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!
This article will show you how to prepare AutoMerge for MS CRM 2011 for an update of your CRM system to 2013!