4. February 2016 11:36

How to add CRM Menu Navigation Links manually

Filed Under(ActivityTools 2015 | CRM 2015 | CRM 2015/2016 | DocumentsCorePack 2015) By pofner

To successfully integrate our products with custom entity-forms, the navigation configuration has to be applied manually.

This article describes, how MS Dynamics CRM Menu Navigation Links can be added manually to DocumentsCorePack and ActivityTools.

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2. February 2016 14:49

Custom Parameters for ActivityTools

Filed Under(ActivityTools 2015 | CRM 2015 | CRM 2015/2016) By pofner

This article describes how to define custom parameters for embedded ActivityTools pages (For example to pre-filter activity types).

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1. February 2016 15:42

DocumentsCorePack FileExplorer in IFD environment

Filed Under(AutoMerge 2013 | CRM 2011 | AutoMerge 2011 | DocumentsCorePack 2011 | CRM 2013 | CRM 2015 | CRM 2015/2016 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By pofner

This article is about the DocumentsCorePack (DCP) FileExplorer in IFD environments for CRM 2011, 2013, 2015 and 2016.

Basically, DocumentsCorePack's FileExplorer is not supported in CRM IFD environments. Nevertheless, it could be possibly working. If you want to try to configure it, follow this article.

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26. January 2016 10:12

How to add custom columns to ActivityTools grids

Filed Under(ActivityTools 2015 | CRM 2015 | CRM 2015/2016) By pofner

This articles explains how you can add custom columns to ActivityTools grids for CRM 2015/2016.

Via a CRM settings key additional columns can be added to the ActivityTools grid. For each activity type and column, a separate CRM field can be displayed. The custom columns will be inserted between the subject- and date/time-column and can have column headers. This is a global setting and takes effect for all CRM users.

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18. June 2013 11:13

Use DocumentsCorePack with CRM 2011 list components for SharePoint

Filed Under(CRM 2011 | DocumentsCorePack 2011) By pofner

This article is only relevant if you are using SharePoint folders or SharePoint sites integration of DocumentsCorePack. It does not concern DocumentsCorePack in combination with the CRM integrated SharePoint.

It describes how to use MS CRM 2011 list components to show and manage SharePoint documents of your DCP folder or site configuration.
It is available from DCP Server version 5.43 on and works with SharePoint 2010 and 2013.

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19. October 2012 11:32

Execute AutoMerge for MS CRM 2011 and 2013 via JavaScript

Filed Under(AutoMerge 2013 | CRM 2011 | AutoMerge 2011 | CRM 2013 ) By pofner

This article explains how to execute the Create Document-step of AutoMerge manually in JavaScript. This allows to include this functionality in custom - applications (e.g. create documents via a CRM-button-click and save document to SharePoint )

This article covers both:

1) Calling the plugin

2) Handling the result

Attached, you can find the full library for download.

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11. September 2012 13:05

Filter linked entities: .docx templates

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

It is possible to filter the linked entities of a 1:N and a N:N relationship during the merge process based on their IDs.
This works in combination with DocumentsCorePack and AutoMerge, but only with .docx-templates.

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14. June 2012 19:43

Perform a config change of RecordCounter for MS CRM 2011

Filed Under(CRM 2011 | RecordCounter 2011) By pofner

The current version of RecordCounter for MS CRM 2011 contains performance updates. These updates will take effect, once the following changes have been made to the config.

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3. May 2012 18:55

Save modes of RecordCounter for MS CRM 2011

Filed Under(CRM 2011 | RecordCounter 2011) By pofner

If you hit the [OK]-button on the RecordCounter Server Config first, it will generate and save the fetches and then generate and import the RecordCounterServerConfig-solution.

In some cases it will be helpful to only save the fetches or only to import the solution.

This article describes how this can be achieved.

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20. April 2012 09:00

How to enable debugging for the RecordCounter

Filed Under(CRM 2011 | RecordCounter 2011) By pofner

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Please note 

This article only applies to the RecordCounter in Microssoft Dynamics CRM 2011. 

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