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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!


Enabling SSL on IIS 7.0 Using Self-Signed Certificates

SSL enables browsers to communicate with a web-server over a secure channel that prevents eavesdropping, tampering and message forgery.  You should always use SSL for login pages where users are entering usernames/passwords, as well as for all other sensitive pages on sites (for example: account pages that show financial or personal information).

Configuring SSL on Windows with previous versions of IIS has been a pain.  Figuring out how to install and manage a certificate, and then associate it with a web-site, is something I bet most web developers don't know how to enable.


Error message: 1327.Invalid Drive: Z:\ during Installation
  1. Verify that the values under HKEY_CURRENT_USER\Software\Microsoft\Windows\CurrentVersion\Explorer\User Shell Folders use valid drive letters.
  2. If there are invalid drive letters, change them to point to valid drives. 
  3. Try to install the software and check if that helps.

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


Changing the Calendar Week Rule in Dashboards

· Open your CRM
· Go to Settings in the navigation at the left
· Select mscrm-addons settings from the navigation
· Click on the Dashboard row at the right grid and open it.  

Figure 1: mscrm-addons.com settings


How to configure DCP FileExplorer in an IFD Environment with WebDrive

In an IFD Environment it is hard to implement a FileShare which is available through the Internet. We found a product named WebDrive where you could configure, for example an FTP which will be mapped to a local drive.

Here is a link to the product website: http://www.southrivertech.com/products/webdrive/winindex.html


CTI in a hosted environment

CTI does need the server component in a hosted environment as well, but you can launch the CTI Server setup from any Client, as long as you have a user with full access to CRM.

You need to select the hosted options on the Connection dialog. 


Licensing details

Basics:

License-checks are done each time the application is accessed by a user.

Having an invalid license stops the whole product from working.

An invalid license will never have any impact on the CRM, it only limits the addon itself.


How to change the layout of dashboards

 

In the dashboard, you can change your layout and create or save your own views.
In the layout menu there are 3 views:

Single View,

Vertical View and

Horizontal View.

In the course of this blog article we describe how to use and configure the different views.


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.