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/BlogError 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>9905How to remove dependencies when you delete a solution manually in CRMhttps://www.mscrm-addons.com/Blog/PostId/9881/how-to-remove-dependencies-when-deleting-a-solution-manually-in-crm*General*Thu, 07 Jan 2016 13:53:00 GMT<p class="MsoNormal">When you try to delete a solution, it will show you an error message if there are any dependencies.</p> <p class="MsoNormal">To solve this issue, please follow the steps below.</p> <p class="MsoNormal">​</p> <p class="MsoNormal">Copy the <em>GUID</em> from the error log which is retrieved from the error message.</p> <p class="MsoNormal">The line in the logfile will look like this:</p> <p class="MsoNormal"><em>openStdWin(&ldquo;\x2ftools\x2fdependency\x2fdependencyviewdialog.aspx\x3fobjectid\x3d\x25&hellip;<strong>GUID</strong>&hellip;\x257d\&hellip;)</em></p> <p class="MsoNormal">You will need its <strong>GUID </strong>value for the next step.</p> <p class="MsoNormal">&nbsp;</p> <p class="MsoNormal">In case that the logfile does not contain this line, open the CRM solution in the web browser in order to access its URL. It will look similar to this:</p> <p class="MsoNormal">http://crm:5555/test/tools/solution/edit.aspx?id=%7b<strong>1D7AC833-2B26-4C49-92D1-B17C94B2750C</strong>%7d</p> <p class="MsoNormal">The <strong>GUID </strong>is the value after the equal sign ("%7b" and "%7d" are encoded brackets)</p> <p class="MsoNormal">&nbsp;</p> <p class="MsoNormal">Now navigate to the following URL:</p> <p class="MsoNormal"><em>https://<strong>YOUR CRM URL</strong>/tools/dependency/dependencyviewdialog.aspx?objectid=<strong>GUID</strong>&amp;objecttype=7100&amp;operationtype=dependenciesforuninstall</em></p> <p class="MsoNormal">&nbsp;</p> <p class="MsoNormal">Replace the "<strong>YOUR CRM URL"</strong>&nbsp;with your own CRM system's URL and replace the <strong>GUID</strong> with the <strong>GUID</strong> retrieved from the above steps.</p> <p class="MsoNormal">&nbsp;</p> <p class="MsoNormal">You will be provided with a list of dependencies, which you can manually remove from your system now.</p> <p class="MsoNormal"><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>9881Service Based Printing: General Trouble Shootinghttps://www.mscrm-addons.com/Blog/PostId/9828/service-based-printing-trouble-shootingDocumentsCorePack (DCP)Thu, 19 Feb 2015 16:23:00 GMT<p><span style="font-family: arial, helvetica, sans-serif; font-size: 13px; color: #000000;">Here are a few troubleshooting steps you can check if the Service Based Printing does not work as expected:</span></p> <ol class="RTE_list_style_position" style="list-style-position: inside; color: #1f497d; font-family: arial; font-size: 13.3333px;"> <li><span style="font-size: 10pt; font-family: arial, helvetica, sans-serif; color: #000000;">Make sure the service is running and configured for both document generation and printing jobs.<br /> &nbsp;</span></li> <li><span style="font-size: 10pt; font-family: arial, helvetica, sans-serif; color: #000000;">Specify a service user on the first configuration tab (General).<br /> &nbsp;</span></li> <li><span style="font-family: arial, helvetica, sans-serif; color: #000000;">Make sure that the specified user is the same as the user that is configuring the printer.<br /> &nbsp;</span></li> <li><span style="font-family: arial, helvetica, sans-serif; color: #000000;">Make sure the printer is added to the server as a local printer and that it has been added by the same user which is running the service.<br /> &nbsp;</span></li> <li><span style="font-family: arial, helvetica, sans-serif; color: #000000;">Make sure that the printer has been added to the service and that it is possible to print a test page with it from the service.