Below, you can find an overview to a series regarding the use of Office Open XML (DocX) format with
DocumentsCorePack for Microsoft Dynamics CRM 2011.

This series consists of four videos that cover the basic steps that build upon each other.  You will learn step-by-step how to create a template, resolve entities, group line items and embed pictures.

To watch the videos, simply click on the below links in ascending order:

Part 1: How to create a template

Part 2: How to resolve relationships

Part 3: How to group line items

Part 4: How to embed pictures

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

Since today, 13th of September 2016, we are experiencing issues connecting to CRM Online instances located in datacenters in the United states. CRM Online customers in European, Asian Australian datacenters are not affected as of now.

NOTE: This is not mscrm-addons.com issue. Every 3rd party-solution using CRM SDK version lower than v 8.1 is affected.

This happened very unexpectedly and we are working hard to find a fix for this asap. A Workaround is currently deployed to the US instances. 

UPDTATE: Microsfot fixed the issue and everything was back to normal around Noon eastern time. 

We are very sorry for this service interruption!

Best, mscrm-addons.com Support Team

Join mscrm-addons.com and your Microsoft Dynamics® CRM peers, including Microsoft MVPs, subject matter experts, and Microsoft staff at CRMUG Summit 2016 taking place October 11-14 in Tampa, FL.

CRMUG Summit delivers the can’t-miss annual conference for users of Microsoft Dynamics CRM. Blending special access to Microsoft leadership with credible peer-to-peer knowledge exchange – this event delivers electric keynotes, visionary product roadmaps, focused learning and optimal networking as users gain instrumental solutions for their everyday CRM challenges and larger organizational goals. In a multitude of industries, Summit is well known as a premier user-centric experience.

Figure 1: CRMUG Summit 16 invitation banner

CRMUG Summit provides an inviting and aspirational professional haven for thousands of users. The conference activates a rich grassroots community of peers and experts and provides an unmatched training experience, where users can trust the quality of knowledge exchanged.

Click here to discover more about CRMUG Summit 2016!

At mscrm-addons.com, our goal is to help you become successful, both as an organization and individually. This is why we have chosen to sponsor CRMUG Summit 2016 and encourage you to make plans to attend this conference. Invest in your career and register for CRMUG Summit 2016 today. Click here and find out more about CRMUG Summit 2016!

What can you expect from our team at CRMUG Summit 2016?

• Gain profound insight into all our products
• Learn more about document automation in MS Dynamics CRM
• Receive useful tipps, eg how to create a Word template in less than 25 minutes!
• Get a glimpse on how easy it can be to connect your phone system with Microsoft Dynamics CRM
• Learn more about scheduled reports or simply find out how to navigate in CRM like a pro! 
• We will be happy to expand the limits of Microsoft Dynamics CRM with you!

See you soon at BOOTH #1127!

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

Most of the time, the regular Microsoft Word fonts are sufficient when it comes to the creation of new templates. However, sometimes it can be necessary to add a custom font. There are two possible ways to add a font in Microsoft Dynamics 365 ON PREMISE. For information on how to add a font in Microsoft Dynamics 365 ONLINE, please have a look at this article. 

Option 1: Add custom fonts directly to the template (recommended)

To add custom fonts directly to the template, simply open a random DocumentsCorePack Word template and navigate to the file-tab. Once there, click on Options (to be found on the left side at the bottom).

This brings up the Word Options-dialog. Select the Save-tab and make sure, that the  Embed fonts in the file-option at the very bottom of the dialog is checked (see Figure 1).   

Figure 1: Word Options-dialog

Click on the [OK]-button in order to save your changes.

Please note: The fonts are now saved in this template only. If you want the font(s) to be added to other templates too, you have to repeat the above steps with each template. 

Option 2: Copy custom fonts to the server

To copy custom fonts to the server, you have to create a folder called Fonts and save your fonts there.

Make sure the folder is saved under the following path:
Installation path +\ folder Fonts

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

Aggregated fetches are a useful functionality when you create templates. Please click here to get an overview on aggregation in DocumentsCorePack.  This article provides you with a step-by-step tutorial on how to work properly with aggregation.

Step 1: Open the Template Designer
Please open MS Word, navigate to the www.mscrm-addons.com-tab and click on the
[Insert MailMerge fields]-button. The DocumentsCorePack Question Dialog opens. Click on the [Yes]-button in order to open the DocumentsCorePack Template Designer.

