Unlock the full potential of Dynamics 365 & Power Platform

US-office opening in Atlanta on August, 20, 2013!

On August 20, 2013 in *Features / News* by Jin Yan

After an intense preparation time we proudly announce the opening of our new US-office in Atlanta, GA which is an important step in line in our growth plan and for future success.

Accordingly, we are able to offer our USA partners and customers rapid on-site support and sales. Overall this results in our support department being occupied and providing instant help 17 hours a day!

If you have any questions, feel free to get in touch with us:
Tel.: +1 404.720.6066
Support: support@mscrm-addons.com or visit our Help-Center!
Sales: debbie.darcy@mscrm-addons.com or call +1 404.720.6067

Our US-team is looking forward to working with you!

Tagged With: Atlanta, department, partner, partners, sales, USA, ActivityTools, AE, announcement, AT, AttachmentExtractor, Business Insight, Client, DCP, DocumentsCorePack, Fun, GC, GroupCalendar, Office, PowerSearch, PS, SB, Server, SmartBar, support, TelephoneIntegration, TI

How to save document names separately - advanced settings

On August 8, 2013 in DCP 2011, DCP 2013, DocumentsCorePack (DCP) by Jin Yan

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.

Step-by-step description
Write a new, or open a saved document (.docx) with the required content and templates. In this document go to the “www.mscrm-addons.com”–tab and click on “Insert MailMerge Fields”. The “DocumentsCorePack Task Pane” appears.

To configure the "Name" and the "Subject" for the "Document Name" separately, click on “Advanced Settings …” in the “Template Settings”-tab. See screenshot below, highlighted in yellow/orange:

Figure 1: DCP Task Pane

Following dialog will appear:

Figure 2: Advanced Settings for Document Name

Choose a template for “Name” to define the documents name and a separate “Subject” name for your document. You can add additional information e.g. by typing ‘account number:’+<> the possible result appears as follows:

account number: 18953

For more information please click here and read our blog article about “Template Settings for DCP (OpenXML)”

Click on [Apply] to continue. Now your Advanced Settings are set.

Figure 3: Advanced Settings

Figure 4: www.mscrm-addons.com-tab

To set the relationship to CRM, click to the “www.mscrm-addons.com” –tab and click “Choose CRM Data”. Following window appears:

Figure 5: MailMerge with Microsoft CRM data

Type in the requested account name and click on “Search” and “Select” an account to continue.
Now your document is CRM-related. To go on, click on the “Create CRM Activity”-button in the “www.mscrm-addons.com”-tab.

Figure 6: www.mscrm-addons.com-tab

The following dialog will appear:

Figure 7: WordMailMerge

Now you can see the chosen subject name. In our Case its “account number”. Define the type of your activity and click “OK” to generate your CRM-related activity. If you open CRM and search for the account name chosen before you can see your generated document as a new added activity.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Tagged With: save, 2011, 2013, Client, configuration, DCP, DocumentsCorePack, DocX, store, template

DocumentsCorePack for MS CRM is certified for Microsoft Dynamics Accreditation

On July 16, 2013 in *Features / News* by Jin Yan

MSCRM-ADDONS.COM announced today that its DocumentsCorePack for MS CRM 2011, has successfully passed the Software Solution Test for Microsoft Dynamics.

This achievement is a major requirement for Certified for Microsoft Dynamics® status, which is Microsoft Corporation’s highest standard for partner-developed software. Solutions with a successful software test have demonstrated development quality and compatibility with the Microsoft Dynamics product.

DocumentsCorePack provides the possibility to create documents (Doc, DocX, PDF…) with data from CRM and to manage them in a structured and comfortable way. The addon is capable of resolving any relationship and works with standard, as well as custom entities. Therefore, it is a useful tool to create and manage for example quotes, invoices and other complex documents.

Figure 1: mscrm-addons.com certified for MS Dyn CRM Online

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Tagged With: 2011, Business Insight, certificate, Client, DCP, DocumentsCorePack, Fun, Online, Server

Recap: WPC 2013 in Houston, Texas

On July 15, 2013 in *Features / News* by Jin Yan

Thank you for joining us at the WPC 2013 in Houston! It was great meeting you there!

