23. November 2015 09:00

Computed Field (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

The Computed Field property allows you to evaluate calculations of data from CRM.
The following step by step description will show you how to set this field in the
DocumentsCorePack Client for your template.

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23. November 2015 08:59

Advanced String (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

 

The Advanced String property allows you to define a pattern for a dynamically
created string. The following step by step description will show you how
to set this property in the DocumentsCorePack Client for your template.
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23. November 2015 08:57

Insert QR-Code (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer
The Insert QR-Code field allows you to define a pattern for a dynamically
created QR-Code. The following step by step description will show you how
to set this field in the DocumentsCorePack Client for your template.
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17. November 2015 09:46

Insert Static Document (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer
The Insert Static Document feature allows you to insert a sub template into 
your current template or also to insert further text documents, like AGBs.
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14. January 2014 09:30

How to create a SettingsKey manually in MS Dynamics

Filed Under(AutoMerge 2013 | CRM 2013 | CRM 2015 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By mwilhelmer

Sometimes you may be asked to create a new settingskey for one of our products
(e.g. if we developed a customization for you or if a special configuration is needed, etc.).
To do so, please follow the six easy steps below.

Addons: AutoMerge, DocumentsCorePack, TelephoneIntegration

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30. December 2013 19:13

How to get the unique organization name

Filed Under(CRM 2013 | CRM 2015 | CRM 2015/2016 | General) By mwilhelmer

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   Please note: This article applies to CRM 2013 as well as to CRM 2015/2016

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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 will find a short description on how to get the necessary information for CRM 2013 and CRM 2015/2016.

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8. May 2013 12:56

DocumentsCorePack - Configuration Chart

Filed Under(CRM 2011 | AutoMerge 2011 | DocumentsCorePack 2011) By mwilhelmer
The below chart provides you with an overview of the possible configuration scenarios of CRM and SharePoint
together with DocumentsCorePack and AutoMerge for CRM 2011

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8. May 2013 10:15

Issues with the automatic generation of folder locations in CRM Online and SharePoint Online

Filed Under(CRM 2011 | AutoMerge 2011 | DocumentsCorePack 2011) By mwilhelmer
If you you experience issues with the automatic generation of SharePoint Online folder locations for the CRM integrated Sharepoint solution,
this article provides you with a solution. (For both, DocumentsCorePack and Automerge, the steps are the same.)
Please note: These steps are only necessary, if you have performed an upgrade of DocumentsCorePack or Automerge previously
and now, the automatic folder creation does not work for one of these addons any longer for CRM SharerPoint Online.

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29. January 2013 15:51

CreateActivitiesFor: Advanced Settings

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

This feature extends the existing CreateActivitiesFor-property of DocumentsCorePack.

This article covers the configuration, an example and the technical details of this feature.

To take adavantage of this feature, you need at least the following version of DocumentsCorePack:

 - DocumentsCorePack Client for MS CRM 2011 v5.76

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13. December 2012 12:22

[Save as DOCX]-button

Filed Under(CRM 2011 | DocumentsCorePack 2011) By mwilhelmer

This  feature offers you the option to save a document directly to the proper location in CRM without having to generate an activity. 
The location depends on the configuration, which is defined within the DocumentsCorePack server configuration tool.

To take adavantage of this new feature you need at least the following version:

 - DocumentsCorePack Client for MS CRM 2011 5.73

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