23. November 2015 09:00

Computed Field (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

The Computed Field property allows you to evaluate calculations of data from CRM.
The following step by step description will show you how to set this field in the
DocumentsCorePack Client for your template.

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23. November 2015 08:59

Advanced String (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

 

The Advanced String property allows you to define a pattern for a dynamically
created string. The following step by step description will show you how
to set this property in the DocumentsCorePack Client for your template.
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23. November 2015 08:57

Insert QR-Code (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer
The Insert QR-Code field allows you to define a pattern for a dynamically
created QR-Code. The following step by step description will show you how
to set this field in the DocumentsCorePack Client for your template.
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17. November 2015 09:46

Insert Static Document (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer
The Insert Static Document feature allows you to insert a sub template into 
your current template or also to insert further text documents, like AGBs.
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14. October 2015 15:40

GroupCalendar Online 2015 Update

Filed Under(CRM 2015 | GroupCalendar 2015) By alist

It has been a while since the last GroupCalendar Online update. We have now added a few improvements that require your attention. Many of our customers are still on the GroupCalendar 2013 instances which are not up to date anymore. To benefit from the new improvements and features of the GroupCalendar 2015 version, we would need you to perform a simple task for us.

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8. October 2015 13:56

PhoneCall from/to fields are not populated

Filed Under(CRM 2013 | TelephoneIntegration 2013) By pkorosec

When you open a new PhoneCall activity (without the always store option), the TelephoneIntegration (TI) Client automatically fills the from and to field with the actual sender and the recipient. The functionality is provided with the TelephoneIntegrationServerCore2013.16 solution.

If it does not work, you must check the checkSender function.

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25. September 2015 11:00

How to synchronize TelephoneIntegration history with actual phonecalls

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

INTRODUCTION

This article explains the steps required to synchronize the actual call duration as recorded in the TelephoneIntegration history with actual phone calls in CRM.

Addon: TelephoneIntegration for MS CRM 2013, 2015

Prerequisite:

This will only work for phonecalls, that are created with the always store-option enabled in the CTI clients options.

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24. September 2015 15:38

DCP service error message

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

The error message displayed in Figure 1 indicates, that there are either too many documents to generate (rather unlinkely) at the moment or that the DCP service is not running. 

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24. September 2015 13:17

How to add a language to ActivityTools

Filed Under(ActivityTools 2015 | CRM 2015) By Jin

This article outlines how to add a CRM language to ActivityTools.

This functionality of ActivityTools is important, if your CRM language is NOT English and/or German, but you want ActivityTools to be displayed in this other language. 

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28. August 2015 08:28

HowTo: Use DocuSign with DocumentsCorePack for Microsoft Dynamics CRM

Filed Under(CRM 2015 | DocumentsCorePack 2015) By Michael Dohr

See how DocumentsCorePack enables your users to generate documents and trigger a DocuSign process straight out of CRM.

Example: NDA to be sent & signed to an account and afterwards counter-signed by the owner of the account.

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