This blog article outlines how to activate debugging for PowerSearch. Please note: This step-by-step tutorial information refers to Microsoft Dynamics 365 only! 

1) Please navigate to Settings > MSCRM ADDONS and click on PowerSearch.  

Figure 1: Click on PowerSearch

2) In the so opened Getting-started surface, switch to the General settings-tab and set Debugging on 'enabled'. 

Figure 2: Enable debugging

Once activated, you can use the buttons at the right side to modify the debugging process.

Clicking on the [Show]-button displays all logs that were generated during the last xx hours.
A click on the [Download]-button allows you to download the log-file (.xml).
The [Delete]-button enables you to delete the log-files.  

That's it! We appreciate your feedback! Please share your thoughts by sending an e-Mail to support@mscrm-addons.com! 

 

This blog article outlines how to activate debugging for SmartBar. Please note: This step-by-step tutorial information refers to Microsoft Dynamics 365 only! 

1) Please navigate to Settings > MSCRM ADDONS and click on SmartBar.  

Figure 1: Click on SmartBar

2) In the so opened Getting-started surface, switch to the General settings-tab and set Debugging on 'enabled'. 

Figure 2: Enable debugging

Once activated, you can use the buttons at the right side to modify the debugging process.

Clicking on the [Show]-button displays all logs that were generated during the last xx hours.
A click on the [Download]-button allows you to download the log-file (.xml).
The [Delete]-button enables you to delete the log-files.  

That's it! We appreciate your feedback! Please share your thoughts by sending an e-Mail to support@mscrm-addons.com! 

 

This blog article outlines how to activate debugging for ActivityTools. Please note: This step-by-step tutorial information refers to Microsoft Dynamics 365 only! 

1) Please navigate to Settings > MSCRM ADDONS and click on ActivityTools.  

Figure 1: Click on ActivityTools

2) In the so opened Getting-started surface, switch to the General settings-tab and set Debugging on 'enabled'. 

Figure 2: Enable debugging

Once activated, you can use the buttons at the right side to modify the debugging process.

Clicking on the [Show]-button displays all logs that were generated during the last xx hours.
A click on the [Download]-button allows you to download the log-file (.xml).
The [Delete]-button enables you to delete the log-files.  

That's it! We appreciate your feedback! Please share your thoughts by sending an e-Mail to support@mscrm-addons.com! 

 

Dialing rules are used to define telephone numbers and number masks for calls (regional, national and international). Each dialing rule determines the types of calls that can be made. Supported by two examples, this article outlines how to correctly configure the dial rule entry when using TelephoneIntegration (TI) Client. 

The following 4 numbers are crucial when creating a new dialing rule in TI Client. So it is very important that you know your
CountryCode​
ExitCode
AreaCode
TrunkCode

Example 1
Before we create a dialing rule for Graz, Austria we need to know, that the following rules apply for that country/town:
CountryCode​ = 43
ExitCode = 00
TrunkCode = 0
AreaCode = 316
OutsideAccess = 0
Please note: The OutsideAccess number depends on the local companies' phone system, which means that it can vary. 

Example A:
We want to contact someone in Graz. (0316/123456789)
So all we need to dial is the OutsideAccess + the telephone number
The number we would have to dial is 0 123456789.

Example B:  
We want to contact someone in Salzburg, which is an Austrian city (famous for Mozart). (0662/123456789)
So all we need to dial is the OutsideAccess + the TrunkCode + Salzburg's Area Code + the telephone number
The number we would have to dial is 0 0 662 123456789.

Example C: 
We want to contact someone in Atlanta, Georgia. (0404/123456789)
So all we need to dial is the OutsideAccess + Austria's ExitCode + the USA CountryCode + Atlanta's Area Code + the telephone number
The number we would have to dial is 0 00 1 404 123456789.

Example 2:
Before we create a dialing rule for Atlanta, Georgia (USA) we need to know, that the following rules apply for that country/town:
CountryCode​ = 1
ExitCode = 011
TrunkCode = 1
AreaCode = 404
OutsideAccess = 9
Please note: The OutsideAccess number depends on the local companies' phone system, which means that it can vary. 

Example A: 
We want to contact someone in Atlanta. (0404/123456789)
So all we need to dial is the OutsideAccess + the telephone number
The number we would have to dial is 9 123456789.

Example B:  
We want to contact someone in New York (famous for the Statue of Liberty). (0917/123456789)
So all we need to dial is the OutsideAccess + the TrunkCode + New York's Area Code + the telephone number
The number we would have to dial is 9 1 917 123456789.

