This is the third part of the series regarding the Office Open XML-format. This video is based on the the results from Part 1 Creating a template, so I recommend to take a look into this demovideo first.

Part 3 explains how a list of records can be grouped by a specific attribute.  In detail, it will show how to group the quote-products of a quote by the subject of the products.

In Part 4 we will show how pictures can be added dynamically. e.g. product pictures or pictures of signatures.

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

When ordering licenses, you will be asked for the organisation unit name of your CRM system. This information is mandatory in order to create a license. Below, you can find a short description about how to get the necessary information for CRM 4.0 / CRM 2011.

CRM 4.0

The organisation unique-name can be found within the deployment manger of MS CRM.(Located on the Server where MS CRM has been installed)

CRM 2011

For CRM 2011 On-Premise (RTM) as well as CRM 2011 Online (RTW),  the unique organization name can be found in Settings > Customizations > Developer Resources.

Figure 2: Microsoft Dynamics CRM Settings

Please note: For CRM 4 as well as CRM 2011, the Unique-name is required. Next to this, our key is case sensitive and will not work if the names don’t fit.

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

This is the second part of the series regarding the Office Open XML-format. This video is based on the the results from Part 1 Creating a template, so I recommend to take a look into this demovideo first.

Part 2 explains how attributes from related entities can be inserted into the template. In detail, it shows how to add fields from the quote-product into a quote template.

In Part 3 we will discuss the sorting/grouping possibilities within line-item sections.

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

This is the first part of a series regarding the use of the Office Open XML (DocX) format with DocumentsCorePack for MS CRM 2011.

The video shows how to create a quote template showing a list of quote-products.

Part 2 will contain a detailed description about how to resolve Additional relations like the quote > quote product relation used in this video.

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

Dashboard for MS CRM 4.0 provides several maps (World-map, Europe, U.S., Germany, Netherlands,…) in order to e.g. display customer-distributions.
This blog contains basic information on how to configure maps. This is explained with a Step-by-Step-Setup of a Customers in the U.S.A-chart.

1. Main-Chart settings: The following settings need to be configured within the Dashboard-Chart-configuration:
   
   
   
   Figure 1: Main chart settings
   
   
   1. Chart Series: Select Map to load the available maps into the chart-type configuration
   2. Chart Type: All available maps are listed. Choose the country/area you want to use
   3. Label(X): Select the CRM-attribute that contains country-specific data (e.g. Country-code, Contry-name,.. see below)
      
      Example US-Map: We choose Chart-Type: [Shapefiles/Usa_st] 
                                and Lablel(x) : [Adress1: State/Province]
      
      
2. Map-definition: Within the Dashboard for MS CRM 4.0 - [Installation-directory]\ClientBin\Shapefiles we can find a *.dbf-File for each available map.
   
   Each of this files contains several info like name, code, population... about the areas within the maps, marked by an UNIQUE-Columnname (AREA,STATE_NAME,…)
   E.g usa_st.dbf:
   
   Figure 2: usa_st.dbf
   
   
3. Data-mapping: But how to link this data with CRM? Like all dashboard-charts, map charts are based on the results of an Advanced Find. This advanced find needs to deliver an attribute that fits to one of our UNIQE-columns within the *.dbf-file.
   
   In most cases this will prospectively be Address1: Country or Adress1: State/Province
   
   Example US-map: Adress1: State/Province delivers the names of the US-state Winsconsin, Washington:
   
   
   
   
   Figure 3: names of Winsconsin, Washington
   
   So in this example, the Label(x)-Value (Adress1: State/Province) needs to be linked to the STATE_NAME-column in the *.dbf-file.
   
   Therefore we have to switch to the Values-tab on the Dashboard-chart record:
   
   
   
   Figure 4: Dashboard chart record (value-tab)
   
   The mapping is defined in the StyleValue-column:
   |reader.DataMapping-Name=STATE_NAME; ToolTip=STATE_NAME|
• reader-DataMapping: Specifies the mapped column
• ToolTip: It is possible to choose any of the columns from the *.dbf-file to appear in the tooltip of the country
4. Result: Now, we get following result:
   
   

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

To downgrade the KDTele-tools in order to use the previous event-model, simply donwload the downgrade package from:

http://62.99.232.162/TI/downgrade.zip

and extract the package into a “downgrade” folder within the installation directory of the TelephonIntegration (TI) - Client component.

Figure 1: "Downgrade"-folder

Within “downgrade” you can find a batch file, that is performing the following steps:

regsvr32 /u ..\kdtele.ocx   // Unregisters the actual KDTele.ocx
ren ..\kdtele.ocx ..\kdtele_replace.ocx  // creates a backup of the actual KDTele.ocx
copy kdtele.ocx ..           //Replaces the file
regsvr32 ..\kdtele.ocx // registersthe new kdtele.ocx-file

So all you need to do, is to:

1. Close the TI-Client
2. Run the batch-file
3. Restart TI

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

The problem occurs because MS CRM is using an HttpModule for multitenancy scenarios. This http module is called with an anonymous user account. This is why it fails when trying to request, i.e. the metadata webservice.

Solution: To make it work, a new entry (remove CrmAuthentication) has to be specified within the web.config file of the specific Add-On.