This article contains a compatibility chart for all our addons for Microsoft Dynamics CRM 2015. It shows which of our addons are compatible with

• MS Dynamics CRM 2015 On-Premise/Hosted (IFD)/Online
• MS SharePoint 2010/2013/Online
• MS Office (x86, x64) 2007/2010/2013
• and which of them support cross-browsing.

*1) At the moment, FileExplorer-documents, SharePoint-documents and the Document Summary are not compatible.   

*2) All browser windows created by the client application will open in the InternetExplorer. The Server Side will use the current browser.  

 *3) Since version 2015.116.    
    

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

We are very excited about the new CRM 2015 release and would like to provide you with some important information.

Our team spent some extra working hours to get our addons ready for MS CRM 2015!    

Our Addons for MS CRM 2015

^*1To upgrade GroupCalendar for MS CRM 2015 online please follow the post-upgrade steps described in this blog article.

Addons Upgrade Information
To get ready to upgrade for CRM 2015 version you have to consider following:

- please make sure that you have a valid support-contract
- Follow the upgrade steps as described in here 

Our Addons for MS CRM 2015 
Click here to log in on our homepage to download and test our solutions:

• ActivityTools
• AttachmentExtractor
• DocumentsCorePack Server and/or ClientBased
• GroupCalendar
• PowerSearch
• SmartBar
• TelephoneIntegration

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

If you receive the following error when creating a label template in DCP for CRM 2013, your DCP Server Component is very likely not up to date.

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

This article outlines the upgrade steps for GroupCalendar Online for MS CRM 2015. Please note: It only applies to GroupCalendar online!

Requirements: GroupCalendar (GC) Online for MS CRM 2015

After the upgrade of GroupCalendar to CRM 2015, it is highly recommended to perform the following steps to ensure full compatibility.

1. Please download the following CRM Solutions 
   • MSCRMADDONScomGeneral.zip (447.98 kb)
   • GroupCalendarServerCore.zip (7.40 kb)
      
2. To install the solutions, please open your CRM and navigate to Settings > Solutions.  
   

   

    
   Figure 1: Settings > Solutions
   
   
3. In the All Solutions section, click on the [Import]-button in order to proceed and import them into your CRM system. 
   

   

    
   Figure 2: Import solutions
4. Follow the steps in the wizard to import the solutions. Please note: It is very important to upload the solutions in the order displayed in step 1. 
5. After all solutions have been updated, please clear your Browser Cache and the Cookies. To do this, hit [CTRL]+[SHIFT]+[DEL] (works in every browser) and select the option that the Cache and Cookies should be deleted.

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

This article provides a step-by-step upgrade path of our solutions to the new MS CRM 2015 release!

From MS CRM 2013

1. Request License: To run our addons on MS CRM 2015, you need to request a license for the CRM 2015 version of our solution.
   Upgrades of MS CRM are covered with our support & maintenance.
   Thus, every customer with a valid support contract can go ahead and request a license by sending an email including the unique CRM organization unit name
to support@mscrm-addons.com

How to get the unique CRM organization unit name? 
Link: Get Unique Organization unit name


2. Check currently installed version
   DocumentsCorePack: If you are using DocumentsCorePack please ensure that the server component is on v 6.8 or higher.
   How to check the version number?
   Link: Version number guide
   You can download the most current version for CRM 2013 from Downloads 
   
   All other addons are fine to upgrade from any CRM 2013 version! 
3. Upgrade your CRM instance to MS CRM 2015!
   
   
4. Download the CRM 2015 version of our solution
   You can download the version for CRM 2015 from our Download – center (Login required)
    http://www.mscrm-addons.com/Downloads.aspx
   
   
5. Install CRM 2015 version of our solution
   Once you start the installer it will detect the currently installed version and perform an upgrade automatically. You will not loose any configuration during this process!
   
