19. September 2013 08:14

How to synchronize TelephoneIntegration history with actual phonecalls

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ckokely

Synopsis:

This article explains the steps required to synchronize the actual call duration as recorded in the TelephoneIntegration history with actual phone calls in CRM.

More...

Tags:

18. September 2013 12:33

MSCRM Addons 2011 – Version Number Guide

Filed Under(CRM 2011 | General) By Jin

This article describes how to find out the version number for each mscrm-addons product.

More...

Tags: , , , , , , , ,

12. September 2013 12:48

How to upgrade PowerSearch for MS CRM 2011 to 2013

Filed Under(CRM 2011 | PowerSearch 2011 | CRM 2013 | PowerSearch 2013) By Jin

This article will show you how to prepare PowerSearch for MS CRM 2011 for an update of your CRM system to 2013!

More...

Tags: ,

28. August 2013 15:58

The "Insert QR-Code"-button in Open Office XML template (.docx)

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

This article outlines, how to use the "Insert as QR Code"-fields functionality within the "Insert"-button in Open Office XML template (.docx).

More...

Tags: ,

20. August 2013 10:22

AttachmentExtractor fails to upload large files

Filed Under(CRM 2011 | AttachmentExtractor 2011) By ckokely

Issue:

AttachmentExtractor fails to upload files exeeding two megabytes of size (The actual size being blockes depends on various parameters and might actually be lower than the set value).

More...

Tags:

8. August 2013 11:46

How to save document names separately - advanced settings

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

The settings of DocumentsCorePack now allows you to configure the "Name" and the "Subject" for the "Document Name" separately. Available vor v5.93 and higher.

More...

Tags: ,

22. July 2013 13:33

How to remove leading digits that are not part of the phone number

Filed Under(CRM 2011 | TelephoneIntegration 2011) By pkorosec

When calling over TAPI line, you sometimes need to predial a specific number to make an external call. In some cases, the TAPI driver is also passing this number to the TelephoneIntegration (TI) Client. If the TI Client Balloon then shows the PREDIAL NUMBER + REGULAR PHONE NUMBER instead of only the PHONE NUMBER. 

More...

Tags:

3. July 2013 10:09

How to rebuild a phone number index table

Filed Under(CRM 2011 | TelephoneIntegration 2011) By pkorosec

When phone numbers are not being resolved correctly, the cause is sometimes an incomplete phone number index table (to be found in the MSCRM-ADDONS.com CTI CallInfos) in CRM. 


It is recommended to rebuild this table from scratch. This includes removing all existing data in that table. To do so, we use the Telephone Integration update service. This article outlines how to do so. 

More...

Tags: ,

18. June 2013 11:13

Use DocumentsCorePack with CRM 2011 list components for SharePoint

Filed Under(CRM 2011 | DocumentsCorePack 2011) By pofner

This article is only relevant if you are using SharePoint folders or SharePoint sites integration of DocumentsCorePack. It does not concern DocumentsCorePack in combination with the CRM integrated SharePoint.

It describes how to use MS CRM 2011 list components to show and manage SharePoint documents of your DCP folder or site configuration.
It is available from DCP Server version 5.43 on and works with SharePoint 2010 and 2013.

More...

Tags: ,

11. June 2013 12:10

AttachmentExtractor: How to customize entity folders and attributes in Sharepoint

Filed Under(CRM 2011 | AttachmentExtractor 2011) By ejoebstl

This feature requires AttachmentExtractor 5.24 or higher.

Outline

1.) It enables AttachmentExtractor to create custom folder structures based on entity data from the regarding (email) or parent entity (annotation).

2.) It enables AttachmentExtractor to create custom attributes on the sharepoint and fill them with data from regarding (email) or parent entity (annotation).

More...

Tags:

Tag Cloud

This will be shown to users with no Flash or Javascript.

Page List