This article outlines different options to format fields inside a DocumentsCorePack or AutoMerge template. e.g.: Formatting date fields, format money-fields etc.

Requirements: DocumentsCorePack for MS CRM 2011 and 2013, AutoMerge for MS CRM 2011

HOW TO: the following list provides an overview on the different options to format fields

a)"Field properties" to simplify formatting, most common formats of date and money fields can be directly set by selecting the content control and choosing "Field properties from the mscrm-addons.com ribbon in MS Word. For detailed information on how to show the different custom date and time strings for displaying the DATETIME() function for DocumentsCorePack templates (.docx) please click here. For more information about the different cultures which can be displayed, please click here.

b) The “Insert Computed-Field”-Functionality allows to make basic arithmetical operations with CRM money and number fields. Get the details here.

c) Performing Calculations in a Mail Merge Field. For detailed information please follow this link.

d) General Formatting in MS Word: Word provides different options to format fields. The following article provides a very good overview on possibilities provided: http://www.gmayor.com/formatting_word_fields.htm

For detailed product information, please visit our product page.

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

This article outlines what to do if you get the following failure notice: Request failed wiht HTTP status 401: Unauthorized. 

Requirements: WordMailMerge

Example:

Figure 1: WordMailMerge Error The request failed with HTTP status 401: Unauthorized.

Also this error message could occur. 

Figure 2: Alternative error message

If you click on the [Create Document]-button, you should get the following error message:

Figure 3: Another related error message

Why do you receive these error messages?     
If you are in a Windows Server 2003 functional level domain and the CRM and SharePoint are installed on different servers, you get this error because Windows default security does not allow delegation. This means, that the CRM server is not allowed to forward the user credentials to SharePoint and so, the SharePoint login failes for all anonymous users.
 
Workaround
At the moment, there is only a workaround to overcome this problem. You could select one special user for this. All document and template related connections will be processed via this user and so you have no control about template-security. All WordMailMerge users have the same permissions as the user you select for impersonation. To set this user, open the WordMailMerge web.config in the installation directory (C:\Program Files\PTM EDV-Systeme GmbH\WordMailMerge Server for MS CRM 3\web.config) and add the following line in the system.web-node: .

Figure 4: workaround

Another Possible Solution
There is another solution with full functionality. But if you want to apply this solution, you definitely need some knowledge about your network infrastructure and security. Please read the article to end before you change anything!
At the moment it is only tested with SharePoint Server 2007 and SharePoint Services 3.0.

Configuration on Domaincontroller
Open Active Directory Users and Computers on the domain controller and find your CRM Server. Open the properties and go to the Delegation-tab. Change the setting to Trust this computer for delegation to any services (Kerberos only).

Figure 5: Configuration on Domaincontroller

Configuration on CRM Server
You must change the authentication provider to Kerberos. To do so, simply follow the Knowledge-Base article from Microsoft.

A short explanation of this step:
1. Open the ISS Manager and find out the Website-ID of the CRM application. See next screenshot:

Figure 6: IIS Manager

2. Click on Start, Run ..., enter cmd and click on Enter. Change to C:\inetpub\adminscripts. Enter the following line:
cscript adsutil.vbs set w3svc/##/root/NTAuthenticationProviders Negotiate,NTLM 
(## stands for the ID you found out in the previous step)

Configuration on SharePoint
First you have to change the IIS Applicationpool User. Please make sure that the NetworkService has enough rights for the SharePoint-database! To change this, open IIS Manager and open the properties of the SharePoint Application Pool. Switch to the Identity-tab page and change the Predefined user to Network Service. 

Figure 7: SharePoint - Properties

Now you can change the SharePoint itself to Kerberos. To do sp, open Start > Administrative Tools > SharePoint 3.0 Central Administration. Go to the Application Management-tab and click on Authentication Providers.

Figure 8: Application management window

Please change the Integrated Windows authentication to Negotiate (Kerberos)

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

This article outlines how to to deal with line items in a Word-Template.

