3. September 2012 09:19

Windows 8 WIF Framework installation (WindowsIdentityFoundation)

Filed Under(CRM 2011 | DocumentsCorePack 2011 | TelephoneIntegration 2011) By ckokely

Windows 8 has the WIF Framework built in, therefore our installers will fail for now trying to update the WIF on windows 8 clients.

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18. July 2012 16:18

CRM entities created during the installation

Filed Under(CRM 2011 | DocumentsCorePack 2011) By ckokely

Each product installs the following entities in CRM:

ptm_mscrmaddonstemp

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17. July 2012 08:19

[Print in Word]-button

Filed Under(CRM 2011 | DocumentsCorePack 2011) By mwilhelmer

The features of the DocumentsCorePack [Print in Word]-button increase the performance and also the usability of our product.

The features allow you to select templates directly with the [Print in Word]-button.

To take adavantage of this feature you need at least the following version:

- DocumentsCorePack Server Version 5.25

- DocumentsCorePack Client Version 5.57

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30. May 2012 13:20

CustomPrintInWordActionAccount

Filed Under(CRM 2011 | DocumentsCorePack 2011) By mwilhelmer

The below desribed methods are part of the ptm_dcp_custombuttonactions.js-web resource. More information on this resource can be found here. The comments and the code for one example of this resource are added below.

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30. May 2012 12:01

Advanced [Print in Word]-Button Configuration

Filed Under(CRM 2011 | DocumentsCorePack 2011) By mwilhelmer

Basically, the default [Print in Word]-button contains JavaScript code in the background.

If you are familiar with CRM and JavaScript you can add your own custom buttons to  increase the usability of your CRM system.

e.g., you can predefine a template that should be always used to perform the merge. 

You can modify the JavaScript code, so that - based on certain criteria - a template is automatically selected without user interaction.

The following article contains a description of how to change, modify and extend this feature.

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18. January 2012 11:56

Disable ribbon buttons for non-licensed users

Filed Under(CRM 2011 | DocumentsCorePack 2011 | TelephoneIntegration 2011) By ckokely

Starting with version 5.23 / TI and version 5.19 / DCP in combination with LicenseManager 5.2, the ribbon buttons will be disabled on perUser licensing, if the user is having the acccess flag for the product set to no.

Licensemanager 5.2 creates a new setting, IsPerUserLicense with value true|false when importing a licensekey.

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30. November 2011 15:46

DocumentsCorePack template security settings

Filed Under(CRM 2011 | DocumentsCorePack 2011) By mwilhelmer

In CRM 2011, all DocumentsCorePack templates are stored in custom entities.
The name of this custom entity is DocumentsCorePack Template (ptm_mscrmaddons_dcptemplates).
Every record of this entity has the template attached as a note.

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30. November 2011 14:11

DocumentsCorePack Client save locations

Filed Under(CRM 2011 | DocumentsCorePack 2011) By mwilhelmer
There are three major save locations for files that are used by the DocumentsCorePack Client.

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30. November 2011 14:07

How to change the save location of the metadata.bin file

Filed Under(CRM 2011 | DocumentsCorePack 2011) By mwilhelmer

Per default, CRM metadata information for DocumenstCorePack is stored here:

%APPDATA%\DCP\metadata

The above location equals to C:\Users\[YourUsername]\AppData\Roaming\DCP\metadata.
If you want to change this location, you have to generate a new SettingsKey.

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25. November 2011 13:11

How to add information of the current user to a document?

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

It is quite common, that user information shows up within the document itself. (e.g. a “Best regards, firstname lastname” at the end of a quote).
This Step-By-Step tutorial describes how to add this relation to a template. In this example the Quote_base.docx template, that comes with the installation of DCP for CRM 2011, is used.

Please note: DocumentsCorePack (DCP) Client version 5.27 or higher is mandatory!

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