27. January 2014 12:09

How TelephoneIntegration Client works with Outlook Client

Filed Under(CRM 2011 | TelephoneIntegration 2011 | CRM 2013 | TelephoneIntegration 2013) By Jin

This article outlines how TelephoneIntegration Client works with Outlook client. Available for TelephoneIntegration Client v5.54 and higher.

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27. January 2014 11:10

Using TelephoneIntegration for MS CRM 2013 with MS Outlook only

Filed Under(CRM 2013 | TelephoneIntegration 2013) By Jin

This article describes, how to use TelephoneIntegration for MS CRM 2013 with MS Outlook only. Users have the possibility to use TelephoneIntegration without a browser, but with Outlook only, meaning that TelephoneIntegration will open all windows (e.g. the CRM-call-activity, etc.) in Outlook and not in an internet browser window.

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21. January 2014 15:48

How to configure unmanaged entities for SmartBar

Filed Under(CRM 2013 | SmartBar 2013) By Jin

This article outlines how to configure unmanaged entities for SmartBar for MS CRM 2013!

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14. January 2014 09:30

How to create a SettingsKey manually in MS Dynamics

Filed Under(AutoMerge 2013 | CRM 2013 | CRM 2015 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By mwilhelmer

Sometimes you may be asked to create a new settingskey for one of our products
(e.g. if we developed a customization for you or if a special configuration is needed, etc.).
To do so, please follow the six easy steps below.

Addons: AutoMerge, DocumentsCorePack, TelephoneIntegration

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30. December 2013 19:13

How to get the unique organization name

Filed Under(CRM 2013 | CRM 2015 | CRM 2015/2016 | General) By mwilhelmer

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   Please note: This article applies to CRM 2013 as well as to CRM 2015/2016

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When ordering licenses, you will be asked for the organisation unit name of your CRM system.
This information is mandatory in order to create a license.
Below, you will find a short description on how to get the necessary information for CRM 2013 and CRM 2015/2016.

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19. December 2013 13:46

Additional table formatting options

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This article outlines additional formatting options for splitting a tables header or footer.

Requirments: DocumentsCorePack (DCP) for MS CRM 2013, v6.11 and higher. All our addons come with an unlimited 14 days free trial. Please click here to download and test it!

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19. December 2013 10:53

“Insert Computed-Field” - formatting options for number and money-fields

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This article outlines the formatting options for number and money-fields within the “Insert Computed-field”-function (.docx).

Requirments: DocumentsCorePack for MS CRM 2013, v6.11 and higher. All our addons come with an unlimited 14 days free trial. Please click here to download and test it!

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18. December 2013 09:03

Workflow-creation with AutoMerge for MS Dynamics CRM 2013 Online

Filed Under(AutoMerge 2013 | CRM 2013 ) By Jin

This article explains how to configure a workflow with AutoMerge for Microsoft Dynamics CRM 2013 Online. The steps described below solely refer to AutoMerge for MS Dynamics CRM 2013 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. (Click here to watch the videos)

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6. December 2013 16:53

DocumentsCorePack: Culture Information

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

The following table shows the different culture information for displaying the DATETIME() function for DocumentsCorePack templates (.docx).

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6. December 2013 16:16

DocumentsCorePack: Custom Date and Time Format Strings

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

The following table shows the different custom date and time format strings for displaying the DATETIME() function for DocumentsCorePack templates (.docx).

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