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Jin Yan
Jin Yan
Jin Yan 's Blog

How to enable debugging for ActivityTools (CRM 2015/2016)

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Please note:
This article applies to ActivityTools in
Microsoft Dynamics CRM 2015 and 2015/2016 ONLY!
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How to add a language to DocumentsCorePack ServerBased dialog

This blog describes how to add a language to DocumentsCorePack ServerBased Dialog. Per default, English and German is provided.

Requirement: DocumentsCorePack ServerBased Dialog


How to add related detail fields for TelephoneIntegration

This blog article explains how to add related detail fields to be shown in the TelephoneIntegration (TI) balloon via fetchxml-feature.


How to extend the Click2Dial-functionality for TelephoneIntegration?

This article explains how to enable the Click2Dial-functionality of TelephoneIntegration (TI) for CRM 2013/2015 without using the CallNumber button in the ribbon. 


How to create SharePoint locations, folders and subfolders automatically in DCP SB Online?

This blog article outlines how to create SharePoint locations, folders and subfolders automatically within MS Dynamics CRM with our DocumentsCorePack ServerBased Add-On.


Send as .pdf preview & edit functionality

This blog article outlines the DocumentsCorePack ServerBased send as pdf preview and edit functionality. The edit functionality allows to modify generated pdf-documents in MS Word before you send it to the customer with the DCP SB [Create document]-button. 

Please note, that the usage of SharePoint integration is mandatory in order to use the edit-functionality!

Requirements: DocumentsCorePack ServerBased (DCP SB) v.2015.18 for OnPremise, DocumentsCorePack ServerBased (DCP SB) v.2013.73 for the online version


How to configure entities to show the [CreateDocument]-Button

This blog article outlines how to configure CRM entities to show the DCP ServerBased [CreateDocument]-Button.

Requirement: DocumentsCorePack ServerBased CRM 2013/2015


SharePoint ErrorMessage: No part of the path in DCP SB Online

This blog article explains what to do when you receive the following error message while saving documents to SharePoint.

DocumentsCorePack failed to generate the document

ERROR:|CHECKLICENSE|SUCCEEDED|new AutoMerge|StartMerge|ErrorMessage:No part of the path


SharePoint ErrorMessage: No part of the path in DCP SB (OnPremise)

This blog article outlines what to do if you receive the following error message while saving documents to SharePoint.

DocumentsCorePack failed to generate the document

ERROR:|CHECKLICENSE|SUCCEEDED|new AutoMerge|StartMerge|ErrorMessage:No part of the path


Skype plugin is not showing call info

This blog article explains what to do if your desktop TelephoneIntegration (TI) Client is not working.