DocumentsCorePack (DCP) for Microsoft Dynamics 365 (CRM) enables you to define rich Dynamics 365 (CRM) eMail templates in Microsoft Word, bypassing the limitations of native Dynamics 365/CRM eMail templates. This enables DCP users to customize their email content with only a few clicks. All design options known form Microsoft Word can be used in the templates. 

This article outlines how to create such an email that contains an individual template.

Please note: Adding actual templates to emails requires that you have already created some templates in DocumentsCorePack. If you have not created a template yet, please have a look at this article.

1) Create a new eMail in Microsoft Dynamics 365 (CRM).
    (You could as well use an existing email, as long as it is an outgoing one.)
    Next, click on the [Create document]-button in the Command bar.

Figure 1: Create an eMail

2) In the next window, select the record for which you would like to select a template. 
    The available records are TO, CC and REGARDING. 

Figure 2: Select a record

3) Select a template from the list of previously created templates. (here: Gift Certificate)

Figure 3: Select a template

4) Your eMail appears now in the design of the template and can be customized as if you were working with a template only.

Figure 4: Added template

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

Thank you for deploying our MSCRM-ADDON AttachmentExtractor to your environment!

Still, there are a few brief steps that must be performed in order to finalize the setup.

1) Open the Getting Started Area
    In your Dynamics 365 environment, navigate to the Getting Started Area
    (Dynamics 365 > Settings > AttachmentExtractor)

2) Login and continue
    Next, enter your email address into the provided form or login to the Getting Started Area with an
    existing MSCRM-ADDONS user account.
    The Email address will be used to provide you with technical information only. 
    Click on the [Continue]-button in order to proceed.

Figure 1: Enter your user credentials

3) Now please configure your AttachmentExtractor trial version

    > Setup a CRM connection profile & click on the [Retrieve Organization]-button.
    > Create a new AttachmentExtractor Service

For further details on the Configuration, please watch our brief video on how to Get Started with AttachmentExtractor!

That’s it! Thank you very much for your time! We hope you enjoy AttachmentExtractor!

Please also take our survey & get 10 percent discount on your next purchase!

Thank you for deploying our MSCRM-ADDON GroupCalendar to your environment!

Still, there are a few brief steps that must be performed in order to finalize the setup.

1) Open the Getting Started Area
    In your Dynamics 365 environment, navigate to the Getting Started Area
    (Dynamics 365 > Settings > GroupCalendar)

2) Login and continue
    Next, enter your email address into the provided form or login to the Getting Started Area with an
    existing MSCRM-ADDONS user account.
    The Email address will be used to provide you with technical information only. 
    Click on the [Continue]-button in order to proceed.

Figure 1: Enter your user credentials

3) Activate your GroupCalendar service
    Now please activate your trial by providing an Office 365 user.

4) Assign the GroupCalendar security roles
    Last but not least, please add the following security roles to your users:
     > mscrm-addons general security role
     > MSCRM-ADDONS.com GC AutoUpdate

That’s it! Thank you very much for your time! We hope you enjoy GroupCalendar!

Please also take our survey & get 10 percent discount on your next purchase!

Thank you for deploying our MSCRM-ADDON TelephoneIntegration to your environment!

Still, there are a few brief steps that must be performed in order to finalize the setup.

1) Download the TelephoneIntegration Client
     Please download and install the TelephoneIntegration Client from our Download Center.

     This requires a quick and free registration to our Download Center.
     If you are already registered, please simply login in order to download our solution.

Figure 1: Register to our Download Center

2) Have a look at the TelephoneIntegration Client and User Guide
    For more detailed information on the installation process, we highly recommend you to have a look
    at the TelephoneIntegration Client Installation and User Guide on our website.

3) Assign the TelephoneIntegration Client security roles
    Last but not least, please assign the following mandatory security role to your users:
    > TelephoneIntegration Security Role

That’s it! Thank you very much for your time! We hope you enjoy TelephoneIntegration!

Please also take our survey & get 10 percent discount on your next purchase!

Thank you for deploying our MSCRM-ADDON SmartBar to your environment!

Still, there are a few brief steps that must be performed in order to finalize the setup.

1) Assign the SmartBar security roles
    Please add the following role to your users:
    > MSCRM-ADDONS.com SmartBar

2) Embed SmartBar into your Microsoft Dynamics 365 environment
     > Open the form editor and add the ptm_SmartBar/MainPage.html webresource to the forms

For further details on the Configuration, please watch our brief video on how to Get Started with SmartBar!

That’s it! Thank you very much for your time! We hope you enjoy SmartBar!

Please also take our survey & get 10 percent discount on your next purchase!

Thank you for deploying our MSCRM-ADDON ActivityTools to your environment!

Still, there are a few brief steps that must be performed in order to finalize the setup.

1) Assign the ActivityTools security roles 
    Please add the following security role to your users:
    > MSCRM-ADDONS.com ActivityTools

2) Embed ActivityTools into your Microsoft Dynamics 365 environment.

     > Open the form editor with a click on the [Form]-button.

Figure 1: Open the form editor

> Next, add the ptm_ActivityTools/MainPage.html webresource to the forms

Figure 2: Add Web Resource

> Finally, save and publish your customization

For further details, please watch our brief video on how to Get Started with ActivityTools!