Requirements: DocumentsCorePack

Changes to the template for an order:
The only exception is that the fields for a quote have been changed to the attributes for the order. The explanation can be visualized with the “ QuotewithGrouping.dot” template which comes with the WordMailMerge-Server-Setup. After choosing the template that you want to use, make sure that you swith to directory in the main document setup! This is necessary as otherwise a new page will be used for every item.

Figure 1: Switch directory in the main document setup

To show the whole content of the document press [Alt] +[F9]. See next screenshot:

Figure 2: Show the content of the document

Basically we use if-statements and the MS Word field "mergesequence" to deal with multiple line items. The number of mergesequences is equal to the number of line items. so e.g if you have a quote with 9 products(line items), 9 mergesequences will run in MS Word.

Therefore, to place the header we ask if the Mergesequence = 1.
The syntax is {if  EXPRESSION1 operator EXPRESSION2 "if true - text" "if false-text"}

For example:

Figure 3: Example for syntax

As you can see, the adress lines and customer-details (called "Lieferschein") in this case, will only be shown once.

IMPORTANT: Pay attention to the anchor of the objects you want to show in the header. All elements have to be anchored within the if-statement!!
e.g If you change the format, make sure that the anchor lies on the if-statement again afterwards.

Figure 4: Make shure that all elements are anchored

The same counts for the footer! All objects in if (“LastItem” = 1 ) are anchored here

The LastItem automatically comes out of the CRM system with the last choosen data record.

Figure 5: Anchor the footer

Again,
ATTENTION : Always check that the anchor lies in the if-statement !! otherwise the object will be shown for every data set that’s chosen!

These anchors can be moved so that you can format all fields! (Also the columen width of the tables etc.)

For example : put in space between zip code and town/city

Figure 6: Put in a space between ZIP Code and Town/City

2; Now all that you have to do is find the position between the two fields and insert a .

Figure 7: Insert a space between two fields

Should you want to format the date field(s) then please check the following link :http://www.gmayor.com/formatting_word_fields.htm

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

This article outlines how to run a macro

Requirments: DocumentsCorePack v4.20 and higher, WordMailMerge v2.80 and higher

MACRO OVERVIEW

 

 

 

 

 

 

 

* These macros are obsolet!

NOTE: All macros only work for DocumentsCorePack client-side document generation!

Below you will find a step-by-step description of how to add such a macro to a new or an existing template.

HOW TO: Add a macro to a new or an existing template, step-by-step description

1. Open Microsoft Office Word
2. Press the „Open Template“ button of the WMM/DCP Add-on

Attention: If you are opening an existing template always use the „Open Template“ button, do not use the double click or „New document with this template“ button (which is the same) otherwise there could be problems with references of the documents.

3. Or create a new Template (see: DocumentsCorePack Client User Guide)
4. To access the Visual Basic Editor press [Alt] + [F11]
5. Now Select „ThisDocument“ of the document where you want to add the macro

Again here the two points where you can look up to WordMailMerge or DocumentsCorePack:

• If you merge a single document and automatically merge to new document is activated, or you confirm if you are asked for it. In this case you will have to call the macro „DocumentsCorePackMacro“
  
  Here is a short example:
  Public Sub DocumentsCorePackMacro()
  MsgBox ("Hello World - DocumentsCorePackMacro")
  End Sub

• If you press „Create CRM Activity“ in Word and the whole merge process is finished. In this case you will have to call the macro „DocumentsCorePackMacroAfterCreate“. 
  
  Here is a short example:
  Public Sub DocumentsCorePackMacroAfterCreate()
  MsgBox ("Hello World - DocumentsCorePackMacroAfterCreate")
  End Sub
  
  

• DocumentsCorePackMacroAfterDatasourceLoaded - Will be executed after the datasource of the .dot template was loaded
  
  Here is a short example:
  Public Sub DocumentsCorePackMacroAfterDatasourceLoaded()
  MsgBox ("Hello World - DocumentsCorePackMacroAfterDatasourceLoaded")
  End Sub
  
  

• DCPMacro - After the .docx file was sucessfully generated.
  
  Here is a short example:
  Public Sub DCPMacro()
  MsgBox ("Hello World - DCPMacro")
  End Sub

In these two methods you can define your own macros.

