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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!


CTI in a hosted environment

CTI does need the server component in a hosted environment as well, but you can launch the CTI Server setup from any Client, as long as you have a user with full access to CRM.

You need to select the hosted options on the Connection dialog. 


Licensing details

Basics:

License-checks are done each time the application is accessed by a user.

Having an invalid license stops the whole product from working.

An invalid license will never have any impact on the CRM, it only limits the addon itself.


How to change the layout of dashboards

 

In the dashboard, you can change your layout and create or save your own views.
In the layout menu there are 3 views:

Single View,

Vertical View and

Horizontal View.

In the course of this blog article we describe how to use and configure the different views.


How to send a “Send as PDF” e-Mail

When you follow the guidelines in the AutoMerge Installation Guide, you’ll notice that this email is not sent automatically. To send this email, you have to create another worklow.

Please note that this only works when you have at least AutoMerge v4.65 installed


GroupCalendar: Color-coding for Service Activities

With version 4.64 you have the possibility to set up for each service activity a specific color. GroupCalendar setup will create automatically a picklist attribute on the service activity entity which is used for this feature. To activate color-coding for service activities, you have to add this attribute to the main form of the entity. The attribute is named ptm_colorcode with the display name Color and is predefined with 12 colors.


How to start a dashboard out of CRM 4.0?

CRM 4.0 offers the possibility to start your dashboard directly out of CRM. There are three options.


CTI & TrendMicro 2010 blockiert Popup-Fenster

Trendmicro Officescan (Version 10, Servicepack 1).

Lösung: Mit dem Trendmicro Performance tuning Tool (siehe Link) eine Ausnahme auf die CallInfoCRM4.exe erstellen.

Die Ausnahme wird, obwohl im TM Artikel nicht erwähnt, in die globale Konfiguration aufgenommen. 


AttachDocumentToEachCreatedActivity

This function allows DocumentsCorePack users to add a document to every created activity (only when using the file explorer or sharepoint setup).

For example, when you send a mail to a marketing lists, an activity will be created for each member of the marketing list.

This extra setting will ensure that the activity also has the document attached in CRM.

This article will show you how to work with this function. 

 


How to configure map – charts

Dashboard for MS CRM 4.0 provides several maps (World-map, Europe, U.S., Germany, Netherlands,…) in order to e.g. display customer-distributions.
This blog contains basic information on how to configure maps. This is explained with a Step-by-Step-Setup of a Customers in the U.S.A-chart.


What to do if no toolbar is visible in Office 2007, 2010, 2013 and/or 2016?
After WordMailMerge has been installed on your computer, it is possible that our toolbar does not appear in Microsoft Word. To sort this problem out, please follow the steps of this article.