MS Dynamicshttps://www.mscrm-addons.com/Blog/PostId/9754/how-to-create-a-settingskey-manually-in-ms-dynamics-crm-2013-crm-2015AutoMerge (AM),DCP 2013,DCP 2015 / 2016,TI 2013,TI 2015 / 2016Tue, 14 Jan 2014 09:30:00 GMT<p style="text-align: justify;">Sometimes you may be asked to create a new <g class="gr_ gr_49 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="49" data-gr-id="49">settingskey</g> for one of our products (e.g. if we developed a customization for you or if a special configuration is needed, etc.). <br /> To do so, please follow the six easy steps below.</p> <p style="text-align: justify;"><strong>Add-ons:</strong> AutoMerge, DocumentsCorePack, TelephoneIntegration</p> <p style="text-align: justify;"><span style="font-size: small;"><strong>How to create a SettingsKey manually in MS CRM 2013 or CRM 2015, step-by-step description </strong></span></p> <p style="text-align: justify;"><strong>1.</strong> Open CRM in the InternetExplorer.</p> <p style="text-align: justify;"><strong>2.</strong> Navigate to <em>Settings&nbsp;</em>within the CRM navigation.&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/2014%2f1%2fsettings.PNG" style="background-color: #ffffff;"><img alt="" src="http://mscrm-addons.com/images/blog/files/2014%2f1%2fsettings.PNG" width="496" height="63" /></a><br /> <em>Figure 1: CRM Settings in the navigation<br /> <br /> </em></p> <p style="text-align: justify;"><strong>3.</strong> Within the settings, navigate to <em>MSCRM-ADDONS.com Products</em> in the <em>Extensions</em>-area of the sitemap.<br /> <a href="http://mscrm-addons.com/images/blog/files/2014%2f1%2fmscrm-addons.png" style="background-color: #ffffff;"><img alt="" src="http://mscrm-addons.com/images/blog/files/2014%2f1%2fmscrm-addons.png" width="493" height="55" /></a><br /> <em>Figure 2: MSCRM-ADDONS.com Products in the CRM settings<br /> <br /> </em></p> <p style="text-align: justify;"><strong>4.</strong>&nbsp;Open the product record for which you need to create a new <g class="gr_ gr_46 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="46" data-gr-id="46">settingskey</g> for with a double-click on it.<br /> <a href="http://mscrm-addons.com/images/blog/files/2014%2f1%2fproducts.png" style="background-color: #ffffff;"><img alt="" src="http://mscrm-addons.com/images/blog/files/2014%2f1%2fproducts.png" width="493" height="143" /></a><br /> <em>Figure 3: View of MSCRM-ADDONS.com Products<br /> <br /> </em></p> <p style="text-align: justify;"><strong>5.</strong> A new window opens. Within this new window, navigate to the <em>MSCRM-ADDONS.com <g class="gr_ gr_47 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace gr-progress" id="47" data-gr-id="47">settingskeys</g></em> in the menu on top (see Figure 4) and click on the <em><strong>[Add New MSCRM-ADDONS.com Settingskeys]</strong></em>-button (see Figure 5).<br /> <a href="http://mscrm-addons.com/images/blog/files/2014%2f1%2fsettingskeys2.png" style="background-color: #ffffff;"><img alt="" src="http://mscrm-addons.com/images/blog/files/2014%2f1%2fsettingskeys2.png" width="494" height="116" /></a><br /> <em>Figure 4: View of </em><em>MSCRM-ADDONS.com <g class="gr_ gr_43 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="43" data-gr-id="43">settingskeys</g>-menu<br /> <br /> <br /> </em></p> <p style="text-align: justify;"><a href="http://mscrm-addons.com/images/blog/files/2014%2f1%2fnew.png"><img alt="" src="http://mscrm-addons.com/images/blog/files/2014%2f1%2fnew.png" width="488" height="161" /></a></p> <p style="text-align: justify;"><em>Figure 5: View/add <g class="gr_ gr_45 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="45" data-gr-id="45">settingskeys</g> of/to &nbsp;MSCRM-ADDONS.com products<br /> <br /> </em></p> <p style="text-align: justify;"><strong>6.</strong> A new window opens. In this window, you have to define the name of the <g class="gr_ gr_58 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="58" data-gr-id="58">settingskey</g> in the <em>Name</em>-field and the value<em>&nbsp;</em>(true) in the <em>KeyValue</em>-field. Once done, save and close your settings.&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/2014%2f1%2fkey.png" style="background-color: #ffffff;"><img alt="" src="http://mscrm-addons.com/images/blog/files/2014%2f1%2fkey.png" width="497" height="504" /></a><br /> <em>Figure 6: Create a new <g class="gr_ gr_44 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="44" data-gr-id="44">settingskey</g> for MSCRM-ADDONS.com products<br /> <br /> </em></p> <p style="text-align: justify;"><span style="color: #ff0000;"><strong>Please note:</strong> If the new key is intended for a client application like DocumentsCorePack or TelephoneIntegration, </span><span style="color: #ff0000;">you need to restart the Client application.&nbsp;</span><span style="color: #ff0000;">Otherwise, the setting will not be applied to the Client.</span></p> <p style="text-align: justify;"><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px; white-space: normal;">That&rsquo;s it!</strong><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px; white-space: normal;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px;">.</span></p>9754Workflow-creation with AutoMerge for MS Dynamics CRM 2013 Onlinehttps://www.mscrm-addons.com/Blog/PostId/9749/workflow-creation-with-automerge-for-ms-dynamics-crm-2013-onlineAutoMerge (AM)Wed, 18 Dec 2013 09:03:00 GMT<p>This article explains how to configure a workflow with AutoMerge for Microsoft Dynamics <strong>CRM 2013 Online</strong>. 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 <a href="http://www.youtube.com/user/mscrmaddons/videos?query=automerge">here</a> to watch the videos)</p> <p><strong>How to create a workflow with AutoMerge for Microsoft Dynamics CRM 2013 Online: <br /> </strong>First of all, start in the settings of your CRM system and click on &rsquo;Processes&rsquo; in the Ribbon. (See screenshots below)&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_385.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_385.png"></a><a title="Open Settings&gt;Processes" href="http://mscrm-addons.com/images/blog/files/image_385.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_358.png" alt="image" width="500" height="77" /></a></div> &nbsp;<br /> <em>Figure 1: Open Settings&gt;Processes</em></p> <p>Following window appears:</p> <p><a href="http://mscrm-addons.com/images/blog/files/29_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/29_1.png"></a><a title="Processes-area in CRM settings" href="http://mscrm-addons.com/images/blog/files/29_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="29" src="http://mscrm-addons.com/images/blog/files/29_thumb_1.png" alt="29" width="503" height="394" /></a></div> <br /> <em>Figure 2: Processes-area in CRM settings</em></p> <p>Then click on &lsquo;New&rsquo; to create a new workflow. A webpage dialog pops up. Type in a name, determine an entity and choose &lsquo;Workflow&rsquo; as the process category. Afterwards, click on &lsquo;OK&rsquo;.</p> <p><a href="http://mscrm-addons.com/images/blog/files/x.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/x.png"></a><a title="Webpage dialog to create a new workflow/dialog." href="http://mscrm-addons.com/images/blog/files/x.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="x" src="http://mscrm-addons.com/images/blog/files/x_thumb.png" alt="x" width="494" height="414" /></a></div> <br /> <em>Figure 3: Webpage dialog to create a new workflow/dialog.</em><br /> After clicking on &lsquo;OK&rsquo;, you will see the following window. Start to define and add the steps you would like to have in your workflow. If you would like to e.g. create the document as a first step of your workflow, click on the &rsquo;Add Step&rsquo;-drop-down menu and select &lsquo;Create Record&rsquo;.<br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_390.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_390.png"></a><a title="Window for workflow-configuration." href="http://mscrm-addons.com/images/blog/files/image_390.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_363.png" alt="image" width="494" height="391" /></a></div> <br /> <em>Figure 4: Window for workflow-configuration.</em></p> <p>Now, the first step is added to your workflow. Type in a description of the step, e.g. create document. Afterwards, open the drop-down menu within this first step, select &lsquo;MSCRM-ADDONS.com AutoMergeWorkingItems&rsquo; and click on &lsquo;Set Properties&rsquo;.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_391.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_391.png"></a><a title="window for workflow configuration, creation of first workflow-step ‘CreateDocument’" href="http://mscrm-addons.com/images/blog/files/image_391.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_364.png" alt="image" width="492" height="410" /></a></div> <br /> <em>Figure 5: window for workflow configuration, creation of first workflow-step &lsquo;CreateDocument&rsquo;</em></p> <p>The following window will open to configure the first step of your workflow. Type in a name and define the AutoMerge-action. In our example, we select the action &lsquo;CreateDocument&rsquo;.