4. February 2014 12:33

The “Insert Hyperlink”-button in Open Office XML template (.docx)

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This article óutlines how to use the new [Insert Hyperlink]-button within the “Insert”-button in Open Office XML template (.docx). This feature allows to insert a dynamic hyperlink in your template (.docx) and define an individual display name.

Requirments: DocumentsCorePack (DCP) v.6.15 and higher

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3. February 2014 13:38

How to send emails with picture links using DocumentsCorePack

Filed Under(AutoMerge 2013 | CRM 2011 | AutoMerge 2011 | DocumentsCorePack 2011 | CRM 2013 | CRM 2015 | DocumentsCorePack 2013 | DocumentsCorePack 2015) By Jin

This article describes how to send emails in workflows with dynamic images! Sometimes it happens that email programmes do not resolve inserted dynamic images correctly. With our DocumentsCorePack [Insert as Picture-Link]-field you can solve this problem.

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31. January 2014 13:10

Create a document and attach it to an email in a single AutoMerge workflow-step

Filed Under(AutoMerge 2013 | CRM 2013 ) By Jin

This blog article outlines how to create a document and attach it to an email in a single AutoMerge workflow-step for MS CRM 2013 Online.

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31. January 2014 11:24

DCP Troubleshooting: Description Field problem

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This article describes how to solve the description field problem in DocumentsCorePack. If you try to create an activity and it fails with the soap Exception you see below, it is due to the limitation of lenght of the “CRM description-field”. 

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27. January 2014 12:09

How TelephoneIntegration Client works with Outlook Client

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

This article outlines how TelephoneIntegration Client works with Outlook client. Available for TelephoneIntegration Client v5.54 and higher.

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27. January 2014 11:10

Using TelephoneIntegration for MS CRM 2013 with MS Outlook only

Filed Under(CRM 2013 | TelephoneIntegration 2013) By Jin

This article describes, how to use TelephoneIntegration for MS CRM 2013 with MS Outlook only. Users have the possibility to use TelephoneIntegration without a browser, but with Outlook only, meaning that TelephoneIntegration will open all windows (e.g. the CRM-call-activity, etc.) in Outlook and not in an internet browser window.

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21. January 2014 15:48

How to configure unmanaged entities for SmartBar

Filed Under(CRM 2013 | SmartBar 2013) By Jin

This article outlines how to configure unmanaged entities for SmartBar for MS CRM 2013!

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19. December 2013 13:46

Additional table formatting options

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This article outlines additional formatting options for splitting a tables header or footer.

Requirments: DocumentsCorePack (DCP) for MS CRM 2013, v6.11 and higher. All our addons come with an unlimited 14 days free trial. Please click here to download and test it!

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19. December 2013 10:53

“Insert Computed-Field” - formatting options for number and money-fields

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This article outlines the formatting options for number and money-fields within the “Insert Computed-field”-function (.docx).

Requirments: DocumentsCorePack for MS CRM 2013, v6.11 and higher. All our addons come with an unlimited 14 days free trial. Please click here to download and test it!

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18. December 2013 09:03

Workflow-creation with AutoMerge for MS Dynamics CRM 2013 Online

Filed Under(AutoMerge 2013 | CRM 2013 ) By Jin

This article explains how to configure a workflow with AutoMerge for Microsoft Dynamics CRM 2013 Online. The steps described below solely refer to AutoMerge for MS Dynamics CRM 2013 Online. For details about how to create a workflow with AutoMerge for MS Dynamics CRM On-Premise, please watch our demonstration videos on our Youtube channel. (Click here to watch the videos)

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