30. June 2010 16:47

How to change the layout of dashboards

Filed Under(CRM 4.0 | Dashboard 4) By smujkic

 

In the dashboard, you can change your layout and create or save your own views.
In the layout menu there are 3 views:

Single View,

Vertical View and

Horizontal View.

In the course of this blog article we describe how to use and configure the different views.

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10. June 2010 15:19

How to send a “Send as PDF” e-Mail

Filed Under(CRM 4.0 | AutoMerge 4) By alist

When you follow the guidelines in the AutoMerge Installation Guide, you’ll notice that this email is not sent automatically. To send this email, you have to create another worklow.

Please note that this only works when you have at least AutoMerge v4.65 installed

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27. May 2010 16:05

GroupCalendar: Color-coding for Service Activities

Filed Under(CRM 4.0 | GroupCalendar 4) By alist

With version 4.64 you have the possibility to set up for each service activity a specific color. GroupCalendar setup will create automatically a picklist attribute on the service activity entity which is used for this feature. To activate color-coding for service activities, you have to add this attribute to the main form of the entity. The attribute is named ptm_colorcode with the display name Color and is predefined with 12 colors.

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27. May 2010 15:55

How to start a dashboard out of CRM 4.0?

Filed Under(CRM 4.0 | Dashboard 4) By George

CRM 4.0 offers the possibility to start your dashboard directly out of CRM. There are three options.

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14. May 2010 11:39

CTI & TrendMicro 2010 blockiert Popup-Fenster

Filed Under(CRM 2011 | TelephoneIntegration 2011) By ckokely

Trendmicro Officescan (Version 10, Servicepack 1).

Lösung: Mit dem Trendmicro Performance tuning Tool (siehe Link) eine Ausnahme auf die CallInfoCRM4.exe erstellen.

Die Ausnahme wird, obwohl im TM Artikel nicht erwähnt, in die globale Konfiguration aufgenommen. LINK

Das war's auch schon! Wir freuen uns auf Ihre Rückmeldung! Schicken Sie diese bitte gerne per eMail an support@mscrm-addons.com.

10. May 2010 15:03

AttachDocumentToEachCreatedActivity

Filed Under(CRM 4.0 | DocumentsCorePack 4) By smujkic

This function allows DocumentsCorePack users to add a document to every created activity (only when using the file explorer or sharepoint setup).

For example, when you send a mail to a marketing lists, an activity will be created for each member of the marketing list.

This extra setting will ensure that the activity also has the document attached in CRM.

This article will show you how to work with this function. 

 

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7. May 2010 08:33

How to configure map – charts

Filed Under(CRM 4.0 | Dashboard 4) By Michael Dohr

Dashboard for MS CRM 4.0 provides several maps (World-map, Europe, U.S., Germany, Netherlands,…) in order to e.g. display customer-distributions.
This blog contains basic information on how to configure maps. This is explained with a Step-by-Step-Setup of a Customers in the U.S.A-chart.

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19. April 2010 14:32

What to do if no toolbar is visible in Office 2007, 2010, 2013?

Filed Under(CRM 4.0 | DocumentsCorePack 4) By smujkic

Error


MSCRM ADDONS Toolbar not visible in Word

Problem


Deactivated elements

Solution


After WordMailMerge has been installed on your computer, it is possible that our toolbar does not appear in Microsoft Word. To sort this problem out, please follow the steps of this article.

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9. April 2010 12:08

Downgrade KDTele.ocx

Filed Under(CRM 4.0 | TelephoneIntegration 4) By Michael Dohr

To downgrade the KDTele-tools in order to use the previous event-model, simply donwload the downgrade package from:

http://62.99.232.162/TI/downgrade.zip

and extract the package into a “downgrade” folder within the installation directory of the TelephonIntegration (TI) - Client component.

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9. April 2010 11:45

Error message 401: Unauthorized when trying to access after deploying a custom web-application

Filed Under(CRM 4.0 | Activity Tools 4 | Dashboard 4 | DocumentsCorePack 4 | GroupCalendar 4) By Michael Dohr

The problem occurs because MS CRM is using an HttpModule for multitenancy scenarios. This http module is called with an anonymous user account. This is why it fails when trying to request, i.e. the metadata webservice.

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