In some rare cases the WScript.Shell ActiveX component is not correctly registered. This causes, that the DocumentsCorePack Print in Word and TelephoneIntegration Call Number buttons are not working properly. To resolve the issue open a command prompt and enter regsvr32.exe wshom.ocx
This article explains the security roles that must be assigned to users that should be allowed to use our Add-Ons.
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.
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.
On a migrated organization, make sure the dcp/gc/ti security role migrated from CRM 4 is deleted.
This migrated role might interfere with the new setup and block the user from installing, because rights are checked wrongly.
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Until now we have no installation routine for our Dashboards for MS CRM 2011. This is why this blog entry describes how to upgrade/install the Dashboards in a MS CRM 2011 environment manually.
Please note: This installation will only work in an on-premise installation and will not work in IFD and Claims-Based-Authentication-Mode.
If you want to hide or block the toolbar in MS Word for non-DCP users on a terminalserver, please check the following steps:
1. You will have to create the following Reg key under current user instead of local machine:
HKLM\software\Microsoft\Office\Word\Addins\WordMailMerge.Connect (for example: HKCU\software\Microsoft\Office\Word\Addins\Wordmailmerge.connect)
3. Once you have created the reg key you can change the load behaviour for each user. Change it to
Figure 1: Security Issue: WordMailmErge Add-On Error
Content: Part One: How to create the chart? Part Two: How to create the drill-down click?
When using DocumentsCorePack (DCP) in different environments (office, home, etc.) it is necessary to configure 2 profiles for the client.
One for the IFD connection and one for the standard connection. These profiles are configured via the DCP dataprovider on the client.
Please open the registry and add the the following string value toHkey_Current_User\Software\PTM EDV-Systeme\WordMailMergeClient.
String value= failoverprofile