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
Please note: This article applies to CRM 2013 as well as to CRM 2015/2016
When ordering licenses, you will be asked for the organisation unit name of your CRM system. This information is mandatory in order to create a license. Below, you will find a short description on how to get the necessary information for CRM 2013 and CRM 2015/2016.
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
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
This feature offers the possibility to set a filter for DocumentsCorePack templates. Templates are filtered based on the template-group they are assigned to. Applying filter limits, the available templates are grouped in template-groups. This prevents users from getting confused by a variety of available templates as they can only see and select templates of the corresponding template-group defined by the applied filter.
To take advantage of this feature you need at least both of the following versions:
- DocumentsCorePack Server for MS CRM 2011 5.36
The features of the DocumentsCorePack [Print in Word]-button increase the performance and also the usability of our product.
The features allow you to select templates directly with the [Print in Word]-button.
To take adavantage of this feature you need at least the following version:
- DocumentsCorePack Server Version 5.25
- DocumentsCorePack Client Version 5.57