Please note: This article is for users with very good CRM skills only.
However, before you follow the below instructions, please contact us via support@mscrm-addons.com.

1) In order to bypass the IFD authentication, you need to edit the ptm_WebApplicationPreloaderGeneralScript webresource in Dynamics 365.

2) Look for  

appUrl = SetQueryString(appUrl, "isOutlook", $ptm.isOutlook + '');

and replace it with

appUrl = SetQueryString(appUrl, "isOutlook", $ptm.isOutlook + '');

var userIDCrm = $ptm.context.getUserId();

if ((userIDCrm == null) || (typeof (userIDCrm) == "undefined")) {

userIDCrm = parent.Xrm.Page.context.getUserId();

}

appUrl = SetQueryString(appUrl, "ORIFDI", userIDCrm + '');

3) Next, save your changes and publish them.

4) Open your IIS. In there, turn on Anonymous only and add a CRM system administrator to this authentication mode.

5) Restore the original WebConfig and WebApplication Port and change the Connection Profile for the tool to OnPremise.

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

This article provides you with a collection of frequently asked questions regarding AttachmentExtractor.

Should you be confronted with a certain issue regarding AttachmentExtractor, you might find the answer here.

If not, do not hesitate to contact our support via support@mscrm-addons.com.

1 What is AttachmentExtractor used for?

AttachmentExtractor was generated to extract attachments, notes or emails/email content safely from Dynamics 365 to locations like SharePoint or a file share.

This action saves a lot of time and money, because

a) you do not have to manually extract the files to a more economical location like SharePoint or a file share.

b) using AttachmentExtractor leads to a cost reduction, that can be easily checked:
     While one GB/month of CRM Online storage costs 9,99 USD, one GB/month of SharePoint storage costs 0,2 USD. Just do the math!

2 Why aren’t my attachments being extracted?

This is one of the most common questions our support deals with. Besides, it is also the most difficult question to answer, because there is more than one possible reason for this issue.

Now, simply go through the below checklist. The solution for your issue might be only a click away.  

 Are your User Credentials correct? Did you double check them?

Do you use the right filetype? Did you select the correct one?

What about the file size? Did you select the smallest possible file size?

​

3 What do the different AttachmentExtractor buttons mean?

Please have a look at our AttachmentExtractor user guide. All the buttons and functionalities of AttachmentExtractor are explained there.

It is possible that the answer to your question is not listed above yet. In that case, do not hesitate to contact our support.

But of course, we will make sure that our AttachmentExtractor FAQs are updated on a regularly base.

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

There are no strangers here; only friends you haven't met yet.
- William Butler Yeats 

Figure 1: CRMUG Tampa – Count me in

Amazing. Awesome. Indcredible. Prodigious. Stunning. Fascinating. Marvelous. Surprising. Wonderful…

there are not enough words to describe how breathtaking this year’s CRMUG Summit 2016 in Tampa was.

These are only a few highlights:

• 1,500 Microsoft Dynamics CRM users and partners
• 150+ breakout sessions
• Great speakers, like Jujhar Singh and Takeshi Numoto​
• Stunning news, like the Dynamics 365 roadmap
• Partner Meetings
• Networking Lunches
• the great organization of the event
• and of course the picturesque landscape and side events made CRMUG a festival for CRM users!

Inspired by the great atmosphere at the event, we tried to give our best.
Not only did we introduce our addons to prospects & partners, but we also invited them to take our quiz and to win a Starbucks voucher at booth 1127!

Did YOU take the quiz? Did you enjoy it? We appreciate your feedback!

Please share your thoughts & experience by sending an email to support@mscrm-addons.com.

Since CRMUG Summit in Tampa, we all know what has been suspected for a long time: Dynamics 365 is coming and nobody is going to stop it.

But what’s it all about? Do we really have to be so excited?

First, Dynamics 365 is purpose built (But is it really?)

The Enterprise Edition combines the applications that were known as Microsoft Dynamics until now under the patronage of one item: Dynamics 365. The components of Dynamics 365 can be seamlessly integrated one after another or all at once. (Our solutions apply to the underlined apps):

Sales
Field Service
Customer Service
Project Services Automation

Operations (Cross-plant cost accounting, Storage, Disposition, Production…)
Financial

So you see: it’s absolutely flexible, because you can use the component you need and do not have to buy it all at once.
Basically it’s a system that grows with your needs: the bigger your start-up grows, the more demands have to be met by your CRM. That’s exactly what Dynamics 365 does.

