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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!


Repair WScript.Shell ActiveX

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

That’s it! 


WindowsXP and WIF (WindowsIdentityFoundation)

!! 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. 


Activate per User licensing

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. 


Information on Security roles: Which roles are needed for which solution?

This article explains the security roles that must be assigned to users that should be allowed to use our Add-Ons.  


Office Open XML: Part4 – How to embed pictures

This is the 4th part of our video series regarding the Office Open XML-format that is provided in DocumentsCorePack for CRM 2011. The template used in this video is the one that has been created in our previous tutorials of this series, so it is recommended to take a look into Part 1 – Creating a template and Part 2- Resolve Relationships first to get more information about the template's structure.


How to install DocumensCorePack Client unattended

To install DocumentsCorePack Client for MS CRM 2011/2013/2015/2016 unattended, you need to supply a registry file with the required registry settings.

Unattended install is available for DocumentsCorePack Client Version 5.18 and Version 6.5 or above.

Below, you can download templates to perform the unattended install.

The below files are set up for x86 and x64 systems.


Office Open XML: Part3 – How to group line items

This is the third part of the series regarding the Office Open XML-format. This video is based on the the results from Part 1 Creating a template, so I recommend to take a look into this demovideo first.


How to get the unique organization name for CRM 4.0 and CRM 2011 (RTM / RTW)

When ordering licenses, you will be asked for the organisation unit name of your CRM system. This information is mandatory in order to create a license. Below, you can find a short description about how to get the necessary information for CRM 4.0 / CRM 2011.


How to open GroupCalendar for MS CRM 2011 directly

Simply open the following URL:

http://SERVER:PORT/ORGANIZATIONNAME
/WebResources/ptm_WebApplicationPreloaderGroupCalendar

 

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


Additional Steps for DCP 2011 Directory Security

With the Directory Security Feature of DocumentsCorePack for MS CRM 2011, you can prevent users to see certain files from CRM records. Users will not be able to navigate to the associated directory within the file share or SharePoint because DocumentsCorePack will overtake the security for you. In short words: when a user is not able to see the CRM record, he/she will also not be able to see the documents.

For a detailed description, please have a look at the documentation.

However, you have to do additional steps for the Directory Security.