6. June 2014 09:35

How to build and format an address block with docx. templates

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This blog article explains how to build an address block and format it properly with DocumentsCorePack for MS CRM 2013 templates (.docx). With the DocumentsCorePack Field Properties-functionality, users can easily format every address line and define specific line behaviour if the information was not stored in CRM.

Requirements: DocumentsCorePack (DCP) for MS CRM 2013

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27. May 2014 12:56

How to use a default web browser instead of Internet Explorer in TelephoneIntegration Client

Filed Under(CRM 2011 | TelephoneIntegration 2011 | CRM 2013 | CRM 2015 | CRM 2015/2016 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By pkorosec

This short blog article explains how to use the TelephoneIntegration (TI) Client for Microsoft Dynamics CRM with a default web browser instead of Internet Explorer (IE).

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21. May 2014 15:11

How to install DocumentsCorePack on a terminal server for CRM Online?

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This blog article explains how to install DocumentsCorePack for MS CRM on a terminal server for CRM Online. 

Requirments: DocumentsCorePack

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12. May 2014 08:52

How to hide the [Create Document]-button in specific entities

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This article outlines how to hide the [Create Document]-button for specific entities.

Requirements: DocumentsCorePack ServerBased (DCP SB)

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6. May 2014 16:14

How to enable debugging for SmartBar

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

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Please note:

This article applies to SmartBar in MS CRM 2013, 2015, as well as to MS CRM 2015/2016.

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5. May 2014 09:57

How to upgrade DocumentsCorePack from MS CRM 4 to 2011 or 2013

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

This article outlines how to prepare DocumentsCorePack (DCP) for MS CRM 4 for an upgrade to CRM 2011 or CRM 2013!

Requirments: DocumentsCorePack 

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30. April 2014 12:32

How to display new entities in the search field in SmartBar

Filed Under(CRM 2013 | SmartBar 2013) By Jin

This blog article outlines how to integrate new entries in the SmartBar entity and SiteMap entry search field.

Requirements: SmartBar for MS CRM 2013

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25. April 2014 10:41

Where to find the Settingskeys for mscrm-addons.com products?

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

This article outlines where to find the Settingskeys for our products in MS CRM 2013/2015.

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11. April 2014 10:00

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

Filed Under(CRM 2013 | TelephoneIntegration 2013) By Jin

Generally, TelephoneIntegration allows users to dial from related CRM-records. But users also have the possibility to set restrictions for the related records to be displayed in the TelephoneIntegration balloon. 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.).

Requirements: TelephoneIntegration

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10. April 2014 14:42

How to use the lead qualifier plugin

Filed Under(CRM 2013 | General) By Jin

The Lead Qualifier Plugin is a small solution that changes the process of creating a contact and account from the information within a lead. The main difference to the out-of-the-box-solution for this scenario within CRM 2013 is that no opportunity is automatically created within the process. 

This allows CRM users to qualify a new lead at any time during the CRM working process. Moreover, the plugin allows the association of the lead to already existing contacts or accounts in addition to creating new entities of said types, which saves time and avoids duplicates. 

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