Second, Dynamics 365 is highly adaptable (Can you believe that?)

With MS PowerApps and MS Flow, Microsoft provides the foundation stone for applications that can access all Dynamics 365 data and additional data sources.
There are already a few PowerApps, but the creation of new PowerApps is more than easy.

But there’s even more:
Dynamics 365 is built on the Common Data Model – a mix between Dynamics 365 and Office 365.

Third, it is intelligent and thus, enhances productivity (Are you kidding me?!)

To be frank, if we wouldn’t have heard it at CRMUG Summit in Tampa, we wouldn’t believe it either, but Dynamics 365 bases on AI. Supported by Power BI and Cortana Intelligence, predictive business analytics and prescriptive business analytics are standard, while AzureIoT allows the integration of machine data.

This behavior supports the productivity of teams and business processes – no matter which device or platform you use.

"BUT WHAT ABOUT THE VALUABLE MSCRM-ADDONS?" (You might ask that in a shaky voice, hoping the best but expecting the worst)

Easy, man. 

Our addons are still the perfect expansion for the following components of Dynamics 365:
Sales, Field Service, Customer Service and Project Services Automation. Plus: they are still solutions of captivating simplicity.

Standing customers of our addons already know, that our solutions grow with our customers' needs and wishes. 
Next to our packages (from Extra small for Start-ups to our Enterprise solution), we offer full support (also for trial versions).

So thanks to Microsoft innovative ideas, everything gets way easier for us and our customers. That's why we are loving it!  

It is even way easier to install a trial or full version of our addons now”  

Below, you'll find an overview of our products with a short description and a link. Follow the link to receive your personal trial version of your favourite add-on. 
(Or try them all... it's absolutely FREE! PLUS: There is no obligation to buy our add-ons if you are not satisified! AND: We offer FULL support for all our products!) 

DocumentsCorePack - professional document generation and management in Dynamics 365
TelephoneIntegration - connect your phonesystem with Dynamics 365!
AttachmentExtractor - move attachments save & sound from Dynamics 365 to MS SharePoint and save money! 
GroupCalendar - advanced scheduling for teams & resources in Dynamics 365
ActivityTools - add some Outlook feelin' to Dynamics 365 and handle activities with style! 
PowerSearch - combine the benefits of Standard Search & Advanced Find! 
SmartBar - experience navigation between records on a new, fast level!​

​

All in all, we think it’s time to be excited and amazed about the new possibilities Dynamics 365 offers. Frankly, we cannot even seize them all at the moment, but we yet know that Dynamics 365 is more than a CRM application. It defines the future of customer service. Well done, Microsoft! 

Since version 6.16 and higher of GroupCalendar for Microsoft Dynamics CRM, our add-on provides its users with the possibility to configure unscheduled activities in the GANTT view. This article outlines how to customize unscheduled activities properly.
Please note that basic knowledge of FetchXML is required if you want to configure these GroupCalendars’ settings. Should you have any questions, please do not hesitate to contact our support via support@mscrm-addons.com.

Basic information

First of all, you have to access GroupCalendar. To do so, please enter your CRM and click on Workplace > GroupCalendar. At the right side, you are provided with a drop-down menu that displays all/my unscheduled service activities or all/my unscheduled appointments (depending on which tab you use). Please note: In this example, we use the Service Activities-tab only, but the information applies as well to the Appointments-tab. 

Per default, users can select between

• All unscheduled service activities and
• My unscheduled service activities

But of course, there is a possibility to customize these settings. Users can – for example – add other users and/or user combinations to the default unscheduled service activities, for example:

• User A unscheduled service activities
• User B unscheduled service activities
• User C and D unscheduled service activities

Besides, also the search attributes can be defined.
For example: You could define unscheduled service activities as all service activities, that are marked yellow or blue.
Please note: This setting is a global one. But you could as well specify user-specific settings. In this case, you would first have to create the 

UnscheduledFetch_appointment_USERID

 
settingskey. For further information on how to create a settingskey, please click here. Once the settingskey has been created, you can proceed as below shown. 

So while user A would receive all yellow service activities, user B would receive all blue service activities as a result in GroupCalendar.

How to customize unscheduled fetches

Please note that basic knowledge of FetchXML is required if you want to configure these GroupCalendars’ settings. Should you have any questions, please do not hesitate to contact our support via support@mscrm-addons.com.

Anyway, to customize unscheduled fetches, navigate to Settings > MSCRM-ADDONS.com Products and open the products with a double click.

