… and that does not only apply to our customers!

Since soccer is THE sports that is deeply rooted in the European culture, it shouldn’t surprise anyone, that the UEFA European Football Championship 2016 is an event, the atmosphere of which nobody (at least men ;) ) can escape from.
Reason enough for us to build up our own stars for the UEFA Championship! (well, at some point in the future).


This is why we are a proud sponsor of the SK Werndorf U9 soccer team!

Get a glimpse on our commitment to the stars of tomorrow!

Figure 1: The SK Werndorf U9 soccer team

 

Figure 2: Total commitment

Figure 3: no matter what it takes ;)

Figure 4: Guess which kid is too old for that team ;) 

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

This article provides you with a step-by-step description on how to install your license key with the web license manager.

The web license manager has been designed to facilitate the installation of license keys. As a consequence, it can be installed via your web browser.

This kind of web based license manager will soon apply to all our products, except for DocumentsCorePack Client. At the moment, it only applies to PowerSearch and ActivityTools.
Please note: We use our addon PowerSearch for demonstrating purposes in the below step-by-step tutorial.

Step 1: Open the PowerSearch “Web License Manager”
To do so, open your CRM Settings, navigate to the MSCRM-ADDONS-section and click on PowerSearch.

Figure 1: CRM Settings > MSCRM-ADDONS > PowerSearch 

In the PowerSearch main configuration window, you will be provided with a few tabs that allow you to configure PowerSearch in general. As per default, the Getting Started-tab is displayed. Please navigate to the Licensing-tab.  

Figure 2: PowerSearch main configuration window (Getting Started-tab)Step 2: Install your license-key
In the so opened PowerSearch Web License Manager, you are provided with information regarding to your license. Please click on the [Install license]-button in order to install your license key. 

Figure 3: PowerSearch main configuration window (Web License Manager)

You are provided with the Install License dialog. Use this dialog to install the license key for PowerSearch. Follow the instructions carefully and insert your license key in the provided text box. The license key can be found in the email you have received from our support team. If you have not received an email yet, please contact our support team (support@mscrm-addons.com).      
 

Figure 4: Install license dialog

Please note: There are two different ways to retrieve the license-key:

a) Open the email you have received from our support team and extract the attached 
.zip-file. Click on the [Select file]-button in the Install license dialog and select the unzipped .txt-file.  
OR 
b) Open the email and extract the attached .zip-file. Open the .txt-file and copy its content into the text box in the Install License dialog. (see Figure 4)

Step 3: Install the license-key
To finish the installation, simply click on the [Install]-button in the Install license dialog.

(Blog still being reviewed)

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
- On Premise/IFD	x
- Online			x
ActivityTools		x
TelephoneIntegration	x
GroupCalendar	x
- Online (Subscription)			x
SmartBar	x
PowerSearch		x
PowerSearch (Silverlight)	x

 

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

This article describes how to export and import the PowerSearch Configuration Records. It is useful if you a) want to create a backup or b) migrate your configuration from one organization to another one. 

Microsoft offers some really helpful tools for Microsoft Dynamics CRM and Microsoft Dynamics CRM addons in general. When you, for example, download the MS SDK, it provides you with the Configuration Migration tool that supports you in migrating data from one system to another.

This article is built up in three sections:

HOW TO CREATE A SCHEMA
  (Please note: Before you export or import data for the first time, you need to create a
  schema.)   
HOW TO EXPORT POWERSEARCH DATA
HOW TO IMPORT POWERSEARCH DATA

But before you can start, you have to open the Configuration Migration. Therefore, open
SDK > tools > ConfigurationMigration and double-click on DataMigrationUtility.exe

Figure 1: Open DataMigrationUtility.exe

 

HOW TO CREATE A SCHEMA
The CRM Configuration Migration dialog opens. Within this dialog, you can create a schema, export or import data. If you have not imported or exported data yet, you will first have to create a schema. To do so, simply select Create schema from the menu and click on the [Continue]-button.

Figure 2: Configuration Migration Dialog – Create Schema

The next step depends on the CRM version you use.

If you use ON PREMISE, please select On-premises as Deployment Type and enter your authentication and credentials:

Figure 3: On premise – login

If you use CRM ONLINE, please select Office 365 as Deployment Type and enter your username and password:

Figure 4: CRM online – login

No matter which CRM you use, as soon as you have clicked on the [Login]-button, you will be asked to select a CRM Organization you would like to connect to.

