11. May 2016 15:16

Recap: CRMUG European Congress 2016

Filed Under(News) By akumer

There are no strangers here; only friends you haven't met yet. 

- William Butler Yeats 

CRMUG-EmailHeader-Gold
Figure 1: CRMUG Gold sponsorship

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11. May 2016 13:27

Boolean Fields in DocumentsCorePack

Filed Under(CRM 2015/2016 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By akumer

With version 7.106 or higher of DocumentsCorePack Client, its users are enabled to use an extended functionality, the so called Boolean Fields. Boolean fields are, for example, all the Do not allow…-fields. 

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11. May 2016 11:17

Pen control for DocumentsCorePack

Filed Under(CRM 2015/2016 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By akumer

With the so called visual controls for phones and tablets, Microsoft Dynamics CRM 2016 introduces some new features. Should you like to get more general information about them, please click here.

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26. April 2016 13:19

Recap: eXtremeCRM Warsaw 2016

Filed Under(News) By akumer

There are no strangers here, only friends you haven't met yet.

- William Butler Yeats

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Figure 1: eXtremeCRM Warsaw

Thank you for joining us at this year’s eXtremeCRM in Warsaw!

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11. April 2016 16:47

How to enable MultiFactorAuthentication (MFA) Support?

Filed Under(DocumentsCorePack 2016 | TelephoneIntegration 2016) By akumer

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Please note:
This feature is only available for DocumentsCorePack Client and TelephoneIntegration Client
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This article provides you with 2 step-by-step instructions on how to enable MFA Support and on how to configure the 2Factor authentication in your client’s connection profile.

To enable MFA support for our client products, you have to register a custom application with Azure AD. It will manage your addons’ access rights.

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22. March 2016 12:41

How to purge temporary data files

Filed Under(CRM 2015/2016 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By akumer

Every time a document is created in Microsoft Dynamics CRM, a corresponding temp is created by the system. This step consumes a lot of database storage. This article provides step by step instructions on how to

A) find the correct temporary data files and how to
B) create a workflow that purges the temporary data files automatically

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18. March 2016 09:17

How to add additional entities to AssureSign?

Filed Under(CRM 2015/2016 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By akumer

As per default, AssureSign only supports the following entities:

- Account
- Lead
- Contact
- Order
- Contract and
- Opportunity

If you want to use DocumentsCorePack and AssureSign with other entities,
you must add this entity to AssureSign Document. This article provides
a step-by-step description on how to do so.  

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8. March 2016 16:16

Recap: US Industry Summit 2016

Filed Under(News) By akumer

There are no strangers here; only friends you haven’t met yet. 

- William Butler Yeats

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Figure 1: US Industry Summit 2016

Thank you for joining us at this year’s US Industry Summit!

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24. February 2016 13:25

Comparison: Microsoft Dynamics CRM 2016 to DocumentsCorePack by mscrm-addons.com

Filed Under(CRM 2015/2016 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By akumer

With Microsoft Dynamics CRM 2016 Microsoft has presented a new method of document generation.
The overview below allows a comparison of the new native document generation with our solution DocumentsCorePack.

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17. February 2016 16:25

How to create scheduled reports

Filed Under(CRM 2015/2016 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By akumer

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

Whether you want to 

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

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

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

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