</p> <p><a href="http://mscrm-addons.com/images/blog/files/52.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/52.png"></a><a title="window for workflow-step configuration, definition of the template to be used in the workflow, the file format the document should be saved as and the PrimaryRecordUrl." href="http://mscrm-addons.com/images/blog/files/52.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="52" src="http://mscrm-addons.com/images/blog/files/52_thumb.png" alt="52" width="488" height="425" /></a></div> <em> <br /> Figure 6: window for workflow-step configuration, definition of a name and of the AutoMergeAction &lsquo;CreateDocument&rsquo;.</em></p> <p>After that, choose the template to be used within the workflow (see screenshot ellipse 1) and the file format the document should be saved as (see screenshot ellipse 2).</p> <p>Furthermore, it is very important to insert the &lsquo;PrimaryRecordUrl&rsquo;. For that, set the cursor in the &lsquo;PrimaryRecordUrl&rsquo;-field and go to the &lsquo;Look for&rsquo;-area within the form assistant on the right side. Select &lsquo;Record URL(Dynamics)&rsquo; from the second drop-down-menu (see screenshot below, ellipse 3 and 4), click on &lsquo;Add&rsquo; and then on &lsquo;OK&rsquo;. After that, the &lsquo;PrimaryRecordUrl&rsquo;-field is filled out automatically. (see screenshot below, colored in yellow) Click on &lsquo;Save and Close&rsquo;.</p> <p><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_14.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_14.png"></a><a title="window for workflow-step configuration, configuration of first workflow-step finished." href="http://mscrm-addons.com/images/blog/files/Unbenannt_14.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Unbenannt" src="http://mscrm-addons.com/images/blog/files/Unbenannt_thumb_14.png" alt="Unbenannt" width="482" height="434" /></a></div> <br /> <em>Figure 7: window for workflow-step configuration, definition of the template to be used in the workflow, the file format the document should be saved as and the PrimaryRecordUrl.</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/54.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/54.png"></a><a title="window for workflow configuration, ‘Wait condition’-step added." href="http://mscrm-addons.com/images/blog/files/54.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="54" src="http://mscrm-addons.com/images/blog/files/54_thumb.png" alt="54" width="482" height="432" /></a></div> <br /> <em>Figure 8: window for workflow-step configuration, configuration of first workflow-step finished.</em></p> <p>The first step of your workflow is now added and fully configured. In case you want to stop your workflow at this point, you can click on &lsquo;Save and Close&rsquo; and finish here. In case you want to add further steps to your workflow, define a condition to be fulfilled before adding further steps. For example, if you want to create a letter-activity with the previously generated document as an attachment, you need to make sure that the document creation is completed before attaching the document to the letter activity. To do so, open the &lsquo;Add-Step&rsquo; drop-down menu again and select &lsquo;Wait Condition&rsquo;. (S</p> <p><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_15.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_15.png"></a><a title="window for workflow configuration, ‘Wait Condition’-step added." href="http://mscrm-addons.com/images/blog/files/Unbenannt_15.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Unbenannt" src="http://mscrm-addons.com/images/blog/files/Unbenannt_thumb_15.png" alt="Unbenannt" width="481" height="389" /></a></div> <br /> <em>Figure 9: window for workflow configuration, &lsquo;Wait condition&rsquo;-step added.</em></p> <p>The step is added to the workflow. Type in a step description and click on &lsquo;<condition> (click to configure)&rsquo;.&nbsp;</condition></p> <p><a href="http://mscrm-addons.com/images/blog/files/56.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/56.png"></a><a title="window to configure ‘Wait Condition’-step" href="http://mscrm-addons.com/images/blog/files/56.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="56" src="http://mscrm-addons.com/images/blog/files/56_thumb.png" alt="56" width="480" height="390" /></a></div> <br /> <em>Figure 10: window for workflow configuration, &lsquo;Wait Condition&rsquo;-step added.</em></p> <p>After that, a window pops up. In this window, you can define the condition to be fulfilled for workflow proceeding. In our case, we select &lsquo;Create document (MSCRM-ADDONS.com AutoMergeWorkingItems)&rsquo; from the first drop-down menu, &lsquo;Status&rsquo; from the second drop-down menu, &lsquo;Equals&rsquo; from the third drop-down menu and &lsquo;Inactive&rsquo; from the fourth drop-down menu. (see screenshots below). Click on save and close. Now, you have determined that step 2 of your workflow (in our example to attach the created document to a letter-activity) will only be executed if the first step, namely the document generation, has finished successfully. <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/Unbenannt_16.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_16.png"></a><a title="window to configure ‘Wait Condition’-step" href="http://mscrm-addons.com/images/blog/files/Unbenannt_16.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Unbenannt" src="http://mscrm-addons.com/images/blog/files/Unbenannt_thumb_16.png" alt="Unbenannt" width="474" height="314" /></a></div> <br /> <em>Figure 11: window to configure &lsquo;Wait Condition&rsquo;-step</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/58.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/58.png"></a><a title="window for workflow configuration, ‘Wait condition’-step added and configured" href="http://mscrm-addons.com/images/blog/files/58.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="58" src="http://mscrm-addons.com/images/blog/files/58_thumb.png" alt="58" width="473" height="372" /></a></div> <br /> <em>Figure 12: window to configure &lsquo;Wait Condition&rsquo;-step</em><br /> <br /> Afterwards, your workflow configuration will look like in Figure 13.</p> <p><a href="http://mscrm-addons.com/images/blog/files/59.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/59.png"></a><a title="window for workflow configuration, add workflow-step 2 ‘letter’ " href="http://mscrm-addons.com/images/blog/files/59.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="59" src="http://mscrm-addons.com/images/blog/files/59_thumb.png" alt="59" width="471" height="383" /></a></div> </p> <p><em>Figure 13: window for workflow configuration, &lsquo;Wait condition&rsquo;-step added and configured</em></p> <p>To add another step, e.g. to create a letter-activity, click on &lsquo;Select this row and click Add Step&rsquo; (see screenshot ellipse 1) and afterwards on &lsquo;Add Step&rsquo;.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_17.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_17.png"></a><a title="window for workflow configuration, workflow-step ‘letter’ added. Click to enlarge." href="http://mscrm-addons.com/images/blog/files/Unbenannt_17.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Unbenannt" src="http://mscrm-addons.com/images/blog/files/Unbenannt_thumb_17.png" alt="Unbenannt" width="468" height="378" /></a></div> <br /> <em>Figure 14: window for workflow configuration, add workflow-step 2 &lsquo;letter&rsquo; <br /> <br /> </em>Then, select &lsquo;Create Record&rsquo; from the drop-down menu. The new step is now added to your workflow and ready for configuration. Type in a step description (e.g. Attach document to letter), open the drop-down menu within this second step and select &lsquo;Letter&rsquo;.&nbsp;<br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/Unbenannt_18.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_18.png"></a><a title="window to configure letter-activity" href="http://mscrm-addons.com/images/blog/files/Unbenannt_18.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Unbenannt" src="http://mscrm-addons.com/images/blog/files/Unbenannt_thumb_18.png" alt="Unbenannt" width="473" height="475" /></a></div> <br /> <em>Figure 15: window for workflow configuration, workflow-step &lsquo;letter&rsquo; added. Click to enlarge. </em></p> <p>Afterwards, click on &lsquo;Set Properties&rsquo; and a letter-activity-window will open. Within this window, define a sender, a subject and type in your letter-text. Then, set the cursor in the &lsquo;Recipient&rsquo;-field to define the recipient. To do so, go to the &lsquo;Look for&rsquo;-area within the form assistant on the right side. Select &lsquo;Account&rsquo; in both drop-down-menus, click on &lsquo;Add&rsquo; and then on &lsquo;OK&rsquo;. Now the &lsquo;Recipient&rsquo;-field is filled out correctly.