 
Figure 1: Open the Template Designer

Step 2: Open the Configure Fields and Datasource dialog
In the so opened Template Designer, select the entity type you would like to work on (in our example we use Account) click on the Additional-tab and click on the
[Add Relationship/Entity]-button.

Figure 2: Resolve a relationship

Step 3: Activate aggregation
In the so opened dialog, select a relationship in the drop down menu (in our example Account –> Contact [parentcustomerid] and check the acitvate aggregation functionality.

Figure 3: Activate agregation

Step 4: Set the aggregation functionality  
In the window that opens now, you can set certain aggregation functionalities.
The attribute-drop down menu enables you to select an attribute-field, while the aggregate/group by drop down menu provides you with an overview on which aggregation functionalities can be appied to this field.
Please note: The possible aggregation functionalities depend on the attribute-field you select.

Figure 4: Set the aggregation functionality

Click on the [OK]-button in order to proceed. 

Step 5: Insert the newly resolved relationship
Now click somewhere into your template and double-click on the field of the new relationship on the right side.
 
Figure 5: Insert resolved relationship

As figure 5 displays, the relationship consists of two parts: 
First name (count) 
While first name is the name of the field, the item in brackets explains the aggregation functionality that has been applied to the relationship.
Now insert your preferred table settings and click on the [OK]-button.

Step 6: The result
We decided to insert a table with a header in our example. The resolved relationship has been added to our template.

Figure 6: The result

Well done! Now make sure that you save your template. Then merge it with CRM data and test it if you want to. If you haven’t ever merged and/or tested a template before, please have a look at this article.

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

This article outlines the basics of aggregation, a functionality of Microsoft Dynamics CRM, that we have integrated in our Template Designer.

The functionality is very useful when you want to create an overview to certain data and sum or calculate the average of revenues or sales. It can also be used to create quaterly, yearly, monthly or daily reports. Please find an example on how to use aggregation properly here.

Aggregation fetches enable you to calculate sum(s), average minimum & maximum and count items. All aggregation methods supported by Microsoft Dynamics CRM can be easily applied to any template, although the selection depends on the fields to be inserted.

The following aggregate functions are supported by Microsoft Dynamics CRM:

1) AVG 
    This functionality computes the average values for all entities or relationships used
    for the template.
    Please note: 0 is not considered when the average is calculated. However, the result of 
    a calculation including 0 is replaced by zero (0).

2) COUNT (Subfunctionalities: COUNTCOLUMN, COUNT DISTINCT COLUMNS)
    This functionality provides you with a count of all entities or relationship used for the 
    template.

3) MAX 
    This functionality provides you with the maximum value of a certain selection of entites.
    Please note: 0 is not considered when the maximum value is calculated. However, the
    result of a calculation including 0 is replaced by zero (0). 

4) MIN
    This functionality provides you with the minimum value of a certain selection of entites.
    Please note: 0 is not considered when the minimum value is calculated. However, the
    result of a calculation including 0 is replaced by zero (0). 

5) SUM
    This functionality provides you with a sum of all entities or relationships used for the
    templates.

6) MULTIPLE AGGREGATES
    This functionality enables you to use multiple aggregate attributes to set a minimum
    and a maximum.

7) GROUP BY
    This functionality enables you to use multiple aggregate attributes and a linked 
    group by attribute.

    7 a) GROUP BY WITH LINKED ENTITY
           This subfunctionality enables you to use the sum aggregate attribute to sum
           linked entity values.  

    7 b) GROUP BY YEAR, QUARTER, MONTH, WEEK or DAY
           These subfunctionalities enable you to group results by year, quarter, month, week 
           or day.

    7 c) MULTIPLE GROUP BY
           This functionality enables you to use multiple group by clauses.

8) ORDER BY 
    This functionality enables you to use multiple order by clauses.

Please click here to get an example on how to use aggregation fetches properly. 

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

Once you have created some nice PowerSearch Config records, you may want other users or teams to work with them.

To enable others to work with your Config, it is crucial to share your records. Before you haven’t shared them, the Config records will not be visible for others.

Step 1: Open a random PowerSearch Config

To do so, navigate to CRM Settings > mscrm-addons > PowerSearch. In the window that opens now, switch to the Configuration-tab and click on the [Open Search Configuration]-button.

Figure 1:PowerSearch Configuration tab

Now you get an overview to all your Config records. Select the entry you would like to share here.

Next, click on the [Share]-button. The button can be found in the Command bar.

 

Figure 2: PowerSearch Config [Share]-button

Step 2: Select a certain user or team

The next window enables you to select the users or teams you want to share the mscrm-addons.com PowerSearch Config with and to assign specific permissions to these users or teams. To select a certain user or team, click on the [Add User/Team]-button on the left side of the share mscrm-addons.com PowerSearch Config.

