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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 embed previews in CRM Dashboards

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. 


Display Issues with ActivityTools pre 5.26 and RU8

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 support@mscrm-addons.com.


Change Default settings for ActivityTool

ActivityTools default user settings can be predefined as follows:

Define the default settings for EmailPreview

Create a new settingskey called DefaultViewEmail as described here. 


CRM entities created during the installation

Each product installs the following entities in CRM:

ptm_mscrmaddonstemp


[Print in Word]-button

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


CTI Client Version expiring when only support expires

This is a known issue with versions previous to 5.28.

Please upgrade to at least this version : http://62.99.232.162/ti2011/tic530.zip to fix the problem.

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


Perform a config change of RecordCounter for MS CRM 2011

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.


CustomPrintInWordActionAccount

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.


Advanced [Print in Word]-Button Configuration

Basically, the default [Print in Word]-button contains JavaScript code in the background.

If you are familiar with CRM and JavaScript you can add your own custom buttons to  increase the usability of your CRM system.

e.g., you can predefine a template that should be always used to perform the merge. 

You can modify the JavaScript code, so that - based on certain criteria - a template is automatically selected without user interaction.

The following article contains a description of how to change, modify and extend this feature.


Save modes of RecordCounter for MS CRM 2011

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.