</span> </li> </ol> <p><span style="font-family: arial, helvetica, sans-serif;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please sha re your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p>9828Additonal Filter for PowerSearch Silverlight (Version 5.42 or higher)https://www.mscrm-addons.com/Blog/PostId/9683/additonal-filter-for-powersearchPowerSearch (PS),PS 2011Thu, 24 Oct 2013 14:05:00 GMT<p>When you search for big amounts of entities, a <em>SQL TimeOut exception</em> can occur. To minimize the amount of data, you can specify <em>additional filtering</em> in the <em>PowerSearch Configuration</em> (This filter must be manually inserted into the XML of the PowerSearch Config).</p> <p>To specify additional filtering, navigate to CRM &gt; Settings &gt; MSCRM-ADDONS.com Products &gt; PowerSearch &gt; MSCRM-ADDONS.com Settingkeys &gt; ServerConfig.&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="PowerSearch Settings" href="http://mscrm-addons.com/images/blog/files/2013%2f10%2f001.PNG"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2013%2f10%2f001.PNG" width="500" height="400" /></a> </div> </p> <p><em>Figure 1: PowerSearch Settings</em></p> <p>Edit the KeyValue as described in Figure 2 and below. &nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Edit Key-Value" href="http://mscrm-addons.com/images/blog/files/2013%2f10%2f002.PNG"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2013%2f10%2f002.PNG" width="500" height="300" /></a> </div> </p> <p><em>Figure 2: Edit Key-Value</em></p> <p> Between the tags of the entity you are planning to filter, add a<em> <additionalfilter></additionalfilter> </em>tag. Inside of the <em> <!--[CDATA[</em--> &nbsp;you can fill in your filter condition. (These are the same filter condition as in CRM.)</em> <em></em> </p> <p>&nbsp;</p> <p><strong>Example:</strong> (Show only mails from the last 10 weeks):&nbsp;</p> <p> &lt;email&gt;<br /> &nbsp;&nbsp;&nbsp; &lt;searchfields&gt;subject,description,regardingobjectid,torecipients,sender&lt;/searchfields&gt;<br /> &nbsp;&nbsp;&nbsp; &lt;resultfields&gt;subject,regardingobjectid,torecipients,sender&lt;/resultfields&gt;<br /> &nbsp;&nbsp;&nbsp; &lt;activestate&gt;1&lt;/activestate&gt;<br /> &nbsp;&nbsp;&nbsp; &lt;collapseonrow&gt;&lt;/collapseonrow&gt;<br /> &nbsp;&nbsp;&nbsp; &lt;sortorder&gt;&lt;/sortorder&gt;<br /> <strong>&nbsp;&nbsp;&nbsp; &lt;additionalfilter&gt;&lt;![CDATA[&lt;filter type="and"&gt;&lt;condition attribute="createdon" operator="last-x-weeks" value="10"&gt;]]&gt;&lt;/condition&gt;&lt;/additionalfilter&gt;</strong><br /> &lt;/email&gt; </p> <p>&nbsp;</p> <p>&nbsp;</p> <p>Finally click on the <em><strong>[Save]</strong></em>-button at the <em>PowerSearch Settingskey</em> to save your new filter on the entity.</p> <p>&nbsp;</p> <p><span style="color: #ff0000;"><strong>Please note:</strong></span></p> <p>If you want to create your own filter conditions easier, you can create the filter in the CRM&nbsp;<em>Advanced Find</em> and click on the <strong>[</strong><em><strong>Download Fetch XML]</strong></em>-button.</p> <p>Simply copy the filter condition inside the so received XML-file and paste it into the additional filter of the PowerSearch Config entity.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="CRM Advanced Find" href="http://mscrm-addons.com/images/blog/files/2013%2f10%2f003.PNG"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2013%2f10%2f003.PNG" width="500" /></a> </div> </p> <p><em>Figure 3: CRM Advanced Find</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>9683Chrome External Protocol Message does not pop up https://www.mscrm-addons.com/Blog/PostId/9681/dcp-not-working-with-google-chromeDocumentsCorePack (DCP),DCP 2011,TI 2011Thu, 10 Oct 2013 15:42:00 GMT<p style="text-align: left;"><strong>What to do if Chrome External Protocol Message does not pop up</strong></p> <p style="text-align: left;">If the <em><strong>[DocumentsCorePack]</strong></em>- and/or the <em><strong>[TelephoneIntegration (Call)]</strong></em>- button do not work with Chrome, you may have skipped an important message.