The WPC 2013 was an awesome experience for us and a great opportunity to establish new contacts, networks and connections.

Figure 1: Our booth

At this annual get-together we had the chance to share our best practices, to exchange ideas and to get to know a lot of interesting people. Thank you for visiting our booth and for your interest in our product and business!

Figure 2: Framework programme

Furthermore, we were pleased by the great framework programme, including very interesting keynotes and sessions provinding us with essential and highly valuable information regarding Dynamics CRM and other topics.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Tagged With: event, RC, 2011, 2013, 4.0, ActivityTools, AE, AM, AT, AttachmentExtractor, AutoMerge, Business Insight, Client, DCP, DocumentsCorePack, Fun, GC, GroupCalendar, PowerSearch, PS, RecordCounter, Server, TelephoneIntegration, TI

AutoMerge: service-based printing

On April 4, 2013 in AM 2011, AutoMerge (AM) by Jin Yan

AutoMerge now offers a service-based printing option which is available additionally to the already known plugin-based printing-option. The additional option is available within AutoMerge for MS Dynamics CRM 2011 v5.30 and higher (click here to download the latest AutoMerge version) and is based on a service which is running in the background.

This article covers the following essential topics:

Before you continue reading, please make sure that you installed AutoMerge v5.30 or higher. After that, please proceed as described in the sections below.

NOTE: If you already run a service for printing documents (as this is quite usual when using AutoMerge with CRM Online), you can skip the first section of this article and can continue reading in the ‘How to add the service-based printing step to a workflow’-section further down.

How to create and configure a service and a printer for printing documents using AutoMerge for MS Dynamics CRM 2011

Before you are able to add the service-based printing to a workflow, you need to configure and start a service. To do so, please follow the steps below:

1. Start the AutoMerge ServiceManagement from within the Windows start menu. (see screenshot below)

Screenshot: ServiceManagement – AutoMerge for MS Dynamics CRM 2011

2. Here you can create a new service. Type in a name of the service (see screenshot, ellipse 1) and click on the green tick (see screenshot, ellipse 2).

Screenshot: create a new service in the AutoMerge ServiceManagement

3. After that, you have to define which type of jobs the service should work on. Select ‘only print jobs’ (see screenshot below, ellipse 1). Furthermore, you have the possibility to set a filter for the printer to be used (see screenshot below, ellipse 2). Setting this filter is essential e.g. in the following case: If you have offices in Austria and the US, you can type in the name of the printer located at your site (e.g. at your Austrian office) in order to avoid that your documents are printed by the printer located at the other site (e.g. at your American office).

Screenshot: define the type of jobs which should be processed by the service, option to set filter for printer to be used

4.

Then, switch to the ‘CRM Connection Setup’-tab and type in the CRM Server-URL (see screenshot below, ellipse 1). After that, please tick off the appropriate box. (ellipse 2). Now you can fill in your data (ellipses 3). Then click on the “Retrieve all organizations” button (ellipse 4). After that you, have to “Save the service configuration” (ellipse 5).

Screenshot: CRM Connection Setup

5. Afterwards, click on ‘Start Service’ and the service starts to run in the background (see screenshot below)

Screenshot: start service

6. After having configured and started the service for printing, switch to the AutoMerge [Printer]-tab. Click on [New] to add and configure a printer which should be used afterwards within the Workflow. Available for v5.38 and higher. See next screenshot, highlighted in yellow. For more information please download our AutoMerge for MS CRM User Guideand read chapter 7 “How to print documents with AutoMerge”.

Screenshot: AutoMerge [Printer]-tab within the AutoMerge Service Management.

Once you successfully added your printer, you can start to configure a workflow including the service-based printing option. In the example below, we will highlight how to appropriately add this ‘Print to’-step.

How to add the service-based printing step to a workflow

1. Start your CRM. Go to the ‘Processes’ within the ‘Settings’-area . Here, you have the possibility to create a new workflow.