Now you are provided with an overview of all products installed. Please click on GroupCalendar in order to open the settings.

Next, look for Unscheduled Fetch* in the search-field. Thanks to the placeholder *, you do not have to search for the two solutions.

However, basically both Unscheduled Fetch entries must be customized. Figure 5 shows how such a customization could look like.

Your work starts when it comes to the FetchXML –file. Please find an explanation of the fetch below.

If you want to add a new filter, simply create a new configuration node with a corresponding name and FetchXML. Then, customize the so added fetch and save it.

Please refresh your Browser before you continue to work with your new settings.

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

 (Blog still being reviewed)

Office Open XML has been invented to enable the creation of very complex templates that would normally require the use of macros. This article contains a step-by-step description about how to create such a template.

As for demonstration purpose, we decided to create a so called quote-with-grouping-template in this example, because it is most likely used by Microsoft Dynamics CRM users.

(Quote-with-grouping means that the quote-products are grouped by the value of a specific CRM-attribute, for example, subject.)

Step 1: Create a template layout by selecting an entity

First, we need to create the basic layout of the template. Clicking on the
[Insert MailMerge Fields]-menu button in the www.mscrm-addons.com command bar will open the DocumentsCorePack Template Designer.

Now, to create the basic layout for, e.g. a quote-with-grouping-template, we must select the type Quote in the Type-Selector-Dropdown Menu. Each template is based on a specific entity.

Step 2: Insert Fields

Now that we have selected an entity, we need to insert fields to our template. To do so, we set the cursor at the position where we would like to insert a certain field. Then, we double click the fieldname. You could as well insert it via the [Insert field]-button. For more information on the [Insert field]-button, have a look at this article.

Figure 2: Template Designer – Insert fields

Once you have inserted all the fields you would like to insert, your template could look like this:

Figure 3: Template with inserted fields 

Step 3: Add line-item relationship

The next step is to resolve the quote-quote product relationship. To do so, we need to click on the Additional-tab in the DocumentsCorePack Template Designer. The Additional section allows to resolve any relation/entity within CRM and brings up a list of all attributes from the related entities so that they can be used within the document too.

Here, we click on the [Add Relationship/Entity]-button in order to add a new relationship.

Figure 4: Template Designer – Additional tab

We use the Configure fields and data source – dialog to resolve the fields, tables and relationships we need for our document.

In our example we must select Quote -> Quote Product [quoteid]. As a result, the available fields of this relationship are displayed in the Attributes field of the Configure fields and data source dialog.

As soon as we click on the [OK]-button, all the selected fields will be related to the Quote Product table. Please note: Only the fields checked in the Attributes field will later be visible in the DocumentsCorePack Template Designer.

Step 4: Insert the table

The procedure of inserting a table of items is completely automated, so we just need to set the curser to the position where we want to add the table and double click on one of the fields that we have previously added to the table. As soon as we do so, a dialog (see Figure 8) appears.

Within this dialog, you can select between three possibilities how the fields should be inserted to the table.

In our example, we want to insert a new table with a header and a footer. So we select the corresponding options and click on the [OK]-button.

As a result, the table will be inserted at the determined position:

Step 5: Format the table

Once we have inserted the table, we can add fields like quantity, product-name or even a table header including column-names with the formatting options available in the www.mscrm-addons.com - tab.

 Figure 10: mscrm-addons.com-tab (Rows and Columns)

With a click on the Rows and Columns – Dropdown, you get the possibility to split or merge the columns, to insert a right or left column, to delete a row or a table and to add a header or a footer row.

Figure 11: Column customization

Please note: It is of upmost importance to insert the header, as well as the footer, exclusively via the www.mscrm-addons.com – tab in the command bar! Do not enter them via Microsoft Word!

Step 6: Get the result

After saving the document and selecting our CRM-data we can see the result with the replaced fields at the top, the line item table including the sum in the middle and the bank-details at the bottom.

Figure 12: DocumentsCorePack template – Result

That is how you create a DocumentsCorePack template!

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 concatenate different documents in one single document in DocumentsCorePack OnPremise. 
Using the concatenate step, we can combine two or more documents and can thus create - independent of file format or properties of the document - a single Word document that contains all concatenated documents.   

First of all, you may want to give your newly created step (1) a name that reminds you of what it contains. Second, click on the [Set Properties]-button (2) in order to define the steps’ settings

The next window provides you with the ConcatenateDocument Properties.

Please find a detailed description to the ConcatenateDocument Properties below.

