Thank you for joining us at the eXtremeCRM 2013 in Rome! It was great meeting you there!

The eXtremeCRM in Rome was an awesome experience for us. Arriving in beautiful Rome with sunshine and mild temperatures around 15 degrees, we checked in to the Rome Marriott Park Hotel and were delighted by the comfortable and beautiful ambience. As we arrived two days earlier, we did not hesitate to start discovering the beautiful city during a sightseeing tour on Saturday, visiting the Colosseum, the Trevi Fountain, the Saint Peter’s Cathedral and many more of the impressing sights.

Very motivated and excited about the upcoming event, we started to set up our booth on Sunday. During the official opening on Sunday evening and the following days, we enjoyed very interesting keynotes and sessions providing us with essential and highly valuable information regarding Dynamics CRM and other topics. Gaining these information, we now feel prepared for approaching trends, changes and partner-/customer-requirements.

We also took the great chance to hold our own session showcasing how our products could extend the functionalities of Microsoft Dynamics CRM. The session had a high impact and made even more people come and visit our booth. Thank you for joining and visiting us!

Further, we had the special pleasure to meet a lot of already known partners and also new prospects at our booth to demonstrate our addons to them. Thank you for coming by, for your interest in our products and business and the interesting conversations. It was great meeting you.

Hope to see you soon, so maybe join us at Convergence 2013 in New Orleans, USA.

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

· MS Dynamics CRM 2011 On-Premise/Hosted (IFD)/Online
· RollUp 12
· MS Sharepoint 2010/2013/Online
· MS Office (x86, x64) 2007/2010/2013
· and which of them support cross-browsing.

Where will you be 3-6 February, 2013? We will be at the eXtremeCRM 2013 in Rome, Italy as a silver sponsor, presenting our powerful addons to the audience.

The event is an important European conference for Microsoft Dynamics CRM partners with following specials offering the possibility to connect with and learn from other partners, experts, implementers and developers:

• eXecutive Summit : Industry analysts and consultants, Microsoft and other partners will address some of the most pressing issues business owners are facing today.
• eXtreme App Challenge: Developers can increase their skills with the help of experts from Microsoft and the channel. They will compete to create the most compelling app!
• eXtreme Training Academy: Attendees can join the pre-event ISV training.
• eXtreme App Launchpad: Apps new to the market are presented here.

We will hold an ISV session (Feb 5, 11:45-12:15) providing a short overview of our addons, focusing on TelephoneIntegration and DocumentsCorePack/AutoMerge. We will especially present the new TelephoneIntegration-features “Lync Chat Integration” and “Predictive Dialer”. Furthermore, we will take a look into DocumentsCorePack providing extended possibilities and new features to easily generate complex documents with data from CRM. Also, AutoMerge which enables to generate and process DocumentsCorePack documents automatically via a workflow or in a one-click-scenario via dialogs will be a core theme.

It would be great seeing you at our booth no. 15 and during our ISV session!

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

Up from GroupCalendar version 5.37 it is possible to embed GroupCalendar into a CRM entity. GroupCalendar will display all activities for which the currently opened record is set as Regarding. 

In this mode, all users will be listed in the GroupCalendar’s Gantt and TopDown View without the option to hide some of them.

Also, you cannot change the displayed users/team when opening the GroupCalendar from an entity.

How to configure GroupCalendar for entities:

1. Open your CRM in the Internet Explorer.

2. Navigate to Settings within the CRM sitemap. Then click on Customizations and hereafter on Customize the System.

3. Select the entity to which you want to add GroupCalendar, navigate to Forms and open the main form with a double-click.

4. In the so opened window, click on Navigation in the command bar.

5. Now switch to the ribbon tab Insert and select Navigation Link

6. In that window, fill out the following information:

Name: Type in a random name, e.g. GroupCalendar 
Icon: select the icon ptm_Icon16x16 (or any other 16x16 pixel icon you would like to use)
Select a Web Resource: Select ptm_WebApplicationPreloaderGroupCalendar

7. Finally, save and publish the customizations

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

Since CRM 2011, it is possible to specify working hours and time-off (e.g. vacation) for each user and resource.  With GroupCalendar v5.37 or higher, it is now possible to show these working hours and the time-off.

Example:

Per default, this feature is not enabled because it has a slight performance impact on loading the views. Anyway, to enable this functionality, please follow the steps below.

1. Open your CRM in the Internet Explorer

2. Navigate to Settings within the CRM sitemap 

3. Click on MSCRM-ADDONS.com Products in the CRM sitemap, mark the checkbox in front of GroupCalendar and click on the [Edit]-button in the CRM menu at the top.

Figure 3: Settings-sitemap in CRM, overview of installed MSCRM-ADDONS.com products

4. The following window opens. Click on MSCRM-ADDONS.com Settingskeys in the menu on the left. 

5. Now you must generate a new key. To do so, click on the [Add New MSCRM-ADDONS.com Settingskeys]-button in the CRM menu.

In the following window, you must define a name for the key in the Name-field, set the IsCached-field on yes and define a value in the KeyValue-field. Type in the following values:
Name: EnableWorkingHours
IsCached: Yes
KeyValue: true

After you have typed in the values, click on the [Save and Close]-button in the CRM menu at the top. To apply the changes, you have to run an IISRESET on the CRM server. Optionally, you can restart the GroupCalenderServer Application Pool within IIS on the CRM server.

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

With DocumentsCorePack for MS Dynamics On-Premise/Online, you can print dynamically generated documents automatically on a specific printer.

But before you can start to use this functionality, there are several things to do. Because DocumentsCorePack runs as service with a service user, you have to install the printer as described in the steps below to ensure that the service user has access.

How to install a printer which is visible for services:

• Go to the Control Panel > Devices and Printers
• Click on Add a printer
• It is very important to select Add a local printer 
  
  
  
  Figure 1: Add local printer
• Step through the rest of the wizard and create a new port.
• Type in a simple name for the printer without using spaces. This makes it easier for you to retype the printer name in the different workflows of DocumentsCorePack. 
  
  
  
  Figure 2: Type in a random name for the printer
• Finally, please try to print a test-page to see if the printer works correctly.

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

This blog article outlines how to set the font sizes in the TelephoneIntegration balloon.

Users have the possibility to define the font sizes for the values to be displayed in the TelephoneIntegration balloon.

Open the TelephoneIntegration setup with a right click on the TelephoneIntegration icon which you can find in the taskbar at the bottom of your desktop. Navigate to the Balloon-tab and then to the Internet Browser Popup Style-section. 

Figure 1: TelephoneIntegration setup, Balloon-section with option to set font sizes

Here, you can determine the main value font size and the CRM values font size.

Figure 2: TelephoneIntegration balloon 

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

This blog article describes how to reschedule a phone call when using the predictive dialer of TelephoneIntegration.

After hanging up, the caller has three options to post-process the call. 

• Mark the call as successful (The call is marked as completed, because the purpose of the campaign call has been fulfilled, e.g. to get a customer’s feedback regarding a specific product.)
• Mark the call as failed (The call is marked as completed, but the purpose of the campaign call has not been fulfilled, e.g. the customer refused to give a feedback.)
• Reschedule the call (The call is rescheduled and can be processed again.)

Figure 1: Predictive Dialer post-processing options for calls

When you select the Rescheduling-option, a calendar window pops up. The caller can determine a time and date to process the call again. In the example shown below, the call agent has selected the 31^st of December at 11:30 pm. Hence, this campaign phone-call will be available for calling again after the 31^st of December 11:30 pm.

Figure 2: Reschedule call with predictive dialer

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