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You can find the most acutal and relevenat information in our Knowledge Base at support.mscrm-addons.com

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Office Open XML: Part3 – How to group line items

This is the third 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.


How to get the unique organization name for CRM 4.0 and CRM 2011 (RTM / RTW)

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 can find a short description about how to get the necessary information for CRM 4.0 / CRM 2011.


Additional Steps for DCP 2011 Directory Security

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.


Office Open XML: Part2 – How to resolve relationships

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.


Office Open XML: Part 1 – How to create a template

This is the first part of a series regarding the use of the Office Open XML (DocX) format with DocumentsCorePack for MS CRM 2011.


Template Settings for DocumentsCorePack ( OpenXML )

This blog article provides you with a short description of the different template settings available for DocumentsCorePack (DCP) for MS CRM 2011.


Connection dialog retrieves organizations, but refuses to connect

Check the log textbox if the following statement is present (might be accomodated by a 401 exception).


Service Unavailable after error in upgrade process

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.


How to enable debugging for DocumentsCorePack Client (CRM 2011)

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Please note:
This article applies to 
DocumentsCorePack CLIENT for MS Dynamics CRM 2011 ONLY
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This article describes 2 different possibilities to activate debugging for DocumentsCorePack.

Solution 1: Activating debugging on your client via the DocumentsCorePack settings or in the registry.

Solution 2: Activating debugging on your server/manually via the webconfig.


Upgrading CRM 4 to CRM 2011 with 3rd party addons.

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.