Figure 5: Select CRM Organization

As soon as you have clicked on the [Login]-button again, you are provided with the CRM Configuration Migration Add fields and entities dialog. Please add the following three entities to the selected fields and entities section:

MSCRM-ADDONS.com PowerSearch Config
MSCRM-ADDONS.com PowerSearch Result Field
MSCRM-ADDONS.com PowerSearch Search Field

To do so, select the corresponding entity in the Select entity – drop down menu, and click on the [Add Entity>]–button below. Please repeat this procedere for all
above listed MSCRM-ADDONS.com PowerSearch entities.

Figure 6: CRM Configuration Migration Add fields and entities dialog

Next, click on Tools -> Configure Import Settings. You are now provided with this screenshot:

Figure 7: CRM_Migration_add_items

In this dialog, please check the Disable plug-ins on all entities for import - checkbox. Next, add the selected field in this screenshot for each available entity in the above dropbox. 

As soon as you have added all three entities, click on the [Save and Export]-button.
You will be asked to save the PowerSearch schema. Please name the file accordingly and click on the [Save]-button.

Figure 7: Save PowerSearch schema

As soon as the schema save has been completed, you will be asked if you want to export the data now. If you want to do so, click on the [Yes]-button and proceed with the export.

Figure 8: Schema save dialog HOW TO EXPORT POWERSEARCH DATA 
Please note: You could, as well, start to export data from the Configuration Migration dialog (see figure 2), but only if you have created a schema in the past.
To export PowerSearch data, simply upload the previously created PowerSearch schema file in the corresponding section. To do so, click on the […]-button. Now save the data into an “export”-.zip-file. Afterwards, click on the [Export Data]-button.   

Figure 9: Create PowerSearch export .zip-file

This is how a successful PowerSearch data export looks like:
(Click on the [Exit]-button in order to proceed.)

Figure 10: Successful PowerSearch data export

HOW TO IMPORT POWERSEARCH DATA
Before you import the PowerSearch data, you have to prepare your Microsoft Dynamics CRM as follows.

Open the MS Dynamics CRM Customizations. (Settings > Customizations).

Figure 11: Open Customizations in the MS CRM Settings.

Then click on Customize the System.

Figure 12: Open Customize the system.

Now deactivate the PowerSearch Pluginsteps. To do so, click on the Sdk Message Processing Steps (highlighted in yellow at the left side of the below screenshot), then select the three PowerSearch Pluginsteps highlighted in the below screenshot in blue and click on the [Deactivate]-button (highlighted in blue) in the Command Bar.  

Figure 13: Deactivate Pluginsteps

As soon as you have deactivated the Pluginsteps, you can proceed with the import of your  PowerSearch data. 
To do so, open the Configuration Migration dialog, select Import data and click on the [Continue]-button.

Figure 14: Configuration Migration Dialog – Import data Now select the zipped file generated during the export process with a click on the […]-button. And click on the [Import data]-button.
Figure 15: Import previously exported .zip-file

This is how a successful PowerSearch data import looks like:
(Click on the [Exit]-button in order to proceed.)

Figure 16: Successful PowerSearch data import

Finally, you have to reactivate the Pluginsteps. To do so, simply follow the steps that are shown on figure 13, but instead of clicking on the [Deactivate]-button, click on the [Activate]-button.  

To facilitate and to speed up the issuing process of a new license, we kindly ask you to send us a short e-Mail including answers to the following questions.

Which product do you need the license for?
- DocumentsCorePack Client Based
- DocumentsCorePack Server Based
- TelephoneIntegration
- AttachmentExtractor
- GroupCalendar
- ActivityTools
- PowerSearch
- SmartBar

Which CRM version do you use at the moment?
- CRM 2011
- CRM 2013
- CRM 2015
- CRM 2016
- Dynamics 365 v8
- Dynamics 365 v9

What kind of CRM do you use?
- CRM Online
- CRM OnPremise
- CRM with ADFS Authentication (IFD)

How many active CRM users are there in your CRM Organization?

What is the unique organization name of your CRM Organization?
(If you need more information on the unique organization name, please click here)

Additionally, we provide a license requirements form in order to facilitate the response.