</p> <p style="text-align: left;">The first time, you click our <em><strong>[Print in Word]</strong></em>-button, a message - box appears, which asks you if you want to allow</p> <p style="text-align: left;">the external protocoll of our product. If you did not click <em>Launch App</em> and checked the remember settings - checkbox,</p> <p style="text-align: left;">the Message will not reappear.&nbsp;</p> <p>&nbsp; <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="External Protocol Request Message Box" href="http://mscrm-addons.com/images/blog/files/2013%2f10%2fGoogle%20Chrome%20-%20AAM%20protocol%20warning%20dialog.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2013%2f10%2fGoogle%20Chrome%20-%20AAM%20protocol%20warning%20dialog.png" /></a></div> </p> <p><em>Figure 1: External Protocol Request Message Box</em></p> <p>&nbsp;</p> <p>To undo this, you have to search for the Local State file in the Chrome config:</p> <p>C:\Users\USER\AppData\Local\Google\Chrome\User Data\Local State</p> <p>Open this file and search for <em>mscrm,&nbsp;</em>remove the following statement and save it over the old file.</p> <p><strong>&nbsp; "mscrm-addons": {</strong></p> <p><strong>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "cti": false,</strong></p> <p><strong>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; "dcp": false</strong></p> <p><strong>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;},</strong></p> <p>This will make the warning appear again(this time select "Launch App"). Do the same with the &nbsp;<strong><em>[Call]</em></strong>-Buttons of TelephoneIntegration, if necessary.</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>9681How to change Culture-Info in GroupCalendarhttps://www.mscrm-addons.com/Blog/PostId/9655/change-culture-info-group-calendarGroupCalendar (GC),GC 2011Wed, 29 May 2013 13:54:00 GMT<p>If you want to change the date format of <em>GroupCalendar,&nbsp;</em>you only have to change the Culture-Info.</p> <p>The&nbsp;Culture-Info&nbsp;represents information about a specific culture including the names of the culture, the writing system, and the calendar used, as well as access to culture-specific objects that provide information for common operations, such as formatting dates and sorting strings.</p> <p>To change the&nbsp;Culture-Info&nbsp;in GroupCalendar, navigate to the localization folder in the GroupCalendar installation path:</p> <p>For example:&nbsp;<em>C:\Program Files (x86)\PTM EDV-Systeme GmbH\GroupCalendar for MS CRM 2011\localization</em></p> <p>Next, open the XML-Document which concerns your language settings (for example <em>en.xml</em> for english).</p> <p>Replace the value of the culture key with the desired Culture-Info. (for example, <em>en-US</em> could be replaced with <em>en-GB</em>).</p> <p>For more Information about CultureInfo-Class please read <a href="http://msdn.microsoft.com/en-us/library/system.globalization.cultureinfo%28v=vs.71%29.aspx" target="_blank">this</a> article.</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>9655How to enable debugging for GroupCalendarhttps://www.mscrm-addons.com/Blog/PostId/9520/how-to-enable-debugging-for-groupcalendarGroupCalendar (GC),GC 2011,GC 2013,GC 2015 / 2016 ,GC 365Tue, 05 Apr 2011 11:16:00 GMT<strong><strong><strong> </strong></strong></strong> <p><span style="color: #ff0000;">+++++++++++++++++++++++++++++++++++++++++++++++++ </span></p> <p><span style="color: #ff0000;">Please note: This article applies to Group Calendar in&nbsp;</span><br /> <span style="color: #ff0000;">MS Dynamics CRM 2011, 2013, 2015, 2015/2016<br /> </span><span style="color: #ff0000;">and MS Dynamics 365</span></p> <p> <span style="font-size: 1.17em; color: #ff0000;">+++++++++++++++++++++++++++++++++++++++</span></p> <p><span style="font-size: 1.17em; color: #ff0000;">This article only refers to GC ON PREMISE.