This blog article describes how to place InternetExplorer popup windows when using TelephoneIntegration.

TelephoneIntegration provides the possibility to automatically open CRM records and a new phone-call activity in separate InternetExplorer windows. Users can define the order and position of the CRM record-window and the phone-call-activity-window.

To do so, open the TelephoneIntegration (TI) setup with a right-click on the TI-icon located in the taskbar at the bottom of your desktop. Within the setup, select the Behavior-tab and go to the Internet Browser Popup Style-section. Here you have several positioning-options (left to right, up to down, overlapping) and order-options (show entity first, show phone call activity first). Select your favourite positioning- and order-option. Changes are adopted immediately with the next call.

Figure 1: Internet Browser Popup Style-section in the TelephoneIntegration setup

Examples:

Figure 2: CRM record-window and phone-call-activity-window (left to right)

Figure 3: CRM record-window and phone-call-activity-window (up to down)

Figure 4: CRM record-window and phone-call-activity-window (overlapping) 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This blog article outlines various policy options for internal phone calls.

Start in the TelephoneIntegration setup to determine the policy for internal phone calls. Within the Behaviour-tab, you have several options to do so.

In case of TAPI calls, internal calls are often represented by an extension number. 

For example, let us pretend that your office phone number was +43 (0)316 6880880 28. The number consists of [+CountryCode ](0) [LocalAreaCode][Number][Extension].
In this example, 28 is the extension number and two digits long.
Now, if you would like to define external calls, you need to set 3 as the minimum number length for external calls. In case you are using OCS or Lync, you can define your internal domain(s). For example, if your Lync SIP account is alist@mscrm-addons.com, you would set mscrm-addons.com as internal domain.
Please note: multiple domains must be separated with a semicolon (;).

The policy for internal incoming and outgoing calls can be set separately.
You can determine if the TelephoneIntegration balloon should pop up for incoming and/or outgoing calls or not.
Furthermore, you can determine that TelephoneIntegration should look up the internal number in CRM.
Regarding to this option, you can decide whether TelephoneIntegration should return all records with phone numbers that end with the specific extension number (in our example this would be the 28) or only those whose phone number exactly corresponds to this extension number.

If you prefer the latter case, you need to activate the Only exact matches-check-box (see Figure 1). Additionally, you can determine, if Internet Explorer windows should pop up for incoming and/or outgoing internal calls.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

TelephoneIntegration provides the possibility to assign unresolved numbers to already existing CRM records. This blog article outlines how do so.

To do so, you simply have to right-click on the number to open the context-menu. Then select the Add to Existing Record-option.

Figure 1: TelephoneIntegration balloon with option to assign unresolved number to existing CRM record or to create new record

A search window will open in which you could search for/select the required CRM record. Once found, close the window with a click on the [OK]-button and the number will be automatically added to one of the CRM records phone fields.

Please note: These phone fields have to be configured as Search Fields in the TelephoneIntegration Server configuration tool.

Figure 2: Search window

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This article explains how to configure a workflow with AutoMerge for Microsoft Dynamics CRM 2011 Online. The steps described below solely refer to AutoMerge for MS Dynamics CRM 2011 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 here.

How to create a workflow with AutoMerge for Microsoft Dynamics CRM 2011 Online

First of all, start in the settings of your CRM system (1) and click on Processes in the sitemap (2).

Figure 1: Processes-area in CRM settings

Then click on the [New]-button to create a new workflow. A webpage dialog pops up. Type in a name, determine an entity and select Workflow as process category. Afterwards, click on the [OK]-button.

Figure 2: Webpage dialog to create a new workflow/dialog

After clicking on the [OK]-button, you will see the following window. Start to define and add the steps you would like to have in your workflow. If you would like to e.g. create the document as a first step of your workflow, click on the Add Step-drop-down menu and select Create Record.

Figure 3: Window for workflow-configuration

Now, the first step has been added to your workflow. Type in a description of the step, e.g. create document. Once done, open the drop-down menu within this first step, select MSCRM-ADDONS.com AutoMergeWorkingItems and click on Set Properties.

Figure 4: Window for workflow configuration, creation of first workflow-step (CreateDocument)

The window shown in Figure 5 will open. Here, you configure the first step of your workflow. Type in a name and define the AutoMerge-action. In our example, we select the action CreateDocument.