</p> <p><a href="http://mscrm-addons.com/images/blog/files/62.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/62.png"></a><a title="window for workflow configuration, add ‘AttachToLetter’-step." href="http://mscrm-addons.com/images/blog/files/62.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="62" src="http://mscrm-addons.com/images/blog/files/62_thumb.png" alt="62" width="463" height="411" /></a></div> <br /> <em>Figure 16: window to configure letter-activity</em>Click on &lsquo;Save and Close&rsquo;. Now you are back in the general workflow-window again and you can see the added and completely configured letter-activity. In a next step, you have to define that the previously created document should be added to this letter-activity. For that, click on &lsquo;Add Step&rsquo; and select &lsquo;Create Record&rsquo; from the drop-down menu.&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/Unbenannt_19.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_19.png"></a><a title="window for workflow configuration, add ‘AttachToLetter’-step." href="http://mscrm-addons.com/images/blog/files/Unbenannt_19.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Unbenannt" src="http://mscrm-addons.com/images/blog/files/Unbenannt_thumb_19.png" alt="Unbenannt" width="458" height="355" /></a></div> <br /> <em>Figure 17: window for workflow configuration, add &lsquo;AttachToLetter&rsquo;-step.</em></p> <p>Type in a step description and open the drop-down menu within this step. Select &lsquo;MSCRM-ADDONS.com AutoMergeWorkingItems&rsquo;. Then, click on &lsquo;Set Properties&rsquo;.</p> <p><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_20.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_20.png"></a><a title="window to configure workflow-step, configure ‘AttachToLetter’-step." href="http://mscrm-addons.com/images/blog/files/Unbenannt_20.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Unbenannt" src="http://mscrm-addons.com/images/blog/files/Unbenannt_thumb_20.png" alt="Unbenannt" width="456" height="357" /></a></div> <br /> <em>Figure 18: window for workflow configuration, add &lsquo;AttachToLetter&rsquo;-step.</em>A window will pop up to configure the &lsquo;AttachToLetter&rsquo;-workflow-step. Put a name and define the AutoMerge action (in this example choose &lsquo;AttachToLetter&rsquo;, see screenshot, ellipse 1) Within the &lsquo;Attach to Letter&rsquo;-section, determine the letter-activity to which the created document should be attached to (see screenshot &lsquo;LetterToAttach-field, ellipse 2) and the document which should be attached (see screenshot &lsquo;DocumentGUID_Letter&rsquo;-field, ellipse 2).</p> <p><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_21.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_21.png"></a><a title="window to configure workflow-step, configure ‘AttachToLetter’-step" href="http://mscrm-addons.com/images/blog/files/Unbenannt_21.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Unbenannt" src="http://mscrm-addons.com/images/blog/files/Unbenannt_thumb_21.png" alt="Unbenannt" width="450" height="416" /></a></div> <br /> <em>Figure 19: window to configure workflow-step, configure &lsquo;AttachToLetter&rsquo;-step.</em></p> <p>For determining the letter-activity the document should be attached to, set the cursor in the &lsquo;LetterToAttach&rsquo;-filed in the &lsquo;Attach To Letter&rsquo;-area (see screenshot, ellipse 1) and select the correct letter-activity from the drop-down menu in the &lsquo;Look For&rsquo;-area within the form assistant on the right side. (See screenshot, ellipse 2). After that, click on &lsquo;Add&rsquo; and &lsquo;OK&rsquo;.</p> <p><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_22.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_22.png"></a><a title="window to configure workflow-step, configure ‘AttachToLetter’-step." href="http://mscrm-addons.com/images/blog/files/Unbenannt_22.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Unbenannt" src="http://mscrm-addons.com/images/blog/files/Unbenannt_thumb_22.png" alt="Unbenannt" width="447" height="382" /></a></div> <em>Figure 20: window to configure workflow-step, configure &lsquo;AttachToLetter&rsquo;-step</em>.&nbsp;</p> <p>To determine the document to be attached, set the cursor in the &lsquo;DocumentGUID_Letter&rsquo;-field (see screenshot, ellipse 1) and select the correct document from the drop-down box in the &lsquo;Look For&rsquo;-area within the form assistant on the right side. (See screenshot, ellipse 2) Click on &lsquo;Add&rsquo; and &lsquo;OK&rsquo;.</p> <p><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_23.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_23.png"></a><a title="window to configure ‘Wait Condition’-step." href="http://mscrm-addons.com/images/blog/files/Unbenannt_23.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Unbenannt" src="http://mscrm-addons.com/images/blog/files/Unbenannt_thumb_23.png" alt="Unbenannt" width="433" height="402" /></a></div> <br /> <em>Figure 21: window to configure workflow-step, configure &lsquo;AttachToLetter&rsquo;-step.</em></p> <p><em></em>You have now completed the configuration of this step. Click on save and close. In case you want to stop your workflow at this point, you can click on &lsquo;save and close&rsquo; within the general workflow-configuration-window and finish here. In case you want to add further steps to your workflow, you have to define a condition to be fulfilled before you add further workflow-steps. In that case, open the &lsquo;Add-Step&rsquo; drop-down menu again and select &lsquo;Wait Condition&rsquo;. Click on &lsquo;<condition> (click to configure)&rsquo; and a window will pop up. In this window, define which condition has to be fulfilled for further workflow proceeding. In our example, we want the workflow to proceed when the created document has been attached to the letter-activity. In our case, we select &lsquo;Attach document to letter step 2 (MSCRM-ADDONS.com AutoMergeWorkingItems)&rsquo; from the first drop-down menu, &lsquo;Status&rsquo; from the second drop-down menu, &lsquo;Equals&rsquo; from the third drop-down menu and &lsquo;Inactive&rsquo; from the fourth drop-down menu. (See screenshots below). Click on &lsquo;Save and Close&rsquo;.</condition></p> <p><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_24.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_24.png"></a><a title="window to configure workflow-step, configure ‘Delete Temp Document’-step." href="http://mscrm-addons.com/images/blog/files/Unbenannt_24.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Unbenannt" src="http://mscrm-addons.com/images/blog/files/Unbenannt_thumb_24.png" alt="Unbenannt" width="423" height="220" /></a></div> <br /> <em>Figure 22: window to configure &lsquo;Wait Condition&rsquo;-step.</em></p> <p>Now you can add another workflow-step. In our example, we want the document to be deleted after it has been attached to the letter-activity. To do so, click on &lsquo;Select this row and click&rsquo; and open the &rsquo;Add Step&rsquo;-drop-down menu. Select &lsquo;Create Record&rsquo;. Afterwards, type in a step-description, choose &lsquo;MSCRM-ADDONS.com AutoMergeWorkingItems&rsquo; from the drop-down box within the step and click on &lsquo;Set Properties&rsquo;. A window will pop up in which you can determine that the created document should be deleted after it has been attached to the letter-activity. For that, put a name and an AutoMerge activity (in our example &lsquo;DeleteTempDocument&rsquo;). Afterwards, click in the &lsquo;DocumentGUID_Delete&rsquo;-field within the &lsquo;Delete Temp Document&rsquo;-area (see screenshot, ellipse 1) and select the document to be deleted from the drop-down box in the &lsquo;Look For&rsquo;-area within the form assistant. (See screenshot, ellipse 2). <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/Unbenannt_25.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_25.png"></a><a title="window to configure workflow, workflow-configuration finished." href="http://mscrm-addons.com/images/blog/files/Unbenannt_25.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Unbenannt" src="http://mscrm-addons.com/images/blog/files/Unbenannt_thumb_25.png" alt="Unbenannt" width="416" height="397" /></a></div> <br /> <em>Figure 23: window to configure workflow-step, configure &lsquo;Delete Temp Document&rsquo;-step.</em></p> <p>Click on &lsquo;Save and Close&rsquo;. After that, you have finished your workflow configuration and you can click on &lsquo;Save and Close&rsquo;.