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!
Please note: It is not possible to set up custom n:n-relations by using the tree view of the RecordCounter Server Config!
Instead, you have to use the Configuration Tool. To do so, click on the [Configure RecordCounter]-button to open it.
To successfully enable RecordCounter (RC) for unmanaged entities, please follow these instructions:
First, enable RC for the custom entity. Simply check the checkbox in the tree view of the RecordCounter Server Config.
Then open CRM, navigate to Settings and click on Customizations.
This blog is on how to install DocumentsCorePack (DCP) and TelephoneIntegration (TI) for CRM 2011 Online. When using CRM 2011 Online, it is important that the server part of the addon is installed somewhere on your network. It can be installed locally on a computer or anywhere else on one of the supported operating systems listed below. The following steps explain how to install the serverpart of DocumentsCorePack and TelephoneIntegration on your system. Please note, that both, client and server must be installed!
We have created a function offering the possibility to use a dialog to pre-filter the result rows. This will be helpful when the user needs to select a specific related entity (e.g. contact, ...) before starting to generate the document.
This feature is available with version 5.26 upwards and only for DOCX-templates.
Protection for generated documents is a common query from our customers. With DocX and Macros it is very simple to achieve this.
In some rare cases the WScript.Shell ActiveX component is not correctly registered. This causes, that the DocumentsCorePack Print in Word and TelephoneIntegration Call Number buttons are not working properly. To resolve the issue open a command prompt and enter regsvr32.exe wshom.ocx
!! Please note: This only applies to CTI Versions 5.30 and below !! !! Since Microsoft has changed the EULA of their WIF SDK we are now allowed to include all required files into our setups !!
All of our client products (Telephone Integration and DocumentsCorePack Client) need the WindowsIdentityFoundation Framework to be able to connect to CRM 2011.
Unfortunately the WIF Framework is not officially supported on WindowsXP by Microsoft, but there are 2 ways to make this work on a WindowsXP OS.
When using per User licensing, it is mandatory to enable all users that should be licensed within CRM. It often occurs, that after installing the license via the License Manager, the below screen appears:
Figure 1: License Manager - Preview License
This is due to the fact, that the user (usually an admin), who is running the license-manager is not a licensed user at this point.
To enable this, specific users you will have to follow the below steps.
This article explains the security roles that must be assigned to users that should be allowed to use our Add-Ons.