10. April 2013 15:00

AutoMerge: specific settings for plug-in based printing

Filed Under(CRM 2011 | AutoMerge 2011) By ssteinklauber

With AutoMerge for Microsoft Dynamics CRM 2011 On-Premise/Online, you are able to print the dynamically generated document automatically to a specific printer. Sometimes, the printer settings regarding trays, duplex, size, etc. are not applied if you define them using a specifc user account, because the service runs under different user accounts. In order to avoid this, AutoMerge offers you the possibility to define specific printing options in the workflow itself.

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4. April 2013 15:07

Service-based printing in AutoMerge

Filed Under(CRM 2011 | AutoMerge 2011) By ejoebstl
AutoMerge offers a service-based printing option which is additionally available to the already known plugin-based printing-option. The additional option is available within AutoMerge for MS Dynamics CRM 2011 version 5.30 and higher (click here to download the latest AutoMerge version) and is based on a service running in the background.
This article covers the following essential topics:
  • How to create a service and a printer for printing documents
  • How to add the service-based printing step to a workflow
  • Exception: How to add the service-based printing step to workflows including
    a Delete Document-step
Before you continue reading, please make sure that you have installed AutoMerge v5.30 or higher. 

Please note:
If you already run a service for printing documents, you can skip the first section of this article and can continue reading in the ‘How to add the service-based printing step to a workflow’-section. 

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3. April 2013 10:36

How to use TelephoneIntegration for MS CRM 2011 with MS Outlook only

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

If you want to use TelephoneIntegration without a browser, but with Outlook only, you have to install TelephoneIntegration Client v.5.54 or higher (click here to download the latest version) and to create a new settingskey. Please follow the below steps to do so.

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27. March 2013 13:33

How to set restrictions for dialing from a related CRM-record

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

In general, TelephoneIntegration allows users to dial from related CRM-records. This means, that 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.).

You have the possibility to set restrictions for the related records to be displayed in the TelephoneIntegration balloon (e.g. In case of dialling out from an opportunity, you want accounts to be displayed, but not the related contacts and leads). In order to do so, you have to create a new settingskey and follow the below steps. 

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25. March 2013 11:15

How to dial from a related CRM record

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

TelephoneIntegration allows users to dial from related CRM-records. This means that 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.). The example in the screenshot below shows that the user has the possibility to dial from all records which are related to the account ‘MSCRM-ADDONS.com’. Users have a good overview of the related records, as they are structured in main phone, connections, relations and others

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18. March 2013 17:25

Color-coding-functionality for appointments and service activities for Group Calendar

Filed Under(CRM 2011 | GroupCalendar 2011) By ssteinklauber

Please note: GroupCalendar v5.58 or higher is required. The feature is available for all activity types. 

GroupCalendar for MS Dynamics CRM 2011 provides the possibility to define a specific color for each scheduled service activity and appointment (click here to download the latest GroupCalendar version).

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7. March 2013 09:14

GroupCalendar with revised user interface

Filed Under(CRM 2011 | GroupCalendar 2011) By ssteinklauber

This article outlines the revised user interface of the GroupCalendar within version 5.45 and higher (click here to download the latest GroupCalendar verison).

The user interface was renewed in the course of working on the GroupCalendar’s compatibility with RU12 and cross-browser. There are two slight changes in the user interface which are listed and described below:

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7. March 2013 06:57

GroupCalendar for CRM Online & Internet Explorer 10

Filed Under(CRM 2011 | GroupCalendar 2011) By alist

There is another small update of the MSCRMADDONScomGeneral Solution which fixes a issue with Internet Explorer (IE) 10 when running in compatibility mode. When you're not using IE 10 yet it is not critical when you do not import the updated solution. But we still recommend to update the solution to be prepared for IE 10.

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5. March 2013 16:02

How to zoom and define date ranges in GANTT views?

Filed Under(CRM 2011 | GroupCalendar 2011) By ssteinklauber

The article explains the following two features which are available in the GroupCalendar’s GANTT views only:

 

Please note: Version 5.46 or higher is required. (Click here to download the latest GC version). 

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1. March 2013 11:56

Addon-Update Behaviour (valid for builds from 1st March 2013 and beyond)

Filed Under(CRM 2011 | ActivityTools 2011 | AttachmentExtractor 2011 | AutoMerge 2011 | DocumentsCorePack 2011 | GroupCalendar 2011 | PowerSearch 2011 | RecordCounter 2011 | TelephoneIntegration 2011) By ckokely

 

When you launch an upgrade installation of our products, the setup will update existing files and solutions in CRM. The default behaviour of upgrading a product installation has changed with all releases after 1st of March, 2013.

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