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Service-based printing in AutoMerge
On April 4, 2013 in AM 2011, AutoMerge (AM) by Evelyn Evelyn
AutoMerge offers a service-based printing option which is additionally available to the already known plugin-based printing-option. The additional option is available within AutoMerge for MS Dynamics CRM 2011 version 5.30 and higher (click here to download the latest AutoMerge version) and is based on a service running in the background.
This article covers the following essential topics:
  • How to create a service and a printer for printing documents
  • How to add the service-based printing step to a workflow
  • Exception: How to add the service-based printing step to workflows including
    a Delete Document-step
Before you continue reading, please make sure that you have installed AutoMerge v5.30 or higher. 

Please note: If you already run a service for printing documents, you can skip the first section of this article and can continue reading in the ‘How to add the service-based printing step to a workflow’-section. 
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2882 Views
Tagged With: print, service, 2011, AM, AutoMerge, workflow
AutoMerge: service-based printing
On April 4, 2013 in AM 2011, AutoMerge (AM) by Jin Yan Jin Yan
AutoMerge now offers a service-based printing option which is available additionally to the already known plugin-based printing-option. The additional option is available within AutoMerge for MS Dynamics CRM 2011 v5.30 and higher (click here to download the latest AutoMerge version) and is based on a service which is running in the background.
This article covers the following essential topics:
Before you continue reading, please make sure that you installed AutoMerge v5.30 or higher. After that, please proceed as described in the sections below.
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3665 Views
Tagged With: print, service, workfow, 2011, AM, AutoMerge, configuration
How to use TelephoneIntegration for MS CRM 2011 with MS Outlook only
On April 3, 2013 in TelephoneIntegration (TI), TI 2011 by SSteinklauber SSteinklauber

If you want to use TelephoneIntegration without a browser, but with Outlook only, you have to install TelephoneIntegration Client v.5.54 or higher (click here to download the latest version) and to create a new settingskey. Please follow the below steps to do so.

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3138 Views
Tagged With: 2011, Client, install, Outlook, setting, TelephoneIntegration, TI
How to set restrictions for dialing from a related CRM-record
On March 27, 2013 in TelephoneIntegration (TI), TI 2011 by SSteinklauber SSteinklauber

In general, TelephoneIntegration allows users to dial from related CRM-records. This means, that they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc.).

You have the possibility to set restrictions for the related records to be displayed in the TelephoneIntegration balloon (e.g. In case of dialling out from an opportunity, you want accounts to be displayed, but not the related contacts and leads). In order to do so, you have to create a new settingskey and follow the below steps. 

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2918 Views
Tagged With: 2011, call, Client, TelephoneIntegration, TI
Recap: Convergence2013 in New Orleans
On March 25, 2013 in *Features / News* by SSteinklauber SSteinklauber

Thank you for joining us at the Convergence2013 in New Orleans! It was great meeting you there!

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2435 Views
Tagged With: 2011, ActivityTools, AE, AM, AT, AttachmentExtractor, AutoMerge, Business Insight, Client, CRM, DCP, DocumentsCorePack, event, Fun, GC, GroupCalendar, News, PowerSearch, PS, RC, RecordCounter, Server, Silverlight, TelephoneIntegration, TI
How to dial from a related CRM record
On March 25, 2013 in TelephoneIntegration (TI), TI 2011 by SSteinklauber SSteinklauber

TelephoneIntegration allows users to dial from related CRM-records. This means that they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc.). The example in the screenshot below shows that the user has the possibility to dial from all records which are related to the account ‘MSCRM-ADDONS.com’. Users have a good overview of the related records, as they are structured in main phone, connections, relations and others. 

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3335 Views
Tagged With: 2011, call, Client, configuration, TelephoneIntegration, TI
Color-coding-functionality for appointments and service activities for Group Calendar
On March 18, 2013 in GC 2011, GroupCalendar (GC) by SSteinklauber SSteinklauber

Please note: GroupCalendar v5.58 or higher is required. The feature is available for all activity types. 

GroupCalendar for MS Dynamics CRM 2011 provides the possibility to define a specific color for each scheduled service activity and appointment (click here to download the latest GroupCalendar version).

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4459 Views
Tagged With: 2011, color, GC, GroupCalendar, service, view
GroupCalendar with revised user interface
On March 7, 2013 in GC 2011, GroupCalendar (GC) by SSteinklauber SSteinklauber

This article outlines the revised user interface of the GroupCalendar within version 5.45 and higher (click here to download the latest GroupCalendar verison).

The user interface was renewed in the course of working on the GroupCalendar’s compatibility with RU12 and cross-browser. There are two slight changes in the user interface which are listed and described below:

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2837 Views
Tagged With: RU12, 2011, GC, GroupCalendar, update
GroupCalendar for CRM Online & Internet Explorer 10
On March 7, 2013 in GC 2011, GroupCalendar (GC) by List Andreas List Andreas

There is another small update of the MSCRMADDONScomGeneral Solution which fixes a issue with Internet Explorer (IE) 10 when running in compatibility mode. When you're not using IE 10 yet it is not critical when you do not import the updated solution. But we still recommend to update the solution to be prepared for IE 10.

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2157 Views
Tagged With: 2011, GC, GroupCalendar, Online, update
How to zoom and define date ranges in GANTT views?
On March 5, 2013 in GC 2011, GroupCalendar (GC) by SSteinklauber SSteinklauber

The article explains the following two features which are available in the GroupCalendar’s GANTT views only:

 

Please note: Version 5.46 or higher is required. (Click here to download the latest GC version). 

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6930 Views
Tagged With: view, 2011, configuration, date, GC, GroupCalendar
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