</p> <p><a href="http://mscrm-addons.com/images/blog/files/72.png"><img style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="72" src="http://mscrm-addons.com/images/blog/files/72_thumb.png" alt="72" width="419" height="255" /></a> <br /> <em>Figure 24: window to configure workflow, workflow-configuration finished. </em></p> <p><em></em> <br /> <strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9749How to upgrade AutoMerge for MS CRM 2011 to 2013https://www.mscrm-addons.com/Blog/PostId/9686/how-to-upgrade-automerge-for-ms-crm-2011-for-2013AutoMerge (AM),AM 2011Mon, 28 Oct 2013 13:24:00 GMT<p>This article will show you how to prepare AutoMerge for MS CRM 2011 for an update of your CRM system to 2013!</p> <p>In order to provide an unified document solution, <strong>AutoMerge for MS CRM 2013 is now part of DocumentsCorePack for MS CRM 2013. Both server and/or client-side document generation is now handled by DocumentsCorePack for MS CRM 2013.&nbsp;</strong></p> <p>First of all, make sure that you have a valid addon-license for MS CRM 2013. <strong>NOTE</strong>: your actual AutoMerge for MS CRM 2011 license is not valid for 2013. If you have a valid support contract, then you can order a new CRM 2013 license for free. For more information please contact our <a href="http://www.mscrm-addons.com/Support/tabid/106/language/de-DE/Default.aspx">support-team</a></p> <p><strong>1) What to do before you upgrade your MS CRM system to 2013 </strong></p> <p><strong> <br /> </strong><strong>IMPORTANT:</strong> in order to upgrade AutoMerge for MS CRM 2011 to 2013, the current AutoMerge version has to be <strong>5.41 or higher!</strong> You can <strong>download and install the latest AutoMerge for MS CRM 2011 version</strong> from our download area at <a href="http://www.mscrm-addons.com/">www.mscrm-addons.com</a>.</p> <p>To verify the current AutoMerge version, start &ldquo;Install &ndash; AutoMerge for MS CRM 2011&rdquo; from the start menu. <br /> <a href="http://mscrm-addons.com/images/blog/files/image_174.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_174.png"></a><a title="Verify current AutoMerge version" href="http://mscrm-addons.com/images/blog/files/image_174.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_171.png" alt="image" width="225" height="305" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 1: Verify current AutoMerge version</em><br /> <br /> Following window appears.&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/image_175.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_175.png"></a><a title="AutoMerge version number" href="http://mscrm-addons.com/images/blog/files/image_175.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_172.png" alt="image" width="467" height="181" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 2: AutoMerge version number</em></p> <p><strong>2) Now you are ready to upgrade your MS CRM system to 2013&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <br /> </strong>Once you have finished upgrading MS CRM 2011 to MS CRM 2013 you have to <a href="http://www.mscrm-addons.com/Products/MSCRM20112013/DocumentsCorePack.aspx">download</a>&nbsp;and install&nbsp;the latest <strong>DocumentsCorePack Server for MS CRM 2013 version</strong>. With the installation of DocumentsCorePack Server for MS CRM 2013 the addon is updated automatically and ready to use for MS CRM 2013. All your settings are of course the same as before! For more information please read our <a href="http://www.mscrm-addons.com/Portals/0/MSCRM2013/DCP/DocumentsCorePack%20Server%20and%20Client%20Installation%20Guide%20EN%20March%202014.pdf">DocumentsCorePack Server and Client&nbsp;Installation Guide.</a></p> <p><strong>3) Install the new license&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <br /> </strong>AutoMerge for MS CRM 2013 needs a new license. Please contact <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a> to get your new license and install it with the LicenseManager.</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9686DocumentsCorePack - Configuration Charthttps://www.mscrm-addons.com/Blog/PostId/9649/configuration-chartAutoMerge (AM),AM 2011,DCP 2011Wed, 08 May 2013 12:56:00 GMT<div>The below chart provides you with an overview of the possible configuration scenarios of CRM and SharePoint <br /> together with DocumentsCorePack and AutoMerge for CRM 2011<br /> ​</div> <p>This chart applies to DocumentsCorePack client versions 5.84 or higher, <br /> DocumentsCorePack&nbsp;server version 5.41&nbsp;or higher and AutoMerge versions 5.32 and higher.</p> <p><a title="Chart" href="http://mscrm-addons.com/images/blog/files/2013%2f5%2fchart.PNG"><img alt="" src="http://mscrm-addons.com/images/blog/files/2013%2f5%2fchart.PNG" width="496" height="275" /></a></p> <div> <div><span style="font-size: 11pt; font-family: Calibri;"><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px; white-space: normal;">That&rsquo;s it!</strong><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px; white-space: normal;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px;">.</span></span></div> </div>9649Issues with the automatic generation of folder locations in CRM Online and SharePoint Onlinehttps://www.mscrm-addons.com/Blog/PostId/9648/issues-with-automatic-generation-of-folder-location-for-crm-onlineAutoMerge (AM),AM 2011,DCP 2011Wed, 08 May 2013 10:15:00 GMT<div>If you you experience issues with the automatic generation of SharePoint Online folder locations for the CRM integrated&nbsp;SharePoint solution, <br /> this article provides you with a solution. (For both, DocumentsCorePack and AutoMerge, the steps are the same.)<br /> <br /> </div> <div><span style="color: #ff0000;">Please note: These steps are only necessary, if you have performed an upgrade of DocumentsCorePack or AutoMerge previously </span><br /> <span style="color: #ff0000;">and now, the automatic folder creation does not work for one of these add-ons any longer for CRM SharePoint Online.<br /> <br /> </span></div> <div><span style="color: #ff0000;">Please note: At least version <a title="5.84" href="http://www.mscrm-addons.com/Downloads/DownloadDocumentsCorePackforCRM2011/tabid/177/Default.aspx">5.84</a> of DocumentsCorePack Client, or version <a title="5.32" href="http://www.mscrm-addons.com/Downloads/DownloadAutoMergeforCRM2011/tabid/176/Default.aspx">5.32</a> of AutoMerge has to be installed!<br /> &nbsp;</span></div> <div>1) Modify the following <em>SettingsKey </em>for the specific product manually and set its value to <em>no</em>. <br /> If it does not exist please try to&nbsp;create it.</div> <div>Name: <em>SPWebserviceUrl</em></div> <div>Value: <em>no</em> <p><a href="http://mscrm-addons.com/images/blog/files/2013%2f6%2fSPWebServiceUrl.PNG"><img alt="" src="http://mscrm-addons.com/images/blog/files/2013%2f6%2fSPWebServiceUrl.PNG" width="518" height="400" /><br /> </a><em>F</em><em>igure 1: Modify Settingskey</em></p> <p>How to create a <em>SettingsKey </em>manually is described&nbsp;<a title="here" href="http://www.mscrm-addons.com/Blog/PostId/9561/How to create a SettingsKey manually in MS Dynamics CRM 2011">here</a>&nbsp;(Steps 1-4).</p> <p>If you create a <em>SettingsKey </em>for DocumentsCorePack please restart the DocumentsCorePack datatprovider afterwards! <br /> Otherwise the change will not take effect!</p> <p>If you experience the problem with AutoMerge, please make sure that you have entered a <em>SPS User</em> and the <br /> <em>SPS password </em>in the AutoMerge Config.&nbsp;The AutoMerge Config opens if you open the <em>MSCRM-ADDONS.com AutoMerge Server Core</em>-solution.&nbsp;</p> <p><img alt="" style="margin-left: 0px; margin-right: 0px;" src="http://mscrm-addons.com/images/blog/files/2013%2f8%2fam.PNG" width="500" /><br /> <em>Figure 2: SPS user and SPS password</em></p> <div> <div><span style="font-family: Calibri; font-size: 13px;"><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;">That&rsquo;s it!</strong><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif;">.</span></span></div> </div> </div> <p><a href="http://mscrm-addons.com/images/blog/files/2013%2f6%2fSPWebServiceUrl.PNG"></a></p>9648AutoMerge: specific settings for plug-in based printinghttps://www.mscrm-addons.com/Blog/PostId/9641/automerge-settings-for-plug-in-based-printingAutoMerge (AM),AM 2011Wed, 10 Apr 2013 15:00:00 GMT<p><span>With AutoMerge for Microsoft Dynamics CRM 2011 On-Premise/Online, you are able to print the dynamically generated document automatically to a specific printer. Sometimes, the printer settings regarding trays, duplex, size, etc. are not applied if you define them using a specific user account, because the service runs under different user accounts. In order to avoid this, AutoMerge offers you the possibility to define specific printing options in the workflow itself.</span></p> <p>The below table lists all special settings which you can define for the printer in the workflow. To make use of them, you just have to add the options you need when entering the printer name in the workflow-configuration. Of course you can also combine settings, like in the following example:</p> <p>HP2025|copycount=2|tray=3</p> <p><span style="color: #ff0000;">Please note: The settings listed below are valid for plug-in based printing processes only.