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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!


Error Message: Solution AutoMergeGlobalButtonTmp failed to import

The error message Solution AutoMergeGlobalButtonTmp Failed To Import

indicates, that the user who is running the current setup process has no rights to access the solution files.


Recap: US Industry Summit 2016

There are no strangers here; only friends you haven’t met yet. 

- William Butler Yeats


Figure 1: US Industry Summit 2016

Thank you for joining us at this year’s US Industry Summit!


DocumentsCorePack FileExplorer in IFD environment

This article is about the DocumentsCorePack (DCP) FileExplorer in IFD environments for CRM 2011, 2013, 2015 and 2016.

Basically, DocumentsCorePack's FileExplorer is not supported in CRM IFD environments. Nevertheless, it could be possibly working. If you want to try to configure it, follow this article.


Recap: Convergence 2015 in Atlanta

We are back from our business journey of this year’s Convergence 2015 (March 16-19) in Atlanta GA.

THANK YOU for visiting our booth!


How to upgrade to MS CRM 2015

This article provides a step-by-step upgrade path of our solutions to the new MS CRM 2015 release!


How to create custom translations for DocumentsCorePack ServerBased dialog

This blog article outlines how to create custom translations for DocumentsCorePack ServerBased (DCP SB) dialog. Per default English and the user language is available.

Requriements: DocumentsCorePack ServerBased for MS CRM 2013 (former AutoMerge), basic .xml knowledge and the AutoMergeGlobalButton Solution v2013.42 or higher 


Certificate Changes in an IFD environment

This blog article explains what to do if one of the certificates has changed in the IFD environment. If so, our products require additional steps in order to work again.


Where to find the Settingskeys for mscrm-addons.com products?

This article outlines where to find the Settingskeys for our products in MS CRM 2013/2015.


How to use the lead qualifier plugin

The Lead Qualifier Plugin is a small solution that changes the process of creating a contact and account from the information within a lead. The main difference to the out-of-the-box-solution for this scenario within CRM 2013 is that no opportunity is automatically created within the process. 

This allows CRM users to qualify a new lead at any time during the CRM working process. Moreover, the plugin allows the association of the lead to already existing contacts or accounts in addition to creating new entities of said types, which saves time and avoids duplicates. 


Field formatting options

This article outlines different options to format fields inside a DocumentsCorePack or AutoMerge template. e.g.: Formatting date fields, format money-fields etc.

Requirements: DocumentsCorePack for MS CRM 2011 and 2013, AutoMerge for MS CRM 2011