   
6. Install new License
   Finally you will need to install the new license using the LicenseManager that comes with the installation of our solution (accessible via the Start Menu or Installation folder)

FROM CRM 2011

Microsoft requires to upgrade to CRM 2013 prior to being able to upgrade to CRM 2015. This being said, you will need to upgrade our solutions to CRM 2013 too before you can proceed with your Upgrade to CRM 2015 as above described.

Upgrade paths from MS CRM 2011 to MS CRM 2013

• DocumentsCorePack
• GroupCalendar
• TelephoneIntegration
• PowerSearch
• AttachmentExtractor
• ActivityTools
• AutoMerge

SmartBar is THE exception when it comes to upgrades previous to CRM 2013, because SmartBar was known as RecordCounter before. RecordCounter did not have as many functionalities as SmartBar, thus, it does not work with Microsoft Dynamics CRM 2013!
This means, if you want to upgrade the RecordCounter to SmartBar (CRM 2013), you simply have to deinstall it. Click here to get an overview how to deinstall RecordCounter. 

After the deinstallation you can install SmartBar for CRM 2013. Up from that version, the update for SmartBar is similar to the above described process. 

FAQ

• How do I upgrade form CRM 4.0?
  Upgrading from CRM 4.0 requires to uninstall our solutions and reinstall the solutions for CRM 2015 after performing the upgrade. If you need assistance – please contact support@mscrm-addons.com
  
  
• What if my CRM Online instance was upgraded without checking the current version of our addon?
  Please send an email to support@mscrm-addons.com – we will check the status and help you get going asap!

That’s it!  
We appreciate your feedback about the upgrade path and your CRM 2015 user experience. Please share your thoughts by sending an email to office@mscrm-addons.com

This blog article outlines how to create custom translations for DocumentsCorePack ServerBased (DCP SB) dialog. Per default English and the user language is available.

Requriements: DocumentsCorePack ServerBased for MS CRM 2013 (former AutoMerge), basic .xml knowledge and the AutoMergeGlobalButton Solution v2013.42 or higher 

How to create the language for DocumentsCorePack ServerBased dialog?

Per default, English or the user language is set as standard language for DCP SB dialog. 

1. In order to create a new language for DCP SB a new webresource must be added. Therefore go to (and open) the Customize the System-field in the CRM Settings. 

Figure 1: Settings > Customizations > Customize the System 

2. In the following window, double-click on webresources in the tree view on the left and search for the unique name ptm_dcp_dialoglanguage.xml (display name DCP Dialog Loacalization). 

Open the webresource with a double-click and access the the data with a click on the [Text Editor]-button. 

Now the following window appears:

3. Next, copy the whole webresource content into e.g. Notepad++, duplicate a full translation node and insert the existing default one. (Per default, the languages English and German are set.)

4. Now please change the LCID code as well as the text to the required langauge. Click here to get an overview on the languages with an assigned Locale ID (LCID) e.g. 1040 for Italian. 

Please note: Squared brackets and its content must not be changed! 

 
5. Next, please add a new webresource. To do so, click on the [New]-button in the Web Resource-window. 

In the New Web Resource-window add the required information by typing in:

- Name* new_New_Language_Italian 
- Display Name LanguageItalian 
- Type Data (XML)

Now click on the [Text Editor]-button. In the new window, please insert the full language xml.-file you have edited before. (Two default languages xml Englisch and German plus the newly added language - here: Italian) 

Click on the [OK]-button in order to continue. 

Next, click on the [SAVE]-button and on the [PUBLISH]-button in order to publish the newly web-resource. 

Please save the unique name for further purposes. (here: new_New_Language_Italian) We will need it later. 

6. Open CRM and create a new Settingskey for AutoMerge. To do so, please take a look at the following blog article: How to create a SettingsKey manually in MS Dynamics CRM 2013. 

Please define the settingskey values as follows

Name* CustomLanguageFileWebResourceName
IsCached*: Yes
KeyValue: new_New_Language_Italian

Do not forget to save and close the settingskey, once it is created! 

As a result, the newly added settingskey is visible in the product overview:

7. Now all you have to do is to activate the language for CRM use. To do so, navigate to  CRM, navigate to Languages. 

Check the checkbox in front of the newly added language. (here: Italian). Click on the [Apply]-button in order to continue.

