This blog is on how to install our Documents Core Pack and Telephone Integration addon for CRM 2011 Online. When using CRM 2011 Online it is important that the server part of the addon is installed some where on your network. This can be installed locally on a PC or anywhere else on one of the supported operating systems (listed below). Following steps explain how to install the server part of Documents Core Pack and Telephone Integration on your system. Both client and server must be installed!

How to install TI for CRM 2011 Online:

• Download the TI package for CRM 2011 (The install package is for Online and Onpremise).
• Copy the Server installer to the correct PC and start the setup.
• Please configure TI according to our Server install guide.
• Open the license manager and upload the license key.

Server part installation requirments:

Microsoft .NET Framework 4.0

Supported Operating Systems:
Windows 7 32/64bit
Windows Vista 32/64bit
Windows Server 2008 32/64bit
Windows Server 2008 R2 32/64bit

The server part installation is vital for the configuration of DCP and TI.

The client part is installed locally.

How to install DCP for CRM 2011 Online:

• Download the DCP package for CRM 2011 (The install package is for Online and Onpremise).
• Copy the Server installer to the correct PC and start the setup.
• Please configure DCP according to our Server install guide.
• Open the license manager and upload the license key.

Please contact us under: support@mscrm-addons.com or +433166808800 should you have any further questions.

We have created a new function offering the user the possibility to show a dialog to pre-filter the result rows. This can be helpful if you want the user to select a specific related contact before starting to generatate the document.

This feature is available with version 5.26 upwards and only for DOCX-Templates.

Example:

Generate a quote and the user should select one of the contacts which should be taken to fill out the fields in the document.

More...

Before you can upgrade your CRM 4 to 2011, you will need to uninstall all 3rd party addons and check that all buttons have been deleted.
After the migration you can then install the latest version of each addon.
 
Should you have not done this, then it will be more complicated to get rid of the buttons and icons before you can install the CRM2011 addons.
 
If you still have "Navigation Bar" items which need to be removed, then you can do this in the Forms customization option.

If you have "Ribbon Buttons" we recommend the following blog entries. http://dynamicscrm2011.wordpress.com/2011/04/05/ribbon-customization/

Another possibility to modify the ribbons gives you the Visual Ribbon Editor : http://crmvisualribbonedit.codeplex.com/

If you have "SiteMap" Buttons you want to remove we can recommend the following blog entry with a description on how to modify the SiteMap in MS CRM 2011.

http://www.powerobjects.com/blog/2011/03/22/sitemap-editing-in-crm-2011/

So that you can „hide or block“ the toolbar in Word for none DCP users on a terminalserver, please check the following steps.

1. You will have to create the following Reg key under current user instead of local machine

2. HKLM\software\Microsoft\Office\Word\Addins\WordMailMerge.Connect                         (i.e. HKCU\software\Microsoft\Office\Word\Addins\Wordmailmerge.connect)

3. Once you have created the reg key you can change the load behaviour for each user. Change it to “2” to block the toolbar for  the user.

When using Documents Core Pack in different environments (office, home etc.) it is necessary to configure 2 profiles for the client.

1 for the IFD connection and 1 for the standard connection.
These profiles are configured via the DCP dataprovider on the client.

Please open the registry and add the the following string value to Hkey_Current_User\Software\PTM EDV-Systeme\WordMailMergeClient.

String value= failoverprofile
Value for failover profile = GUID of  the IFD profile.

Adding this setting to the Current User will ensure that DCP switches between the profiles as soon as a connection typ is not available.

WEBPAGE ERROR DETAILS:

Message: Unbehandelter Fehler in Silverlight 3-Anwendung

Code: 2104   

Kategorie: InitializeError      

Meldung: 2104 An error has occurred.   

Sobald diese Meldung erscheint, bitte die MIME Einträge am Server (IIS) überprüfen!