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Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogSharepoint Metadata (Dynamics 365)https://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9868/sharepoint-metadata-(crm-2015).aspxDocumentsCorePack (DCP),DCP 2015 / 2016Mon, 23 Nov 2015 13:47:00 GMT<p><span style="font-size: 11pt; font-family: Calibri;">The latest version of DocumentsCorePack Server Based supports the population of&nbsp;</span><span style="font-size: 11pt; font-family: Calibri;">metadata into SharePoint. </span><span style="font-size: 11pt; font-style: inherit; font-weight: inherit; font-family: Calibri;">Proper configuration </span><span style="font-size: 11pt; font-style: inherit; font-weight: inherit; font-family: Calibri;">of Dynamics 365 and DocumentsCorePack&nbsp;</span><span style="font-size: 11pt; font-family: Calibri;">for the Dynamics 365&nbsp;Integrate SharePoint is needed as well.</span></p> <p><span style="font-size: 11pt; font-family: Calibri;">&nbsp;Please note: Only base types are supported, taxanomy properties are currently not supported. </span><span style="font-size: 11pt; font-family: Calibri;">​</span></p> <div> <div><span style="font-size: 11pt; font-family: Calibri;">The below screenshot shows a property that was created by DocumentsCorePack<br /> with data from Dynamics 365 (1). <br /> <a href="http://mscrm-addons.com/images/blog/files/112615_1207_SharepointM1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/112615_1207_SharepointM1.png"></a><a title="Example of Sharepoint Metadata" href="http://mscrm-addons.com/images/blog/files/112615_1207_SharepointM1.png"><img alt="" class="img-responsive" style="border-width: 0px; border-style: solid;" src="http://mscrm-addons.com/images/blog/files/112615_1209_SharepointM1_1.png" /></a></div> <br /> <em>Figure 1: Example of SharePoint Metadata</em><br /> If you are not sure how to access the template settings to set the<br /> SharePoint metadata, please have a look at <a href="http://www.mscrm-addons.com/Blog/PostId/9876/How to open the DocumentsCorePack Advanced Template Settings (CRM 2015)"><span style="text-decoration: underline; color: blue;">this article</span></a> first.</span></div> </div> <ol> <li> <div> <div><span style="font-size: 11pt; font-family: Calibri;"><strong>Access the SharePoint Metadata section <br /> <a href="http://mscrm-addons.com/images/blog/files/112615_1031_SharepointM1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/112615_1031_SharepointM1.png"></a><a title="SharePoint Metadata section" href="http://mscrm-addons.com/images/blog/files/112615_1031_SharepointM1.png"><img alt="" class="img-responsive" style="border-width: 0px; border-style: solid;" src="http://mscrm-addons.com/images/blog/files/112615_1105_SharepointM2_1.png" /></a></div> </strong> <em>Figure 2: SharePoint Metadata section <br /> <br /> </em> </span></div> </div> </li> <li> <div> <div><span style="font-size: 11pt; font-family: Calibri;"><strong>Add, edit or delete a property</strong><br /> - To add a property use the <em><strong>[Add]</strong></em>-button (1)<br /> - To edit a property select an element (4) and hit the <em><strong>[Edit]</strong></em>-button (2)<br /> - To delete a property select an element (4) and hit the <em><strong>[Delete]</strong></em>-button (3)<br /> <a href="http://mscrm-addons.com/images/blog/files/112615_1036_SharepointM2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/112615_1036_SharepointM2.png"></a><a title="Add/Edit/Delete a property" href="http://mscrm-addons.com/images/blog/files/112615_1036_SharepointM2.png"><img alt="" class="img-responsive" style="border-width: 0px; border-style: solid;" src="http://mscrm-addons.com/images/blog/files/112615_1105_SharepointM3_1.png" /></a></div> <em>Figure 3: Add/Edit/Delete a property<br /> <br /> </em> </span></div> </div> </li> <li> <div> <div><span style="font-size: 11pt; font-family: Calibri;"><strong>Create a new property<br /> </strong>After you have selected Add/Edit the <em>SharePoint Metadata Field Settings</em><br /> a window will pop up.<br /> You have to manually type the name of the SharePoint property. (1)<br /> How to create, change or delete custom properties on the Sharepoint is<br /> described in this <a href="https://support.office.com/en-us/article/Create-change-or-delete-a-column-in-a-list-or-library-72cfd78d-dcca-4fa6-b499-c89214917604"><span style="text-decoration: underline; color: blue;">external blog by Microsoft</span></a>. <br /> The value of the property can be composed of Dynamics 365 fields and fixed text.