Refresh the page and activate the required language (here: Italian) in the CRM options. 

In the Personal Options-section, click on the Language-tab and select the language to be set as user interface language. 

Click on the [OK]-button in order to finish your settings.

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

++++++++++++++++++++++++++++++++++++++++++++++++++++++

Please note: This article applies to

DocumentsCorePackServerBased Document Generation & Processing
for MS CRM 2013, 2015, MS CRM 2015/2016 and MS Dynamics 365 
and AttachmentExtractor for MS Dynamics 365

For demonstrating purposes, this article shows DCP only, but the same steps could as well be executed 
for AttachmentExtractor for MS Dynamics 365.

ONLINE ONLY!!!

(Click here for information on debugging for DocumentsCorePack on premise/IFD)

++++++++++++++++++++++++++++++++++++++++++++++++++++++ 

Step-by-Step instruction on
how to activate debugging for DocumentsCorePack ServerBased Online

1. Log in to our website www.mscrm-addons.com/Login 

2. Select the mscrm-addon you would like to debug. (here: DocumentsCorePack)

3. Click on the [Configure Service]-button on the so opened product page. 

4. Next, the Online Configuration window appears. You will be asked to select a product (DocumentsCorePack or AttachmentExtractor). We have selected DocumentsCorePack. 

5. Please double-click on the service you would like to debug.

6. In the so opened window, click on the [Show Advanced Options]-button.

7. Here, you have the possibility to enable debugging by activating the Enable Debugging-checkbox. Do not forget to save your changes with a click on the [Save Service]-button.

8. Now the following window appears. Please note: Do not close this window or navigate away! (Click on the [OK]-button in order to continue).

9. While your service is updating, the following window appears. As soon as this is done, the Service Configuration of the selected service appears.

10. Now please reproduce the error!

11. When you are ready, select your service with a double-click again and open the [Show Advanced-Options]-button as shown above.

12. Now all you have to do is click on the [Download Logs]-button.

13. Please send the log file folder with a short error-description to support@mscrm-addons.com

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

This article outlines how to enable/disable the TelephoneIntegration PowerDialing functionality for TelephoneIntegration (TI) for Microsoft Dynamics CRM 2013.

The TelephoneIntegration PowerDialing functionality can be enabled or disabled in Microsoft Dynamics CRM 2013 by setting a server side setting key.

Figure 1: Mscrm-addons.com Settingskeys: Information

If the KeyValue is set to true, the TI Client is able to use the PowerDialer functionality, else not.

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

This blog article outlines how to use the MS Word Restrict Editing-functionality. It supports restricted editing for the whole document, as well as editing specific paragraphs of the document only. Please note: The functionality works with merged documents as well.

Requirements: DocumentsCorePack for MS CRM

Example

You can find the [Restrict Editing]-button in the Review-tab in Word. 

Once you have clicked on the button, an interface will open up to work with document restrictions. You can set the whole document to Read Only and select areas that will be excepted from the restriction (which will be editable for other users). You can also select which users are allowed to edit these areas.
As soon as you have decided which settings fit best, click on the [Yes, Start Enforcing Protection]-button. 

Now the Protection Method-dialog opens. You can select to protect the document either with a Password or by user authentication. 

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

This blog article explains how to add GroupCalendar to a specific ribbon location with XRM Tools.

Requirements: GroupCalendar for MS CRM

Please note: Make sure that you run the XRM Tools as administrator!

1) Connect with your CRM-system. 

2) Select the SiteMap Editor 

3) Now, click on the [Load Sitemap]-button in order to load your current CRM Sitemap. 

4) In the next window, select the location where you want to store GroupCalendar in your CRM ribbon. 

5) Next, select the ptm-WebApplicationPreloaderGroupCalendar webresource.

Once selected, please add the titles shown in figure 6, 7 and 8.

6) Now all you have to do is to click on the [SiteMap]-button and to refresh your Browser in order to see the changes in CRM.

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