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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!


DocumentsCorePack Client save locations
There are three major save locations for files that are used by the DocumentsCorePack Client.


How to change the save location of the metadata.bin file

Per default, CRM metadata information for DocumenstCorePack is stored here:

%APPDATA%\DCP\metadata

The above location equals to C:\Users\[YourUsername]\AppData\Roaming\DCP\metadata.
If you want to change this location, you have to generate a new SettingsKey.

 


How to create a SettingsKey manually in MS Dynamics CRM 2011

Sometimes, you may be asked to create a new settingskey for one of our products. This article outlines how to do so. 


Installing GroupCalendar and ActivityTools in an IFD/Claims-Based-Environment

This blog article will walk you through the required steps on how to install GroupCalendar and ActivityTools in a claims-based environment.

This article is valid for GroupCalendar for CRM 2011, 2013, 2015 and 2016 but only for CRM 2013 and older versions of ActivityToolsFrom CRM 2015 onwards ActivityTools does not have to be configured for IFD anymore!

The steps are the same for both products, so instead of an explicit product name, we will use the term the addon in this guide. 


What to do if the TAPI wrapper is not working properly

CTI 2011 TAPI wrapper needs a TAPI driver that is suitable to your Phone PBX server.

Each PBX phone-system vendor has its own TAPI driver.

Our TAPI wrapper has not an active role on the TAPI lines, it is just a passive listener to random TAPI driver events and eventually, it triggers them in case of outgoing calls, accepting the incoming offers.


Calling out from a CRM Entity by pressing the [Call Number]-button triggers no reaction

If you outgoing calls are successful when made from CTI client, but not from the CRM entity, simply check the Internet Explorer Security Options. Please make sure that your CRM Server is included in the Trusted Sites Zone.


The Entity or PhoneCall activity does not open when a call is made

Before an entity or PhoneCall activity can be opened by an incoming/outgoing phone call, the phonenumber must be resolved.


What to do when the Lync / OCS wrapper does not support outgoing calls?

The CTI supports only one call at the moment.

However, when transferring existing calls to a third party, it can happen that some sessions are not correctly closed. You can compare that with a broken Lync conversation.


How to open the fields.xml settings?

The fields.xml Settings are server-side CRM Settings.


How to add information of the current user to a document

It is quite common, that user information shows up within the document itself. (e.g. a “Best regards, firstname lastname” at the end of a quote).
This Step-By-Step tutorial describes how to add this relation to a template. In this example the Quote_base.docx template, that comes with the installation of DCP for CRM 2011, is used.

Please note: DocumentsCorePack (DCP) Client version 5.27 or higher is mandatory!