<br /> More details about the supported syntax for this field can be found <a href="http://www.mscrm-addons.com/Blog/PostId/9875/DocumentsCorePack Property Syntax (CRM 2015)"><span style="text-decoration: underline; color: blue;">here</span></a>.<br /> <a href="http://mscrm-addons.com/images/blog/files/112615_1040_SharepointM3.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/112615_1040_SharepointM3.png"></a><a title="SharePoint Metadata" href="http://mscrm-addons.com/images/blog/files/112615_1040_SharepointM3.png"><img alt="" class="img-responsive" style="border-width: 0px; border-style: solid;" src="http://mscrm-addons.com/images/blog/files/112615_1105_SharepointM4_1.png" /></a></div> <em>Figure 4: SharePoint Metadata<br /> <br /> </em> </span></div> </div> </li> <li><strong>Save your template&nbsp;</strong><br /> <span style="font-size: 11pt; font-family: Calibri;">Before you can use or test your template you have to save it. </span> <span style="font-size: 11pt; font-family: Calibri;">Either you save your template locally with the standard <em>Save</em> or <em>Save as </em></span> <span style="font-size: 11pt; font-family: Calibri;">the functionality of Word or you use the <em>Save template</em>-option of the </span> <span style="font-size: 11pt; font-family: Calibri;">DocumentsCorePack client in order to publish the template to Dynamics 365.</span> </li> <li> <div><span style="font-size: 11pt; font-family: Calibri;"><strong>Test your template [optional]<br /> </strong><span style="white-space: normal;">As you have made changes to your template you might want to test it quickly. A step by step description of how to test your template can be found</span><span style="white-space: normal;">&nbsp;</span><a style="white-space: normal;" href="http://www.mscrm-addons.com/Blog/PostId/9872/How to test a DocumentsCorePack template (CRM 2015)">here</a><span style="white-space: normal;">.</span> </span></div> </li> </ol> <div> <div><span style="font-size: 11pt; font-family: Calibri;">Related topics:<br /> <span style="text-decoration: underline; color: blue;"><a href="http://www.mscrm-addons.com/Blog/PostId/9874/Template Settings (CRM 2015)">List of available template settings</a></span></span></div> </div> <div> <div><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;">&nbsp;</strong></div> <div><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> </div> </div> <p>&nbsp;</p> <p>&nbsp;</p> <div> <div>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</div> </div>9868GroupCalendar: Color-coding for Service Activitieshttps://www.mscrm-addons.com/Blog/PostId/9483/groupcalendar-color-coding-for-service-activitiesGroupCalendar (GC),GC 4.0Thu, 27 May 2010 16:05:00 GMT<p>With version 4.64 you have the possibility to set up for each service activity a specific color. GroupCalendar setup will create automatically a picklist attribute on the service activity entity which is used for this feature. To activate color-coding for service activities, you have to add this attribute to the main form of the entity. The attribute is named <em>ptm_colorcode&nbsp;</em>with the display name <em>Color</em> and is predefined with 12 colors.</p> <p>1. Open CRM and go to <em>Settings &gt; Customization &gt; Customize Entities</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_28.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/image_28.png" target="_blank"></a><a title="Open Customize Entities" href="http://mscrm-addons.com/images/blog/files/image_28.png"><img class="img-responsive" style="display: inline; margin-left: 0px; margin-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_28.png" alt="image" width="244" height="202" /></a></div> &nbsp;<br /> <em>Figure 1: Open Customize Entities</em>&nbsp;</p> <p>2. Open the Service Activity entity, go to <em>Forms and Views</em> and open the main form</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_29.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/image_29.png" target="_blank"></a><a title="Open the main form" href="http://mscrm-addons.com/images/blog/files/image_29.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_29.png" alt="image" width="244" height="200" /></a></div> &nbsp;<br /> <em>Figure 2: Open the main form </em></p> <p>3. Click on the <em><strong>[Add Fields]</strong></em>-button and select the attribute <em>ptm_colorcode</em> and put it on the form where you like it.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_30.