17. March 2014 09:16

PasswordProtection for (.docx) templates

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

This blog article outlines, how to set the PasswordProtection for Open Office XML templates (.docx). As well as for DocumentsCorePack server side and client side Document Generation for MS CRM 2013. All our addons come with a 14-day trial license as well as technical support. Click here to download and test it.

Requirments: DocumentsCorePack for MS CRM 2011 v5.106 and higher & AutoMerge for MS CRM 2011 v5.48 and higher

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11. March 2014 14:44

AutoMerge Workflow Troubleshooting

Filed Under(AutoMerge 2013 | CRM 2013 ) By Jin

This blog article explains what to do when generating an AutoMerge Workflow and following error message appears: 

"AutoMergeWorkflow.Execute(),RetrieveMultiple Entities.count:0”

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3. February 2014 13:38

How to send emails with picture links using DocumentsCorePack

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

This article describes how to send emails in workflows with dynamic images! Sometimes it happens that email programmes do not resolve inserted dynamic images correctly. With our DocumentsCorePack [Insert as Picture-Link]-field you can solve this problem.

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31. January 2014 13:10

Create a document and attach it to an email in a single AutoMerge workflow-step

Filed Under(AutoMerge 2013 | CRM 2013 ) By Jin

This blog article outlines how to create a document and attach it to an email in a single AutoMerge workflow-step for MS CRM 2013 Online.

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14. January 2014 09:30

How to create a SettingsKey manually in MS Dynamics

Filed Under(AutoMerge 2013 | CRM 2013 | CRM 2015 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By mwilhelmer

Sometimes you may be asked to create a new settingskey for one of our products
(e.g. if we developed a customization for you or if a special configuration is needed, etc.).
To do so, please follow the six easy steps below.

Addons: AutoMerge, DocumentsCorePack, TelephoneIntegration

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18. December 2013 09:03

Workflow-creation with AutoMerge for MS Dynamics CRM 2013 Online

Filed Under(AutoMerge 2013 | CRM 2013 ) By Jin

This article explains how to configure a workflow with AutoMerge for Microsoft Dynamics CRM 2013 Online. The steps described below solely refer to AutoMerge for MS Dynamics CRM 2013 Online. For details about how to create a workflow with AutoMerge for MS Dynamics CRM On-Premise, please watch our demonstration videos on our Youtube channel. (Click here to watch the videos)

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28. November 2013 10:04

Addons for MS CRM 2013 and 2015: Activate per User Licensing

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

This article outlines how to activate per User Licensing for our addons for MS CRM 2013 and 2015!

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22. November 2013 12:27

Our addons’ compatibility with Dynamics CRM 2013, SharePoint, MS Office

Filed Under(CRM 2013 | General) By Jin
In this article, you can find a compatibility chart for all our addons for Microsoft Dynamics CRM 2013.

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28. October 2013 13:24

How to upgrade AutoMerge for MS CRM 2011 to 2013

Filed Under(AutoMerge 2013 | CRM 2011 | AutoMerge 2011 | CRM 2013 ) By Jin

This article will show you how to prepare AutoMerge for MS CRM 2011 for an update of your CRM system to 2013!

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18. September 2013 12:33

MSCRM Addons 2011 – Version Number Guide

Filed Under(CRM 2011 | General) By Jin

This article describes how to find out the version number for each mscrm-addons product.

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