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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!


Repair WScript.Shell ActiveX

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

That’s it! 


Information on Security roles: Which roles are needed for which solution?

This article explains the security roles that must be assigned to users that should be allowed to use our Add-Ons.  


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.


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.


Access rights issues while starting configuration

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.

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


How to install Dashboard for MS CRM 4 on MS Dynamics CRM 2011

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.


Barring DocumentsCorePack Toolbar for non-DCP users

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


WordMailMerge Add-on Error

Problem


Figure 1: Security Issue: WordMailmErge Add-On Error


How to generate custom charts in dashboards (advanced)

Content:

Part One: How to create the chart? 
Part Two: How to create the drill-down click?


DocumentsCorePack IFD configuration

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 to
Hkey_Current_User\Software\PTM EDV-Systeme\WordMailMergeClient.

String value= failoverprofile