mscrm-addons.com - Blog

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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!


How to purge temporary data files

Every time a document is created in Microsoft Dynamics CRM, a corresponding temp is created by the system. This step consumes a lot of database storage. This article provides step by step instructions on how to

A) find the correct temporary data files and how to
B) create a workflow that purges the temporary data files automatically


DocumentsCorePack Online Service Configuration
This blog article outlines how easy it is to set up the DocumentsCorePack Online Service Configuration.

How to activate per User Licensing in Dynamics 365
This article outlines how to activate a per User License in Dynamics 365 for ActivityTools, GroupCalendar, PowerSearch, SmartBar and TelephoneIntegration

How to build Multilevel-Relationships
This blog article outlines how to build a Multilevel-Relationship from Quote > Quote Line (Quote Product) > Product.

How to add fields from the current user
This article outlines how to add fields from the current / executing user to a Template

Step-by-Step: How to set up User-Prompts
This blog article covers a Step-by-Step example on how to set up user-prompts in DocumentsCorePack Template Designer.

Only count users with security role for licensing
This blog article outlines the new method for counting licenses based on security roles. If enabled, our licensing will count users only if they have at least one security role assigned.

Display of the DocumentsCorePack Controls in the Fields section
This short blog article outlines how to change the advanced template settings if the DocumentsCorePack Controls are missing in the Fields section.

HTML Settings for DocumentsCorePack Fields
If you are using DocumentsCorePack with HTML this guidance will help you maximize your user experience.

Step-by-Step: How to set up a proposal using MultiPart
This step-by-step description outlines how to create and custom a one-click-action using MultiPart. In this example, we want to create a proposal which consists of several DocParts.