17. June 2015 13:29

How to add a language to DocumentsCorePack ServerBased dialog

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

This blog describes how to add a language to DocumentsCorePack ServerBased Dialog. Per default, English and German is provided.

Requirement: DocumentsCorePack ServerBased Dialog

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8. June 2015 10:48

How to add related detail fields for TelephoneIntegration

Filed Under(CRM 2015 | TelephoneIntegration 2015) By Jin

This blog article explains how to add related detail fields to be shown in the TelephoneIntegration (TI) balloon via fetchxml-feature.

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22. May 2015 12:23

How to extend the Click2Dial-functionality for TelephoneIntegration?

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

This article explains how to enable the Click2Dial-functionality of TelephoneIntegration (TI) for CRM 2013/2015 without using the CallNumber button in the ribbon. 

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30. April 2015 10:12

How to create SharePoint locations, folders and subfolders automatically in DCP SB Online?

Filed Under(CRM 2015 | DocumentsCorePack 2015) By Jin

This blog article outlines how to create SharePoint locations, folders and subfolders automatically within MS Dynamics CRM with our DocumentsCorePack ServerBased Add-On.

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28. April 2015 15:33

Send as .pdf preview & edit functionality

Filed Under(CRM 2015 | DocumentsCorePack 2015) By Jin

This blog article outlines the DocumentsCorePack ServerBased send as pdf preview and edit functionality. The edit functionality allows to modify generated pdf-documents in MS Word before you send it to the customer with the DCP SB [Create document]-button. 

Please note, that the usage of SharePoint integration is mandatory in order to use the edit-functionality!

Requirements: DocumentsCorePack ServerBased (DCP SB) v.2015.18 for OnPremise, DocumentsCorePack ServerBased (DCP SB) v.2013.73 for the online version

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14. April 2015 14:08

How to configure entities to show the [CreateDocument]-Button

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

This blog article outlines how to configure CRM entities to show the DCP ServerBased [CreateDocument]-Button.

Requirement: DocumentsCorePack ServerBased CRM 2013/2015

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14. April 2015 13:28

SharePoint ErrorMessage: No part of the path in DCP SB Online

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

This blog article explains what to do when you receive the following error message while saving documents to SharePoint.

DocumentsCorePack failed to generate the document

ERROR:|CHECKLICENSE|SUCCEEDED|new AutoMerge|StartMerge|ErrorMessage:No part of the path

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14. April 2015 12:44

SharePoint ErrorMessage: No part of the path in DCP SB (OnPremise)

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

This blog article outlines what to do if you receive the following error message while saving documents to SharePoint.

DocumentsCorePack failed to generate the document

ERROR:|CHECKLICENSE|SUCCEEDED|new AutoMerge|StartMerge|ErrorMessage:No part of the path

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14. April 2015 09:44

Skype plugin is not showing call info

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

This blog article explains what to do if your desktop TelephoneIntegration (TI) Client is not working.

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13. April 2015 08:55

High performance products to boost Microsoft Dynamics CRM with CRMGamified

Filed Under(News) By Jin

CRMGamified is a Microsoft Certified Partner in CRM and their mission is to provide you with solutions to get the most out of your CRM!

With Hurrah!® and Motivation Engine together they build highly engaged teams, who produce better results, sell more, service better and work harder.

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