&nbsp;<br /> In case you have troubles with GC ONLINE, please contact our support via support@mscrm-addons.com</span></p> <p>Debugging for GroupCalendar is very easy, because there is only one way to do so:&nbsp;</p> <p>Activating debugging via the Web.config. &nbsp;</p> <strong>How to activate debugging via Web.config</strong> <p>Open the Web.config.&nbsp;<br /> <br /> This file is located in the installation directory: <br /> &nbsp;<span style="font-size: xx-small;"><br /> </span><strong>(C:\Program Files\PTM EDV-Systeme GmbH\GroupCalendar the &ldquo;debug&rdquo; setting and set this value to &ldquo;true&rdquo;.</strong></p> <p><strong> <strong> </strong></strong></p> <p><strong><strong> </strong></strong></p> <div><strong><strong><strong><span style="text-decoration: underline;"><strong><span style="text-decoration: underline;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="web.config add key" href="http://mscrm-addons.com/images/blog/files/1189de0e-8545-4af6-bd6d-7946.jpg"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/1189de0e-8545-4af6-bd6d-7946.jpg" width="526" height="343" style="margin-left: 0px; margin-right: 0px; border-width: 0px; border-style: solid;" /></a></div> </span></strong></span></strong></strong></strong></div> <div><em>Figure 1: web.config add key</em></div> <div><strong><strong><span style="text-decoration: underline;"><strong><span style="text-decoration: underline;"><br /> </span></strong></span></strong></strong></div> <p><strong> </strong></p> <div><span style="color: #ff0000;"><strong><span style="text-decoration: underline;">You can find the logfiles in the directory which is specified in the &ldquo;debug FileLocation&rdquo;- setting </span></strong></span></div> <div><span style="color: #ff0000;"><strong><span style="text-decoration: underline;"><br /> </span></strong></span></div> <div><span style="color: #ff0000;"><strong>Only enable debugging when you have to send us the debug files. Disable it by setting the value to "false".</strong></span></div> <p><strong>That's it! </strong>Should you have further questions, please do not hesitate to contact us via support@mscrm-addons.com&nbsp; <strong> </strong></p> <p>&nbsp;</p> <p><strong> </strong></p>9520How to enable debugging for ActivityTools https://www.mscrm-addons.com/Blog/PostId/9519/how-to-enable-debugging-for-activitytoolsActivityTools (AT),AT 2011,AT 2013Tue, 05 Apr 2011 10:00:00 GMT<p><span style="color: #ff0000;">++++++++++++++++++++++++++++++++++++++++++++++++++ </span><br /> <span style="color: #ff0000;">Please note:</span><br /> <span style="color: #ff0000;">This article applies to ActivityTools in</span><br /> <span style="color: #ff0000;">Microsoft Dynamics CRM 2011 and CRM 2013</span></p> <p>(<a href="http://www.mscrm-addons.com/Blog/PostId/9845/How to enable debugging for ActivityTools (CRM 2015/2016)">Click here</a> for information on how to enable debugging in ActivityTools in&nbsp;<br /> higher CRM versions)&nbsp;</p> <p><span style="color: #ff0000;">++++++++++++++++++++++++++++++++++++++++++++++++++</span></p> <p><span style="font-family: Calibri;"><span style="font-size: 12pt;" lang="EN-US">Basically, there is one way to<span style="background-color: #ffffff;"> activate debugging:</span></span><span style="background-color: #ffffff;" lang="EN-US">&nbsp;<br /> </span></span><strong style="font-family: Calibri; text-indent: 0cm;"><span style="font-size: 12pt;" lang="EN-US">Activate&nbsp;debugging