Example C: 
We want to contact someone in Graz, Austira. (0316/123456789)
So all we need to dial is the OutsideAccess + the US ExitCode + Austria's CountryCode + the Area Code of Graz + the telephone number
The number we would have to dial is 9 011 43 316 123456789.

How to activate dialing rules in TI Client?

This example outlines how to create a settingskey for a number that is from the United States. If you haven't created a settingskey yet, please have a look at this blog article. To enable this logic, you must create the below settingskey:

HKEY_CURRENT_USER\Software\PTM EDV-Systeme\TelephoneIntegrationclient2011
String value: BasicPreprocessing
Data value: true

The US has the country code 1, the exit code 011 and the trunk code 1. So, we must add 2 new registry string values:

String Value: TrunkCode
Data Value: 1

String Value: ExitCode
Data Value: 011

As soon as you have finished, do not forget to save your settings and restart the TelephoneIntegration Client. 

That's it! We appreciate your feedback! Please share your thoughts by sending an e-Mail to support@mscrm-addons.com.

This article outlines how to delete metadata in DocumentsCorePack.

Please note: It is important to close the DCP dataprovider and all open MS Word instances before you proceed. ​

Step 1: Open the metadata save location
To do so, please open the Windows Explorer and look for %appdata%\DCP\metadata. In this folder you will find a directory with your CRM organizations' name. 

Figure 1: Look for metadata in the Windows Explorer

Step 2: Delete the metadata
Please delete all the files in that folder. 

Figure 2: Delete metadata

Step 3: Restart MS Word and the DCP dataprovider 
Last but not least, restart MS Word and the DCP dataprovider. Please learn how to restart the dataprovider here. 

That's it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com! 

This article outlines how to restart the DocumentsCorePack dataprovider properly. 

Please note: Before you restart the dataprovider, make sure that all MS Word instances, as well as the DCP dataprovider itself, are closed! 

Step 1: Close the DocumentsCorePack dataprovider 
To do so, simply right click on the DCP dataprovider itself. In the so opened overview, click on the [Close]-button. 

Figure 1: Close the dataprovider

Step 2: Restart the DCP dataprovider
Next, look for the DocumentsCorePack dataprovider in the start pane and click on it in order to restart the service. 

Figure 2: DCP dataprovider restart

That's it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com! 

SharePoint paths limitations are hard coded. The maximum path length is 260 characters. If that limit is exceeded, you get the SharePoint error 414. This article outlines how to avoid this error. 

Minimum requirements: AttachmentExtractor v.124 and/or DocumentsCorePack v.167 or higher 

mscrm-addons products offer several default ways to shorten SharePoint paths:

1) We provide you with a default shortening to a maximum of 30 characters + GUID for each folder name. 

2) We provide you with a default shortening to a maximum of 30 characters + GUID for each file name. 
3) ShortIDs: We create a 6-characters ID alternatively to the well-known 36 GUIDs of Microsoft Dynamics 365 (CRM). 
4) Use an alternative field for the generation of paths. (e.g. instead of account name we can use a unique account number field)

 

Please note: Even though the creation of short paths is a very valuable feature, existing paths cannot be shortened anymore, unless very specific criteria are met. Manual interaction is always required.

 

How to activate a ShortID for AttachmentExtractor​

  

1) First, you must activate ShortID for AttachmentExtractor. To do so, please follow the below path in order to get to the ShortID settings.
Please note, that you must replace [YourServiceName] with your individual service name: 
 

HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\AttachmentExtractorserver\Configurations\[YourServiceName]

2) Next, set UseShortID to true.

 

3) To define the cutting, you will have to create a new settingskey. If you have not created a settingskey yet, please have a look at this article. 

Depending on which item you would like to customize, please enter the following settings: 

For the maximum SharePoint folder name length:
SPMaxFolderLength: [number of characters that should remain]

​ 

For the maximum SharePoint file name length:
SPMaxFileLength: [number of characters that should remain]

 

For the minimum SharePoint file name length: ​

​SPMinFileLength: [minimum number of characters that should remain]
Please note: The file extension is never cut! 

 

Let us pretend, the minimum filename length set is 77. 

If the actual file length is, for example, 80, you will receive an error message. 

  

For the SharePoint folder name attribute: ​

​SPFolderNameAttribute: enittyschemaname;attributename|

 

​How to activate a ShortID for DocumentsCorePack

Creating a ShortID for DocumentsCorePack is easier than creating one for AttachmentExtractor. Simply navigate to Settings > DocumentsCorePack in your Microsoft Dynamics 365 (CRM) application. ​

  

Here, please add/enable the following options: 

Use short Documentation Logic:
This setting cuts SharePoint path automatically.

