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
+++++++++++++++++++++++++++++++++++++++++++++++++++++ Please note: this article applies to CRM Onpremise 2011 2013 2015
With AutoMerge for MS Dynamics CRM 2011 On-Premise/Online, you can print dynamically generated documents automatically on a specific printer.
But before you can start to use this functionality, there are several things to do. Because AutoMerge runs as service with a service user, you have to install the printer as described in the steps below to ensure that the service user has access.
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.
This article covers both:
1) Calling the plugin
2) Handling the result
Attached, you can find the full library for download.
It is possible to filter the linked entities of a 1:N and a N:N relationship during the merge process based on their IDs.This works in combination with DocumentsCorePack and AutoMerge, but only with .docx-templates.
This article outlines what you can do if the AutoMerge Configuration page doesn’t load.
If the AutoMerge solution won’t load, please follow the below instructions.
Sometimes, the following error occurs when one tries to login at Microsoft Dynamics CRM 2011 Online Web Client:
"The Windows Live Network is unavailable from this site for one of the following reasons…”
Figure 1: Error message
This article focusses on how to resolve this error.
When you follow the guidelines in the AutoMerge Installation Guide, you’ll notice that this email is not sent automatically. To send this email, you have to create another worklow.
Please note that this only works when you have at least AutoMerge v4.65 installed