When you launch an upgrade installation of our products, the setup will update existing files and solutions in CRM. The default behaviour of upgrading a product installation has changed with all releases after 1st of March, 2013.
This article outlines how to merge and process a document using the DocumentsCorePack addon. In general, you have two possibilities for merging a document:
A list of document-processing steps offered by DocumentsCorePack and feasible with one single click can be found at the end of this article.
This feature enables you to easily insert contents (pictures, texts, etc.) into documents which have been added to a CRM record via HTML editor. The functionality interprets HTML codes stored in CRM and to display the contents appropriately in merged documents. Furthermore, the last version of DocumentsCorePack enables users to insert pictures into documents (for more details about this functionality, please click here).
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.
This feature extends the existing CreateActivitiesFor-property of DocumentsCorePack.
This article covers the configuration, an example and the technical details of this feature.
To take adavantage of this feature, you need at least the following version of DocumentsCorePack:
- DocumentsCorePack Client for MS CRM 2011 v5.76
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.
+++++++++++++++++++++++++++++++++++++++++++++++++++++ Please note: this article applies to CRM Onpremise 2011 2013 2015
If you have configured your CRM for IFD and also have enabled our FileExplorer Integration, Internet Explorer (IE) will either not load the FileExplorer or show a message about insecure content.
Figure 1: FileExplorer not visible
Figure 2: Internet Explorer shows insecure content warning
If you run into this problem, please follow the steps below to resolve this issue.
This feature offers you the option to save a document directly to the proper location in CRM without having to generate an activity. The location depends on the configuration, which is defined within the DocumentsCorePack server configuration tool.
To take adavantage of this new feature you need at least the following version:
- DocumentsCorePack Client for MS CRM 2011 5.73