via the Web.config</span></strong><strong style="font-family: Calibri; text-indent: 0cm;">&nbsp;</strong></p> <p>&nbsp;</p> <p class="MsoNormal" style="margin: 24pt 0cm 0pt; padding: 0cm; border: currentcolor; text-indent: 0cm;"><strong><span lang="EN-US" style="text-decoration: underline; font-size: 12pt; font-family: Calibri;">Solution:</span></strong></p> <p class="MsoNormal" style="margin: 0cm 0cm 0pt; text-indent: 0cm;"><span style="font-size: x-small; font-family: verdana, geneva;" lang="EN-US">Open the Web.config. This file is located in the installation directory. </span></p> <p class="MsoNormal" style="margin: 0cm 0cm 0pt; text-indent: 0cm;">&nbsp;</p> <p class="MsoNormal" style="margin: 0cm 0cm 0pt; text-indent: 0cm;"><span style="font-size: x-small; font-family: verdana, geneva;" lang="EN-US">Now open the Web.config with the notepad and search for the <em>debug</em> setting and set this value to <em>true</em>. </span></p> <p class="MsoNormal" style="margin: 0cm 0cm 0pt; text-indent: 0cm;"><span style="font-size: x-small; font-family: Verdana, sans-serif;" lang="EN-US">&nbsp;</span></p> <p class="MsoNormal" style="margin: 0cm 0cm 0pt; text-indent: 0cm;"><span lang="EN-US" style="color: #365f91;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="web.config" href="http://support.mscrm-addons.com/instantkb/Attachments/268e9d3e-5877-48f9-a989-8636.jpg"><img alt="" class="img-responsive" src="http://support.mscrm-addons.com/instantkb/Attachments/268e9d3e-5877-48f9-a989-8636.jpg" width="518" height="284" style="margin-left: 0px; margin-right: 0px; border-width: 0px; border-style: solid;" /></a></div> </span></p> <p><span style="color: #000000;"><em>Figure 1: web.config</em></span></p> <p class="MsoNormal" style="margin: 0cm 0cm 0pt; text-indent: 0cm;">&nbsp;</p> <p class="MsoNormal" style="margin: 0cm 0cm 0pt; text-indent: 0cm;"><span style="font-size: 12pt; color: #365f91;" lang="EN-US"><br /> </span></p> <p><span style="font-size: x-small; font-family: verdana, geneva; color: #ff0000;" lang="EN-US"> Please note: Enabl<span style="background-color: #ffffff;">e debugging</span>&nbsp;only, when you have to send us the debug files. <br /> Disable it by setting the value to <em>false</em>. </span></p> <p class="MsoNormal" style="margin: 0cm 0cm 0pt; text-indent: 0cm;">&nbsp;</p> <p class="MsoNormal" style="margin: 0cm 0cm 0pt; text-indent: 0cm;"><span style="font-size: x-small; font-family: Verdana, sans-serif;" lang="EN-US">Please do not hesitate to <a href="http://www.mscrm-addons.com/Support/tabid/106/language/en-US/Default.aspx">contact us</a>, if you require further information or our assistance.&nbsp;</span></p>9519WordMailMerge Add-on Errorhttps://www.mscrm-addons.com/Blog/PostId/9510/info-wordmailmerge-security-settingsDocumentsCorePack (DCP),DCP 4.0Fri, 10 Dec 2010 09:39:00 GMT<p><strong>Problem</strong></p> <hr /> <p><img alt="" src="/portals/0/blog/wordmailmerge%20Add-on%20error/f4f12e43-2ce1-4d6a-bfbf-5789.BMP" width="506" height="506" style="margin-left: 0px; margin-right: 0px; border-width: 0px; border-style: solid;" /></p> <p><em>Figure 1: Security Issue: WordMailmErge Add-On Error</em></p> <p>[more]...</p> <p>&nbsp;</p> <p><strong>Solution</strong></p> <hr /> <p>To solve this issue, you first have to set the Internet Explorer Security, to enable mail merge from the CRM web client.</p> <p><span style="background-color: #ffffff; color: #ff0000;">Please note: The tasks below are done on each client machine or on the terminal server. These settings apply for all versions of the Internet Explorer (including IE 7).</span></p> <p >WordMailMerge will run under the standard security settings pre-defined for the&nbsp;<em>Trusted sites</em>. However, as part of the IE security, you will be prompted if you want to activate the WordMailMerge ActiveX add-in.