1. Activate debugging for DCP Client and AutoMerge.
1. Close the AutoMerge Application or shut down the DCP Workflow Service (depending on the installation mode
2. Close ALL open Word instances. Also check the task manager if any WINWORD.EXE process is running
3. Close the DocumentsCorePackDataProvider in the taskbar. Please also check in the taskmanager if no “WordMailMergeDataProvider.exe” is running
4. Activate debugging for the DCP Client in the registry as described in this KB article: http://support.mscrm-addons.com/default.aspx?kb=10759
5. Activate debugging for AutoMerge as described in this KB article: http://support.mscrm-addons.com/default.aspx?kb=10238
6. Restart the AutoMerge Application or DCP Workflow Service (depending on installation mode)
2. Reproduce the error through triggering the workflow which will start AutoMerge
3. Send us the generated log files for DCP Client AND AutoMerge. The log files will be found in the installation directories of each product in the subfolder "log".

1. Verify that the values under HKEY_CURRENT_USER\Software\Microsoft\Windows\CurrentVersion\Explorer\User Shell Folders use valid drive letters.
2. If there are invalid drive letters, change them to point to valid drives
3. Try to install the software and check if that helps.

Basics:

Licensechecks are done each time the application is accessed by a user. Having an invalid license stops the whole product from working. And invalid license will never have any impact on the CRM, it only limits the addon itself.

Reasons for an invalid license :

• Wrong license OrganizationUnit
• Usercount has execeeded the granted licenses (Stops whole product, not only for the excessive users on all license models)
• Upgrading the product after having the support contract expired
• In Case of a time limited license (and a trial) : Reached the end of the license lifetime.

Licensetype normal license (aka perSite license)

Requires a license for each active CRM user, no matter if he uses the product or not. If new CRM users are added, the license needs to be extended with more users as well.

Disabled, ReadOnly users and Administrative users do not require a license.

Licensetype perUser license

Requires only as many licenses as you actually want to have, but starts at a minimum of 10 licenses and is double the price of a site license.

The license is a named user license and the license is activated via a checkbox on the Systemuser entity for a specific user. You may activate as many users for the access as you have licenses.

Exceeding the granted license count stops the product for all users.

When you follow the guidelines in the AutoMerge Installation Guide on page 30 for the example of how to send a quote as PDF, you’ll notice that this email is not sent automatically. To send this email, you have to create another worklow.

Please not that this only works when you have at least AutoMerge v4.65 installed

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