13. December 2012 11:01

Advanced template-group filtering

Filed Under(CRM 2011 | DocumentsCorePack 2011) By mwilhelmer

This feature offers the possibility to set a filter for DocumentsCorePack templates.
Templates are filtered based on the template-group they are assigned to.
Applying filter limits, the available templates are grouped in template-groups.
This prevents users from getting confused by a variety of available templates as they can only see and select templates of the corresponding template-group defined by the applied filter.

To take advantage of this feature you need at least both of the following versions:

 - DocumentsCorePack Server for MS CRM 2011 5.36

 - DocumentsCorePack Client for MS CRM 2011 5.73

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13. December 2012 09:00

How to install and add a printer before using it with AutoMerge

Filed Under(CRM 2011 | AutoMerge 2011) By ssteinklauber

With AutoMerge for MS Dynamics CRM 2011 On-Premise/Online, you can print dynamically generated documents automatically on a specific printer.

But before you can start to use this functionality, there are several things to do. Because AutoMerge runs as service with a service user, you have to install the printer as described in the steps below to ensure that the service user has access.

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11. December 2012 13:39

How to set the font sizes in the TelephoneIntegration balloon

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

This blog article outlines how to set the font sizes in the TelephoneIntegration balloon.

Users have the possibility to define the font sizes for the values to be displayed in the TelephoneIntegration balloon.

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11. December 2012 12:24

Predictive dialer: How to reschedule of a phone call

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

This blog article describes how to reschedule a phone call when using the predictive dialer of TelephoneIntegration.

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11. December 2012 11:54

How to place InternetExplorer popup windows

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

This blog article describes how to place InternetExplorer popup windows when using TelephoneIntegration.

TelephoneIntegration provides the possibility to automatically open CRM records and a new phone-call activity in separate InternetExplorer windows. Users can define the order and position of the CRM record-window and the phone-call-activity-window.

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11. December 2012 11:31

Policy options for internal phone calls

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

This blog article outlines various policy options for internal phone calls.

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11. December 2012 10:10

How to assign unresolved numbers to exisiting CRM records

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

TelephoneIntegration provides the possibility to assign unresolved numbers to already existing CRM records. This blog article outlines how do so.

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28. November 2012 07:25

If/else-conditions in *.docx templates

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 4.0 | DocumentsCorePack 4) By Michael Dohr

It is often required to place conditional fields within a template like e.g. only print address lines when stored in the regarding CRM-record.

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19. November 2012 11:12

How to create a workflow with AutoMerge for MS Dynamics CRM 2011 Online

Filed Under(CRM 2011 | AutoMerge 2011) By ssteinklauber

This article explains how to configure a workflow with AutoMerge for Microsoft Dynamics CRM 2011 Online. The steps described below solely refer to AutoMerge for MS Dynamics CRM 2011 Online. For details about how to create a workflow with AutoMerge for MS Dynamics CRM On-Premise, please watch our demonstration videos on our Youtube channel here.

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2. November 2012 13:41

How to use integrated search in TelephoneIntegration for MS Dynamics CRM 2011

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ssteinklauber

Within the TelephoneIntegration user interface, called balloon, it is possible to search for CRM-records (accounts, contacts, users, etc.) or for telephone numbers. The found records and telephone numbers are displayed within this balloon and users are able to perform outgoing calls immediately simply by clicking on the displayed record. There is no need to explicitly open CRM to start outgoing calls. The menu opened via a right-click on the displayed record offers the possibility to copy the telephone number or to open the record in CRM.

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