21. September 2016 13:44

How to start a service in DocumentsCorePack ServerBased (on premise)?

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

In Order to run a workflow- or dialog-Process, it is necessary to set up a new DocumentsCorePack (DCP) service to start the document generation process. This article outlines how to start a service in DocumentsCorePack ServerBased (DCP SB).

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2. August 2016 10:13

How to uninstall PowerSearch (Silverlight)

Filed Under(CRM 2015 | PowerSearch 2015) By akumer

Since PowerSearch (Silverlight) 2015.102 is the last version of its kind, many users switch to the new version of PowerSearch. Though this does not require the deinstallation of PowerSearch (Silverlight), some users might wish to do so anyway.

However, it is very easy to uninstall PowerSearch (Silverlight), even if PowerSearch is already installed. Please follow this step-by-step tutorial to learn how it works. 

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4. February 2016 11:36

How to add CRM Menu Navigation Links manually

Filed Under(ActivityTools 2015 | CRM 2015 | CRM 2015/2016 | DocumentsCorePack 2015) By pofner

To successfully integrate our products with custom entity-forms, the navigation configuration has to be applied manually.

This article describes, how MS Dynamics CRM Menu Navigation Links can be added manually to DocumentsCorePack and ActivityTools.

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2. February 2016 14:49

Custom Parameters for ActivityTools

Filed Under(ActivityTools 2015 | CRM 2015 | CRM 2015/2016) By pofner

This article describes how to define custom parameters for embedded ActivityTools pages (For example to pre-filter activity types).

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1. February 2016 15:42

DocumentsCorePack FileExplorer in IFD environment

Filed Under(AutoMerge 2013 | CRM 2011 | AutoMerge 2011 | DocumentsCorePack 2011 | CRM 2013 | CRM 2015 | CRM 2015/2016 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By pofner

This article is about the DocumentsCorePack (DCP) FileExplorer in IFD environments for CRM 2011, 2013, 2015 and 2016.

Basically, DocumentsCorePack's FileExplorer is not supported in CRM IFD environments. Nevertheless, it could be possibly working. If you want to try to configure it, follow this article.

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26. January 2016 10:12

How to add custom columns to ActivityTools grids

Filed Under(ActivityTools 2015 | CRM 2015 | CRM 2015/2016) By pofner

This articles explains how you can add custom columns to ActivityTools grids for CRM 2015/2016.

Via a CRM settings key additional columns can be added to the ActivityTools grid. For each activity type and column, a separate CRM field can be displayed. The custom columns will be inserted between the subject- and date/time-column and can have column headers. This is a global setting and takes effect for all CRM users.

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18. December 2015 11:00

How to upgrade to Microsoft Dynamics CRM 2016

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

This article provides step-by-step instructions regarding to the upgrade of our addons to Microsoft Dynamics CRM 2016.

Our addons provide a wide range of helpful features! But before you will be able to enjoy the various benefits of or addons for MS CRM 2016 there is some work (at least let us call it like that) waiting for you:

The upgrade.

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25. November 2015 15:36

How to open the DocumentsCorePack Advanced Template Settings (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

In order to apply special settings to your DocumentsCorePack Template, you have to access the Template Settings Dialog.
Hot to get to this essential dialog is outlined step by step in this article.
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25. November 2015 13:39

DocumentsCorePack Property Syntax (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

Certain properties of DocumentsCorePack templates consist of fixed text
and CRM fields. There are also some additional function calls available and data
from CRM can also be manipulated.
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25. November 2015 10:10

Template Settings (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

Template settings are additional capabilities that can be defined in your DocumentsCorePack templates.
The purpose of most of the settings is to improve the automation in the document generation process.
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