Its quite a common requirement, that information of the user that is creating documents shows up within the document itself. (e.g. a “Best regards, firstname lastname” at the end of a quote).
This Step-By-Step describes how to add this relation to a template. In this example the Quote_base.docx template, that comes with the installation of DCP for CRM 2011,is used.

DCP-Client v5.27 or higher is mandatory!

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When using “per Use” licensing, it is mandatory to enable all users that should be licensed within CRM. It often occurs, that after installing the license via the License Manager, a screen like:

appears. This is due to the fact, that the user that is running the license-manager (usually an admin) itself is not a licensed user at this point.

To enable specific users you will have to:

1) Open the User via CRM->Settings->Administration->Users

2) Set the “Per user licensing for [PRODUCT NAME]” bit value to true:

Depending on the installed addons a “Per user licensing”-field will be visible on the User form. Here its possible to enable users to use our addon (see screenshot).

Thats it. When restarting the licensemanager, we will see that the user-count has changed due to the number of activated users AND, if the admin has been enabled too, the red cross will be gone:

INFO: Its possible to install the license although  the red cross appears in the [Number of user licenses]-row. Therefore its not mandatory to set the admin user itself to “true”.

This is the 4th part of the series regarding the “Office Open XML”-format that is provided in DocumentsCorePack for CRM 2011. The template used in this video is the one that has been created in previous tutorials of this series, so its recommended to take a look into Part 1 – Creating a template and Part 2- Resolve Relationships first!

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This is the third part of the series regarding the “Office Open XML”-format. This video is based on the the results from Part 1 “Creating a template” , so I recommend to take a look into this demovideofirst.

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When ordering licenses, you will be asked for the organisation unit name of your CRM-system. This information is mandatory in order to create a license. Below you can find a short description about how to get the necessary information for CRM 4.0 / CRM 2011.

CRM 4.0
The organisation unique-name can be found within the deployment manger of MS CRM.(Located on the Server where MS CRM has been installed)

CRM 2011

For CRM 2011 On-Premise (RTM) as well as CRM 2011 Online (RTW),  the unique organization name can be found in Settings -> Customizations -> Developer Resources.

IMPORTANT: For CRM 4 as well as CRM 2011, the Unique-name is required. Next to this, our key is case sensitive and will not work if the names don’t fit.

This is the second part of the series regarding the “Office Open XML”-format. This video is based on the the results from Part 1 “Creating a template” , so I recommend to take a look into this demovideofirst.

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This is the first part of a series regarding the use of the “Office Open XML (DocX)” format with DocumentsCorePack for MS CRM 2011.

The video shows how to create a Quote template showing a list of Quote-Products which is quite a common requirement.

Part 2 will contain a detailed description about how to resolve “Additional” relations like the Quote-> Quote Product relation used in this video.

Dashboard for MS CRM4.0 provides several maps (World-map, Europe, U.S., Germany, Netherlands,…) in order to e.g. display customer-distributions.
This blog contains basic information on configuríng maps explained by a Step-by-Step- Setup of a “Customers in the U.S.A-chart”.

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To downgrade the KDTele-tools in order to use the previous Event-model, simply donwload the downgrade package from:

http://62.99.232.162/TI/downgrade.zip

and extract the package into a “downgrade” folder within the installation directory of the TI-client component:

Within “downgrade” you can find a batch file, that is performing the following steps:

regsvr32 /u ..\kdtele.ocx   // Unregisters the actual KDTele.ocx
ren ..\kdtele.ocx ..\kdtele_replace.ocx  // creates a backup of the actual KDTele.ocx
copy kdtele.ocx ..           //Replaces the file
regsvr32 ..\kdtele.ocx // registersthe new kdtele.ocx-file

So all you need to do, is to:

1. Close TI-client
2. Run the batch-file
3. Restart TI

The problem due to the fact, that MS CRM is using an HttpModule for multitenancy scenarios. This http module will be called with an anonymous user account and therefore fail when trying to request e.g the metadata webservice.

Solution: To make it work, a new entry (remove CrmAuthentication) has to be specified within the web.config file of the specific Add-On.

<system.web>
 ...
 <httpmodules> 
 <remove name="CrmAuthentication" />
 </httpmodules> 
 ...
</system.web>