</span></p> <p>Settings for service-based printing processes when using AutoMerge will follow soon. (Please click <a href="http://www.mscrm-addons.com/Blog/PostId/9639/AutoMerge: service-based printing" target="_blank">here</a> to get details about service-based printing when using AutoMerge.)</p> <table border="1"> <caption> <p><span style="font-size: small;"><strong><span style="font-family: verdana;"> Available settings for plug-in based printing processes with AutoMerge</span></strong></span></p> </caption> <tbody> <tr> <td> <p><span style="font-size: xx-small; font-family: verdana;">Name<span style="white-space: pre;"> </span></span></p> </td> <td> <p><span style="font-size: xx-small; font-family: verdana;">Possible values<span style="white-space: pre;"> </span></span></p> </td> <td> <p><span style="font-size: xx-small; font-family: verdana;">Description</span></p> </td> </tr> <tr> <td> <p><span style="font-size: xx-small; font-family: verdana;">mediasize<span style="white-space: pre;"> </span></span></p> </td> <td> <p><span style="font-size: xx-small; font-family: verdana;">a3 <br /> a3rotated <br /> a4 <br /> a4rotated <br /> a5 <br /> a5rotated <br /> a6 <br /> a6rotated </span></p> </td> <td> <p><span style="font-size: xx-small; font-family: verdana;">If you have a specific mediasize you can use this setting. <br /> eg.: <br /> HP2025|mediasize=a4</span></p> </td> </tr> <tr> <td> <p><span style="font-size: xx-small; font-family: verdana;">copycount<span style="white-space: pre;"> </span></span></p> </td> <td> <p><span style="font-size: xx-small; font-family: verdana;">1-999</span></p> </td> <td> <p><span style="font-size: xx-small; font-family: verdana;">Define how many copies you want to have.</span></p> <p><span style="font-size: xx-small; font-family: verdana;">eg.: <br /> HP2025|copycount=4 </span></p> </td> </tr> <tr> <td> <p><span style="font-size: xx-small; font-family: verdana;">duplex</span></p> </td> <td> <p><span style="font-size: xx-small; font-family: verdana;">onsided <br /> twosidedlongedge <br /> twosidedshortedge </span></p> </td> <td> <p><span style="font-size: xx-small; font-family: verdana;">For printers which are able to print twosided you can use this option.</span></p> </td> </tr> <tr> <td> <p><span style="font-size: xx-small; font-family: verdana;">outputcolor<span style="white-space: pre;"> </span></span></p> </td> <td> <p><span style="font-size: xx-small; font-family: verdana;">grayscale <br /> color <br /> monochrome </span></p> </td> <td> <p><span style="font-size: xx-small; font-family: verdana;">Define the color using this setting.</span></p> </td> </tr> <tr> <td> <p><span style="font-size: xx-small; font-family: verdana;">tray</span></p> </td> <td> <p><span style="font-size: xx-small; font-family: verdana;">1-99</span></p> </td> <td> <p><span style="font-size: xx-small; font-family: verdana;">Each tray has a number and the first tray is normally auto select. <br /> In most cases, you have to try the different numbers to find out which number refers to which tray.</span></p> <p><span style="font-size: xx-small; font-family: verdana;">e.g.: </span></p> <p><span style="font-size: xx-small; font-family: verdana;">HP2025|tray=2</span></p> </td> </tr> </tbody> </table> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9641Service-based printing in AutoMergehttps://www.mscrm-addons.com/Blog/PostId/9640/automerge-service-based-printingAutoMerge (AM),AM 2011Thu, 04 Apr 2013 15:07:00 GMT<div>AutoMerge offers a service-based printing option which is additionally available to the already known plugin-based printing-option. The additional option is available within AutoMerge for MS Dynamics CRM 2011 version 5.30 and higher (click <a href="http://www.mscrm-addons.com/Downloads/DownloadAutoMergeforCRM2011/tabid/176/Default.aspx">here</a> to download the latest AutoMerge version) and is based on a service running in the background.</div> <div>This article covers the following essential topics:</div> <ul> <li>How to create a service and a printer for printing documents </li> <li>How to add the service-based printing step to a workflow </li> <li>Exception: How to add the service-based printing step to workflows including <br /> a <em>Delete Document</em>-step </li> </ul> <div>Before you continue reading, please make sure that you have installed AutoMerge v5.30 or higher.&nbsp;</div> <div><strong><br /> <span style="color: #ff0000;">Please note:</span></strong><span style="color: #ff0000;"> If you already run a service for printing documents, you can skip the first section of this article and can continue reading in the <a href="http://mscrm-addons.com/admin/Posts/Add_entry.aspx?id=8892f256-1ff0-44e1-8ca0-8132f2206e77#add service step">&lsquo;How to add the service-based printing step to a workflow&rsquo;</a>-section.&nbsp;</span></div> <div>&nbsp;</div> <div style="text-align: left;"><span style="font-size: small;">How to create and configure a service and a printer for printing documents</span></div> <div>Before you are able to add service-based printing to a workflow, you need to configure and start a service. To do so, please follow the steps below:</div> <div><strong><br /> 1.</strong> Start the AutoMerge ServiceManagement from within the Windows start menu.</div> <div>&nbsp;</div> <div><a href="http://mscrm-addons.com/images/blog/files/start%20AM%20service%20management.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/start%20AM%20service%20management.png"></a><a title="ServiceManagement AutoMerge for MS Dynamics CRM 2011 " href="http://mscrm-addons.com/images/blog/files/start%20AM%20service%20management.png"><img class="img-responsive" title="start AM service management" src="http://mscrm-addons.com/images/blog/files/start%20AM%20service%20management_thumb.png" alt="start AM service management" width="383" height="514" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 1: ServiceManagement AutoMerge for MS Dynamics CRM 2011&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <br /> <br /> </em><strong>2.</strong>&nbsp;Now you can create a new service. Name the service (1) and click on the green checkmark (2).</div> <div><a href="http://mscrm-addons.com/images/blog/files/AMService.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/AMService.png"></a><a title="Create a new service in the AutoMerge ServiceManagement" href="http://mscrm-addons.com/images/blog/files/AMService.png"><img class="img-responsive" title="AMService" src="http://mscrm-addons.com/images/blog/files/AMService_thumb.png" alt="AMService" width="522" height="332" style="border-width: 0px; border-style: solid;" /></a></div> &nbsp;<br /> <em>Figure 2: Create a new service in the AutoMerge ServiceManagement </em></div> <div><em>&nbsp;</em></div> <div><strong>3.</strong> After that, you have to define which type of jobs the service should work on. Select <em>only print jobs </em>(1). You could as well set a filter for the printer to be used (2). <br /> Setting this filter is essential e.g. if you have offices in Austria and the US, you can type in the name of the printer located at your site (e.g. at your Austrian office) in order to avoid that your documents are printed by the printer located at the other site (e.g. at your American office).</div> <div><a href="http://mscrm-addons.com/images/blog/files/AMConfig.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/AMConfig.png"></a><a title="Define the type of jobs which should be processed by the service, option to set filter for printer to be used" href="http://mscrm-addons.com/images/blog/files/AMConfig.png"><img class="img-responsive" title="AMConfig" src="http://mscrm-addons.com/images/blog/files/AMConfig_thumb.png" alt="AMConfig" width="518" height="330" style="border-width: 0px; border-style: solid;" /></a></div> &nbsp;<br /> <em>Figure 3: Define the type of jobs which should be processed by the service, option to set filter for printer to be used</em></div> <div><strong> </strong> <div><strong>&nbsp;</strong></div> <div><strong>4.</strong> Then, switch to the <em>CRM Connection Setup</em>-tab and type in the <em>CRM Server-URL </em>(1). Please check the check-box (2). Now you can fill in your data (3). Then click on the <em><strong>[Retrieve all organizations]</strong></em>-button (4). Now please click on the <em><strong>[Save service configuration]</strong></em>-button (5).&nbsp;<strong><br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/Unbenannt_5.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_5.png"></a><a title="CRM Connection Setup" href="http://mscrm-addons.com/images/blog/files/Unbenannt_5.png"><img class="img-responsive" title="Unbenannt" src="http://mscrm-addons.com/images/blog/files/Unbenannt_thumb_5.png" alt="Unbenannt" width="522" height="332" style="border-width: 0px; border-style: solid;" /></a></div> &nbsp;<br /> </strong><em>Figure 4: CRM Connection Setup</em><em> </em></div> <strong>&nbsp;</strong> <div><strong>5.</strong>&nbsp;Now click on the <em><strong>[Start Service]</strong></em>-button and the service starts to run in the background.