4. April 2013 14:32

AutoMerge: service-based printing

Filed Under(AutoMerge 2011) By Jin
AutoMerge now offers a service-based printing option which is available additionally to the already known plugin-based printing-option. The additional option is available within AutoMerge for MS Dynamics CRM 2011 v5.30 and higher (click here to download the latest AutoMerge version) and is based on a service which is running in the background.
This article covers the following essential topics:
Before you continue reading, please make sure that you installed AutoMerge v5.30 or higher. After that, please proceed as described in the sections below. More...
1. March 2013 11:56

Addon-Update Behaviour (valid for builds from 1st March 2013 and beyond)

Filed Under(CRM 2011 | ActivityTools 2011 | AttachmentExtractor 2011 | AutoMerge 2011 | DocumentsCorePack 2011 | GroupCalendar 2011 | PowerSearch 2011 | RecordCounter 2011 | TelephoneIntegration 2011) By ckokely

 

When you launch an upgrade installation of our products, the setup will update existing files and solutions in CRM. The default behaviour of upgrading a product installation has changed with all releases after 1st of March, 2013.

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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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18. December 2012 16:38

How to enable debugging for AutoMerge

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

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Please note: this article applies to CRM Onpremise 2011 2013 2015

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This article provides you with a step-by-step instruction on how to enable debugging
for AutoMerge in Microsoft Dynamics CRM.

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13. December 2012 09:00

How to install and add a printer before using it with AutoMerge

Filed Under(CRM 2011 | AutoMerge 2011) By ssteinklauber

With AutoMerge for MS Dynamics CRM 2011 On-Premise/Online, you can print dynamically generated documents automatically on a specific printer.

But before you can start to use this functionality, there are several things to do. Because AutoMerge runs as service with a service user, you have to install the printer as described in the steps below to ensure that the service user has access.

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19. November 2012 11:12

How to create a workflow with AutoMerge for MS Dynamics CRM 2011 Online

Filed Under(CRM 2011 | AutoMerge 2011) By ssteinklauber

This article explains how to configure a workflow with AutoMerge for Microsoft Dynamics CRM 2011 Online. The steps described below solely refer to AutoMerge for MS Dynamics CRM 2011 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 here.

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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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4. April 2012 16:12

Configuration loading error of AutoMerge

Filed Under(CRM 2011 | AutoMerge 2011) By pofner

This article outlines what you can do if the AutoMerge Configuration page doesn’t load.


If the AutoMerge solution won’t load, please follow the below instructions.

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27. May 2011 09:58

How to resolve Windows Live Network is unavailable from this site error in CRM 2011 Online

Filed Under(CRM 2011 | AutoMerge 2011) By dmaurer

Sometimes, the following error occurs when one tries to login at Microsoft Dynamics CRM 2011 Online Web Client:

"The Windows Live Network is unavailable from this site for one of the following reasons…”

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Figure 1: Error message

This article focusses on how to resolve this error. 

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