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Blog
mscrm-addons.com - Blog
News.mscrm-addons.com Blog
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!
Upgrade to Dynamics 365 Online Version 9.0.2.751 & higher
On Juli 17, 2018 in
*General*
,
ActivityTools (AT)
,
AE 365
,
AT 365
,
AttachmentExtractor (AE)
,
PowerSearch (PS)
,
PS 365
,
SB 365
,
SmartBar (SB)
by
Bianca
This blog article describes how to proceed if you will be upgraded to the Dynamics 365 Online version 9.0.2.751.
Read More »
Tagged With:
AE
,
AT
,
PowerSearch
,
SB
,
SmartBar
,
upgrade
,
Version
,
ActivityTools
,
AttachmentExtractor
,
PS
How to save generated documents to a specified SharePoint URL
On Juli 13, 2018 in
*General*
,
DocumentsCorePack (DCP)
,
PowerSearch (PS)
,
PS 365
by
Bianca
In this blog article, you will learn how the DocumentsCorePack ServerBased functionality can be used to save generated documents to a specified SharePoint URL.
Read More »
Tagged With:
,
DCP
,
document generation
,
SharePoint
,
DocumentsCorePack
,
workflow
Only count users with security role for licensing
On Juli 11, 2018 in
*General*
,
DCP 365
,
DocumentsCorePack (DCP)
by
Bianca
This blog article outlines the new method for counting licenses based on security roles. If enabled, our licensing will count users only if they have at least one security role assigned.
Read More »
Tagged With:
counting licenses
,
CountUsersWithSecurityRolesOnly
,
DCP
,
Dynamics 365
,
licence
,
Office 365
,
security roles
,
DocumentsCorePack
Define default sender using the ActivityTools Signature Editor
On Juli 5, 2018 in
*General*
,
ActivityTools (AT)
by
Bianca
This blog article outlines how to change the default sender of the emails using the AT Signature Editor.
Read More »
Tagged With:
AT
,
default sender
,
Signature Editor
,
ActivityTools
How to set up and use AND/OR keywords in PowerSearch
On Juli 4, 2018 in
*General*
,
PowerSearch (PS)
,
PS 365
by
Bianca
This blog article outlines how to set up and use And/Or keywords for text search fields.
Read More »
Tagged With:
and
,
and/or
,
keywords
,
or
,
PS
,
Search Fields Inline Filter
,
PowerSearch
Display of the DocumentsCorePack Controls in the Fields section
On Juli 4, 2018 in
*General*
,
DCP 2015 / 2016
,
DCP 365
,
DocumentsCorePack (DCP)
by
Bianca
This short blog article outlines how to change the advanced template settings if the DocumentsCorePack Controls are missing in the Fields section.
Read More »
Tagged With:
DCP
,
Template Settings
,
Controls
,
DocumentsCorePack
Add Config SiteMap entries manually
On Juli 2, 2018 in
*General*
,
ActivityTools (AT)
,
AttachmentExtractor (AE)
,
AutoMerge (AM)
,
DocumentsCorePack (DCP)
,
GroupCalendar (GC)
,
PowerSearch (PS)
,
SmartBar (SB)
,
TelephoneIntegration (TI)
by
Bianca
This blog article outlines how to manually add SiteMap entries linking to our product config pages.
Read More »
Tagged With:
ActivityTools
,
AT
,
AttachementExtractor
,
DCP
,
DocumentsCorePack
,
PowerSearch
,
PS
,
SB
,
SmartBar
,
TelephoneIntegration
,
TI
,
AE
,
SiteMap entries
HTML Settings for DocumentsCorePack Fields
On Juni 30, 2018 in
DCP 2015 / 2016
,
DCP 365
,
DocumentsCorePack (DCP)
by
Bianca
If you are using DocumentsCorePack with HTML this guidance will help you maximize your user experience.
Read More »
Tagged With:
DCP
,
HTML
,
DocumentsCorePack
,
Dynamics 365
,
format
,
formatting
,
Template
Step-by-Step: How to set up a proposal using MultiPart
On Juni 27, 2018 in
*Features / News*
,
*General*
,
DCP 365
,
DocumentsCorePack (DCP)
by
Bianca
This step-by-step description outlines how to create and custom a one-click-action using MultiPart. In this example, we want to create a proposal which consists of several DocParts.
Read More »
Tagged With:
DCP
,
MultiPart
,
new feature
,
one-click-action
,
productivity
,
DocumentsCorePack
,
Dynamics 365
The new Attachment Extractor Plugin for transparent attachment access
On Juni 12, 2018 in
*Features / News*
,
AE 365
,
AttachmentExtractor (AE)
by
Bianca
This blog article introduces the new Plugin of AttachmentExtractor, which streams the actual attachments instead of the SharePoint link on every file access.
Read More »
Tagged With:
,
AE
,
New feature
,
Plugin
,
transparent attachment access
,
AttachmentExtractor
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