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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!


How to create a SettingsKey manually in MS Dynamics 365
This blog article outlines six easy steps on how to create a new settingskey for our products.

Default Sort Order for ActivityTools
When set up by default configuration, ActivityTools sorts activities by a specific order. This article outlines how this default order works.

How to create a CRM view based button for CRM 2015/16
After embedding SmartBar (via the MainPage.html) into a CRM form or dashboard, a CRM view based button for CRM 2015/16 can be created.

How to access the DocumentsCorePack Server Based General Settings for Microsoft Dynamics 365
Once you have installed DocumentsCorePack ServerBased (DCP SB) successfully, you are provided with the DCP SB Configuration. But of course, you can also open the configuration randomly. To do so, simply navigate to Settings > mscrm-addons > DocumentsCorePack. The General Settings-tab itself consists of three sub-areas, which will be explained within the following article: The General Settings, the Advanced Settings and the Special Settings.

How to configure unscheduled fetches in GroupCalendar
This article outlines how to customize unscheduled activities properly. Please note that basic knowledge of FetchXML is required if you want to configure these GroupCalendars’ settings. Should you have any questions, please do not hesitate to contact our support via support@mscrm-addons.com.

TelephoneIntegration Client supports SIP Client

This article outlines how to connect your phone system with TelephoneIntegration, if no TAPI driver can be found. If you cannot find a proper TAPI driver for your VoIP phone system, but his VoIP phone system is based on SIP, then you might find the SIP Client wrapper really helpful.

Requirement: TelephoneIntegration (TI) Client v 7.109 or higher


How to install your license key

Thank you for using our mscrm-addon!

The following overview was created to support you when it comes to the installation of a new license key. 


TelephoneIntegration supports UnifiedServiceDesk (USD)

Instead of opening contact/account/lead CRM records in InternetExplorer, the CRM records are opened in the USD client.


How to create scheduled reports

With the option to schedule document operations inside Microsoft Dynamics CRM – DocumentsCorePack opens up its capabilities for scheduled reports.

Whether you want to 

- get a simple overview of all opportunities closed last month,
- you wish to send a reminder to a group of selected customers automatically or
- you would simply like to find a printed copy of all invoices every morning in your printer –

with scheduled reports this is not only possible, it is also easy.

This article describes which preconditions are needed in order to run the tool. It is a step-by-step instruction of how to use and benefit from the scheduler.


How to send DocuSign-documents on behalf of different users

DocuSign provides a setting that is called Send On Behalf Of Right. This setting allows all users (and not only the Master-DocuSign user) to send DocuSign documents on behalf of themselves.

Please note: If more users than the Master-DocuSign user should be allowed to send documents, you have to set the Send on Behalf Of-Rights once.