21. June 2016 16:57

Export–Import of PowerSearch Configuration Records

Filed Under(CRM 2015/2016 | PowerSearch 2015/2016) By akumer

This article describes how to export and import the PowerSearch Configuration Records. It is useful if you a) want to create a backup or b) migrate your configuration from one organization to another one. 

Microsoft offers some really helpful tools for Microsoft Dynamics CRM and Microsoft Dynamics CRM addons in general. When you, for example, download the MS SDK, it provides you with the Configuration Migration tool that supports you in migrating data from one system to another.

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19. May 2016 16:17

How to enable debugging for PowerSearch

Filed Under(CRM 2015/2016 | PowerSearch 2015/2016) By akumer

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Please note:
This article applies to PowerSearch in MS Dyn CRM 2015/2016 or higher.
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19. May 2016 14:42

How to embed PowerSearch in CRM SiteMap

Filed Under(CRM 2015/2016 | PowerSearch 2015/2016) By akumer

PowerSearch can be embedded anywhere into CRM SiteMap. For example, this can be done by using the XrmToolBox. For free download, please click here.

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13. May 2016 13:32

Insert a static document subtemplate

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

The insert as static document button is a very useful functionality if it comes to creating templates in DocumentsCorePack Template Designer. Its functionalitites can be expanded to insert not only static documents, but also subtemplates. In the course of this article,
you will learn how to do so.

First of all, you need to open two templates, but you could also create two totally new ones.
Learn which fields can be added to a template here.

However, you need one for your main entity and one for your subentity. They are the base for all further actions.

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11. May 2016 13:27

Boolean Fields in DocumentsCorePack

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

With version 7.106 or higher of DocumentsCorePack Client, its users are enabled to use an extended functionality, the so called Boolean Fields. Boolean fields are, for example, all the Do not allow…-fields. 

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11. May 2016 11:17

Pen control for DocumentsCorePack

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

With the so called visual controls for phones and tablets, Microsoft Dynamics CRM 2016 introduces some new features. Should you like to get more general information about them, please click here.

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7. April 2016 11:38

Error Message: Solution AutoMergeGlobalButtonTmp failed to import

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

The error message Solution AutoMergeGlobalButtonTmp Failed To Import

indicates, that the user who is running the current setup process has no rights to access the solution files.

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29. March 2016 11:32

TelephoneIntegration supports UnifiedServiceDesk (USD)

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

Instead of opening contact/account/lead CRM records in InternetExplorer, the CRM records are opened in the USD client.

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22. March 2016 12:41

How to purge temporary data files

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

Every time a document is created in Microsoft Dynamics CRM, a corresponding temp is created by the system. This step consumes a lot of database storage. This article provides step by step instructions on how to

A) find the correct temporary data files and how to
B) create a workflow that purges the temporary data files automatically

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18. March 2016 09:17

How to add additional entities to AssureSign?

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

As per default, AssureSign only supports the following entities:

- Account
- Lead
- Contact
- Order
- Contract and
- Opportunity

If you want to use DocumentsCorePack and AssureSign with other entities,
you must add this entity to AssureSign Document. This article provides
a step-by-step description on how to do so.  

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