The ConcatenateDocument properties provide the following possibilities:

(1) DebugThisRequest
If this box is set to True the DCP Server will write debug information while executing this request. This is only required if this part of the process does not work out correctly. Due to the fact that it will slow down the whole process, we recommend setting it to False during your everyday business.

(2) Document1Guid
This lookup provides the possibility to select the document which should be concatenated. You can select an existing document by clicking on the lookup button and you can also use a document created in this workflow before.

(3) Document2Guid
Offering the same functionalities like Document1Guid, this is the Document GUID for the second document you want to concatenate.

(4) CombineType
There are 5 different options that enable you to combine the documents’ styles
(so they all look similar).

Option 0
Select this option, if you want to apply the style from the second document.  

appenddocumentusedestinationstyle
0

Option 1
Select this option, if you want to apply the style from the first document.

appenddocumentkeepsourceformatting
1

Option 2
Select this option, if you want to apply the style from the second document
and combine the header & footer from the first & second document.

appenddocumentkeepsourceformatting
2

Option 3
Select this option, if you want to apply the style and header & footer from the first document.

appenddocumentkeepsourceformatting
3

Option 4
Select this option, if you want to attach the documents independent from the style.

appendcontent
99

(5) UpdateFields 
Check true if you want to make sure that all the Word fields are updated once again after the merge process. 

(6) OutPutFileFormat
This option enables you to define the output file format for the result document.  

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

No matter, if you install our solutions manually in Microsoft Dynamics CRM or if you install our solutions via AppSource, please follow the steps below to uninstall our products.

Please note: When you uninstall the solutions, all related data will be deleted. (e.g. DocumentsCorePack templates). For all on-premise versions of our products, the product itself must be uninstalled from the server before you can continue to deinstall the addon with the below steps. For further information, have a look at the documentation on our homepage.  

Step-by-step instruction on how to uninstall our solutions

1) Open the CRM solutions.
    (CRM > Settings > Solutions)

2) Look for the product you would like to uninstall (here: PowerSearch). Now all solutions connected to the addon you would like to delete are displayed.
Please note: This works for every product except for DocumentsCorePack, because the DCP solutions have different names.
You could as well look for the publisher (here: mscrm-addons). In this case, your search would bring up all solutions related to mscrm-addons.  
  

3) The solutions must be deleted in a certain order, which depends on the product you want to delete. Please find a list with all our products and the corresponding solution order below.

DocumentsCorePack (DCP) 
If you have installed DCP via installer previously, please note:
Before you uninstall DocumentsCorePack, make sure that your current version is lower or higher than version 2015. 133 - 150. If not, please UPGRADE YOUR VERSION before you uninstall the solutions. Learn more about how to find your version number here.

1) AutoMergeGlobalButtonExtension (if present)   
2) AutoMergeGlobalButton
3) DocumentsCorePackServerConfigAllEntities
4) AutoMergeServerOnPremiseSDKSteps (if present)
5) AutoMergeServerOnPremise (if present)
6) DocumentsCorePackServerJavaScript (if present)
7) AutoMergeServerCore
8) DocumentsCorePackServerCore

TelephoneIntegration (TI)
1) TelephoneIntegrationServerCreatePowerDialingList
2) TelephoneIntegrationUserState
3) TelephoneIntegrationServerConfigAllEntities.zip
4) TelephoneIntegrationServerConfig
5) TelephoneIntegrationServerCore

AttachmentExtractor (AE)
1) AttachmentExtractorCore.zip

GroupCalendar (GC) 
1) GroupCalendarAutoUpdate.zip
2) GroupCalendarServerWorkflow.zip (if present)
3) GroupCalendarServerConfig.zip
4) GroupCalendarServerCore.zip

ActivityTools (AT) 
If you have installed AT via installer or manually previously, please note:
Before you uninstall AT, make sure that your current version is lower or higher than version 2015. 210 - 212. If not, please UPGRADE YOUR VERSION before you uninstall the solutions. Learn more about how to find your version number here.

If you have installed AT via AppSource previously, please note:
Before you uninstall AT, make sure that you use version 2016.3 or higher. If not, please UPGRADE YOUR VERSION before you uninstall the solutions. Learn more about how to find your version number here.

