9. February 2016 14:23

AssureSign for DocumentsCorePack

Filed Under(CRM 2015/2016 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By akumer

How does AssureSign work?

AssureSign simplifies the world of e-signatures. It is a tool that empowers you to electronically sign documents.

We are happy to announce that we now offer the possibility to use AssureSign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics CRM to a whole new level. 

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9. February 2016 14:17

How to merge a document and send it to DocuSign

Filed Under(CRM 2015/2016 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By akumer

Please note: The following article is seperated into two parts:

The first part shows how to merge a document and send it to DocuSign. The second part shows how you or your customers can sign a document right within DocuSign.

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4. February 2016 11:36

How to add CRM Menu Navigation Links manually

Filed Under(ActivityTools 2015 | CRM 2015 | CRM 2015/2016 | DocumentsCorePack 2015) By pofner

To successfully integrate our products with custom entity-forms, the navigation configuration has to be applied manually.

This article describes, how MS Dynamics CRM Menu Navigation Links can be added manually to DocumentsCorePack and ActivityTools.

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2. February 2016 14:49

Custom Parameters for ActivityTools

Filed Under(ActivityTools 2015 | CRM 2015 | CRM 2015/2016) By pofner

This article describes how to define custom parameters for embedded ActivityTools pages (For example to pre-filter activity types).

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1. February 2016 15:42

DocumentsCorePack FileExplorer in IFD environment

Filed Under(AutoMerge 2013 | CRM 2011 | AutoMerge 2011 | DocumentsCorePack 2011 | CRM 2013 | CRM 2015 | CRM 2015/2016 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By pofner

This article is about the DocumentsCorePack (DCP) FileExplorer in IFD environments for CRM 2011, 2013, 2015 and 2016.

Basically, DocumentsCorePack's FileExplorer is not supported in CRM IFD environments. Nevertheless, it could be possibly working. If you want to try to configure it, follow this article.

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27. January 2016 11:05

AssureSign-Templates for DocumentsCorePack

Filed Under(CRM 2015/2016 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By Frank Haas

DocumentsCorePack needs some AssureSign-Templates to be able to work with AssureSign.

 

These templates have to be imported into AssureSign as described in the e-Signatures User guide. 

 

You can download the AssureSign templates here:

AssureSignTemplates.zip (102.84 kb)

26. January 2016 10:12

How to add custom columns to ActivityTools grids

Filed Under(ActivityTools 2015 | CRM 2015 | CRM 2015/2016) By pofner

This articles explains how you can add custom columns to ActivityTools grids for CRM 2015/2016.

Via a CRM settings key additional columns can be added to the ActivityTools grid. For each activity type and column, a separate CRM field can be displayed. The custom columns will be inserted between the subject- and date/time-column and can have column headers. This is a global setting and takes effect for all CRM users.

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15. January 2016 14:29

SharePoint Documents Button Error – SmartBar

Filed Under(CRM 2015/2016 | SmartBar 2015) By otemler

Sharepoint Documents Button Error – SmartBar 

 If you encounter an error, after -clicking- on the Documents Button inside SmartBar 2015/16 please follow this blog article. 


SmartBar is per standard using the Client-based SharePoint integration view. If you instead use the Server-based integration on your CRM System, your click could result in one of the following errors:

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7. January 2016 13:53

How to remove dependencies when you delete a solution manually in CRM

Filed Under(General) By aweiss

When you try to delete a solution, it will show you an error message if there are any dependencies.

To solve this issue, please follow the steps below.

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22. December 2015 13:40

Field Search in DocumentsCorePack

Filed Under(CRM 2015/2016 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By akumer

Because the call for a Field Search in our DocumentsCorePack Client grew louder and louder, we decided to implement one.

Please note: The Field Search is available in version 7.101 and later versions.

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