6.  Now just press the „Save Template“ button of the WMM/DCP Add-on and the template is ready for use.

Please do not hesitate to contact us via support@mscrm-addons.com should you require further information.

This blog article outlines how to create Labels with .dot

Requirements: DocumentsCorePack

Example:

Figure 1: Example for .dot labels

The easiest way to create Labels with DocumentsCorePack is as follows:

1. First open a new Word document and switch to labels in the main document setup. This can be done with a click on the Mailings-tab –> Start MailMerge –> Labels…. See next screenshot:

 

Figure 2: Labels in MS Word

2. Next choose one of the existing label formats or create your own. See next screenshot:

Figure 3: Label Option Dialog within MS Word

3. Once the label format has been choosen, they will be displayed in your word document! See example screenshot below:

Figure 4: Label displayed in Word template

By pressing ALT + F9 you will see following screen:

Figure 5: Press ALT + F9

4. Now that basic template has been created and you can now choose the WordMailMerge fields! Insert the Merge fields is done as usual. Click on the www.mscrm-addons.com-tab and choose “Insert MailMerge Fields”. Answer the question with no and insert the requested merge fields. See next screenshot:

Figure 6: Select WordMailMerge fields

Figure 7: Select WordMailMerge fields I

Before you merge your template you have to save it with a click on the [Save Template]-button. See next screenshot:

Figure 8: Save your template 

5. Save your template in order to continue. Next select the recipients. See next screenshot:

Figure 9: Select the recipients 

6. Now click on Finish & Merge and choose from the dropdown-list. See next screenshot:

Figure 10: Merge the template

7. The finished label could look like following:

Figure 11: The result

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

This blog article outlines, how to set the PasswordProtection for Open Office XML templates (.docx). As well as for DocumentsCorePack server side and client side Document Generation for MS CRM 2013. All our addons come with a 14-day trial license as well as technical support. Click here to download and test it.

Requirements: DocumentsCorePack for MS CRM 2011 v5.106 and higher & AutoMerge for MS CRM 2011 v5.48 and higher

 

Supported formats:
DocumentsCorepack Client: .doc, .docx 
DocumentsCorePack ServerBased: .pdf, .doc, .docx 

Example: 

Figure 1: Password window which appears when opening a template (.docx).

 

HOW TO: protect a (.docx) template with a password. 


Step 1: First open or create a template
In our example navigate to ❶ www.mscrm-addons.com and click on ❷ Insert Mailmerge Fields. 

 

The DocumentsCorePack Template Designer appears on the right side. 

 

Step 2: Create your password
Click on the  [Advanced Template Settings]-button to open the Template Settings. In the so opened window please navigate to Document Protection, where you have the possibility to set a password for your templates. 

 

Now users have the possibility to either choose a ❶ CRM-field as a password or to specify a ❷ new one. 

 

E.g. in our case we want to specify the field <> of the entity “account” as our password. Click on the [OK]-button to set your password.

Note: if you change your password for the template, the new password is valid for all documents which will be merged afterward.

Step 3: Save your template
Next, save the document with a click on Save Template. Then enter a name for your template - for example PasswordProtection and click on the [Save]-button in order to merge your document. 

 

Step 4: Merge your template
Now the template is saved and ready to be merged. Click on Choose Dynamics 365 Data to merge your document (highlighted in yellow). 

 

E.g. we want to set the password for the entity “contact” with “Nancy Anderson (sample)”. (See next screenshot)

 

Choose your CRM-field and click on the [Select]-button.

Step 5: Process your template
Important: Once you merged your passord saved (.docx) template with Dynamics 365-data, the defined password is only valid if you:

Possibilities to process your template if using DCP
- click on the [Create Activity]-button
- click on the [Save as DOCX]-button

Supported formats:
DocumentsCorepack Client: .doc, .docx
DocumentsCorePack ServerBased: .pdf, .doc, .docx 

 

In our case, we want to save this document back in Dynamics 365 as .docx. In the next window choose your SaveLocation.

