18. March 2015 13:00

How to create SharePoint locations, folders and subfolders automatically in DCP SB (OnPremise)?

Filed Under(CRM 2013 | CRM 2015 | DocumentsCorePack 2013 | DocumentsCorePack 2015) By Jin

This blog article outlines how to create SharePoint locations, folders and subfolders automatically within MS Dynamics CRM with DocumentsCorePack ServerBasedusing a simple workflow.

Add-On: DocumentsCorePack ServerBased (OnPremise)

For the MS Dyn CRM Online version of this article, please click here.   

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27. February 2015 12:06

How to create label templates with DCP (DocX)?

Filed Under(CRM 2013 | CRM 2015 | CRM 2015/2016 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By Jin

This article explains how to create label templates with DocumentsCorePack (DCP) DocX.

Requirements: DocumentsCorePack for MS CRM 2013 (Client 6.33) and higher

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16. February 2015 14:35

How to add the [Call Number]-flyout button?

Filed Under(CRM 2013 | CRM 2015 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By Jin

This article outlines how to add the TelephoneIntegration [Call Number]-button manually.

Requirements: TelephoneIntegration for MS CRM 2013/2015

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4. February 2015 14:34

TelephoneIntegration Server - do not use Integrated Security

Filed Under(CRM 2013 | CRM 2015 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By Frank Haas

It is not recommended to use Integrated Security for Telephone Integration.

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4. February 2015 10:19

DCP Server Upgrade Error: A managed solution cannot overwrite the Attribute component with Id=

Filed Under(CRM 2013 | DocumentsCorePack 2013) By cternek

Sometimes it could happen that you receive the following error message when you upgrade your DocumentsCorePack Server.

Error importing solution AutoMergeServerCore.zip

Figure 1: Error importing solution on org


When you click on retry you get following details:

Error: A managed solution cannot overwrite the Attribute component with Id=07b55925-4b04-4bfa-900f-4e20744f784c which has an unmanaged base instance. The most likely scenario for this error is that an unmanaged solution has installed a new unmanaged Attribute component on the target system, and…

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26. January 2015 10:33

How to add the [Export to Word]-flyout button?

Filed Under(CRM 2013 | CRM 2015 | DocumentsCorePack Server Based 2013 | DocumentsCorePack ServerBased 2015) By Jin

This article outlines how to add the DocumentsCorePack [Export to Word]-button manually.

Requirements: DocumentsCorePack (DCP) for MS CRM 2013/2015

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22. January 2015 15:40

How to insert an entity image

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | CRM 2015 | DocumentsCorePack 2013 | DocumentsCorePack 2015) By Jin

This article outlines how to add images, product photos, company logos etc. to MS Dynamics CRM 2011/2013/2015. In our example we add an image to a CRM contact and later on, we add an image to a template.

Requirements: DocumentsCorePack for MS CRM 2011/2013/2015

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22. January 2015 10:06

TIUpdateService is still processing data

Filed Under(CRM 2013 | TelephoneIntegration 2013) By pkorosec

This blog article explains what to do if the TIUpdateService is still processing data from previous configuration in TelephoneIntegration (TI) for Microsoft Dynamics CRM 2013.

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5. January 2015 14:21

How to create custom activities and/or entities?

Filed Under(CRM 2013 | CRM 2015 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By Jin

This blog article outlines how to customize the TelephoneIntegration Context Menu to create new activities and/or entities.

Requirements: TelephoneIntegration Client v.6.20 or higher

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28. November 2014 11:13

Open/Save Template Error while creating a label template

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

If you receive the following error when creating a label template in DCP for CRM 2013, your DCP Server Component is very likely not up to date.

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