That’s it! Thank you very much for your time! We hope you enjoy ActivityTools!

Please also take our survey & get your 10 percent discount on your next purchase!

Thank you for deploying our MSCRM-ADDON PowerSearch to your environment!

Still, there are a few brief steps that must be performed in order to finalize the setup.

1) Assign the PowerSearch security roles
    Please add the following role to your users:
    > MSCRM-ADDONS.com PowerSearch

2) Embed PowerSearch into your Microsoft Dynamics 365 environment
     > Open a random dashboard where you want to install PowerSearch into and click on the [Edit]-button

      > Next, add the ptm_PowerSearch/MainPage.html webresource to the forms
         and save and publish your customization

      > Now configure your PowerSearch with a click on the [Open Config]-button
         in the General Settings-tab of the Getting Started Page.

For further details, please watch our brief video on how to Get Started with PowerSearch!

That’s it! Thank you very much for your time! We hope you enjoy PowerSearch!

Please also take our survey & get 10 percent discount on your next purchase!

Thank you for deploying our MSCRM-ADDON DocumentsCorePack to your environment!

Still, there are a few brief steps that must be performed in order to finalize the setup.

1) Open the Getting Started Area
    In your Dynamics 365 environment, navigate to the Getting Started Area
    (Dynamics 365 > Settings > DocumentsCorePack)

2) Login and continue
    Next, enter your email address into the provided form or login to the Getting Started Area with an
    existing MSCRM-ADDONS user account.
    The Email address will be used to provide you with technical information only. 
    Click on the [Continue]-button in order to proceed.

Figure 1: Enter your user credentials

3) Start with the configuration
    Now please configure your DocumentsCorePack service

> Setup a CRM connection profile & click on the [Retrieve Organization]-button
> Create a new DocumentsCorePack Service

Figure 2: DocumentsCorePack Service Configuration​

For further details on the Configuration, please watch our brief video on how to Get Started with DocumentsCorePack!

Figure 3: Video on how to get started with DocumentsCorePack

4) Add that little Extra: DocumentsCorePack TemplateDesigner
    So that's it! Last but not least, please download the Template Designer in our Download Center 
    if you want to customize your own templates.
    (Or simply click on the [Download]-button in the Getting Started Area as displayed in Figure 4).

Basically, the standard DocumentsCorePack service contains some templates, but if you would like to test all capabilities of our DocumentsCorePack, the TemplateDesigner is a MUST-HAVE.

Figure 4: DocumentsCorePack TemplateDesigner Download

​

Now that's really it! Thank you very much for your time! We hope you enjoy DocumentsCorePack!

Please also take our survey & get 10 percent discount on your next purchase!

Please note: This article is for users with very good CRM skills only.
However, before you follow the below instructions, please contact us via support@mscrm-addons.com.

1) In order to bypass the IFD authentication, you need to edit the ptm_WebApplicationPreloaderGeneralScript webresource in Dynamics 365.

2) Look for  

appUrl = SetQueryString(appUrl, "isOutlook", $ptm.isOutlook + '');

and replace it with

appUrl = SetQueryString(appUrl, "isOutlook", $ptm.isOutlook + '');

var userIDCrm = $ptm.context.getUserId();

if ((userIDCrm == null) || (typeof (userIDCrm) == "undefined")) {

userIDCrm = parent.Xrm.Page.context.getUserId();

}

appUrl = SetQueryString(appUrl, "ORIFDI", userIDCrm + '');

3) Next, save your changes and publish them.

4) Open your IIS. In there, turn on Anonymous only and add a CRM system administrator to this authentication mode.

5) Restore the original WebConfig and WebApplication Port and change the Connection Profile for the tool to OnPremise.

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

This article provides you with a collection of frequently asked questions regarding AttachmentExtractor.

Should you be confronted with a certain issue regarding AttachmentExtractor, you might find the answer here.

If not, do not hesitate to contact our support via support@mscrm-addons.com.

1 What is AttachmentExtractor used for?

AttachmentExtractor was generated to extract attachments, notes or emails/email content safely from Dynamics 365 to locations like SharePoint or a file share.

This action saves a lot of time and money, because

a) you do not have to manually extract the files to a more economical location like SharePoint or a file share.

b) using AttachmentExtractor leads to a cost reduction, that can be easily checked:
     While one GB/month of CRM Online storage costs 9,99 USD, one GB/month of SharePoint storage costs 0,2 USD. Just do the math!

2 Why aren’t my attachments being extracted?

This is one of the most common questions our support deals with. Besides, it is also the most difficult question to answer, because there is more than one possible reason for this issue.

Now, simply go through the below checklist. The solution for your issue might be only a click away.  

 Are your User Credentials correct? Did you double check them?

Do you use the right filetype? Did you select the correct one?

What about the file size? Did you select the smallest possible file size?

​

3 What do the different AttachmentExtractor buttons mean?

Please have a look at our AttachmentExtractor user guide. All the buttons and functionalities of AttachmentExtractor are explained there.

It is possible that the answer to your question is not listed above yet. In that case, do not hesitate to contact our support.

But of course, we will make sure that our AttachmentExtractor FAQs are updated on a regularly base.

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