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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 use integrated search in TelephoneIntegration for MS Dynamics CRM 2011

Within the TelephoneIntegration user interface, called balloon, it is possible to search for CRM-records (accounts, contacts, users, etc.) or for telephone numbers. The found records and telephone numbers are displayed within this balloon and users are able to perform outgoing calls immediately simply by clicking on the displayed record. There is no need to explicitly open CRM to start outgoing calls. The menu opened via a right-click on the displayed record offers the possibility to copy the telephone number or to open the record in CRM.


Telephone Integration Client Unattended Setup

Introduction:

The following article outlines, how TelephoneIntegration Client is installed unattended. This enables installing the CTI client via policy or automatic install scripts.


The TelephoneIntegration update service
The TelephoneIntegration (TI) update service retrieves the needed information (determined by the administrator within the CTI-configuration interface) from the CRM system, processes it and provides it for TI. This is essential if you want TelephoneIntegration to operate. The update service e.g. ensures that telephone numbers are provided to perform calls or that information about the caller/called person are provided within the TI User Interface (balloon) for a more efficient call handling, etc.

Execute AutoMerge for MS CRM 2011 and 2013 via JavaScript

This article explains how to execute the Create Document-step of AutoMerge manually in JavaScript. This allows to include this functionality in custom - applications (e.g. create documents via a CRM-button-click and save document to SharePoint )

This article covers both:

1) Calling the plugin

2) Handling the result

Attached, you can find the full library for download.


Filter linked entities: .docx templates

It is possible to filter the linked entities of a 1:N and a N:N relationship during the merge process based on their IDs.
This works in combination with DocumentsCorePack and AutoMerge, but only with .docx-templates.


GroupCalendar online license notification

Per default, GroupCalendar will show 10 days prior to the license expires a notification to all users (see Figure 1).

Figure 1: GroupCalendar expiration

The notification can be limited to specific users and you can set the date of its first appearance.


Windows 8 WIF Framework installation (WindowsIdentityFoundation)

Windows 8 has the WIF Framework built in, therefore our installers will fail for now trying to update the WIF on windows 8 clients.


GroupCalendar Gantt View: Custom columns in the user list

Up from version 5.24 you have the possibility to customize the user pane of the Gantt view.


How to display various activity-attributes within multiple rows in Gantt view

This blog article explains how to configure GroupCalendar in order to show additional activity-attributes within multiple rows in the GroupCalendar’s Gantt view. Each additional attribute of an activity will be shown in a new line. 


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.