Figure 5: Window for workflow-step configuration, definition of a name and the AutoMergeAction (CreateDocument)

Now select a template that should be used in the workflow (1) and the file format the document should be saved as (2).

Furthermore, it is very important to insert the PrimaryRecordUrl. To do so, set the cursor in the PrimaryRecordUrl-field and go to the Look for-area in the form assistant at the right side. Select Record URL(Dynamics) (4) from the second drop-down-menu (3), click on the [Add]-button and then on the [OK]-button. 

Figure 6: Workflow-step configuration, definition of the template to be used in the workflow and the file format

As you can see, the PrimaryRecordUrl-field has been filled out automatically. Click on the [Save and Close]-button in order to proceed. 

Figure 7: Workflow-step configuration, first step finished

The first step of your workflow is now added and fully configured.
If you want to stop your workflow at this point, you can click on the [Save and Close]-button and finish here.
If you want to add further steps to your workflow, define a condition to be fulfilled before adding further steps.
For example, if you want to create a letter-activity with the previously generated document as an attachment, you need to make sure that the document creation is completed before attaching the document to the letter activity. Open the Add-Step-drop-down menu again and select Wait Condition. 

Figure 8: Adding a Wait condition

The step is added to the workflow. Type in a step description and click on (click to configure).

Figure 9: Add a description to the Wait condition 

Hereafter, a window pops up. In this window, you may define the condition to be fulfilled within the workflow.
As for our example, we select

Create document (MSCRM-ADDONS.com AutoMergeWorkingItems) from the first drop-down menu,
Status from the second drop-down menu,
Equals from the third drop-down menu and
Inactive from the fourth drop-down menu.

Once you have set your options, click on the [Save and Close]-button.
By finishing this step, you have determined that step 2 of your workflow (in our example to attach the created document to a letter-activity) will only be executed if the first step, namely the document generation, has been finished successfully.

Figure 10: Configuration of the Wait Condition I

Figure 11: Configuration of the Wait Condition II

Your workflow configuration should look like Figure 12 now.

Figure 12: Wait condition-step added and configured

To add another step, e.g. to create a letter-activity, click on Select this row and click Add Step (1) and afterwards on Add Step. (2)

Figure 13: Add workflow-step 2 (Letter)

Now select Create Record from the drop-down menu. The new step has now been added to your workflow and is ready for configuration. Type in a step description (e.g. Attach document to letter), open the drop-down menu within this second step and select Letter.

Figure 14: Workflow-step (Letter) added

Now click on Set Properties and a letter-activity-window will open. Within this window, define a sender, a subject and type in your letter-text.
Then, set the cursor into the Recipient-field to define the recipient. Go to the Look for-area within the form assistant on the right side.
Select Account in both drop-down-menus, click on the [Add]-button and then on click on the [OK]-button. In this manner, the Recipient-field has been filled out correctly.

Figure 15: Configure Letter-activity

Now click on the [Save and Close]-button. Back to the general workflow-window, you can see the added and completely configured letter-activity.
Within the next step, you must define if the previously created document should be added to this letter-activity.
To do so, click on Add Step and select Create Record from the drop-down menu.

Figure 16: Add AttachToLetter-step I

Type in a step description and open the drop-down menu of this step. Select MSCRM-ADDONS.com AutoMergeWorkingItems. Then click on Set Properties.

Figure 17: Add AttachToLetter-step II

A window will pop up to configure the AttachToLetter-workflow-step. Name and define the AutoMerge action (1). Within the Attach to Letter-section, determine the letter-activity to which the created document should be attached to (2) and the document which should be attached (DocumentGUID_Letter-field, 2).

Figure 18: Configure AttachToLetter-step I

To determine the letter-activity the document should be attached to, set the cursor into the LetterToAttach-filed in the Attach To Letter-area (1) and select the correct letter-activity from the drop-down menu in the Look For-area  (2) within the form assistant on the right side. Click on the [Add]-button and on the [OK]-button in order to proceed.

Figure 19: Configure AttachToLetter-step II

To determine the document to be attached, set the cursor into the DocumentGUID_Letter-field (1) and select the correct document from the drop-down box in the Look For-area within the form assistant on the right side. (2) Click on the [Add]-button and the [OK]-button in order to proceed.

