31. May 2013 08:17

Features and settings in TOPDOWN view for GroupCalendar

Filed Under(CRM 2011 | GroupCalendar 2011) By ejoebstl

This article outlines the features of TOPDOWN view, which are available for GroupCalendar (GC) version 5.55 and higher (click here to download the latest GC version).
En detail, this article explains, how you:

 

  1. Change the user and time, by drag and drop

  2. Create and save an appointment directly in CRM, by double-click into the selected time-slot

  3. Delete activities directly

  4. See all details of activities (multiple row able)

  5. Create an activity by just clicking right into your selected time-slot

  6. Right-click into your activities to open, delete or copy them

  7. Change  between the views show 24 hours and show business hours. Business hours-view is preset from 08:00-17:00 and also configurable.

  8. Determine how many minutes a time-slot should have (in general 30 min.)
     

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29. May 2013 13:54

How to change Culture-Info in GroupCalendar

Filed Under(CRM 2011 | GroupCalendar 2011) By aweiss

If you want to change the date format of GroupCalendar, you only have to change the Culture-Info.

The Culture-Info represents information about a specific culture including the names of the culture, the writing system, and the calendar used, as well as access to culture-specific objects that provide information for common operations, such as formatting dates and sorting strings.

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28. May 2013 12:59

DTMF (DualToneMultifrequency) improved input procedure directly from your TelephoneIntegration Client balloon

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ejoebstl

This blog article outlines how to send dtmf signals directly from the TelephoneIntegration (TI) balloon, so you no longer need to do that with your telephone handset. This feature is available in version 5.56 or higher.

Examples of using dtmf functionality:

  • authentication by conference calls
  • interacting with IVR systems

That means, when you call e.g. a support telephone number, or you would like to start a conference call, you may have to enter an access password or some digital numbers. With the dtmf function, you don't need to use your telephone handset to enter your access password, but to select it direclty via the dtmf function in TelephoneIntegration.

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22. May 2013 13:32

Proper email body preview in ActivityTools 5.40 print preview

Filed Under(CRM 2011 | ActivityTools 2011) By ejoebstl

With this reworked feature of ActivityTools, you again have a quick and clear preview
of your e-mail content via ActivityTools print preview. 

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16. May 2013 15:06

How you make a table invisible in DocumentsCorePack, when there is no data available

Filed Under(CRM 2011 | DocumentsCorePack 2011) By ejoebstl

This article outlines, how to make a table invisible, when there is no data available. Simply mark the table or click into it. Open the table properties with a right-click. Now you have the opportunity to activate Delete whole table if rowcount is zero. As soon as you have activated this button, you will not have any blank tables in your document anymore.


dcp

Figure 1: Template with table and table properties

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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15. May 2013 17:02

How to enable debugging for the DCP UploadFile SharePoint webservice

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

1. Open the IIS on the SharePoint server and navigate to the SharePoint Site where DocumentsCorePack (DCP) is configured and the UploadFile.asmx WebService is installed. Select the IIS Website and click on Explore as marked in Figure 1.

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Figure 1: Click on explore

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8. May 2013 12:56

DocumentsCorePack - Configuration Chart

Filed Under(CRM 2011 | AutoMerge 2011 | DocumentsCorePack 2011) By mwilhelmer
The below chart provides you with an overview of the possible configuration scenarios of CRM and SharePoint
together with DocumentsCorePack and AutoMerge for CRM 2011

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8. May 2013 10:15

Issues with the automatic generation of folder locations in CRM Online and SharePoint Online

Filed Under(CRM 2011 | AutoMerge 2011 | DocumentsCorePack 2011) By mwilhelmer
If you you experience issues with the automatic generation of SharePoint Online folder locations for the CRM integrated Sharepoint solution,
this article provides you with a solution. (For both, DocumentsCorePack and Automerge, the steps are the same.)
Please note: These steps are only necessary, if you have performed an upgrade of DocumentsCorePack or Automerge previously
and now, the automatic folder creation does not work for one of these addons any longer for CRM SharerPoint Online.

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25. April 2013 13:05

How to enable/disable DFR (Dialing from relationships) by dialing from CRM site

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ejoebstl

This blog article outlines how to enable/disable Dialing from relationships (DFR) by dialing from CRM site.

Usually, TelephoneIntegration (TI) allows users to dial from related CRM-records. Say, they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc).

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23. April 2013 15:13

TIMELINE- chronological listing for appointments and service activities in GroupCalendar

Filed Under(CRM 2011 | GroupCalendar 2011) By ejoebstl

This article explains the capabilities of GroupCalendar's TIMELINE which is available for the versions v.5.52 and higher (click here to download the latest GroupCalendar (GC) version). This feature gives you a quick and easy overview of all scheduled appointments/activities seperatet by selected users.

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