With AutoMerge for Microsoft Dynamics CRM 2011 On-Premise/Online, you are able to print the dynamically generated document automatically to a specific printer. Sometimes, the printer settings regarding trays, duplex, size, etc. are not applied if you define them using a specifc user account, because the service runs under different user accounts. In order to avoid this, AutoMerge offers you the possibility to define specific printing options in the workflow itself.
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.
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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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.
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).
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:
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).
This article outlines how to merge and process a document using the DocumentsCorePack addon. In general, you have two possibilities for merging a document:
A list of document-processing steps offered by DocumentsCorePack and feasible with one single click can be found at the end of this article.
This feature enables you to easily insert contents (pictures, texts, etc.) into documents which have been added to a CRM record via HTML editor. The functionality interprets HTML codes stored in CRM and to display the contents appropriately in merged documents. Furthermore, the last version of DocumentsCorePack enables users to insert pictures into documents (for more details about this functionality, please click here).