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Hello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts!


Disable ribbon buttons for non-licensed users

Starting with version 5.23 / TI and version 5.19 / DCP in combination with LicenseManager 5.2, the ribbon buttons will be disabled on perUser licensing, if the user is having the acccess flag for the product set to no.

Licensemanager 5.2 creates a new setting, IsPerUserLicense with value true|false when importing a licensekey.


Execute Fetch from CRM 2011

Sometimes it can happen, that you want to execute a fetch simply to see if it works. And also see the results.

With the attached solution, you have the possibility to execute a fetch. Please note that this solution is not designed to generate fetches!


DocumentsCorePack template security settings

In CRM 2011, all DocumentsCorePack templates are stored in custom entities.
The name of this custom entity is DocumentsCorePack Template (ptm_mscrmaddons_dcptemplates).
Every record of this entity has the template attached as a note.


DocumentsCorePack Client save locations
There are three major save locations for files that are used by the DocumentsCorePack Client.


How to change the save location of the metadata.bin file

Per default, CRM metadata information for DocumenstCorePack is stored here:

%APPDATA%\DCP\metadata

The above location equals to C:\Users\[YourUsername]\AppData\Roaming\DCP\metadata.
If you want to change this location, you have to generate a new SettingsKey.

 


How to create a SettingsKey manually in MS Dynamics CRM 2011

Sometimes, you may be asked to create a new settingskey for one of our products. This article outlines how to do so. 


How to add information of the current user to a document

It is quite common, that user information shows up within the document itself. (e.g. a “Best regards, firstname lastname” at the end of a quote).
This Step-By-Step tutorial describes how to add this relation to a template. In this example the Quote_base.docx template, that comes with the installation of DCP for CRM 2011, is used.

Please note: DocumentsCorePack (DCP) Client version 5.27 or higher is mandatory!


MSCRM Addons Installation for CRM 2011 Online

This blog is on how to install DocumentsCorePack (DCP) and TelephoneIntegration (TI) for CRM 2011 Online. When using CRM 2011 Online, it is important that the server part of the addon is installed somewhere on your network. It can be installed locally on a computer or anywhere else on one of the supported operating systems listed below. The following steps explain how to install the serverpart of DocumentsCorePack and TelephoneIntegration on your system. Please note, that both, client and server must be installed!


Feature-Outline: LookupDialog to pre-filter result rows

We have created a function offering the possibility to use a dialog to pre-filter the result rows. This will be helpful when the user needs to select a specific related entity (e.g. contact, ...) before starting to generate the document.

This feature is available with version 5.26 upwards and only for DOCX-templates.


How to protect documents with a macro DocX

Protection for generated documents is a common query from our customers. With DocX and Macros it is very simple to achieve this.