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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26. April 2012 12:06

Manually adding navbar entries - Example ActivityTools

Filed Under(CRM 2011 | ActivityTools 2011) By ckokely

On some occasions, unmanaged customizations to forms might prevent the setup to correctly configure the navbar section of entities.

You would see an error similar to this one, telling about a transition of an unmanaged solution being impossible 

The first step to solve this issue is to identify the causing entity.

You need to find the purple highlighted errortext in the XML tree.

 

Follow the tree up till you find the formXML node. The localized name will tell you which entity is failing. You need to uncheck this entity from all locations in the configuration. You can process all other entities as normal.

 

Adding the NavBar entry manually :

You need to be administrator to be able to complete the following steps :

Open up any record of the entity you want to customize (Account for this example)

and open the form designer

 

Enable the navbar editing

 

and insert a new item

 

On the following dialog enter a name (Like EmailPreview or ActivityPreview), select the ptm_Icon16x16 webresource for the icon

 

Select the ptm_webApplicationPreloaderActivityPreview to add the ActivityPreview functionality or select the  ptm_webApplicationPreloaderEmailPreview to add the EmailPreview.

If you want to enable both, you need to repeat the same steps for each item. 

Close all forms, and do not forget to save&publish the changes or the changes will not show.

20. April 2012 09:00

How to activate debugging for RecordCounter for MS CRM 2011

Filed Under(CRM 2011 | RecordCounter 2011) By pofner

This article describes how you can activate debugging for RecordCounter for CRM 2011. It also shows how you can access the log files.

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4. April 2012 16:12

Configuration loading error of AutoMerge for MS CRM 2011

Filed Under(CRM 2011 | AutoMerge 2011) By pofner

This article describes how you can solve the problem that the AutoMerge Configuration page doesn’t load.


If the AutoMerge solution won’t load like in the screenshot below, please follow the instructions of this article.

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3. April 2012 15:50

How to activate debugging for AutoMerge for MS CRM 2011

Filed Under(CRM 2011 | AutoMerge 2011) By pofner

This article describes how to activate debugging for AutoMerge for CRM 2011.


Basically there are two possibilities to enable debugging.

Solution 1: Activating debugging by using the AutoMerge Configuration (Recommended way, only if the AutoMerge Configuration doesn’t work use the second solution). 

Solution 2: Activating debugging manually via MSCRM-ADDONS.com Settingskeys.

 

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18. January 2012 11:56

Disable ribbon buttons for non-licensed users

Filed Under(CRM 2011 | DocumentsCorePack 2011 | TelephoneIntegration 2011) By ckokely

Starting with version 5.23 / TI and version 5.19 / DCP in combination with LicenseManager 5.2 the ribbonButtons will be disabled on perUser licensing, if the user is having the acccess flag for the product set to no.

Licensemanager 5.2 creates a new setting, "IsPerUserLicense" with value true|false when importing a licensekey.

Based on this setting being true and the Users access flag (perUserLicensing[Product]) the button will be disabled.

The funtionality is requiring general solution v46.0

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30. December 2011 12:25

RecordCounter - Plugin Registration Error

Filed Under(CRM 2011 | RecordCounter 2011) By pofner

If the error message „Plugin registration error of PTM Plugins!“ appears after the installation of RecordCounter, it means that the plugin wasn’t updated successfully. To solve this problem, please follow the instructions of this article.

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16. December 2011 11:31

Install GroupCalendar for MS CRM 2011 Online

Filed Under(CRM 2011 | GroupCalendar 2011) By alist

GroupCalendar for CRM 2011 Online is now finished. If you purchased GroupCalendar, you need to follow the below instructions. We'll not install GroupCalendar into your organization as a trial. For that reasons we have our own test organization where you can have a closer look at GroupCalendar for CRM 2011 Online.

URL: http://mscrmaddonsdemo4.crm4.dynamics.com
Username: groupcalendardemo@gmail.com
Password: mscrmaddons

To install GroupCalendar 2011 Online, please follow the instructions:

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5. December 2011 12:11

Execute Fetch from CRM 2011

Filed Under(CRM 2011) By alist

Sometimes it could happen, that you want to execute a fetch and see if it works. And also see the results.

With the attached solution, you have to possibility to execute a fetch. Please note that this solution is not designed to generate fetches!

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30. November 2011 14:07

How to change the save location of the metadata.bin file for DocumentsCorePack (CRM 2011)

Filed Under(CRM 2011 | DocumentsCorePack 2011) By mwilhelmer

As a default the CRM metadata information for DocumenstCorePack are stored here:

"%APPDATA%\DCP\metadata"

The location above is equal to "C:\Users\[YourUsername]\AppData\Roaming\DCP\metadata".
If you want to change this location you have to generate a new SettingsKey.

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