This feature offers you the option to save a document directly to the proper location in CRM without having to generate an activity. The location depends on the configuration, which is defined within the DocumentsCorePack server configuration tool.
To take adavantage of this new feature you need at least the following version:
- DocumentsCorePack Client for MS CRM 2011 5.73
This feature offers the possibility to set a filter for DocumentsCorePack templates. Templates are filtered based on the template-group they are assigned to. Applying filter limits, the available templates are grouped in template-groups. This prevents users from getting confused by a variety of available templates as they can only see and select templates of the corresponding template-group defined by the applied filter.
To take advantage of this feature you need at least both of the following versions:
- DocumentsCorePack Server for MS CRM 2011 5.36
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 blog article outlines how to set the font sizes in the TelephoneIntegration balloon.
Users have the possibility to define the font sizes for the values to be displayed in the TelephoneIntegration balloon.
This blog article describes how to reschedule a phone call when using the predictive dialer of TelephoneIntegration.
This blog article describes how to place InternetExplorer popup windows when using TelephoneIntegration.
TelephoneIntegration provides the possibility to automatically open CRM records and a new phone-call activity in separate InternetExplorer windows. Users can define the order and position of the CRM record-window and the phone-call-activity-window.
This blog article outlines various policy options for internal phone calls.
TelephoneIntegration provides the possibility to assign unresolved numbers to already existing CRM records. This blog article outlines how do so.
It is often required to place conditional fields within a template like e.g. only print address lines when stored in the regarding CRM-record.
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.