Thank you for using our mscrm-addon! The following overview was created to support you when it comes to the installation of a new license key.
A valid license key is the key to a smoothly running mscrm-addons.com product. Having an invalid license stops the whole product from working. An invalid license will never have any impact on your CRM, it only limits the addon itself.
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The insert as static document button is a very useful functionality if it comes to creating templates in DocumentsCorePack Template Designer. Its functionalitites can be expanded to insert not only static documents, but also subtemplates. In the course of this article, you will learn how to do so.
First of all, you need to open two templates, but you could also create two totally new ones. Learn which fields can be added to a template here. However, you need one for your main entity and one for your subentity. They are the base for all further actions.
There are no strangers here; only friends you haven't met yet. - William Butler Yeats
Figure 1: CRMUG Gold sponsorship
With version 7.106 or higher of DocumentsCorePack Client, its users are enabled to use an extended functionality, the so called Boolean Fields. Boolean fields are, for example, all the Do not allow…-fields.
With the so called visual controls for phones and tablets, Microsoft Dynamics CRM 2016 introduces some new features. Should you like to get more general information about them, please click here.
There are no strangers here, only friends you haven't met yet.
- William Butler Yeats
Figure 1: eXtremeCRM Warsaw
Thank you for joining us at this year’s eXtremeCRM in Warsaw!
Please note: This feature is only available for DocumentsCorePack Client and TelephoneIntegration Client ++++++++++++++++++++++++++++++++++++++++++++++++
This article provides you with 2 step-by-step instructions on how to enable MFA Support and on how to configure the 2Factor authentication in your client’s connection profile.
To enable MFA support for our client products, you have to register a custom application with Azure AD. It will manage your addons’ access rights.
As per default, AssureSign only supports the following entities:
- Account - Lead - Contact - Order - Contract and - Opportunity
If you want to use DocumentsCorePack and AssureSign with other entities, you must add this entity to AssureSign Document. This article providesa step-by-step description on how to do so.