 

Following window appears if the save process was successful:

 

Step 6: Result
As a result, if you go in Dynamics 365 to your Contacts and select "Nancy Anderson (sample)" and open your template "PasswordProtection" you will be asked for the password. (See next screenshots).

 

If you now want to open your .docx template, a window pops up which asks you for the password you recently created. (See next screenshot)

 

Open your .docx template and you will be asked to type in the password. 

 

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

This blog article explains what to do when generating an AutoMerge Workflow and following error message appears: 

"AutoMergeWorkflow.Execute(),RetrieveMultiple Entities.count:0”

AutoMerge Workflow Error:

Plugin Trace:
    [AutoMergeWorkflow: AutoMergeWorkflow.AutoMergeWorkflow]
    [AutoMergeWF: CreateDocument]
    Entered AutoMergeWorkflow.Execute(), Activity Instance Id: 36, Workflow Instance Id: 9f35be36-5c3a-4e2a-a642-b0fd917ac286
    AutoMergeTest.Execute(), Correlation Id: 8330486f-796a-4ce2-b085-10b4c38e56a4, Initiating User: f30d0c9e-1e48-dd11-a1c7-001f29c98458, Operationid:c87fcf3c-1aa9-e311-ac5f-005056905fd7, OperationTime: 12:39:53, RequestId:
    AutoMergeWorkflow.Execute(), Start generate DocX v1.3
    AutoMergeWorkflow.Execute(), before template
    AutoMergeWorkflow.Execute(), generate command
    AutoMergeWorkflow.Execute(), PrimaryEntityid:9c31f161-d388-e311-b9c9-005056905fd7
    AutoMergeWorkflow.Execute(), PrimaryEntityName:salesorder
    AutoMergeWorkflow.Execute(), TemplateId:98554dfa-01a9-e311-ac5f-005056905fd7
    AutoMergeWorkflow.Execute(), command: false
Create 9c31f161-d388-e311-b9c9-005056905fd7 salesorderPrimaryEntityLogicalName>98554dfa-01a9-e311-ac5f005056905fd7pdfc87fcf3c-1aa9-e311-ac5f005056905fd7 0AMPluginParameters>
    AutoMergeWorkflow.Execute(),ConditionFormatted
  AutoMergeWorkflow.Execute(),RetrieveMultiple Entities.count:0
    Error Message:
    Unhandled Exception: Microsoft.Xrm.Sdk.InvalidPluginExecutionException: ERROR
       at AutoMergeWorkflow.AutoMergeWorkflow.Execute(CodeActivityContext executionContext)
       at System.Activities.CodeActivity.InternalExecute(ActivityInstance instance, ActivityExecutor executor, BookmarkManager bookmarkManager)
       at System.Activities.Runtime.ActivityExecutor.ExecuteActivityWorkItem.ExecuteBody(ActivityExecutor executor, BookmarkManager bookmarkManager, Location resultLocation)
    Inner Exception: System.Exception: ERROR NO RESULT
       at AutoMergeWorkflow.AutoMergeWorkflow.Execute(CodeActivityContext executionContext)

Solution:

Open your CRM and navigate to the “Solutions”:

Figure 1: Solutions in your CRM

This action will open following window:

Figure 2: All available solutions listed

Next display all installed solutions and search for the “AutoMergeServerCore”-solution.  (See next screenshot)

Figure 3: Select AutoMergeServerCore-solution

Open the “AutoMergeServerCore”-solution with a double-click. Following window opens:

Figure 4: AutoMergeServerConfig

Now click on [Save] and try it again. The problem should be solved now.

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

The Convergence 2014 (4 – 7 March) in Atlanta, GA exceeded all our expectations. To begin with, we would like to thank you for giving us your precious time and attention! It was a great pleasure meeting you at our booth!

Matching our good mood, the first day started with sunshine. We were more than ready to welcome our guests at the Georgia World Congress Center.

Figure 1: Georgia World Congress Center outside

This year more than 12,000 attendees listened to the great key note speakers. After that magnificant start-up we were excited to get right into interesting conversations and to present our great addons for MS Dynamics CRM to the audience.