Please find the form here:
mscrm-addons.com_license_requirements.docx (41.26 kb)

+++++++++++++++++++++++++++++++++++++++++++++++++++
Please note:
This article applies to PowerSearch in MS Dyn CRM 2015/2016.
+++++++++++++++++++++++++++++++++++++++++++++++++++

How to activate debugging via the MSCRM-ADDONS.com Settingskeys 
Step-by-step description

Navigate to Settings in Microsoft Dynamics CRM.

Figure 1: MsDynCRM Settings 

In the Settings, select MSCRM-ADDONS.com Products in the extension area.

Figure 2: Settings extension

This action will open a list of active MSCRM-ADDONS.com Products. Select PowerSearch with a double-click.

Figure 3: Select PowerSearch

In the so opened window, look for debugPlugin.

 
Figure 4: PowerSearch debugPlugin

If a result is found double click on it and set the KeyValue on true.

Figure 5: Set the KeyValue

If no setting with this name is found, you have to create a new Settingskey. To do so, please click on the drop-down-button next to PowerSearch in the CRM ribbon and select MSCRM-ADDONS.COM Settingskey.
In the so opened window, click on the [+ADD NEW MSCRM-ADDONS.com Settingskey]-button.
 
Figure 6: Add new mscrm-addons.com settingskey

Now create a new Settingskey with the following values and save your settings.


Figure 7: Newly created settingskey


Step-by-step description on how to acces the log files

The log files will be stored in the MSCRM-ADDONS.com Debug-entity. The easiest way to access it, is by using the Advanced Find. 

Figure 8: Advanced Find

Open the Advanced Find. Select the MSCRM-ADDONS.com Debug-entity and include the following condition Name must Contain PTMPowerSearch. This ensures that only PowerSearch log files will be retrieved. Then click on Results.

Figure 9: Configure Advanced Find

The following window opens.

Figure 10: Edit Columns window

Use the Add Columns-functionality and add the ptm_message-field to the grid. Press the [OK]-button in order to proceed.

Figure 11: Add Columns window

Back in the main dialog, click on the [Results]-button.

Next, delete all retrieved debug records. Another way is to select the debug file by the Created On-date. Then reproduce the error and refresh the result list of this Advanced Find. This ensures that you only have the latest and relavant log files. Select all records and hit Export MSCRM-ADDONS.com Debug.

Figure 12: Select the debug file by the created on-date

In the next dialog, check Static worksheet ... and press the [Export]-button.

Please send the excel log-file with a short error description and a screenshot to our support address support@mscrm-addons.com

PowerSearch can be embedded anywhere into CRM SiteMap. For example, this can be done by using the XrmToolBox. For free download, please click here.

How to embed PowerSearch in the CRM navigation bar

Extract the XrmToolBox .zip file and run XrmToolBox.exe.

Figure 1: Run XrmToolBox.exe

In the next window, select the SiteMap Editor from the list. 

Figure 2: Select SiteMap Editor

Click on the [Yes]-button when the following question box appears:

Figure 3: Question box

The connection should be displayed in the next window. If there is no connection displayed, please click on the [New connection]-button.

Figure 4: Connection dialog

In the so opened Connection dialog, insert the required information to build up a connection to your CRM system, click on the [Get Orgs.]-button in order to retrieve all available organizations and select your preferred organization. Press the [OK]-button to proceed.

Figure 5: Connection dialog

As soon as the connection is established, the XrmToolBox appears. Click on the [Load SiteMap]-button.

Figure 6: Click on the [Load SiteMap]-button. 

Please select an area where you want PowerSearch to be displayed in the future and press Add SubArea:

Figure 7: Add SubArea

Your tree-view should look like the one below. You can select any SiteMap Area you want. For our example, we decided to add PowerSearch to Group (My Work).

Figure 8: tree-view example 

Please set the following properties for Icon and Url at the right side:
· Icon: $webresource:ptm_PowerSearch/img/primeIcon32x32.png
· Url: $webresource:ptm_PowerSearch/MainPage.html

Figure 9: Set properties

With a right click on the SubArea that you have created earlier, you open a new window. Click on Add Titles.

Figure 10: Add titles to SubArea

In the now following window, please enter the appropriate LCID *
(e.g. 1033 for English or 1031 for German) and Title * (e.g. PowerSearch) and
click on the [Save]-button. Upload your SiteMap with a click on the [Upload SiteMap]-button.

Now save your SiteMap configuration, close the window and return to your CRM.

