27. March 2015 10:51

Recap: Convergence 2015 in Atlanta

Filed Under(News) By Jin

We are back from our business journey of this year’s Convergence 2015 (March 16-19) in Atlanta GA.

THANK YOU for visiting our booth!

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18. March 2015 13:00

How to create SharePoint locations, folders and subfolders automatically in DCP SB (OnPremise)?

Filed Under(CRM 2013 | CRM 2015 | DocumentsCorePack 2013 | DocumentsCorePack 2015) By Jin

This blog article outlines how to create SharePoint locations, folders and subfolders automatically within MS Dynamics CRM with DocumentsCorePack ServerBasedusing a simple workflow.

Add-On: DocumentsCorePack ServerBased (OnPremise)

For the MS Dyn CRM Online version of this article, please click here.   

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27. February 2015 12:06

How to create label templates with DCP (DocX)?

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

This article explains how to create label templates with DocumentsCorePack (DCP) DocX.

Requirements: DocumentsCorePack for MS CRM 2013 (Client 6.33) and higher

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25. February 2015 10:51

MSCRM Addons 2015 and 2015/2016 – Version Number Guide

Filed Under(CRM 2015 | CRM 2015/2016 | General) By Jin

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           Please note: This article applies to 2015 as well as to CRM 2015/2016

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This article outlines where to find the version number for each mscrm-addons product. Click the link below for the addon that you wish to find the version number for.

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19. February 2015 16:23

Service Based Printing: General Trouble Shooting

Filed Under(DocumentsCorePack Server Based 2013 | DocumentsCorePack ServerBased 2015 | General) By aweiss

Here are a few troubleshooting steps you can check if the Service Based Printing does not work as expected:

  1. Make sure the service is running and configured for both document generation and printing jobs.
     
  2. Specify a service user on the first configuration tab (General).
     
  3. Make sure that the specified user is the same as the user that is configuring the printer.
     
  4. Make sure the printer is added to the server as a local printer and that it has been added by the same user which is running the service.
     
  5. Make sure that the printer has been added to the service and that it is possible to print a test page with it from the service.

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

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16. February 2015 14:35

How to add the [Call Number]-flyout button?

Filed Under(CRM 2013 | CRM 2015 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By Jin

This article outlines how to add the TelephoneIntegration [Call Number]-button manually.

Requirements: TelephoneIntegration for MS CRM 2013/2015

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4. February 2015 14:34

TelephoneIntegration Server - do not use Integrated Security

Filed Under(CRM 2013 | CRM 2015 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By Frank Haas

It is not recommended to use Integrated Security for Telephone Integration.

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4. February 2015 10:19

DCP Server Upgrade Error: A managed solution cannot overwrite the Attribute component with Id=

Filed Under(CRM 2013 | DocumentsCorePack 2013) By cternek

Sometimes it could happen that you receive the following error message when you upgrade your DocumentsCorePack Server.

Error importing solution AutoMergeServerCore.zip

Figure 1: Error importing solution on org


When you click on retry you get following details:

Error: A managed solution cannot overwrite the Attribute component with Id=07b55925-4b04-4bfa-900f-4e20744f784c which has an unmanaged base instance. The most likely scenario for this error is that an unmanaged solution has installed a new unmanaged Attribute component on the target system, and…

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26. January 2015 10:33

How to add the [Export to Word]-flyout button?

Filed Under(CRM 2013 | CRM 2015 | DocumentsCorePack Server Based 2013 | DocumentsCorePack ServerBased 2015) By Jin

This article outlines how to add the DocumentsCorePack [Export to Word]-button manually.

Requirements: DocumentsCorePack (DCP) for MS CRM 2013/2015

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22. January 2015 15:40

How to insert an entity image

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

This article outlines how to add images, product photos, company logos etc. to MS Dynamics CRM 2011/2013/2015. In our example we add an image to a CRM contact and later on, we add an image to a template.

Requirements: DocumentsCorePack for MS CRM 2011/2013/2015

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