</div> </div> <div><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_6.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_6.png"></a><a title="Start Service" href="http://mscrm-addons.com/images/blog/files/Unbenannt_6.png"><img class="img-responsive" title="Unbenannt" src="http://mscrm-addons.com/images/blog/files/Unbenannt_thumb_6.png" alt="Unbenannt" width="524" height="331" style="border-width: 0px; border-style: solid;" /></a></div> &nbsp;<br /> <em>Figure 5: Start Service</em><em> <br /> </em></div> <div><strong>6.</strong> After having configured and started the service for printing, switch to the AutoMerge <em>Printer</em>-tab. Click on the <em><strong>[New]</strong></em>-button&nbsp;to add and configure a printer which should be used afterwards within the workflow. &nbsp;For furthter information, please download our <a href="http://www.mscrm-addons.com/Support/Documentation/tabid/116/language/de-DE/Default.aspx#AM">AutoMerge for MS CRM User Guide</a>&nbsp;and read chapter 7 <em>How to print documents with AutoMerge</em>.</div> <div><a href="http://mscrm-addons.com/images/blog/files/image_292.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_292.png"></a><a title="AutoMerge Printer-tab within the AutoMerge Service Management." href="http://mscrm-addons.com/images/blog/files/image_292.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_265.png" alt="image" width="509" height="426" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 6: AutoMerge Printer-tab within the AutoMerge Service Management.</em></div> <div>Once you have successfully added your printer, you can start to configure a workflow including the service-based printing option. In the next section, we will highlight how to appropriately add this to the <em>Print to</em>-step.</div> <div><span style="font-size: small;"><br /> <br /> <br /> How to add the service-based printing step to a workflow </span></div> <div><strong>1. </strong>Start your CRM. Navigate to <em>Settings &gt; Processes</em>. Here, you can create a new workflow. &nbsp;</div> <div> <div>&nbsp;</div> </div> <div><a href="http://mscrm-addons.com/images/blog/files/crm%20processes.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/crm%20processes.png"></a><a title="Processes in CRM 2013 System" href="http://mscrm-addons.com/images/blog/files/crm%20processes.png"><img class="img-responsive" title="crm processes" src="http://mscrm-addons.com/images/blog/files/crm%20processes_thumb.png" alt="crm processes" width="205" height="402" style="border-width: 0px; border-style: solid;" /></a></div> </div> <div><em> </em> <div><em>Figure 7: Processes in CRM 2011 System</em><br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_293.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_293.png"></a><a title="Add service-based printing step" href="http://mscrm-addons.com/images/blog/files/image_293.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_266.png" alt="image" width="515" height="73" style="border-width: 0px; border-style: solid;" /></a></div> </div> </div> <div><a href="http://mscrm-addons.com/images/blog/files/image_294.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_294.png"></a><a title="Configure a previously added step" href="http://mscrm-addons.com/images/blog/files/image_294.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_267.png" alt="image" width="516" height="80" style="border-width: 0px; border-style: solid;" /></a></div> &nbsp;<br /> <em>Figure 8: Processes in CRM 2013 System </em></div> <div><em><br /> </em></div> <div><strong>2.</strong> Start to create a new workflow and to add the <em>CreateDocument</em>-step. If you would like to add the service-based printing step afterwards, click on <em>Add Step</em> (1) and select <em>Create Record</em>&nbsp;from the drop down menu (2).</div> <div><a href="http://mscrm-addons.com/images/blog/files/add%20printing%20step.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/add%20printing%20step.png"></a><a title="[Set Propterties]-button" href="http://mscrm-addons.com/images/blog/files/add%20printing%20step.png"><img class="img-responsive" title="add printing step" src="http://mscrm-addons.com/images/blog/files/add%20printing%20step_thumb.png" alt="add printing step" width="525" height="297" style="border-width: 0px; border-style: solid;" /></a></div> &nbsp;<br /> <em>Figure 9: Add service-based printing step</em></div> <div><em><br /> </em></div> <div><strong>3.</strong> Then, open the drop-down menu within the newly added step and select <em>MSCRM-ADDONS.com AutoMergeWorkingItems</em>.</div> <div><a href="http://mscrm-addons.com/images/blog/files/select%20AM%20working%20item.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/select%20AM%20working%20item.png"></a><a title="AutoMergeWorkingItems, Properties Settings" href="http://mscrm-addons.com/images/blog/files/select%20AM%20working%20item.png"><img class="img-responsive" title="select AM working item" src="http://mscrm-addons.com/images/blog/files/select%20AM%20working%20item_thumb.png" alt="select AM working item" width="526" height="298" style="border-width: 0px; border-style: solid;" /></a></div> &nbsp;</div> <div><em>Figure 10: Configure a previously added step</em></div> <div><em><br /> </em></div> <div><em> </em></div> <div><strong>4.</strong>&nbsp;Now click on the <em><strong>[Set Properties]</strong></em>-button.</div> <div> <div><img alt="" src="http://mscrm-addons.com/images/blog/files/2013%2f11%2fUnbenannt.PNG" /></div> <div><em>Figure 11: [Set Propterties]-button</em></div> <div><em><br /> </em></div> </div> <div>A new window opens. Within this window, continue to appropriately configure the last added step. We type in a name for this step and set the <em>AutoMergeAction</em>&nbsp;to <em>CreateDocument</em> because we want to generate and print the document.&nbsp;Select the required template in the <em>TemplateToExecute</em>&nbsp;Lookup-field (we use the <em>Account_Overview_DOCX.docx </em>for our example) and as <em>SaveAs</em> type we define <em>PDF</em>. As <em>Printer</em> we have to define to which printer the generated document should be send.</div> <div>For more information about how to create a template, click <a href="http://www.mscrm-addons.com/Blog/PostId/9531/Office Open XML: Part 1 – How to create a template">here</a> and watch our YouTube video.</div> <div> <div><strong>&nbsp;</strong></div> <div><span style="color: #ff0000;"><strong>Please note:&nbsp;</strong>Before you select the printer, you have to ensure that the printer has been installed and added appropriately. </span><br /> <span style="color: #ff0000;">Furthermore, it is crucial to use the same name as used during the printer-installation process. </span><br /> For more details, please download our <a href="http://www.mscrm-addons.com/Support/Documentation/tabid/116/language/de-DE/Default.aspx#AM">AutoMerge for MS CRM User Guide</a>.&nbsp;&nbsp;&nbsp;&nbsp;</div> <div>&nbsp;</div> </div> <div><strong><br /> <a href="http://mscrm-addons.com/images/blog/files/image_296.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_296.png"></a><a title="Add wait condition" href="http://mscrm-addons.com/images/blog/files/image_296.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_269.png" alt="image" width="525" height="396" style="border-width: 0px; border-style: solid;" /></a></div> </strong><a href="http://mscrm-addons.com/images/blog/files/image_296.png"></a><br /> <em>Figure 12: AutoMergeWorkingItems, Properties Settings</em><strong> <br /> <br /> <strong>5)</strong></strong> In the PrimaryRecordUrl we must add the attribute <em>Record URL(Dynamic)</em>&nbsp;from the Account in the menu on the right. This means, AutoMerge will generate a PDF based on the template <em>Account_Overview_DOCX.docx</em>&nbsp;and fill it with the data from the Account defined in the <em>PrimaryRecordUrl</em>. <br /> <br /> <strong>How to add <em>PrimaryRecordUrl</em></strong></div> <div>First, you have to select the entity (we use <em>Account</em>) from the first drop-down menu of the <em>Look for</em>-area within the form assistant on the right side (1). Then, select <em>RecordURL(Dynamic)</em>&nbsp;from the drop-down menu (2). Then, click on the <em><strong>[Add]</strong></em>-button (3) and on the <em><strong>[OK]</strong></em>-button (4). Afterwards, the <em>PrimaryRecordURL</em>-field is automatically filled (5). Finally, click on the <em><strong>[Save and Close]</strong></em>-button. Now you have appropriately added the service-based printing step.&nbsp;</div> <div><a href="http://mscrm-addons.com/images/blog/files/image_298.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_298.png"></a><a title="Configure wait condition" href="http://mscrm-addons.com/images/blog/files/image_298.