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Evelyn
Evelyn
Evelyn's Blog

AttachmentExtractor: How to customize entity folders and attributes in Sharepoint

This feature requires AttachmentExtractor 5.24 or higher.

Outline

1.) It enables AttachmentExtractor to create custom folder structures based on entity data from the regarding (email) or parent entity (annotation).

2.) It enables AttachmentExtractor to create custom attributes on the sharepoint and fill them with data from regarding (email) or parent entity (annotation).


Features and settings in TOPDOWN view for GroupCalendar

This article outlines the features of TOPDOWN view, which are available for GroupCalendar (GC) version 5.55 and higher (click here to download the latest GC version).
En detail, this article explains, how you:

 

  1. Change the user and time, by drag and drop

  2. Create and save an appointment directly in CRM, by double-click into the selected time-slot

  3. Delete activities directly

  4. See all details of activities (multiple row able)

  5. Create an activity by just clicking right into your selected time-slot

  6. Right-click into your activities to open, delete or copy them

  7. Change  between the views show 24 hours and show business hours. Business hours-view is preset from 08:00-17:00 and also configurable.

  8. Determine how many minutes a time-slot should have (in general 30 min.)
     


DTMF (DualToneMultifrequency) improved input procedure directly from your TelephoneIntegration Client balloon

This blog article outlines how to send dtmf signals directly from the TelephoneIntegration (TI) balloon, so you no longer need to do that with your telephone handset. This feature is available in version 5.56 or higher.

Examples of using dtmf functionality:

  • authentication by conference calls
  • interacting with IVR systems

That means, when you call e.g. a support telephone number, or you would like to start a conference call, you may have to enter an access password or some digital numbers. With the dtmf function, you don't need to use your telephone handset to enter your access password, but to select it direclty via the dtmf function in TelephoneIntegration.


Proper email body preview in ActivityTools 5.40 print preview

With this reworked feature of ActivityTools, you again have a quick and clear preview
of your e-mail content via ActivityTools print preview. 


How you make a table invisible in DocumentsCorePack, when there is no data available

This article outlines, how to make a table invisible, when there is no data available. Simply mark the table or click into it. Open the table properties with a right-click. Now you have the opportunity to activate Delete whole table if rowcount is zero. As soon as you have activated this button, you will not have any blank tables in your document anymore.



How to enable/disable DFR (Dialing from relationships) by dialing from CRM site

This blog article outlines how to enable/disable Dialing from relationships (DFR) by dialing from CRM site.

Usually, TelephoneIntegration (TI) allows users to dial from related CRM-records. Say, 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).


TIMELINE- chronological listing for appointments and service activities in GroupCalendar

This article explains the capabilities of GroupCalendar's TIMELINE which is available for the versions v.5.52 and higher (click here to download the latest GroupCalendar (GC) version). This feature gives you a quick and easy overview of all scheduled appointments/activities seperatet by selected users.


Service-based printing in AutoMerge
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. 

How to enable debugging for TelephoneIntegration

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Please note:
This article applies to TelephoneIntegration 
for MS CRM 2011, 2013 and 2015, as well as to CRM 2015/2016.

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Basically there are two ways to activate debugging:

Solution 1: Activating debugging via the TI-Setup

Solution 2: Activating debugging on your Client via the Registry