Screenshot: Processes in CRM 2011 System

Screenshots above: Processes in CRM 2013 System

2. Start to create a new workflow and to add the ‘CreateDocument’-step. If you would like to add the service-based printing step afterwards, click on ‘Add Step’ (see screenshot, ellipse 1) and chose ‘Create Record’ from the drop down menu (see screenshot below, ellipse 2).

Screenshot: start to add service-based printing step, click to enlarge

3. Then, open the drop-down menu within the newly added step and chose ‘MSCRM-ADDONS.com AutoMergeWorkingItems’ (see screenshot below).

Screenshot: start to configure newly added step, click to enlarge

4. Afterwards, click on “Set Properties”. See next screenshot, highlighted in yellow:

A new window opens (see next screenshot). Within this window, you can continue to appropriately configure the newly added step. We type in a name for this step and set the “AutoMergeAction” to “CreateDocument” because we want to generate and print the document. If you have an existing document in CRM which you want to print you have to select it from the “TemplateToExecute” lookup field (in our case its “Account_Overview_DOCX.docx) and as “SaveAs” type we define “PDF”. As “Printer” we have to define to which printer the generated document should be send.

IMPORTANT: Before chosing the printer within this step, you have to ensure that the printer has been installed and added appropriately. Furthermore, it is crucial to use the same name as used during the printer-installation process. For more details, please download our AutoMerge for MS CRM User Guideand read chapter 7.1 "How to install and add a printer before using it with AutoMerge”.

Screenshot: AutoMergeWorkingItems, Properties Settings

5) In the PrimaryRecordUrl we have to add the attribute “Record URL(Dynamic)” from the Account in the menu on the right. That means AutoMerge will generate a PDF based on the template “Account_Overview_DOCX.docx” and fill it with the data from the Account defined in the “PrimaryRecordUrl”.

How to add “PrimaryRecordUrl”: First you have to select ‘Account’ from the first drop-down menu of the ‘Look for’-area within the form assistant on the right (see screenshot, ellipse 1). Afterwards, select ‘RecordURL(Dynamic)’ from the drop-down menu below (see screenshot, ellipse 2). Then, click on ‘Add’ (see screenshot, ellipse 3) and on ‘OK’ (see screenshot, ellipse 4). Afterwards, the ‘PrimaryRecordURL’-field is automatically filled (see screenshot, ellipse 5). Click on ‘Save and Close’. Now you have appropriately added the service-based printing step. Click on "Save and Close".

Screenshot: add PrimaryRecordURL, click to enlarge

Exception: Adding the service-based printing step to workflows including a ‘Delete Document’-step

If you would like to add the service-based printing step to a workflow which includes a ‘Delete Document’-step it is important to know that the service is only checking every 90 seconds if there are generated documents to be printed. In the worst case, documents are generated and deleted within this 90 seconds and the service is not able to print the documents, because they have been already deleted. To avoid this, it is important to include a ‘Wait’-condition before the ‘Delete Document’-step in your workflow. To do so, follow the steps below:

1. Click on ‘Add Step’ (see screenshot, ellipse 1) and chose ‘Wait Condition’ from the drop down menu (see screenshot, ellipse 2).

Screenshot: add wait condition, click to enlarge

2. Click on ‘condition (click to configure)’ within the newly added wait condition (see screenshot, ellipse 1). A new window opens. Within this new window, you have to specify the wait condition. Chose ‘Print Document (MSCRM-ADDONS.com AutoMergeWorkingItem’ from the first drop down menu, ‘Status’ from the second, ‘Equals’ from the third and ‘Inactive’ from the fourth drop down menu (see screenshot, ellipse 2). The condition now causes that generated documents are only deleted if they have been already printed. Afterwards click on ‘Save and Close’ to complete this workflow step (see screenshot, ellipse 3).

Screenshot: configure wait condition, click to enlarge

Please do not hesitate to contact support@mscrm-addons.com should you require further information.

Tagged With: print, service, workfow, 2011, AM, AutoMerge, configuration

mscrm-addons.com - Blog

News.mscrm-addons.com Blog

Search

Categories

Tags