13. September 2016 16:13

Office Open XML: Overview

Filed Under(CRM 2011 | DocumentsCorePack 2011) By akumer

Below, you can find an overview to a series regarding the use of Office Open XML (DocX) format with
DocumentsCorePack for Microsoft Dynamics CRM 2011.

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7. April 2016 11:38

Error Message: Solution AutoMergeGlobalButtonTmp failed to import

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

The error message Solution AutoMergeGlobalButtonTmp Failed To Import

indicates, that the user who is running the current setup process has no rights to access the solution files.

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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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19. August 2015 16:41

Error message: ...is missing prvReadptm_ticallinfodata privilege

Filed Under(CRM 2011 | TelephoneIntegration 2011 | CRM 2013 | CRM 2015 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By pkorosec

Error message:

Principal user (Id=56f329cd-2a1f-e511-8118-c4346bad624c, type=8) is missing prvReadptm_ticallinfodata privilege (Id=f83d0785-3924-421b-ad25-9ee898c13b7d) 

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17. July 2015 09:42

How to change the CRM connection credentials for active users

Filed Under(CRM 2011 | DocumentsCorePack 2011 | TelephoneIntegration 2011 | CRM 2013 | CRM 2015 | CRM 4.0 | TelephoneIntegration 4 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By Jin

In oder to change the CRM connection credentials for active CRM users for DocumentsCorePack Client and/or TelephoneIntegration Client for MS CRM, please follow the below steps. 

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7. July 2015 15:05

ActivityTools: Upgrade to version 2015.115 or higher

Filed Under(ActivityTools 2013 | ActivityTools 2015 | CRM 2011 | ActivityTools 2011 | CRM 2013 | CRM 2015) By Michael Dohr

Existing ActivityTools customers will need to follow the upgrade-path mentioned below in order to upgrade an existing ActivityTools installation to the latest version (2015.115 or higher).

Please follow the steps carefully to avoid complications. 

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26. June 2015 12:10

How to enable debugging for AttachmentExtractor

Filed Under(AttachmentExtractor 2013 | AttachmentExtractor 2015 | CRM 2011 | AttachmentExtractor 2011 | CRM 2013 | CRM 2015 | CRM 2015/2016) By Jin

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Please note: this article applies to

CRM 2011, CRM 2013 and CRM 2015/2016

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This article provides you with a step-by-step instruction on how to enable debugging
for AttachmentExtractor in CRM 2011, 2013 and 2015/2016.

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22. January 2015 15:40

How to insert an entity image

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | CRM 2015 | DocumentsCorePack 2013 | DocumentsCorePack 2015) By Jin

This article outlines how to add images, product photos, company logos etc. to MS Dynamics CRM 2011/2013/2015. In our example we add an image to a CRM contact and later on, we add an image to a template.

Requirements: DocumentsCorePack for MS CRM 2011/2013/2015

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8. October 2014 10:20

How to set partial document editing restriction in templates

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | CRM 4.0 | DocumentsCorePack 4 | DocumentsCorePack 2013) By Jin

This blog article outlines how to use the MS Word Restrict Editing-functionality. It supports restricted editing for the whole document, as well as editing specific paragraphs of the document only. Please note: The functionality works with merged documents as well.

 

Requirements: DocumentsCorePack for MS CRM

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22. August 2014 12:09

How to add GroupCalendar to a specific ribbon location?

Filed Under(CRM 2011 | GroupCalendar 2011 | CRM 2013 | CRM 4.0 | GroupCalendar 4 | GroupCalendar 2013) By Jin

This blog article explains how to add GroupCalendar to a specific ribbon location with XRM Tools.

Requirements: GroupCalendar for MS CRM

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