17. July 2015 09:42

How to change the CRM connection credentials for active users

Filed Under(CRM 2011 | DocumentsCorePack 2011 | TelephoneIntegration 2011 | CRM 2013 | CRM 2015 | CRM 4.0 | TelephoneIntegration 4 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By Jin

In oder to change the CRM connection credentials for active CRM users for DocumentsCorePack Client and/or TelephoneIntegration Client for MS CRM, please follow the below steps. 

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8. October 2014 10:20

How to set partial document editing restriction in templates

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

This blog article outlines how to use the MS Word Restrict Editing-functionality. It supports restricted editing for the whole document, as well as editing specific paragraphs of the document only. Please note: The functionality works with merged documents as well.

 

Requirements: DocumentsCorePack for MS CRM

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22. August 2014 12:09

How to add GroupCalendar to a specific ribbon location?

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

This blog article explains how to add GroupCalendar to a specific ribbon location with XRM Tools.

Requirements: GroupCalendar for MS CRM

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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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15. May 2013 17:02

How to enable debugging for the DCP UploadFile SharePoint webservice

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

1. Open the IIS on the SharePoint server and navigate to the SharePoint Site where DocumentsCorePack (DCP) is configured and the UploadFile.asmx WebService is installed. Select the IIS Website and click on Explore as marked in Figure 1.

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Figure 1: Click on explore

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28. November 2012 07:25

If/else-conditions in *.docx templates

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 4.0 | DocumentsCorePack 4) By Michael Dohr

It is often required to place conditional fields within a template like e.g. only print address lines when stored in the regarding CRM-record.

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8. February 2012 13:30

Gantt Printpreview for GroupCalendar

Filed Under(CRM 4.0 | GroupCalendar 4) By alist

GroupCalendar version 4.84 offers a print preview of the Gantt View. This requires a small client side installation.

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29. September 2011 12:09

Repair WScript.Shell ActiveX

Filed Under(CRM 2011 | DocumentsCorePack 2011 | TelephoneIntegration 2011 | CRM 4.0 | DocumentsCorePack 4 | TelephoneIntegration 4) By alist

In some rare cases the WScript.Shell ActiveX component is not correctly registered. This causes, that the DocumentsCorePack Print in Word and TelephoneIntegration Call Number buttons are not working properly. To resolve the issue open a command prompt and enter regsvr32.exe wshom.ocx

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

22. June 2011 15:50

How to get the unique organization name for CRM 4.0 and CRM 2011 (RTM / RTW)

Filed Under(CRM 2011 | CRM 4.0) By Michael Dohr

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 can find a short description about how to get the necessary information for CRM 4.0 / CRM 2011.

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23. May 2011 14:58

Upgrading CRM 4 to CRM 2011 with 3rd party addons.

Filed Under(CRM 2011 | CRM 4.0 | General) By jelliott

Before you can upgrade your CRM 4 to 2011, you will need to uninstall all 3rd party addons and check that all buttons have been deleted. After the migration you can then install the latest version of each addon.
 
Should you have not done this, then it will be more complicated to get rid of the buttons and icons before you can install the CRM 2011 addons.

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