Press F5 in order to refresh the page. Your CRM could (depending on your settings) look like this now: 

Figure 11: Configurated SiteMap

Click on PowerSearch in order to open PowerSearch. If your CRM does not look properly, please simply restart your browser session. Should the error persist, please send a description/screenshot of the error to support@mscrm-addons.com

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

The insert as static document button is a very useful functionality if it comes to creating templates in DocumentsCorePack Template Designer. Its functionalities can be expanded to insert not only static documents, but also sub-templates. In the course of this article,
you will learn how to do so.

First of all, you need to open two templates, but you could also create two totally new ones.
Learn which fields can be added to a template here.

However, you need one for your main entity and one for your sub-entity. They are the base for all further actions.

Step by Step description on how to create a sub template to a static document

Step 1: 
Create the template for your main entity and the sub-entity.
(In our example, the main template is based on the entity Account and the sub-template is based on the entity Contact.) 

Step 2:
Build up a relationship between the entity of the sub template and the main template. To do so, open the DocumentsCorePack Template Designer with a click on 
the [Insert MailMerge Fields]-button, switch to the Additional tab and click on Add Relationship/Entity. There, select All contacts.     

Figure 1: DocumentsCorePack Template Designer

Step 3:
Now navigate to the Insert Button > Insert Static Item > Static Document within the Template Designer. The following dialog will pop up:

Figure 2: Static document properties

Within the Static Document-dialog,

- Select the GUID field of the related record.
  (in our example, this is Contact ID) 
- Check the checkbox next to Provide the selected field as Parameter in order to enable  
  the sub-template to be merged with the GUID.
- Click on the [Select Document]-button in order to select the static document you would like to insert
- Click on the [OK]-button in order to proceed. 

If you go back to your main template, you will note that the following field has been added to it:

Figure 3: Main template - additional field

Congratulations! You have created your very first static sub-template!
Our result looks like this in the merged template:

Figure 4: Result

Please note:

• If a sub document is inserted within a table some limitations of Word apply. Elements and controls that are part of the sub document which can not be part of a table might cause unexcpected behaviour. (e.g. page breaks)
• A sub document does not work when it is inserted in the header or footer section of template

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

There are no strangers here; only friends you haven't met yet. 

- William Butler Yeats 

Figure 1: CRMUG Gold sponsorship

With CRMUG European Congress 2016 in Stuttgart, the CRMUG congress took place on the European continent for the very first time.

When we arrived in Stuttgart we were really excited. To be frank, we did not know what to expect from the congress. Would it be a great event or an organizational desaster? Everything could have happened.

However, the event turned out to be amazing, full of great people and - because it was yet not as known as eg the long-established congresses - it reminded us of our beginnings. From the very first moment we knew that being a GoldSponsor for this event had been a great decision.

During the – nearly familiar atmosphere – we managed to talk to lots of great people, as for example Gustaf Westerlund. We also had the opportunity to listen to the outstanding sessions held by MVPs like Adam Vero & Scott Durow.

Also, we were so fascinated by the rise of this amazing event that we even forgot to take fotos . But we managed to make one of our booth before it was overrun by people:

Figure 2: Our booth at CRMUG in Stuttgart

Anyway, we have already decided that we will participate again next year. All in all, it was a well organized event. Of course, there were some teething troubles, but there were less than we expected to be and so we knew:

There is every reason to ask a great deal from CRMUG Congress 2017! We’ll be back!

With version 7.106 or higher of DocumentsCorePack Client, its users are enabled to use an extended functionality, the so called Boolean Fields. Boolean fields are, for example, all the Do not allow…-fields. 
 

To learn if a field has the full functionalities of a boolean field, simply move the cursor over the field and you will be provided with all the information regarding to the field.
We have selected the Do not allow Mails-field as an example.

Figure 1: Field information

Up to version 7.106, users would only be able to insert Yes/No, True/False or 1/0 values, but with the boolean fields, they can decide whether they want to insert a checkbox instead.

Anyway, whenever you insert a Boolean field, you will be asked if you want to insert the field as a checkbox. Should you require basic information on how to insert a field, please click here.

Figure 2: DocumentsCorePack question box 

When you click on the [YES]-button, a checkbox will be inserted into the field.

Figure 3: Inserted checkbox with value 

Once merged, the status of the check box corresponds to the CRM value.