Figure 20: Configure AttachToLetter-step III

The configuration of the step has been completed now. Click on the [Save and Close]-button. If you want to stop your workflow at this point, you can click on the [Save and Close]-button in the general workflow-configuration-window and finish here. If you want to add further steps to your workflow, you have to define a condition to be fulfilled before you add further workflow-steps. In that case, you must - again - insert a Wait Condition (please see the steps corresponding to Figure 8 - 12). In our example, we want the workflow to proceed when the created document has been attached to the letter-activity. 

Once you have configured the Wait Condition, you can add another workflow-step. In our example, we want the document to be deleted after it has been attached to the letter-activity. To do so, click on Select this row and click and open the Add Step-drop-down menu. Select Create Record.
Hereafter, type in a step-description, select MSCRM-ADDONS.com AutoMergeWorkingItems from the drop-down box within the step and click on Set Properties. A window will pop up in which you can determine that the created document should be deleted after it has been attached to the letter-activity.
To do so, insert a name and an AutoMerge activity (in our example DeleteTempDocument).
Now click in the DocumentGUID_Delete-field within the Delete Temp Document-area (1) and select the document to be deleted from the drop-down box in the Look For-area within the form assistant. (2)

Figure 21: Configure Delete Temp Document-step

Click on the [Save and Close]-button. Congratulation! You have successfully finished your workflow configuration. Do not forget to click on the [Save and Close]-button before your close the configuration window. 

Figure 22: Workflow-configuration finished

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Within the TelephoneIntegration user interface, called balloon, it is possible to search for CRM-records (accounts, contacts, users, etc.) or for telephone numbers. The found records and telephone numbers are displayed within this balloon and users are able to perform outgoing calls immediately simply by clicking on the displayed record. There is no need to explicitly open CRM to start outgoing calls. The menu opened via a right-click on the displayed record offers the possibility to copy the telephone number or to open the record in CRM.

Figure 1: Search for CRM-records (contacts, users, etc.) using the integrated search of TelephoneIntegration, call the displayed record by clicking on it

Figure 2: Search for telephone numbers using the integrated search of TelephoneIntegration, call the displayed record by clicking on it

Figure 3: Menu opened via right-click on displayed record offers option to copy the telephone number or to open the record in CRM

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

 

Changing or adding service configurations is possible for each organization. The update service-configuration page is displayed for the current organization, the service status however will be displayed for the active service (which does not necessarily mean that it has to be the currently configured one).
Should a service status of another organisation be dispalyed, this is highlighted in red color below the service status information.

 

This blog article explains how to configure GroupCalendar in order to show additional activity-attributes within multiple rows in the GroupCalendar’s Gantt view. Each additional attribute of an activity will be shown in a new line. 

Figure 1: Various attributes of a meeting shown in multiple rows within the Gantt view

You have the possibility to configure as many lines as you like, there is no limitation.
For each line, you can define a display name and the associated attribute.
This is globally configured in the general GroupCalendar settings.
To do so, please follow the steps described below.

1. Open your CRM in InternetExplorer.

2. Navigate to Settings within the CRM sitemap. Here, click on MSCRM-ADDONS.com Products in the CRM sitemap, tick the checkbox in front of GroupCalendar and click on the [Edit]-button within the CRM menu.

Figure 2: Settings-sitemap within CRM, overview of installed MSCRM-ADDONS.com products

Then, the following window opens. Click on the MSCRM-ADDONS.com Settingskeys within the menu on the left. 

Figure 3: MSCRM-ADDONS.com Settingskeys-area of GroupCalendar

3. Now you have to generate a new key. To do so, click on the [Add New MSCRM-ADDONS.com Settingskeys]-button in the CRM menu.

Figure 4: [Add MSCRM-ADDONS.com Settingskeys]-button in CRM

A new window opens. Here, you must define a name of the key in the Name-field and set the IsCached-field on Yes. Furthermore, you must type in a value in the KeyValue-field.

