This article outlines how to open the fields.xml Settings.

The fields.xml Settings are server-side Dynamics 365-Settings.
There are 2 ways to open the Settings.

1)

This tab focuses on the advanced functionalities of the TelephoneIntegration Configuration.
Use it to view, copy and send the fields XML for support purposes.​

Navigate to Settings > MSCRM-ADDONS >  TelephoneIntegration in Dynamics 365. ​

When GetStarted-page of TelephoneIntegration opens, please switch to the Advanced-Tab.

Figure 2: TI GetStarted

To view the Field.xml-settings, select the [Show]-button

The Fields.xml-window opens and displays the Settings-Code, highlighted in yellow in the figure below.
Now you can copy this text for example to send it to our Support-Team.

Please note: Do not change the value manually.
Instead, use the TelephoneIntegration Server Configuration Tool in order to change the value.

To close the window, please click the [Cancel]-button.

If you have not received the desired result, please try the other way:​

​

2)

Navigate to Settings > MSCRM-ADDONS > Products > TelephoneIntegration in Dynamics 365. 

Then open the SettingKeys.  

Figure 5: MSCRM-ADDONS.com Products TelephoneIntegration Settingskeys

There, you will find the fields.xml value.

Please note: Do not change the value manually.
Instead, use the TelephoneIntegration Server Configuration Tool in order to change the value.

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

This article outlines how to activate a per User License in Dynamics 365 for ActivityTools, GroupCalendar, PowerSearch, SmartBar and TelephoneIntegration.

For DocumentsCorePack the first steps are the same. Please follow the link when you will be asked for.

When using “per User” licensing, it is mandatory to enable all users that should be licensed within Dynamics 365. Licenses for TelephoneIntegration are always per User. It is also possible to have per User licenses for ActivityTools, GroupCalendar, PowerSearch and SmartBar.
This example concerns the TelephoneIntegration license.

To check the license after installing via the License Manager please go to CRM->Settings->MSCRM-ADDONS-Tab.
Now choose the Addon you want to check the License for. In this case, we select TelephoneIntegration.

If you want to select DocumentsCorePack, please click here.

Figure 1: MSCRM-ADDONS overview

When the Get Started-page of TelephoneIntegration opens, please navigate to the Licensing-Tab. It often occurs, that after installing the license via the License Manager a window appears that looks like in the figure below: 

Figure 2: Activate per User license

After installing the new license, the ❶ access is denied. This is due to the fact, that the user, that is running the license manager (usually an admin) itself is not a licensed user at this point. Click on the ❷ [Activate Users]-button to enable specific users.

In the window below, you can select the users, that should be licensed within Dynamics 365. 

Figure 3: Select the users you want to activate

After enabling users to use our addon, the red cross is gone, and the user account has changed due to the number of activated users. As you can see below, there are three of ten users enabled to use TelephoneIntegration.

Figure 4: Valid license

How to activate a per User License in Dynamics 365 for DocumentsCorePack

Here we select DocumentsCorePack.

Figure 5: Addon overview - DCP

Licenses for DocumentsCorePack-ClientBased are usually per User.
It is also possible to have per User licenses for DocumentsCorePack_ServerBased (from Small to Enterprise package).

Figure 6: DCP - Get Started-page

When the Get Started-page of DocumentsCorePack opens, please choose, if you want to activate Client license or Server license and go to the accordingly tab.
It often occurs, that after installing the license via the License Manager a window appears that looks like in the figure below:

Figure 7: DCP - Activate per User license

After installing the new license, the ❶ access is denied. This is due to the fact, that the user, that is running the license manager (usually an admin) itself is not a licensed user at this point. Click on the ❷ [Activate Users]-button to enable specific users.
In the window below, you can select the users, that should be licensed within Dynamics 365. 

Figure 8: DCP - Select the users you want to activate

After enabling users to use our addon, the red cross is gone, and the user account has changed due to the number of activated users. As you can see below, there are three of ten users enabled to use TelephoneIntegration.

Figure 9: DCP - Valid license

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

This article outlines how to shorten an alias in DocumentsCorePack-TemplateDesigner when an error message appears that says: "Alias is longer than 128 characters"

Should you get an error that your alias is longer than 128 characters, please do the following steps.
Please note that the 128 character limitation is not from our side but is a standard limitation from CRM.

Open your relationships by editing them using the pencil symbol and navigate to fetchXML:

Figure 1: Configure the relationship

In the FetchXML View search for the long alias names that need to be shortened due to the character limitation from Dynamics 365:

Figure 2: FetchXML View

Give it a short, descriptive name, only change the alias tag:

Figure 3: changed FetchXML View

Switch back to the Designer View and click OK.

Figure 4: Designer View

Afterward, it is necessary to reinsert all fields from that relationship.

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

This article outlines how to add fields from the current / executing user to a Template.

❶ Click on “Insert MailMerge Fields”

Figure 1: Insert MailMerge Fields

❷ Navigate to “Additional” and select “User Info” in the DropDown-Menu for “Add Relationship / Entity”

Figure 2: Navigate to “User Info”

❸ You have now added a new relationship to the “User” record, which presents fields from the current user /executing user

Figure 3: New relationship

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