1. March 2013 09:52

How to merge a document

Filed Under(CRM 2011 | DocumentsCorePack 2011) By ssteinklauber

This article outlines how to merge and process a document using the DocumentsCorePack addon. In general, you have two possibilities for merging a document:

  • trigger the mailmerge process from within MS Word
  • trigger the mailmerge process from within CRM

A list of document-processing steps offered by DocumentsCorePack and feasible with one single click can be found at the end of this article.

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28. February 2013 12:53

GroupCalendar fully supports Dynamics CRM RU12 (Polaris) and cross-browser compatibility

Filed Under(CRM 2011 | GroupCalendar 2011) By alist

Our GroupCalendar for MS Dynamics CRM 2011 fully supports CRM RU12 (Polaris).
Up to now, the only workaround was to open the GroupCalendar in a new Internet Explorer-window.
Up from v5.45, GroupCalendar opens again directly within CRM. Furthermore, Chrome and Firefox are also fully supported by the GroupCalendar. This release also supports older CRM Rollups!

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26. February 2013 17:52

How to use the [Insert as HTML]-button in Open Office XML templates (.docx)?

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

INTRODUCTION

 This feature enables you to easily insert contents (pictures, texts, etc.) into documents which have been added to a CRM record via HTML editor. The functionality interprets HTML codes stored in CRM and to display the contents appropriately in merged documents. Furthermore, the last version of DocumentsCorePack enables users to insert pictures into documents (for more details about this functionality, please click here).

Addon: DocumentsCorePack 

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25. February 2013 15:30

TI client interprets outgoing calls as incoming calls

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber
When dialling out with TI Client, an outgoing call may be interpreted as an incoming call. This happens, if the the installed TAPI driver does not deliver the DialTone event.
If the TAPI driver delivers the DialTone event, the driver interprets the call as an outgoing call. Otherwise, the driver interprets the call as an incoming call. In order to avoid the latter case, you have to set a new CRM settingskey for TelephoneIntegration.

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29. January 2013 15:51

CreateActivitiesFor: Advanced Settings

Filed Under(CRM 2011 | AutoMerge 2011 | DocumentsCorePack 2011) By mwilhelmer

This feature extends the existing CreateActivitiesFor-property of DocumentsCorePack.

This article covers the configuration, an example and the technical details of this feature.

To take adavantage of this feature, you need at least the following version of DocumentsCorePack:

 - DocumentsCorePack Client for MS CRM 2011 v5.76

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24. January 2013 10:08

The compatibility of our addons with Dynamics CRM, RU12, SharePoint and MS Office

Filed Under(CRM 2011 | General) By ssteinklauber
In this article, you can find a compatibility chart for all our addons. It shows which of our addons are compatible with
    · MS Dynamics CRM 2011 On-Premise/Hosted (IFD)/Online
    · RollUp 12
    · MS Sharepoint 2010/2013/Online
    · MS Office (x86, x64) 2007/2010/2013
    · and which of them support cross-browsing.

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18. December 2012 16:38

How to enable debugging for AutoMerge

Filed Under(AutoMerge 2013 | CRM 2011 | AutoMerge 2011 | CRM 2013 | CRM 2015 | DocumentsCorePack 2015) By ssteinklauber

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Please note: this article applies to CRM Onpremise 2011 2013 2015

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This article provides you with a step-by-step instruction on how to enable debugging
for AutoMerge in Microsoft Dynamics CRM.

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13. December 2012 16:26

How to open GroupCalendar from a CRM entity record

Filed Under(CRM 2011 | GroupCalendar 2011) By ssteinklauber

Up from GroupCalendar version 5.37 it is possible to embed GroupCalendar into a CRM entity. GroupCalendar will display all activities for which the currently opened record is set as Regarding

In this mode, all users will be listed in the GroupCalendar’s Gantt and TopDown View without the option to hide some of them.

Also, you cannot change the displayed users/team when opening the GroupCalendar from an entity.

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13. December 2012 16:26

How to show working hours and time-off in GroupCalendar

Filed Under(CRM 2011 | GroupCalendar 2011) By ssteinklauber

Since CRM 2011, it is possible to specify working hours and time-off (e.g. vacation) for each user and resource.  With GroupCalendar v5.37 or higher, it is now possible to show these working hours and the time-off.

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13. December 2012 12:22

[Save as DOCX]-button

Filed Under(CRM 2011 | DocumentsCorePack 2011) By mwilhelmer

This  feature offers you the option to save a document directly to the proper location in CRM without having to generate an activity. 
The location depends on the configuration, which is defined within the DocumentsCorePack server configuration tool.

To take adavantage of this new feature you need at least the following version:

 - DocumentsCorePack Client for MS CRM 2011 5.73

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