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_271.png" alt="image" width="525" height="482" /></a></div> <em> <br /> Figure 13: Add PrimaryRecordURL</em></div> <div> <div>&nbsp;</div> <div><span style="font-size: small;">Exception: How to add the service-based printing step to workflows including a <em>Delete Document</em>-step</span></div> </div> <div>If you would like to add the service-based printing step to a workflow which includes a <em>Delete Document</em>-step, it is important to know that the service is <span style="color: #ff0000;">only checking every 90 seconds if there are generated documents to be printed</span>. In the worst case, documents are generated and deleted within this 90 seconds and the service is not able to print the documents, because they have been already deleted. To avoid this, it is important to include a <em>Wait</em>-condition before the <em>Delete Document</em>-step in your workflow.&nbsp;</div> <div><strong><br /> 1.</strong> Click on the <strong><em>[Add Step]</em></strong>-button (1) and select <em>Wait Condition</em>&nbsp;from the drop down menu (2).</div> <div>&nbsp;</div> <div><a href="http://mscrm-addons.com/images/blog/files/add%20wait%20condition.png"><img title="add wait condition" src="http://mscrm-addons.com/images/blog/files/add%20wait%20condition_thumb.png" alt="add wait condition" width="521" height="295" style="border-width: 0px; border-style: solid;" /></a>&nbsp;<br /> <em>Figure 14: Add wait condition</em></div> <div><em><br /> </em></div> <div><strong>2.</strong> Click on Condition <em>(click to configure)</em> within the added wait condition (1). A new window opens. Within this new window, you have to specify the wait condition. Select <em>Print Document (MSCRM-ADDONS.com AutoMergeWorkingItem</em>&nbsp;from the first drop down menu, <em>Status</em>&nbsp;from the second, <em>Equals</em>&nbsp;from the third and <em>Inactive</em>&nbsp;from the fourth drop down menu (2). The condition now causes, that generated documents are only deleted if they have been already printed.</div> <div>Finally, click on the [Save and Close]-button to complete this workflow step (3).</div> <div><a href="http://mscrm-addons.com/images/blog/files/configure%20wait%20condition.png"><img title="configure wait condition" src="http://mscrm-addons.com/images/blog/files/configure%20wait%20condition_thumb.png" alt="configure wait condition" width="523" height="296" style="border-width: 0px; border-style: solid;" /></a> <br /> <em>Figure 15: Configure wait condition</em></div> <div><em>&nbsp;<br /> </em></div> <div><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</div>9640AutoMerge: service-based printinghttps://www.mscrm-addons.com/Blog/PostId/9639/automerge-service-based-printingAutoMerge (AM),AM 2011Thu, 04 Apr 2013 14:32:00 GMT<div><strong>AutoMerge now offers a service-based printing option</strong> which is available additionally to the already known plugin-based printing-option. The additional option is available within AutoMerge for MS Dynamics CRM 2011 v5.30 and higher (click <a href="http://www.mscrm-addons.com/Downloads/DownloadAutoMergeforCRM2011/tabid/176/Default.aspx">here</a> to download the latest AutoMerge version) and is based on a service which is running in the background.</div> <div>This article covers the following essential topics:</div> <ul> <li><a href="http://mscrm-addons.com/admin/Posts/Add_entry.aspx?id=8892f256-1ff0-44e1-8ca0-8132f2206e77#create service">Creation of a service and a printer for printing documents</a> </li> <li><a href="http://mscrm-addons.com/admin/Posts/Add_entry.aspx?id=8892f256-1ff0-44e1-8ca0-8132f2206e77#add service step">Adding the service-based printing step to a workflow</a> </li> <li><a href="http://mscrm-addons.com/admin/Posts/Add_entry.aspx?id=8892f256-1ff0-44e1-8ca0-8132f2206e77#exception2">Exception: Adding the service-based printing step to workflows including <br /> a &lsquo;Delete Document&rsquo;-step</a> </li> </ul> <div>Before you continue reading, please make sure that you installed AutoMerge v5.30 or higher. After that, please proceed as described in the sections below. </div> <div><strong> <br /> NOTE:</strong> If you already run a service for printing documents (as this is quite usual when using AutoMerge with CRM Online), you can skip the first section of this article and can continue reading in the <a href="http://mscrm-addons.com/admin/Posts/Add_entry.aspx?id=8892f256-1ff0-44e1-8ca0-8132f2206e77#add service step">&lsquo;How to add the service-based printing step to a workflow&rsquo;</a>-section further down.</div> <div><a name="create service"><strong>How to create and configure a service and a printer for printing documents using AutoMerge for MS Dynamics CRM 2011</strong></a></div> <div>Before you are able to add the service-based printing to a workflow, you need to configure and start a service. To do so, please follow the steps below:</div> <div><strong> <br /> 1.</strong> Start the AutoMerge ServiceManagement from within the Windows start menu. (see screenshot below)</div> <div>&nbsp;</div> <div><a href="http://mscrm-addons.com/images/blog/files/start%20AM%20service%20management.png"><img title="start AM service management" alt="start AM service management" src="http://mscrm-addons.com/images/blog/files/start%20AM%20service%20management_thumb.png" width="383" height="514" style="border-width: 0px; border-style: solid;" /></a> <br /> <em>Screenshot: ServiceManagement &ndash; AutoMerge for MS Dynamics CRM 2011 <br /> <br /> </em></div> <div><strong>2.</strong> Here you can create a new service. Type in a name of the service (see screenshot, ellipse 1) and click on the green tick (see screenshot, ellipse 2).</div> <div><a href="http://mscrm-addons.com/images/blog/files/AMService.png"><img title="AMService" alt="AMService" src="http://mscrm-addons.com/images/blog/files/AMService_thumb.png" width="522" height="332" style="border-width: 0px; border-style: solid;" /></a>&nbsp;<br /> <em>Screenshot: create a new service in the AutoMerge ServiceManagement </em></div> <div><em>&nbsp;</em></div> <div><strong>3.</strong> After that, you have to define which type of jobs the service should work on. Select &lsquo;only print jobs&rsquo; (see screenshot below, ellipse 1). Furthermore, you have the possibility to set a filter for the printer to be used (see screenshot below, ellipse 2). Setting this filter is essential e.g. in the following case: If you have offices in Austria and the US, you can type in the name of the printer located at your site (e.g. at your Austrian office) in order to avoid that your documents are printed by the printer located at the other site (e.g. at your American office).</div> <div><a href="http://mscrm-addons.com/images/blog/files/AMConfig.png"><img title="AMConfig" alt="AMConfig" src="http://mscrm-addons.com/images/blog/files/AMConfig_thumb.png" width="518" height="330" style="border-width: 0px; border-style: solid;" /></a>&nbsp;<br /> <em>Screenshot: define the type of jobs which should be processed by the service, option to set filter for printer to be used</em></div> <div><strong> <div>4.</div> </strong> <div>Then, switch to the &lsquo;CRM Connection Setup&rsquo;-tab and type in the CRM Server-URL (see screenshot below, ellipse 1). After that, please tick off the appropriate box. (ellipse 2). Now you can fill in your data (ellipses 3). Then click on the &ldquo;Retrieve all organizations&rdquo; button (ellipse 4). After that you, have to &ldquo;Save the service configuration&rdquo; (ellipse 5). <strong><br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/Unbenannt_5.png"><img title="Unbenannt" alt="Unbenannt" src="http://mscrm-addons.com/images/blog/files/Unbenannt_thumb_5.png" width="522" height="332" style="border-width: 0px; border-style: solid;" /></a>&nbsp;<br /> </strong><em>Screenshot: CRM Connection Setup&nbsp;</em><em> </em><strong><em><br /> </em></strong></div> </div> <div><strong>5.</strong> Afterwards, click on &lsquo;Start Service&rsquo; and the service starts to run in the background (see screenshot below)</div> <div><a href="http://mscrm-addons.com/images/blog/files/Unbenannt_6.png"><img title="Unbenannt" alt="Unbenannt" src="http://mscrm-addons.com/images/blog/files/Unbenannt_thumb_6.png" width="524" height="331" style="border-width: 0px; border-style: solid;" /></a>&nbsp;<br /> <em>Screenshot: start service </em><em> <br /> </em></div> <div><strong>6.</strong> After having configured and started the service for printing, switch to the AutoMerge [Printer]-tab. Click on [New] to add and configure a printer which should be used afterwards within the Workflow. Available for v5.38 and higher. See next screenshot, highlighted in yellow. For more information please download our <a href="http://www.mscrm-addons.com/Support/Documentation/tabid/116/language/de-DE/Default.aspx#AM">AutoMerge for MS CRM User Guide</a>and read chapter 7 &ldquo;How to print documents with AutoMerge&rdquo;.</div> <div><a href="http://mscrm-addons.com/images/blog/files/image_292.png"><img title="image" alt="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_265.png" width="509" height="426" style="border-width: 0px; border-style: solid;" /></a> <br /> <em>Screenshot: AutoMerge [Printer]-tab within the AutoMerge Service Management.