Sometimes you may be asked to create a new settingskey for one of our products (e.g. if we developed a customization for you or if a special configuration is needed, etc.). To do so, please follow the six easy steps below.
Addons: AutoMerge, DocumentsCorePack, TelephoneIntegration
This article explains how to configure a workflow with AutoMerge for Microsoft Dynamics CRM 2013 Online. The steps described below solely refer to AutoMerge for MS Dynamics CRM 2013 Online. For details about how to create a workflow with AutoMerge for MS Dynamics CRM On-Premise, please watch our demonstration videos on our Youtube channel. (Click here to watch the videos)
This blog article outlines how to export/import existing Templates for DocumentsCorePack for MS CRM.
When you search for big amounts of entities, a SQL TimeOut exception can occour. To minimize the amount of data, you can specify additional filtering in the PowerSearch Configuration (This filter must be manually inserted into the XML of the PowerSearch Config).
This article will show you how to prepare PowerSearch for MS CRM 2011 for an update of your CRM system to 2013!
The settings of DocumentsCorePack now allows you to configure the "Name" and the "Subject" for the "Document Name" separately. Available vor v5.93 and higher.
The GroupCalendar side pane (which holds the view settings etc.) is per default unpinned. With a manual user-based setting it is possible to change the default behavior so that the GroupCalendar is opened with a pinned side pane.
When phone numbers are not being resolved correctly, the cause is sometimes an incomplete phone number index table (to be found in the MSCRM-ADDONS.com CTI CallInfos) in CRM.
It is recommended to rebuild this table from scratch. This includes removing all existing data in that table. To do so, we use the Telephone Integration update service. This article outlines how to do so.
This article is only relevant if you are using SharePoint folders or SharePoint sites integration of DocumentsCorePack. It does not concern DocumentsCorePack in combination with the CRM integrated SharePoint.It describes how to use MS CRM 2011 list components to show and manage SharePoint documents of your DCP folder or site configuration.It is available from DCP Server version 5.43 on and works with SharePoint 2010 and 2013.
This feature requires AttachmentExtractor 5.24 or higher.
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).