10. April 2013 15:00

AutoMerge: specific settings for plug-in based printing

Filed Under(CRM 2011 | AutoMerge 2011) By ssteinklauber

With AutoMerge for Microsoft Dynamics CRM 2011 On-Premise/Online, you are able to print the dynamically generated document automatically to a specific printer. Sometimes, the printer settings regarding trays, duplex, size, etc. are not applied if you define them using a specifc user account, because the service runs under different user accounts. In order to avoid this, AutoMerge offers you the possibility to define specific printing options in the workflow itself.

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3. April 2013 10:36

How to use TelephoneIntegration for MS CRM 2011 with MS Outlook only

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

If you want to use TelephoneIntegration without a browser, but with Outlook only, you have to install TelephoneIntegration Client v.5.54 or higher (click here to download the latest version) and to create a new settingskey. Please follow the below steps to do so.

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27. March 2013 13:33

How to set restrictions for dialing from a related CRM-record

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

In general, TelephoneIntegration allows users to dial from related CRM-records. This means, that they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc.).

You have the possibility to set restrictions for the related records to be displayed in the TelephoneIntegration balloon (e.g. In case of dialling out from an opportunity, you want accounts to be displayed, but not the related contacts and leads). In order to do so, you have to create a new settingskey and follow the below steps. 

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25. March 2013 13:43

Recap: Convergence2013 in New Orleans

Filed Under(News) By ssteinklauber

Thank you for joining us at the Convergence2013 in New Orleans! It was great meeting you there!

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25. March 2013 11:15

How to dial from a related CRM record

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

TelephoneIntegration allows users to dial from related CRM-records. This means that they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc.). The example in the screenshot below shows that the user has the possibility to dial from all records which are related to the account ‘MSCRM-ADDONS.com’. Users have a good overview of the related records, as they are structured in main phone, connections, relations and others

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18. March 2013 17:25

Color-coding-functionality for appointments and service activities for Group Calendar

Filed Under(CRM 2011 | GroupCalendar 2011) By ssteinklauber

Please note: GroupCalendar v5.58 or higher is required. The feature is available for all activity types. 

GroupCalendar for MS Dynamics CRM 2011 provides the possibility to define a specific color for each scheduled service activity and appointment (click here to download the latest GroupCalendar version).

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7. March 2013 09:14

GroupCalendar with revised user interface

Filed Under(CRM 2011 | GroupCalendar 2011) By ssteinklauber

This article outlines the revised user interface of the GroupCalendar within version 5.45 and higher (click here to download the latest GroupCalendar verison).

The user interface was renewed in the course of working on the GroupCalendar’s compatibility with RU12 and cross-browser. There are two slight changes in the user interface which are listed and described below:

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5. March 2013 16:02

How to zoom and define date ranges in GANTT views?

Filed Under(CRM 2011 | GroupCalendar 2011) By ssteinklauber

The article explains the following two features which are available in the GroupCalendar’s GANTT views only:

 

Please note: Version 5.46 or higher is required. (Click here to download the latest GC version). 

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1. March 2013 09:52

How to merge a document

Filed Under(CRM 2011 | DocumentsCorePack 2011) By ssteinklauber

This article outlines how to merge and process a document using the DocumentsCorePack addon. In general, you have two possibilities for merging a document:

  • trigger the mailmerge process from within MS Word
  • trigger the mailmerge process from within CRM

A list of document-processing steps offered by DocumentsCorePack and feasible with one single click can be found at the end of this article.

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26. February 2013 17:52

How to use the [Insert as HTML]-button in Open Office XML templates (.docx)?

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

INTRODUCTION

 This feature enables you to easily insert contents (pictures, texts, etc.) into documents which have been added to a CRM record via HTML editor. The functionality interprets HTML codes stored in CRM and to display the contents appropriately in merged documents. Furthermore, the last version of DocumentsCorePack enables users to insert pictures into documents (for more details about this functionality, please click here).

Addon: DocumentsCorePack 

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