11. November 2011 09:58

MSCRM Addons Installation for CRM 2011 Online

Filed Under(CRM 2011 | DocumentsCorePack 2011 | TelephoneIntegration 2011) By jelliott

This blog is on how to install DocumentsCorePack (DCP) and TelephoneIntegration (TI) for CRM 2011 Online. When using CRM 2011 Online, it is important that the server part of the addon is installed somewhere on your network. It can be installed locally on a computer or anywhere else on one of the supported operating systems listed below. The following steps explain how to install the serverpart of DocumentsCorePack and TelephoneIntegration on your system. Please note, that both, client and server must be installed!

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25. October 2011 14:19

Feature-Outline: LookupDialog to pre-filter result rows

Filed Under(CRM 2011 | DocumentsCorePack 2011) By jelliott

We have created a function offering the possibility to use a dialog to pre-filter the result rows. This will be helpful when the user needs to select a specific related entity (e.g. contact, ...) before starting to generate the document.

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

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23. May 2011 14:58

Upgrading CRM 4 to CRM 2011 with 3rd party addons.

Filed Under(CRM 2011 | CRM 4.0 | General) By jelliott

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 CRM 2011 addons.

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22. December 2010 11:38

Barring DocumentsCorePack Toolbar for non-DCP users

Filed Under(CRM 4.0 | DocumentsCorePack 4) By jelliott

If you want to hide or block the toolbar in MS Word for non-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:

    HKLM\software\Microsoft\Office\Word\Addins\WordMailMerge.Connect  
    (for example: 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.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

18. November 2010 15:45

DocumentsCorePack IFD configuration

Filed Under(CRM 4.0 | DocumentsCorePack 4) By jelliott

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

One for the IFD connection and one 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 one of the connection types is not available.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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5. October 2010 09:52

Dashboard Application Error (German)

Filed Under(CRM 2011 | Dashboard 2011) By jelliott

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!

MIME Einträge

Das war's auch schon! Wir freuen uns auf Ihre Rückmeldung! Schicken Sie diese bitte gerne per eMail an support@mscrm-addons.com.

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