mscrm-addons.com - Blog

IMPORTANT INFORMATION

This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information.
You can find the most acutal and relevenat information in our Knowledge Base at support.mscrm-addons.com

News.mscrm-addons.com Blog

Hello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts!

AutoMerge Workflow Troubleshooting

On March 11, 2014 in AutoMerge (AM) by Jin Yan

This blog article explains what to do when generating an AutoMerge Workflow and following error message appears:

"AutoMergeWorkflow.Execute(),RetrieveMultiple Entities.count:0”

Tagged With: 2011, 2013, AM, AutoMerge, error, troubleshooting, workflow

Recap: Convergence 2014 in Atlanta

On March 10, 2014 in *Features / News* by Jin Yan

The Convergence 2014 (4 – 7 March) in Atlanta, GA exceeded all our expectations. To begin with, we would like to thank you for giving us your precious time and attention! It was a great pleasure meeting you at our booth!

Tagged With: ActivityTools, AE, AT, AttachmentExtractor, Business Insight, Client, DCP, DocumentsCorePack, event, events, Fun, GC, GroupCalendar, PowerSearch, PS, SB, Server, SmartBar, TelephoneIntegration, TI

Recap: eXtremeCRM 2014 in Barcelona

On February 14, 2014 in *Features / News* by Jin Yan

We are back from our journey from the eXtremeCRM 2014 from Barcelona Spain where we exhibited as bronze sponsor. Thank you for visiting our booth, it was great meeting you there!

Tagged With: 2011, 2013, ActivityTools, AE, AT, AttachmentExtractor, Business Insight, Client, DCP, DocumentsCorePack, event, Fun, GC, GroupCalendar, PowerSearch, PS, SB, Server, SmartBar, TelephoneIntegration, TI

The “Insert Hyperlink”-button in Open Office XML template (.docx)

On February 4, 2014 in DCP 2013, DocumentsCorePack (DCP) by Jin Yan

This article óutlines how to use the new [Insert Hyperlink]-button within the “Insert”-button in Open Office XML template (.docx). This feature allows to insert a dynamic hyperlink in your template (.docx) and define an individual display name.

Requirments: DocumentsCorePack (DCP) v.6.15 and higher

Tagged With: 2013, DCP, DocumentsCorePack, DocX, Office, template, XML

How to send emails with picture links using DocumentsCorePack

On February 3, 2014 in AM 2011, AutoMerge (AM), DCP 2011, DCP 2013, DCP 2015 / 2016 by Jin Yan

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.

Tagged With: picture, 2011, 2013, 2015, 2016, AM, AutoMerge, Client, DCP, DocumentsCorePack, e-Mail, template, workflow

Create a document and attach it to an email in a single AutoMerge workflow-step

On January 31, 2014 in AutoMerge (AM) by Jin Yan

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.

Tagged With: 2013, AM, AutoMerge, DCP, DocumentsCorePack, e-Mail, Online, template, workflow

DCP Troubleshooting: Description Field problem

On January 31, 2014 in DCP 2013, DocumentsCorePack (DCP) by Jin Yan

This article describes how to solve the description field problem in DocumentsCorePack. If you try to create an activity and it fails with the soap Exception you see below, it is due to the limitation of lenght of the “CRM description-field”.

Tagged With: 2013, DCP, DocumentsCorePack, error, troubleshooting

How TelephoneIntegration Client works with Outlook Client

On January 27, 2014 in TelephoneIntegration (TI), TI 2011, TI 2013 by Jin Yan

This article outlines how TelephoneIntegration Client works with Outlook client. Available for TelephoneIntegration Client v5.54 and higher.

Tagged With: Outlook, 2011, 2013, call, Client, TelephoneIntegration, TI

Using TelephoneIntegration for MS CRM 2013 with MS Outlook only

On January 27, 2014 in TelephoneIntegration (TI), TI 2013 by Jin Yan

This article describes, how to use TelephoneIntegration for MS CRM 2013 with MS Outlook only. Users have the possibility to use TelephoneIntegration without a browser, but with Outlook only, meaning that TelephoneIntegration will open all windows (e.g. the CRM-call-activity, etc.) in Outlook and not in an internet browser window.

Tagged With: Outlook, 2013, Client, setting, TelephoneIntegration, TI

How to configure unmanaged entities for SmartBar

On January 21, 2014 in SB 2013, SmartBar (SB) by Jin Yan

This article outlines how to configure unmanaged entities for SmartBar for MS CRM 2013!

Tagged With: 2013, configuration, SB, SmartBar

mscrm-addons.com - Blog

News.mscrm-addons.com Blog

Search

Categories

Tags