With the Directory Security Feature of DocumentsCorePack for MS CRM 2011, you can prevent users to see certain files from CRM records. Users will not be able to navigate to the associated directory within the file share or SharePoint because DocumentsCorePack will overtake the security for you. In short words: when a user is not able to see the CRM record, he/she will also not be able to see the documents.
For a detailed description, please have a look at the documentation.
However, you have to do additional steps for the Directory Security.
This is the second part of the series regarding the Office Open XML-format. This video is based on the the results from Part 1 Creating a template, so I recommend to take a look into this demovideo first.
This is the first part of a series regarding the use of the Office Open XML (DocX) format with DocumentsCorePack for MS CRM 2011.
This blog article provides you with a short description of the different template settings available for DocumentsCorePack (DCP) for MS CRM 2011.
Check the log textbox if the following statement is present (might be accomodated by a 401 exception).
Receiving a service unavailable response on a website usually indicates, that the application pool of the site is not running.
To solve this issue, open your InternetInformation Management and verify all required app pools are started.
Before you can upgrade your CRM 4 to 2011, you will need to uninstall all 3rd party addons and check that all buttons have been deleted. After the migration you can then install the latest version of each addon. Should you have not done this, then it will be more complicated to get rid of the buttons and icons before you can install the CRM 2011 addons.
On a migrated organization, make sure the dcp/gc/ti security role migrated from CRM 4 is deleted.
This migrated role might interfere with the new setup and block the user from installing, because rights are checked wrongly.
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If you receive the below error message, please make a repair install of Office. This should resolve the issue.
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If you upgrade from DocumentsCorePack (DCP) Server for MS CRM 2011 v5.5 to a higher version, you have to completely remove DocumentsCorePack Server for MS CRM 2011 from your CRM.