</em></div> <div>Once you successfully added your printer, you can start to configure a workflow including the service-based printing option. In the example below, we will highlight how to appropriately add this &lsquo;Print to&rsquo;-step.</div> <div><strong><a name="add service step">How to add the service-based printing step to a workflow </a></strong></div> <div><strong> </strong> <div><strong>&nbsp;</strong></div> <div><strong>1. </strong>Start your CRM. Go to the &lsquo;Processes&rsquo; within the &lsquo;Settings&rsquo;-area . Here, you have the possibility to create a new workflow.&nbsp;&nbsp;&nbsp;&nbsp;</div> <strong> </strong></div> <div><a href="http://mscrm-addons.com/images/blog/files/crm%20processes.png"><img title="crm processes" alt="crm processes" src="http://mscrm-addons.com/images/blog/files/crm%20processes_thumb.png" width="205" height="402" style="border-width: 0px; border-style: solid;" /></a> <br /> <em>Screenshot: Processes in CRM 2011 System <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_293.png"><img title="image" alt="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_266.png" width="515" height="73" style="border-width: 0px; border-style: solid;" /></a> <br /> </em></div> <div><a href="http://mscrm-addons.com/images/blog/files/image_294.png"><img title="image" alt="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_267.png" width="516" height="80" style="border-width: 0px; border-style: solid;" /></a>&nbsp;<br /> <em>Screenshots above: Processes in CRM 2013 System </em><em> <br /> </em></div> <div><strong>2.</strong> Start to create a new workflow and to add the &lsquo;CreateDocument&rsquo;-step. If you would like to add the service-based printing step afterwards, click on &lsquo;Add Step&rsquo; (see screenshot, ellipse 1) and chose &lsquo;Create Record&rsquo; from the drop down menu (see screenshot below, ellipse 2).</div> <div><a href="http://mscrm-addons.com/images/blog/files/add%20printing%20step.png"><img title="add printing step" alt="add printing step" src="http://mscrm-addons.com/images/blog/files/add%20printing%20step_thumb.png" width="525" height="297" style="border-width: 0px; border-style: solid;" /></a>&nbsp;<br /> <em>Screenshot: start to add service-based printing step, click to enlarge </em><em> <br /> </em></div> <div><strong>3.</strong> Then, open the drop-down menu within the newly added step and chose &lsquo;MSCRM-ADDONS.com AutoMergeWorkingItems&rsquo; (see screenshot below).</div> <div><a href="http://mscrm-addons.com/images/blog/files/select%20AM%20working%20item.png"><img title="select AM working item" alt="select AM working item" src="http://mscrm-addons.com/images/blog/files/select%20AM%20working%20item_thumb.png" width="526" height="298" style="border-width: 0px; border-style: solid;" /></a>&nbsp;<br /> <em>Screenshot: start to configure newly added step, click to enlarge </em><em> <br /> </em></div> <div><strong>4.</strong> Afterwards, click on &ldquo;Set Properties&rdquo;. See next screenshot, highlighted in yellow:</div> <div><a href="http://mscrm-addons.com/images/blog/files/image_297.png"><img title="image" alt="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_270.png" width="272" height="69" style="border-width: 0px; border-style: solid;" /></a>&nbsp;</div> <div>A new window opens (see next screenshot). Within this window, you can continue to appropriately configure the newly added step. We type in a name for this step and set the &ldquo;AutoMergeAction&rdquo; to &ldquo;CreateDocument&rdquo; because we want to generate and print the document. If you have an existing document in CRM which you want to print you have to select it from the &ldquo;TemplateToExecute&rdquo; lookup field (in our case its &ldquo;Account_Overview_DOCX.docx) and as &ldquo;SaveAs&rdquo; type we define &ldquo;PDF&rdquo;. As &ldquo;Printer&rdquo; we have to define to which printer the generated document should be send.</div> <div> <div><strong>IMPORTANT:</strong> Before chosing the printer within this step, you have to ensure that the printer has been installed and added appropriately. Furthermore, it is crucial to use the same name as used during the printer-installation process. For more details, please download our <a href="http://www.mscrm-addons.com/Support/Documentation/tabid/116/language/de-DE/Default.aspx#AM">AutoMerge for MS CRM User Guide</a>and read chapter 7.1 "How to install and add a printer before using it with AutoMerge&rdquo;.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</div> </div> <div><strong><br /> <a href="http://mscrm-addons.com/images/blog/files/image_296.png"><img title="image" alt="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_269.png" width="525" height="396" style="border-width: 0px; border-style: solid;" /></a></strong><a href="http://mscrm-addons.com/images/blog/files/image_296.png"></a><br /> <em>Screenshot: AutoMergeWorkingItems, Properties Settings</em><strong> <br /> <br /> <strong>5)</strong></strong> In the PrimaryRecordUrl we have to add the attribute &ldquo;Record URL(Dynamic)&rdquo; from the Account in the menu on the right. That means AutoMerge will generate a PDF based on the template &ldquo;Account_Overview_DOCX.docx&rdquo; and fill it with the data from the Account defined in the &ldquo;PrimaryRecordUrl&rdquo;. <br /> <br /> How to add &ldquo;PrimaryRecordUrl&rdquo;: First you have to select &lsquo;Account&rsquo; from the first drop-down menu of the &lsquo;Look for&rsquo;-area within the form assistant on the right (see screenshot, ellipse 1). Afterwards, select &lsquo;RecordURL(Dynamic)&rsquo; from the drop-down menu below (see screenshot, ellipse 2). Then, click on &lsquo;Add&rsquo; (see screenshot, ellipse 3) and on &lsquo;OK&rsquo; (see screenshot, ellipse 4). Afterwards, the &lsquo;PrimaryRecordURL&rsquo;-field is automatically filled (see screenshot, ellipse 5). Click on &lsquo;Save and Close&rsquo;. Now you have appropriately added the service-based printing step. Click on "Save and Close".</div> <div><a href="http://mscrm-addons.com/images/blog/files/image_298.png"><img title="image" alt="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_271.png" width="525" height="482" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" /></a><em> <br /> Screenshot: add PrimaryRecordURL, click to enlarge <br /> </em></div> <div><strong>&nbsp;</strong> <div>&nbsp;</div> <div><a name="exception2">Exception: Adding the service-based printing step to workflows including a &lsquo;Delete Document&rsquo;-step</a></div> </div> <div>If you would like to add the service-based printing step to a workflow which includes a &lsquo;Delete Document&rsquo;-step it is important to know that the service is only checking every 90 seconds if there are generated documents to be printed. In the worst case, documents are generated and deleted within this 90 seconds and the service is not able to print the documents, because they have been already deleted. To avoid this, it is important to include a &lsquo;Wait&rsquo;-condition before the &lsquo;Delete Document&rsquo;-step in your workflow. To do so, follow the steps below:</div> <div><strong> <br /> 1.</strong> Click on &lsquo;Add Step&rsquo; (see screenshot, ellipse 1) and chose &lsquo;Wait Condition&rsquo; from the drop down menu (see screenshot, ellipse 2).</div> <div>&nbsp;</div> <div><a href="http://mscrm-addons.com/images/blog/files/add%20wait%20condition.png"><img title="add wait condition" alt="add wait condition" src="http://mscrm-addons.com/images/blog/files/add%20wait%20condition_thumb.png" width="521" height="295" style="border-width: 0px; border-style: solid;" /></a>&nbsp;<br /> <em>Screenshot: add wait condition, click to enlarge </em><em> <br /> </em></div> <div><strong>2.</strong> Click on &lsquo;condition (click to configure)&rsquo; within the newly added wait condition (see screenshot, ellipse 1). A new window opens. Within this new window, you have to specify the wait condition. Chose &lsquo;Print Document (MSCRM-ADDONS.com AutoMergeWorkingItem&rsquo; from the first drop down menu, &lsquo;Status&rsquo; from the second, &lsquo;Equals&rsquo; from the third and &lsquo;Inactive&rsquo; from the fourth drop down menu (see screenshot, ellipse 2). The condition now causes that generated documents are only deleted if they have been already printed. Afterwards click on &lsquo;Save and Close&rsquo; to complete this workflow step (see screenshot, ellipse 3).</div> <div><a href="http://mscrm-addons.com/images/blog/files/configure%20wait%20condition.png"><img title="configure wait condition" alt="configure wait condition" src="http://mscrm-addons.com/images/blog/files/configure%20wait%20condition_thumb.png" width="523" height="296" style="border-width: 0px; border-style: solid;" /></a> <br /> <em>Screenshot: configure wait condition, click to enlarge <br /> </em></div> <div>Please do not hesitate to contact <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a> should you require further information.</div>9639