Figure 2: Georgia World Congress Center inside

Our team was overwhelmed by the big interest in our products and booth! All six Team-members wanted to clone themselves (at least at one time) in order to present even more visitors on how our addons can simplify your daily business!

Figure 3: our team and booth

Thank you again for your interest in our products. We really enjoyed talking to you at this great Microsoft Event!

Figure 4: Introducing our products

As we did not manage to clone ourselves, we would like to thank you for your patience if you had to wait. This years Convergence ended the same way as it started: eventful and packed with interesting people!

Figure 5: Our booth

After some hard day’s work we rewarded ourselves (and our gustatory nerves) with the world’s most delicious spare-rips ever! (Sorry mum!)

Figure 6 Some dinner after a hard days work

Thumbs up for this years Convergence (and for the spare-rips)! We hope to see you again at the Convergence 2014 Europe (4 – 6 November) in Barcelona, Spain!

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

We are back from our journey from the eXtremeCRM 2014 from Barcelona Spain where we exhibited as bronze sponsor. Thank you for visiting our booth, it was great meeting you there!

The eXtremeCRM was an awesome experience for us. After arriving in beautiful Barcelona, we checked into the Senator Barcelona Hotel, stored our luggage in our hotel room, and did not hesitate to start discovering the city during a sightseeing tour.

Figure 1: The famous Sagrada Familia

We visited the famous basilica Sagrada Família, where we left a short prayer for the austrian olympic team. 

Figure 2: Some sightseeing

The day ended with a walk through the city.

Figure 3: A walk through the city

The next day started with good news as Matthias Mayer of Austria won the men’s downhill. Highly motivated we set up our booth and where ready to meet known customers and many other interesting people.

Figure 4: Our booth

We really enjoyed showing our mscrm-addons.com solutions to you. Thank you for visiting us and hope to see you (again) at the Convergence in Atlanta, GA (March 4-7).

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

This article outlines how to use the new [Insert Hyperlink]-button within the “Insert”-button in Open Office XML template (.docx). This feature allows to insert a dynamic hyperlink in your template (.docx) and define an individual display name.

Requirements: DocumentsCorePack (DCP) v.6.15 and higher

Examples:  

Figure 1: Hyperlink with an defined field-name to be displayed in the template

 
Figure 2: Merged hyperlink with an individual Display Name 

Click here to read more about the different functionalities of the [Insert]-button.

For detailed product information please visit our product page. 

HOW TO: insert a hyperlink, step-by-step description

1. “Insert Hyperlink”  
In order to insert a hyperlink, open your template or create a new one. Click on “Insert MailMerge Fields” to get to the DocumentsCorePack Task Pane. (See next screenshot) 

Figure 3: DocumentsCorePack Task Pane

Click on the “Insert”-button –> “Computed Items” –> “Insert Hyperlink”.

Figure 4: Insert Hyperlink

Following window appears:

Figure 5: Insert as Hyperlink window

 

GENERAL INFORMATION
 
Basic functionality: Create a dynamic Hyperlink

Basic knowledge: A hyperlink consists of a Link (address to a website) and a Display Name (name to be displayed in the document). With a click on the Display Name, the Link will be activated in the background. To keep track of the hyperlink-elements in a template, users are able to define an individual Name which will be displayed in the template.

2. Structure and functionalities of the “Insert as Hyperlink” window:

Figure 6: Insert as Hyperlink window - general information

3. Define the link and set the individual Display and or Template Name 
With a click on any node (field in the lists) it will be inserted in the textbox below. The Link has to be defined. The Individual Display Name and Template Name are optional settings. The additional format and display functions for field-templates apply to all fields. See example below:

Figure 7: Set the individual template/display name

In the screenshot above shows an individual Display Name e.g. ‘Click here’ and a defined Link. It is crucial that the Link starts with http:\\. In the screenshot above we have added ‘http:\\’+ as the stored CRM link doesn’t contain http:\\. (See screenshot at the end of the document)

4. The Result
The possible result looks like this:

Figure 8: Hyperlink with an defined field-name

Figure 9: Merged hyperlink with an individual Display Name

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