This blog article explains how to build an address block and format it properly with DocumentsCorePack for MS CRM 2013 templates (.docx). With the DocumentsCorePack Field Properties-functionality, users can easily format every address line and define specific line behaviour if the information was not stored in CRM.
Requirements: DocumentsCorePack (DCP) for MS CRM 2013
This article outlines how to add the DocumentsCorePack (DCP) [Create Document]-button for MS CRM 2011 to your form.
Requirements: DocumentsCorePack for MS CRM 2011, Ribbon Workbench for CRM 2011
This blog article explains how to install DocumentsCorePack for MS CRM on a terminal server for CRM Online.
This article outlines how to hide the [Create Document]-button for specific entities.
Requirements: DocumentsCorePack ServerBased (DCP SB)
+++++++++++++++++++++++++++++++++++++++++++++++++++Please note: This article applies to SmartBar in MS CRM 2013, 2015, as well as to MS CRM 2015/2016.
This article outlines how to prepare DocumentsCorePack (DCP) for MS CRM 4 for an upgrade to CRM 2011 or CRM 2013!
This blog article outlines how to integrate new entries in the SmartBar entity and SiteMap entry search field.
Requirements: SmartBar for MS CRM 2013
This article outlines where to find the Settingskeys for our products in MS CRM 2013/2015.
Generally, TelephoneIntegration allows users to dial from related CRM-records. But users also have the possibility to set restrictions for the related records to be displayed in the TelephoneIntegration balloon. This means that they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc.).
The Lead Qualifier Plugin is a small solution that changes the process of creating a contact and account from the information within a lead. The main difference to the out-of-the-box-solution for this scenario within CRM 2013 is that no opportunity is automatically created within the process.
This allows CRM users to qualify a new lead at any time during the CRM working process. Moreover, the plugin allows the association of the lead to already existing contacts or accounts in addition to creating new entities of said types, which saves time and avoids duplicates.