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/image_30.png" target="_blank"></a><a title="Select your color code" href="http://mscrm-addons.com/images/blog/files/image_30.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_30.png" alt="image" width="244" height="193" /></a></div> &nbsp;<br /> <em>Figure 3: Select your color code</em>&nbsp;</p> <p>4. Now simply save and publish your customization</p> <p>You can now select on each service activity with which color it should be visible in GroupCalendar. All views are supported.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_31.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/image_31.png" target="_blank"></a><a title="Set color" href="http://mscrm-addons.com/images/blog/files/image_31.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_31.png" alt="image" width="244" height="155" /></a></div> <br /> <em>Figure 4: Set color</em></p> <p>But there is even more. You can also specify your own personal colors.&nbsp;</p> <h4>If you want to specify your own colors, please follow the below instruction on how to add an additional color.</h4> <p>1. Open the ptm_colorcode attribute of the service activity entity. You&rsquo;ll see that there are already 12 predefined colors. <br /> The name of the color is only the display name and says nothing about the color itself. So it is very important to know the value of the color you will edit or add, because you have to specify your colors here.</p> <p>In this example the color <em>Peach</em> with the value <em>1</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_32.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/image_32.png" target="_blank"></a><a title="Add new color" href="http://mscrm-addons.com/images/blog/files/image_32.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_32.png" alt="image" width="244" height="138" /></a></div> &nbsp;<br /> <em>Figure 5: Add new color</em> &nbsp;</p> <p>2. Open the GroupCalendar settings (please have a look at the <a href="http://www.mscrm-addons.com/LinkClick.aspx?fileticket=DKoPdXKR0tI%3d&amp;tabid=116&amp;mid=716" target="_blank">installation guide</a> on page 16 to get familiar with the GroupCalendar settings)</p> <p>&nbsp;</p> <p>3. There, you&rsquo;ll find a setting named <em>ServiceAppointmentColorCode</em> with the value 1|#FFDAB9;2|#FFFF00;3|#FF8C00;4|#00FF00;5|#ADFF2F;6|#00FFFF;7|#87CEFA; 8|#6495ED;9|#778899;10|#A020F0;11|#FFB6C1;12|#FFE4E1.</p> <p><span style="color: #ff0000;">Please note: Each color setting is separated by ;. And each picklist value and color is separated by |.</span></p> <p>&nbsp;</p> <p>In the example above the color <em>Peach</em>&nbsp;has the <em>picklist value 1</em>. So you have to find this value in the setting and after the | sign the HTML color code is defined. In the default settings the color <em>Peach</em>&nbsp;has the <em>picklist value 1</em> and the <em>value 1</em> is in the settings assigned to the color <em>#FFDAB9.</em></p> <p>So if you want to change one of the predefined colors, you first have to change the name of the picklist attribut and remember the value. Then you have to find the value in the settings and replace the color after the | sign with the HTML code of your new color.</p> <p>&nbsp;</p> <p>If you want to add an additional color, you have to create a new picklist option and remember the value of the newly created option. Then you have to add this new option to the settings. Separate the new color with ;, write the picklist value followed by the | separator. Then you have to write the new HTML color code in the format <em>#FFFFFF</em>.</p> <p>Example: you want to add the color <em>Fuchsia</em>. First, create a new picklist option with the name <em>Fuchsia</em>&nbsp;and remember the auto-generated value (which should be 13 in this case). Then you have to append to the setting following ;13|FF00FF. After an <em>IISRESET </em>the colors will be applied to GroupCalendar</p> <p>&nbsp;</p> <p><strong>If you haven't worked with GroupCalender yet, you have the possibility to download GroupCalendar </strong><a href="http://www.mscrm-addons.com/DownloadNOW/DownloadGroupCalendarforMSCRM40/tabid/137/Default.aspx" target="_blank"><strong>here</strong></a><strong>.</strong></p> <p>&nbsp;</p> <p><strong>That's it!</strong> We appreciate your feedback! Please share your thoughts by sending and email to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.&nbsp;</p> <p>&nbsp;</p> <p><strong><br /> </strong></p>9483