mscrm-addons.com - Blog

News.mscrm-addons.com Blog

rss

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!


Insecure content warning in IE when using FileExplorer with IFD

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.


How to open GroupCalendar from a CRM entity record

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.


How to show working hours and time-off in GroupCalendar

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.


[Save as DOCX]-button

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


Advanced template-group filtering

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

 - DocumentsCorePack Client for MS CRM 2011 5.73


How to install and add a printer before using it with DocumentsCorePack

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.


How to set the font sizes in the TelephoneIntegration balloon

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.


Predictive dialer: How to reschedule of a phone call

This blog article describes how to reschedule a phone call when using the predictive dialer of TelephoneIntegration.


How to place InternetExplorer popup windows

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.


Policy options for internal phone calls

This blog article outlines various policy options for internal phone calls.