 

Figure 3: Share mscrm-addons.com PowerSearch Config

In the so opened Look Up Records-dialog, look for a user or a team you want to share your PowerSearch Configuration with. Once you have found a good match, mark it. Then click on the [Select]-button and it will show up in the Selected records list. Click on the [Add]-button in order to proceed.

 

Figure 4: Look up records window select user or team

Step 3: Assign permissions to selected users

Last but not least, you have to decide which permissions the selected users should get. You can select between the following possibilities:

Read
Write
Delete
Append
Assign
Share

To assign a permission for a certain action, simply check the checkbox that is related to the action and click on the [Share]-button. 

 
Figure 5: Select permissions for users

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

Since PowerSearch (Silverlight) 2015.102 is the last version of its kind, many users switch to the new version of PowerSearch. Though this does not require the deinstallation of PowerSearch (Silverlight), some users might wish to do so anyway.

However, it is very easy to uninstall PowerSearch (Silverlight), even if PowerSearch is already installed. Please follow this step-by-step tutorial to learn how it works. 

Step 1: Open the solution overview

To uninstall PowerSearch (Silverlight) open the Settings in Microsoft Dynamics CRM, then click on Solutions. 

 
Figure 1: Settings
Figure 2: Open the solutions overview

This action opens the Solution Overview.  

Figure 3: Solution overview

Step 2: Look for PowerSearch

Once you have entered the Solution Overview, look for *PowerSearch in the Search field on the top. As you can see in Figure 3, there are 6 solutions alltogether that contain the item PowerSearch.  

Figure 4: Look for *PowerSearch

3 of these solutions belong to PowerSearch Silverlight, while 3 belong to the later version of PowerSearch. 

The solutions that belong to the new version of PowerSearch are very easy to recognize, because the word Plugin is always part of the solution. 

So all you have to do now is to delete the solutions that DO NOT contain the word Plugin.

Step 3: Delete the PowerSearch (Silverlight) solutions

To do so, simply check one of the solutions, then click on the [Delete]-button. 

Please note: You can only delete one solution after the other. 
It is of upmost importance to delete the solutions in the following order:

1. PowerSearchConfig
2. PowerSearchCore
3. PowerSearchGlobalTab

 

Figure 5: Delete solutions

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

With AppSource, Microsoft introduces an innovative marketplace featuring intuitive design!
… and we are proud to be "on-board" from the very start!

Figure 1: Microsoft AppSource start page

Microsoft's innovative tool offers prospective, as well as long-standing customers the opportunity to start trial versions of our addons. Benefit from the Software-as-a-Service-offer and start right now! 

Microsoft AppSource is delivered with an highly intuitive surface.

Figure 2: Microsoft AppSource surface

You can refine your search using well-thought categories, industries or simply by selecting the Microsoft product that is currently facilitating your business life.

Figure 3: Microsoft AppSource search refinements

Once you have found an app that fits your requirements, simply click on it…

Figure 4: Microsoft AppSource button (example)

…in order to gain valuable information on the solution, free trial versions, videos, and lots of more details on the products! 

Figure 5: Microsoft AppSource detailed information (example)All in all, we can only say: YES! Microsoft did it again! They managed to produce a highly intuitive, yet practicable solution that allows customers, as well as prospective customers, to get an intriguing peek into products and solutions that facilitate the handling of Microsoft solutions!

For more information on AppSource, click here and give it a try!

Or join our free webinar on how to get started on AppSource!
For detailed information & registration click here.

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

Thank you for using our mscrm-addon!

The following overview was created to support you when it comes to the installation of a new license key. 

There are many reasons why a license key has to be installed, but there are only three main possibilities how to install your license key. They depend on the addon you would like to install:

Option 1 – Install the license key via the On Premise License Manager

Option 2 – Install the license key via the Web License Manager

Option 3 – Our support team installs the license key for you.

The following table contains all our products and license key installation options.
Please click on the x that matches your product. You will be provided with further information on how to install the license key properly.

Product	Option 1	Option 2	Option 3
DocumentsCorePack Server Based	x
- On Premise/IFD	x
- Online			x
DocumentsCorePack Client	x
AttachmentExtractor	x
ActivityTools		x
TelephoneIntegration	x
GroupCalendar	x
- Online (Subscription)			x
SmartBar	x
PowerSearch		x
PowerSearch (Silverlight)	x

(Blog still being reviewed)

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