If you have configured your CRM for IFD and also have enabled our FileExplorer Integration, Internet Explorer (IE) will either not load the FileExplorer or show a message about insecure content.
Figure 1: FileExplorer not visible
Figure 2: Internet Explorer shows insecure content warning
If you run into this problem, please follow the steps below to resolve this issue.
Up from GroupCalendar version 5.37 it is possible to embed GroupCalendar into a CRM entity. GroupCalendar will display all activities for which the currently opened record is set as Regarding.
In this mode, all users will be listed in the GroupCalendar’s Gantt and TopDown View without the option to hide some of them.
Also, you cannot change the displayed users/team when opening the GroupCalendar from an entity.
Since CRM 2011, it is possible to specify working hours and time-off (e.g. vacation) for each user and resource. With GroupCalendar v5.37 or higher, it is now possible to show these working hours and the time-off.
This feature offers you the option to save a document directly to the proper location in CRM without having to generate an activity. The location depends on the configuration, which is defined within the DocumentsCorePack server configuration tool.
To take adavantage of this new feature you need at least the following version:
- DocumentsCorePack Client for MS CRM 2011 5.73
This feature offers the possibility to set a filter for DocumentsCorePack templates. Templates are filtered based on the template-group they are assigned to. Applying filter limits, the available templates are grouped in template-groups. This prevents users from getting confused by a variety of available templates as they can only see and select templates of the corresponding template-group defined by the applied filter.
To take advantage of this feature you need at least both of the following versions:
- DocumentsCorePack Server for MS CRM 2011 5.36
With AutoMerge for MS Dynamics CRM 2011 On-Premise/Online, you can print dynamically generated documents automatically on a specific printer.
But before you can start to use this functionality, there are several things to do. Because AutoMerge runs as service with a service user, you have to install the printer as described in the steps below to ensure that the service user has access.
This blog article outlines how to set the font sizes in the TelephoneIntegration balloon.
Users have the possibility to define the font sizes for the values to be displayed in the TelephoneIntegration balloon.
This blog article describes how to reschedule a phone call when using the predictive dialer of TelephoneIntegration.
This blog article describes how to place InternetExplorer popup windows when using TelephoneIntegration.
TelephoneIntegration provides the possibility to automatically open CRM records and a new phone-call activity in separate InternetExplorer windows. Users can define the order and position of the CRM record-window and the phone-call-activity-window.
This blog article outlines various policy options for internal phone calls.