1) ActivityToolsPluginDemo.zip (if present)
2) ActivityToolsPluginConfig.zip
3) ActivityToolsPluginCore.zip

PowerSearch (PS) 
1) PowerSearchPluginGlobalButton (if present)
2) PowerSearchPluginConfig.zip
3) PowerSearchPluginCore.zip

SmartBar (SB)
1) SmartBarServerDialogAllEntities
2) SmartBarServerConfig
3) SmartBarServerCore

You will notice that – no matter which addon you would like to uninstall – there is also the MSCRMADDONScomGeneral solution listed. Please note: Do NOT uninstall this solution as long as you have one of our addons installed.

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 connect your phone system with TelephoneIntegration, if no TAPI driver can be found. If you cannot find a proper TAPI driver for your VoIP phone system, but his VoIP phone system is based on SIP, then you might find the SIP Client wrapper really helpful.

Requirement: TelephoneIntegration (TI) Client v 7.109 or higher

Definition of terms:
TAPI = Telephony Application Programming Interface
VoIP = Voice over IP
SIP   = Session Initiation Protocol

How do you know if the SIP Client wrapper is the right tool for you?

A) Your phone system bases on VoIP ( SIP). 
You should be able to make phone calls over any other SIP softphone like X-Lite, Zoiper, Linphone, MicroSIP, … all you need to know is 

• your SIP Server domain
• your username and
• your password.

B)
If you can give and receive phone calls (by dialing E164 phone numbers and not only SIP addresses) with such SIP softphones, you could use our TI Client with our already built in SIP Client wrapper. That way, our TI Client becomes the SIP softphone.

The following VOIP SIP SDKs are compatible with PBX systems:

• Cisco UCM
• Cisco CME
• Asterisk
• 3CX
• SwyxWare
• Aastra Mx-One
• Kamailo
• FreeSwitch
• OpenSIPS
• FreePBX
• SipX ECS
• Trixbox
• OpenSER
• PBXnSIP
• PBXpress

Please click here to get further information on compatible PBXs.

How to start the SIP Client wrapper?

1) Please open your TI Client settings.

2) TI Client (version 7.109 or higher) offers a SIP Client configuration page. To open the page, navigate to the SIP Client-tab (see figure 1) and insert your

• username (your current extension number)
• password and
• domain

Transport type and SRTP mode can be set as they are now.

3) Save and close the settings and restart TI Client.

Please keep in mind that the SIP softphone Client is completely separated from your current softphone Client! This means, if you receive an incoming call, all hitherto existing Clients will react. If you accept the call with your previous systems, TI Client will show the accepted call as missed call.

Please note: To avoid this behaviour, it is of upmost importance , that you accept all calls with your TelephoneIntegration Client.

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

In order to run a workflow- or dialog-process, it is necessary to set up a new DocumentsCorePack (DCP) service to start the document generation process. This article outlines how to start a service in DocumentsCorePack ServerBased (DCP SB).

Step-by-step instructions on how to start a service in DocumetsCorePack ServerBased

1) Open the Service Management for DocumentsCorePack in the Windows Start menu with a double-click on Service Management – DocumentsCorePack for MS CRM.

Figure 1: Look for ServiceManagement in the Start-menu 

2) Once opened, create a new service. To do so, click on New service setup. In the General-tab on the right side, insert a ServiceName and click on the [Verify]-button.  
Please note: Once set, the ServiceName cannot be changed anymore! Click on the [Save service configuration]-button in order to proceed. 

Figure 2: Insert a service name in the General-tab

As soon as you have generated a ServiceName (see for example Figure 3: crmtest), a few more tabs to modify your newly created service appear. Depending on which service you would like to start, you can modify your service. Please find an example of how to modify a printing service here.

Figure 3: Example of service setup

3) Now switch to the CRM Connection Setup-tab, select your CRM type, type in the CRM Server-URL and click on the [Retrieve all Organizations]-tab. Select the appropriate organization and click on the [OK]-button.

Figure 4: CRM Connection Setup dialog filled (example) 

Figure 5: Confirm your setup

Should the following box appear, simply click on the [OK]-button.
Figure 6: Possible issue with CRM connection

5) Finally, click on the [Start Service]-button. The service can now be found in the Active Services section of the DocumentsCorePack Service overview.

Figure 7: Start the service

Should you be using Microsoft Dynamics 365 ONLINE and an on-premise installation of the addon (on-prem service), please add the following settingskey to the DocumentsCorePack and Automerge settings in CRM:

Name*: AzureServiceName
Is cached*: No
Value: none

Please also deactivate the LBConfig Setting, if you are not using LoadBalancing.

If you haven't created a settingskey yet, please have a look at this blog article.

ATTENTION: DocumentsCorePack cannot be started via the service management penal. 

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