</p> <p>In order to run WordMailMerge without being prompted, follow the steps below.</p> <p>&nbsp;</p> <p>First, you need to check which Security Zone the CRM system runs on the client machine.</p> <p>To do so, follow the below steps:</p> <p>1. Start the Internet Explorer<br /> 2. Type the CRM Server address in the <em>Address Bar</em><br /> 3. Check the Zone Setting on the right side of the Internet Explorer Status Bar</p> <p>Example of the Zone Settings:</p> <p><img alt="" src="/portals/0/blog/wordmailmerge%20Add-on%20error/496c2c4f-acc6-4c1f-984a-2a9b.gif" style="margin-left: 0px; margin-right: 0px; border-width: 0px; border-style: solid;" /></p> <p><em>Figure 1: Example of zone setting</em></p> <p >Figure Nr 2 shows you how to change the security zone of MS CRM.</p> <p><img alt="" src="http://support.mscrm-addons.com/instantkb/Attachments/2d8f5f57-e9ce-4da8-93a8-568a.jpg" width="319" height="402" style="margin-left: 0px; margin-right: 0px; border-width: 0px; border-style: solid;" /></p> <p><em>Figure 2: Internet Options window</em></p> <p>&nbsp;</p> <p><span style="color: #ff0000;">Please enter your CRM-site to this list on every client!<br /> &nbsp;</span></p> <p>Now setup the Internet Explorer to allow the WordMailMerge ActiveX controls to run:</p> <p>Doubleclick on the <em>Zone Setting Icon</em> (Local Intranet in this example). The following dialog box will appear:</p> <p><a href="http://blogs.mscrm-addons.com/image.axd?picture=01.png"><img style="display: inline;" title="01" src="http://blogs.mscrm-addons.com/image.axd?picture=01_thumb.png" alt="01" width="319" height="409" /></a></p> <p><em>Figure 3: Internet Options - Security dialog box</em></p> <p>&nbsp;</p> <p>Now make sure, that the highlighted checkbox is deactivated:</p> <p><img alt="" src="http://support.mscrm-addons.com/instantkb/Attachments/26a6b8c2-079d-4ce2-b550-2c97.jpg" width="319" height="410" align="textTop" style="vertical-align: top; margin-left: 0px; margin-right: 0px; border-width: 0px; border-style: solid;" /></p> <p><em>Figure 4: Security dialog box</em></p> <p >Now click on the <strong><em>[Custom Level]</em>-</strong>button to see the current <em>Security Zone Settings</em>. <br /> You must now set the following settings, to either <em>Enable</em> or <em>Prompt</em> (<em>Enable</em> is recommended):</p> <p><a href="http://blogs.mscrm-addons.com/image.axd?picture=02.png"><img style="display: inline;" title="02" src="http://blogs.mscrm-addons.com/image.axd?picture=02_thumb.png" alt="02" width="319" height="365" /></a></p> <p><em>Figure 5: Security Settings - Trusted Sites Zone</em></p> <p><a href="http://blogs.mscrm-addons.com/image.axd?picture=03.png"><img style="display: inline;" title="03" src="http://blogs.mscrm-addons.com/image.axd?picture=03_thumb.png" alt="03" width="319" height="363" /></a></p> <p><em>Figure 6: Security Settings - Trusted Sites Zone1</em></p> <p><a href="http://blogs.mscrm-addons.com/image.axd?picture=04.png"><img style="display: inline;" title="04" src="http://blogs.mscrm-addons.com/image.axd?picture=04_thumb.png" alt="04" width="319" height="363" /></a></p> <p><em>Figure 7: Security Settings - Trusted Sites Zone2</em></p> <p><em><br /> </em></p> <p>Click twice on the <em><strong>[OK]</strong></em>-button in order to accept and close the <em>Security Zone Settings</em>.</p> <p>The WordMailMerge Client is now setup and ready to mail merge from both Microsoft Word and the Microsoft CRM Web Client.</p> <p>&nbsp;</p> <p><span style="font-size: small;"><strong>If this still not resolves the issue:</strong></span></p> <p>Please have a look at <a href="http://blogs.mscrm-addons.com/post.aspx?id=414e97ea-370b-49cd-b420-e5b24464596c">this article</a></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>9510