10. April 2014 14:42

How to use the lead qualifier plugin

Filed Under(CRM 2013 | General) By Jin

The Lead Qualifier Plugin is a small solution that changes the process of creating a contact and account from the information within a lead. The main difference to the out-of-the-box-solution for this scenario within CRM 2013 is that no opportunity is automatically created within the process. 

This allows CRM users to qualify a new lead at any time during the CRM working process. Moreover, the plugin allows the association of the lead to already existing contacts or accounts in addition to creating new entities of said types, which saves time and avoids duplicates. 

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7. April 2014 11:32

Field formatting options

Filed Under(CRM 2011 | AutoMerge 2011 | DocumentsCorePack 2011) By Jin

This article outlines different options to format fields inside a DocumentsCorePack or AutoMerge template. e.g.: Formatting date fields, format money-fields etc.

Requirements: DocumentsCorePack for MS CRM 2011 and 2013, AutoMerge for MS CRM 2011

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3. April 2014 12:04

The request failed with HTTP status 401: Unauthorized

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | DocumentsCorePack 2013) By Jin

This article outlines what to do if you get the following failure notice: Request failed wiht HTTP status 401: Unauthorized. 

Requirments: WordMailMerge

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2. April 2014 15:40

.dot Templates including line items

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | DocumentsCorePack 2013) By Jin

This article outlines how to to deal with line items in a Word-Template.

Requirements: DocumentsCorePack

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2. April 2014 14:34

Macros in DocumentsCorePack and AutoMerge templates

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | DocumentsCorePack 2013) By Jin

This article outlines how to run a macro

Requirments: DocumentsCorePack v4.20 and higher, WordMailMerge v2.80 and higher

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2. April 2014 14:34

How to create Labels with .dot

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This blog article outlines how to create Labels with .dot

Requirements: DocumentsCorePack

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17. March 2014 09:16

PasswordProtection for (.docx) templates

Filed Under(AutoMerge 2013 | CRM 2011 | AutoMerge 2011 | DocumentsCorePack 2011 | CRM 2013 | DocumentsCorePack 2013) By Jin

This blog article outlines, how to set the PasswordProtection for Open Office XML templates (.docx). As well as for DocumentsCorePack server side and client side Document Generation for MS CRM 2013. All our addons come with a 14-day trial license as well as technical support. Click here to download and test it.

Requirments: DocumentsCorePack for MS CRM 2011 v5.106 and higher & AutoMerge for MS CRM 2011 v5.48 and higher

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11. March 2014 14:44

AutoMerge Workflow Troubleshooting

Filed Under(AutoMerge 2013 | CRM 2013 ) By Jin

This blog article explains what to do when generating an AutoMerge Workflow and following error message appears: 

"AutoMergeWorkflow.Execute(),RetrieveMultiple Entities.count:0”

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10. March 2014 14:31

Recap: Convergence 2014 in Atlanta

Filed Under(News) By Jin

The Convergence 2014 (4 – 7 March) in Atlanta, GA exceeded all our expectations. To begin with, we would like to thank you for giving us your precious time and attention! It was a great pleasure meeting you at our booth!

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14. February 2014 13:38

Recap: eXtremeCRM 2014 in Barcelona

Filed Under(News) By Jin

We are back from our journey from the eXtremeCRM 2014 from Barcelona Spain where we exhibited as bronze sponsor. Thank you for visiting our booth, it was great meeting you there!

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