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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!


Recap: Convergence2013 in New Orleans

Thank you for joining us at the Convergence2013 in New Orleans! It was great meeting you there!


Addon-Update Behaviour (valid for builds from 1st March 2013 and beyond)

 

When you launch an upgrade installation of our products, the setup will update existing files and solutions in CRM. The default behaviour of upgrading a product installation has changed with all releases after 1st of March, 2013.


Recap: eXtremeCRM 2013 in Rome

Thank you for joining us at the eXtremeCRM 2013 in Rome! It was great meeting you there!

The eXtremeCRM in Rome was an awesome experience for us. Arriving in beautiful Rome with sunshine and mild temperatures around 15 degrees, we checked in to the Rome Marriott Park Hotel and were delighted by the comfortable and beautiful ambience. As we arrived two days earlier, we did not hesitate to start discovering the beautiful city during a sightseeing tour on Saturday, visiting the Colosseum, the Trevi Fountain, the Saint Peter’s Cathedral and many more of the impressing sights.


CreateActivitiesFor: Advanced Settings

This feature extends the existing CreateActivitiesFor-property of DocumentsCorePack.

This article covers the configuration, an example and the technical details of this feature.

To take adavantage of this feature, you need at least the following version of DocumentsCorePack:

 - DocumentsCorePack Client for MS CRM 2011 v5.76


How to enable debugging for AutoMerge

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Please note: this article applies to CRM Onpremise 2011 2013 2015

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This article provides you with a step-by-step instruction on how to enable debugging
for AutoMerge in Microsoft Dynamics CRM.

How to install and add a printer before using it with DocumentsCorePack

With AutoMerge for MS Dynamics CRM 2011 On-Premise/Online, you can print dynamically generated documents automatically on a specific printer.

But before you can start to use this functionality, there are several things to do. Because AutoMerge runs as service with a service user, you have to install the printer as described in the steps below to ensure that the service user has access.


How to create a workflow with AutoMerge for MS Dynamics CRM 2011 Online

This article explains how to configure a workflow with AutoMerge for Microsoft Dynamics CRM 2011 Online. The steps described below solely refer to AutoMerge for MS Dynamics CRM 2011 Online. For details about how to create a workflow with AutoMerge for MS Dynamics CRM On-Premise, please watch our demonstration videos on our Youtube channel here.


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.


Configuration loading error of AutoMerge

This article outlines what you can do if the AutoMerge Configuration page doesn’t load.


If the AutoMerge solution won’t load, please follow the below instructions.