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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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.

image
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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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. December 2010 11:38

Barring DocumentsCorePack Toolbar for non-DCP users

Filed Under(CRM 4.0 | DocumentsCorePack 4) By jelliott

If you want to hide or block the toolbar in MS Word for non-DCP users on a terminalserver, please check the following steps:


1. You will have to create the following Reg key under current user instead of local machine:

    HKLM\software\Microsoft\Office\Word\Addins\WordMailMerge.Connect  
    (for example: HKCU\software\Microsoft\Office\Word\Addins\Wordmailmerge.connect)

3. Once you have created the reg key you can change the load behaviour for each user. Change it to 2 to block the toolbar for the user.

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

10. December 2010 09:39

WordMailMerge Add-on Error

Filed Under(CRM 2011 | CRM 4.0 | DocumentsCorePack 4) By aweiss

Problem


Figure 1: Security Issue: WordMailmErge Add-On Error

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18. November 2010 15:45

DocumentsCorePack IFD configuration

Filed Under(CRM 4.0 | DocumentsCorePack 4) By jelliott

When using DocumentsCorePack (DCP) in different environments (office, home, etc.) it is necessary to configure 2 profiles for the client.

One for the IFD connection and one for the standard connection.
These profiles are configured via the DCP dataprovider on the client.

Please open the registry and add the the following string value to
Hkey_Current_User\Software\PTM EDV-Systeme\WordMailMergeClient.

String value= failoverprofile
Value for failover profile = GUID of  the IFD profile.

Adding this setting to the current user will ensure that DCP switches between the profiles as soon as one of the connection types is not available.

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

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27. July 2010 13:12

Error message: 1327.Invalid Drive: Z:\ during Installation

Filed Under(CRM 4.0 | Activity Tools 4 | AutoMerge 4 | DocumentsCorePack 4 | GroupCalendar 4) By alist
  1. Verify that the values under HKEY_CURRENT_USER\Software\Microsoft\Windows\CurrentVersion\Explorer\User Shell Folders use valid drive letters.
  2. If there are invalid drive letters, change them to point to valid drives. 
  3. Try to install the software and check if that helps.

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

9. July 2010 12:17

How to configure DCP FileExplorer in an IFD Environment with WebDrive

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

In an IFD Environment it is hard to implement a FileShare which is available through the Internet. We found a product named WebDrive where you could configure, for example an FTP which will be mapped to a local drive.

Here is a link to the product website: http://www.southrivertech.com/products/webdrive/winindex.html

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