Thanks to this feature of ActivityTools, you can easily embed the ActivityTools previews to your CRM dashboard.
Depending on your configuration, it is possible to show one or mutliple previews in one dashboard.
As a preparation of the now rescheduled cross browser compatiblity for RU8, older versions of ActivityTools already had preparations built in, which will cause the Activity & Queue preview to fail. Please update to the latest Version to fix this issue.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to email@example.com.
ActivityTools default user settings can be predefined as follows:
Define the default settings for EmailPreview
Create a new settingskey called DefaultViewEmail as described here.
Each product installs the following entities in CRM:
The features of the DocumentsCorePack [Print in Word]-button increase the performance and also the usability of our product.
The features allow you to select templates directly with the [Print in Word]-button.
To take adavantage of this feature you need at least the following version:
- DocumentsCorePack Server Version 5.25
- DocumentsCorePack Client Version 5.57
This is a known issue with versions previous to 5.28.
Please upgrade to at least this version : http://188.8.131.52/ti2011/tic530.zip to fix the problem.
The current version of RecordCounter for MS CRM 2011 contains performance updates. These updates will take effect, once the following changes have been made to the config.
The below desribed methods are part of the ptm_dcp_custombuttonactions.js-web resource. More information on this resource can be found here. The comments and the code for one example of this resource are added below.
e.g., you can predefine a template that should be always used to perform the merge.
The following article contains a description of how to change, modify and extend this feature.
If you hit the [OK]-button on the RecordCounter Server Config first, it will generate and save the fetches and then generate and import the RecordCounterServerConfig-solution.
In some cases it will be helpful to only save the fetches or only to import the solution.
This article describes how this can be achieved.