The Lead Qualifier Plugin is a small solution that changes the process of creating a contact and account from the information within a lead. The main difference to the out-of-the-box-solution for this scenario within CRM 2013 is that no opportunity is automatically created within the process.
This allows CRM users to qualify a new lead at any time during the CRM working process. Moreover, the plugin allows the association of the lead to already existing contacts or accounts in addition to creating new entities of said types, which saves time and avoids duplicates.
This article outlines different options to format fields inside a DocumentsCorePack or AutoMerge template. e.g.: Formatting date fields, format money-fields etc.
Requirements: DocumentsCorePack for MS CRM 2011 and 2013, AutoMerge for MS CRM 2011
This article outlines how to run a macro
Requirments: DocumentsCorePack v4.20 and higher, WordMailMerge v2.80 and higher
This blog article explains what to do when generating an AutoMerge Workflow and following error message appears: "AutoMergeWorkflow.Execute(),RetrieveMultiple Entities.count:0”
This article describes how to send emails in workflows with dynamic images! Sometimes it happens that email programmes do not resolve inserted dynamic images correctly. With our DocumentsCorePack [Insert as Picture-Link]-field you can solve this problem.
This blog article outlines how to create a document and attach it to an email in a single AutoMerge workflow-step for MS CRM 2013 Online.
Sometimes you may be asked to create a new settingskey for one of our products (e.g. if we developed a customization for you or if a special configuration is needed, etc.). To do so, please follow the six easy steps below.
Addons: AutoMerge, DocumentsCorePack, TelephoneIntegration
This article explains how to configure a workflow with AutoMerge for Microsoft Dynamics CRM 2013 Online. The steps described below solely refer to AutoMerge for MS Dynamics CRM 2013 Online. For details about how to create a workflow with AutoMerge for MS Dynamics CRM On-Premise, please watch our demonstration videos on our Youtube channel. (Click here to watch the videos)
When using our products, the CRM discovery service is contacted to retrieve the service URLs for accessing the CRM WebServices.
In some cases the URL returned by the discovery service is not useable to contact the CRM WebService.
This article outlines how to activate per User Licensing for our addons for MS CRM 2013 and 2015!