SharePoint folder maximum length:
This setting cuts SharePoint folder names that are longer than a certain amount of characters.  ​

​

Figure 1: DocumentsCorePack settings

​For further information on how to correct SharePoint paths exceeding the limitations, please have a look at this blog article. 

That's it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com!

TelephoneIntegration Client offers the possibility to record and store phone calls in Microsoft Dynamics 365 (CRM). This article outlines how to use this feature.  

Please note: The feature only works with SIP Client and was built as an 'always store'-option

How to activate the call recording feature
First, please make sure that you have a local registry key called 'PhoneActionMode' with the value 'true' under 
HKEY_CURRENT_USER\Software\PTM EDV-Systeme\TelephoneIntegrationclient 2011

If you do not have it, simply create a new settingskey. 
To do so, please navigate to Settings > MSCRM-ADDONS.com Products and select TelephoneIntegration with a click on it.

Next, click on the [Add New MSCRM-ADDONS.com Settingskey]-button in the command bar.

In the so opened window, insert the following data:

Name               PhoneActionMode
IsCached          Yes
KeyValue          True

For some more detailed information on how to create a settingskey manually, please have a look at this blog article. 

This action creates a new context menu item called 'Phone Action > Record'.

How to use the call recording feature 
This action creates a new context menu item called 'Phone Action > Record'.
In order to activate the record functionality, simply click on record whenever you would like to record a call. 

Figure 1: Phone Action > Record

At the end of the call, a new generated folder called 'Archive' will contain a new .wav file (including the call recording). Usually, CRM will store the recordings in the registry where you can find the log files as well. Additionally, the so created audio file is automatically uploaded to the correspondent phone call and saved as a note.

The file's name is built up as follows:

636232020958872265_031668088034.wav
TIMESTAMP_PHONENUMBER.fileformat

Figure 2: Recorded conversation

That's it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com!

This article outlines how to use the Smart Find feature of TelephoneIntegration. This feature facilitates the find of all extensions related to an account when receiving an incoming call. It can be used occasionally or activated for permanent use. 

Purpose of the Smart Find feature
Once the TelephoneIntegration Smart Find feature is activated, it permanently resolves numbers that are related to an incoming call. 

Figure 1: Without Smart Find -Incoming call (main number: 680880) with extension (21) NOT resolved
​

Figure 2: With Smart Find - Incoming call (main number: 680880) with extension (21) resolved


For example:

You receive a call from the number 0316 68088021.
0316 680880 = main number 
21 = extension 

The main number is saved in your CRM, but the extension is not. This is why TelephoneIntegration usually resolves the number 0316 68088021 as an unknown number. 

When activating the Smart Find feature (no matter if occassionally or permanently), TelephoneIntegration will provide you with the extension that is saved in CRM for this particular number. 

How do I activate the Smart Find feature?
The SmartFind can be activated occasionally or permanently.  

In order to activate it on occasion, simply click on Search Potential in the Context menu. 

Figure 3: Ocasionally activated Smart Find

In order to activate it permanently, simply navigate to the Advanced-tab in the TelephoneIntegration Settings and check the activate search for potential matches-checkbox in the Search for potential matches-section. Next, click on the [Save]-button. 

Figure 4: Activate Smart Find permanently

That's it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This step-by-step-tutorial outlines how to add a filter to a relationship in DocumentsCorePack Template Designer. Usually, the simple creation of a relationship is enough, but sometimes, it can happen that you need to add a certain filter to a relationship.

For example, imagine you would like to create an overview that shows which products you have in stock.
So, you could create one template listing all products where the amount is greater than 0 and one template where the amount is exactly 0.
In order to refine your result, you could additionally create a template that lists all products with an amount greater than 500.

In this tutorial, we will show you how to create add a filter to a relationship, so that the result will only return products with an amount greater than 500. 

Step 1: ​Create a new template
If you haven't created a template yet, please have a look at this blog article. 

Step 2: Create a relationship
If you haven't added an relationship yet, please have a brief look at this post. 

Step 3: Add a filter to a relationship
Once the relationship is created ❶, navigate to filters and click on the [Add]-button ❷.
Next, select which type of filter you would like to add (AND / OR) (here we use AND) ❸.
Then, click on the lower [Add]-button ❹. This behavior opens a new window.
In the Condition-window ❺, select a matching attribute (here: Amount), an operator (here: greater than) and a value (here: 500) and click on the [OK]-button.​

Figure 1: Add a filter to a relationship

That's all you have to do. Simply return to the Template Designer with a click on the [OK]-button in the Configure Fields and Datasource-window in order to proceed. 

That's it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.