Figure 5: Configuration of a new settingskey

The syntax for the Name-field referring to the attribute description to be displayed is AddGanttAttrDesc[TYPENAME][LINENUMBER]. The syntax for the Name-field referring to the attribute to be shown is AddGanttAttr[TYPENAME][LINENUMBER].
The [TYPENAME] is the entity schema name (e.g. appointment)  and the [LINENUMBER] is the line number of the attribute starting with 1. The first line will always be the subject.

Example:
If you want to display an appointment entity with multiple rows, e.g. in the first row the attribute location with the display name Location, in the second row the attribute requiredattendees with the display name Required and in the third row a custom attribute named new_contactid with the description Contact, you have to type in the following key-names and key-values within the settingskey-configuration-window shown in the previous screenshot.

After you have typed in the key-name and the key-value, click on the [Save and Close]-button in the CRM menu at the top. Afterwards, start to create a new settingskey with the key-name and the key-value of the attribute or the attribute description-name you want to add next.

In addition, you have to configure in which Gantt-views you want these attributes to be displayed.

This setting is named GanttMultipleLineViews. Possible values are daygantt, weekgantt and monthgantt. The settings can also be combined. If you want to e.g. display the multiple lines in the day- and week-Gantt-view, you have to type in “daygantt,weekgantt” as the value of the setting.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Thanks to this feature of ActivityTools, you can easily embed the ActivityTools previews to your CRM dashboard.

Depending on your configuration, it is possible to show one or mutliple previews in one dashboard. 

Figure 1: Dashboard with one preview (email-preview)

Figure 2: Dashboard with two previews (email-preview and account-preview)

How to embed the previews in CRM dashboards

After you have successfully installed ActivityTools, you can configure your dashboard.

Start in the Workplace-area in your CRM system and navigate to CRM Dashboards.

• If there are already some defined custom dashboards, select the custom dashboard you want to edit from the Dashboards dropdown-menu and click on the [Edit]-button in the CRM menu.
• If you would like to create a new custom dashboard, simply click on the [New]-button in the CRM menu.

Figure 3: Dashboards-area in CRM workplace

Next, enter a name for your dashboard in the dashboard-configuration-window.
Then doubleclick on the grid in which you want the preview to be shown.

In our example, we doubleclick on E-mail Messages. Then, the List of chart properties-window pops up. It has the attribute Name. Copy the value of the attribute Name into your Editor or anywhere you can save the name for later. Click on the [OK]-button to close the window.

Figure 4: Dashboard-configuration-window and list of chart properties-window

Now click on Web Resource in the CRM menu in order to add a new webresource.
The Add Web Resource-window appears. Within this window, click on the [LookUp]-button to search for a web resource. Then another window appears. Within this window, type ptm_dashboardpreview into the search field and look for it. As soon as you have a match, select it and click on the [OK]-button.

Figure 5: Add Web Resource-window and Look Up Record-window

Now enter a name and a label which you can select as dashboard-preview. In the Web Resource Properties-area of this window, insert the value of the gridname which you have copied previously. Once finished, hit the [OK]-button.

Figure 6: Add Web Resource-window

Now, the dashboard-preview has been added to the dashboard. To modify the height and witdh of the preview, click on the preview and use the scalingbuttons in the CRM menu on the top. Finally, click on the [Save and Close]-button to see the preview in your CRM Dashboards.

Figure 7: Dashboard-configuration-window

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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

1. Open your CRM in the InternetExplorer.

2. Navigate to Settings in the CRM sitemap.

3. Within the settings, navigate to MSCRM-ADDONS.com Products in the Extensions-area of the sitemap. 

4. Activate the checkbox in front of the product (1) for which you need to create a new settingskey (in this example TelephoneIntegration) and click on the [Edit]-button.

5. A new window opens. Within this new window, navigate to the MSCRM-ADDONS.com settingskeys of the product in the menu on the left (1) and click on the [Add New MSCRM-ADDONS.com Settingskeys]-button (2).

6. A new window opens. In this window, you have to define the name of the settingskey in the Name-field and its value (true) in the KeyValue-field. Once you have created the new key do not forget to save your settings by clicking on the [Save and Close]-button.

Please note: If the new key is intended for a Client application like DocumentsCorePack or TelephoneIntegration, you need to restart the Client application.
(Otherwise, the changes will not be applied to the client.)

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.