mscrm-addons.com - Blog

News.mscrm-addons.com Blog

rss

Hello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts!


How to send a “Send as PDF” e-Mail

When you follow the guidelines in the AutoMerge Installation Guide, you’ll notice that this email is not sent automatically. To send this email, you have to create another worklow.

Please note that this only works when you have at least AutoMerge v4.65 installed


GroupCalendar: Color-coding for Service Activities

With version 4.64 you have the possibility to set up for each service activity a specific color. GroupCalendar setup will create automatically a picklist attribute on the service activity entity which is used for this feature. To activate color-coding for service activities, you have to add this attribute to the main form of the entity. The attribute is named ptm_colorcode with the display name Color and is predefined with 12 colors.


How to start a dashboard out of CRM 4.0?

CRM 4.0 offers the possibility to start your dashboard directly out of CRM. There are three options.


CTI & TrendMicro 2010 blockiert Popup-Fenster

Trendmicro Officescan (Version 10, Servicepack 1).

Lösung: Mit dem Trendmicro Performance tuning Tool (siehe Link) eine Ausnahme auf die CallInfoCRM4.exe erstellen.

Die Ausnahme wird, obwohl im TM Artikel nicht erwähnt, in die globale Konfiguration aufgenommen. 


AttachDocumentToEachCreatedActivity

This function allows DocumentsCorePack users to add a document to every created activity (only when using the file explorer or sharepoint setup).

For example, when you send a mail to a marketing lists, an activity will be created for each member of the marketing list.

This extra setting will ensure that the activity also has the document attached in CRM.

This article will show you how to work with this function. 

 


How to configure map – charts

Dashboard for MS CRM 4.0 provides several maps (World-map, Europe, U.S., Germany, Netherlands,…) in order to e.g. display customer-distributions.
This blog contains basic information on how to configure maps. This is explained with a Step-by-Step-Setup of a Customers in the U.S.A-chart.


What to do if no toolbar is visible in Office 2007, 2010, 2013 and/or 2016?
After WordMailMerge has been installed on your computer, it is possible that our toolbar does not appear in Microsoft Word. To sort this problem out, please follow the steps of this article.

Downgrade KDTele.ocx

To downgrade the KDTele-tools in order to use the previous event-model, simply donwload the downgrade package from:

http://62.99.232.162/TI/downgrade.zip

and extract the package into a “downgrade” folder within the installation directory of the TelephonIntegration (TI) - Client component.


Error message 401: Unauthorized when trying to access after deploying a custom web-application

The problem occurs because MS CRM is using an HttpModule for multitenancy scenarios. This http module is called with an anonymous user account. This is why it fails when trying to request, i.e. the metadata webservice.


How to configure different colors for activities in the Gantt View

Please note: Requires GC v4.61 or higher

There are four settings in the GC settings named

  • GanttColorAppointment1: Color 1 for specified appointment status codes
  • GanttColorAppointment2: Color 2 for specified appointment status codes
  • GanttColorServiceApp1: Color 1 for specified serviceappoinmtent status codes
  • GanttColorServiceApp2: Color 2 for specified serviceappointment status codes