This blog article outlines the new method for counting licenses based on security roles.

This feature was enabled in order to deal with a common issue that all users with an assigned Dynamics 365 will automatically become enabled users in every Dynamics 365 tenant and thus counts towards our license although the users have no access to the tenant.

Once enabled, our licensing will count users only if they have at least one security role assigned which is not the case for auto-assigned users from the Office 365 portal. 

To activate this feature the only thing you need to do is create a new settingsKey for AutoMerge called “CountUsersWithSecurityRolesOnly” with value “true” as you can see in the figure below. More information about how to create settingsKeys can be found here.  

Figure 1: New SettingsKey - CountUsersWithSecurityRolesOnly

Please notice, that you need to do so in every org where users without security roles should not count towards our license.

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

This blog article helps you to change the default sender of the emails. Please follow the next steps in order to do so:

1) Navigate to the ❶ user record and click on the ❷ [Signature Editor]-button in the ribbon marked in yellow in the figure below. 

Figure 1: ActivityTools > Signature Editor

In the so opened Signature Editor-window please activate the "Use Options" feature and select the new default Sender - in this case, "Support User" as you can see in the figure below. Do not forget to save your changes! 

This blog article outlines how to set up and use AND or OR operators in text search fields. 

This feature is available for Dynamics 365.
Minimal required PowerSearch version: 2017.12

To activate the new feature, please open your Dynamics 365, navigate to Settings and select PowerSearch in order to open the PowerSearch Config Page. 

Figure 1: Dynamics 365 Settings > PowerSearch

In the so opened config page, please navigate to the ❶ [General Settings]-tab. Here you can enable the ❷ new setting "Search Fields Inline Filter".  You can define own values for your ❸ AND and OR operators. The default values, therefore, are && and || but of course, you can use anything else to personalize your operators. 

Please note that it only works against text/strings attributes inside Dynamics 365. 

Figure 2:  PowerSearch - Search Fields Inline Filter

 

After saving your setting, you can now use the new functionality. As you can see in the example below, you have the possibility to search after account names which contain "Datum Corp" or "Alpine". 

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

If you are facing problems with the display of the DocumentsCorePack Controls in the Fields section or in the advanced template settings, please try to upgrade to the latest version of DCP on our website and activate the following settings in Documents Core Pack Settings: 

Figure 1: Advanced Settings - Display DCP Controls

Navigate to the mscrm-addons.com area and select ❶ DocumentsCorePack Settings. Next, go to the ❷ Advanced settings and check the ❸ Open Template in new Word Instance checkbox. 

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 manually add SiteMap entries linking to our product config pages. 

After installing our products you normally get an entry for our product entity "Products" and an entry for each of our products linking to its configuration page. By default, these entries can be found in Dynamics 365 under Settings as you can see in the figure below.

Figure 1: Default settings: MSCRM-ADDONS Products

 

Unfortunately, it can happen that these entries do not appear like the following figure shows.

Figure 2: Missing SiteMap entries

A reason for this issue can be a customized SiteMap. In this case, you can add these entries manually bis using the SiteMap editor. The following steps describe you how this can be done for example for DocumentsCorePack. 

Please click on Customizations in the Settings area and select ❶ Customize the System. In the so opened window, please search for ❷ Client Extensions and choose ❸ Site Map which opens the SiteMap Designer. 

In the SiteMap Designer please select the SiteMap entry you want to customize - in this case, ❶ Settings. Next, hit the ❷ [Add]-button and select ❸ Group.  

Next, please add a new Subarea as you can see highlighted in yellow in the figure below.

Arrange your Subarea by setting the values below:
❶ Type = Entity
​❷ Entity = MSCRM-ADDONS.com Products
❸ Title = Products 

❶ Type = Web Ressource 
❷ URL  = AutoMergeConfig (ptm_AutoMerge/AutoMergeConfig.html)
❸ Title = DocumentsCorePack
❹ Icon = ptm_Icon32x32_White.png

Now you can see your first product in the MSCRM-ADDONS area - in this case DocumentsCorePack. This process is the same for all our other products. 

Below please find the right values for each product. As Type always please select Web Resource and the Icon value is always the same: Icon = ptm_Icon32x32_White.png

AttachmentExtractor: 
URL  = ptm_attachmentextractor/solutionconfig/SolutionConfig.html
Title = AttachmentExtractor 

ActivityTools
URL  = ptm_ActivityTools/config/Settings.html
Title = ActivityTools

GroupCalendar
URL  = ptm_groupcalendar/solutionconfig/SolutionConfig.html 
Title = GroupCalendar

PowerSearch
URL  = ptm_PowerSearch/html/Config.html
Title = PowerSearch

SmartBar
URL  = ptm_SmartBar/solutionconfig/SolutionConfig2.html 
Title = SmartBar

TelephoneIntegration
URL  = ptm_telephoneintegration/solutionconfig/SolutionConfig.html 
Title = TelephoneIntegration

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

If you are using DocumentsCorePack with HTML this guidance will help you maximize your user experience. This blog article outlines:

• How to enable file-based formatting with DCP
• How to define a word style for a single DCP field

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How to enable file-based formatting with DCP

When you want to insert complex HTML codes or want to provide special formatting, you can use the following step-by-step instruction to achieve that. 

 1) Make sure your HTML code is valid and in a ready to use format within Dynamics 365. 

Figure 1: HTML code

 
2) Insert the field into your Template by using the [Insert Field]-Button. Next select Insert as HTML like you can see highlighted in yellow below. 

Figure 2: Insert Field - Insert as HTML

3) Click once into the field and navigate to ❶ Field Properties to open it.

Figure 3: HTML Field properties

  
4) Next, change the ❷ HTML Type to "Type 3" and click the [OK]-button. 

5) Add the Settingskey "WordMailMergeHTMLUseBuilderFormatting" with the value "true" to your Word document properties. Here you can find a short description how to add the Word properties in DocumentsCorePack! 

Figure 4: Add Settingskey 

This gives you the possibility to define complex formats in your HTML code. To provide a coherent look and feel of the Template, you can mix it with your Word formats - just define a style within the Content Control properties. To do so, please follow the next steps:

​

How to enable field-based formatting with DCP

 1) Click once into the Content Control and go to Developer to open the Properties like you can see highlighted in yellow in the figure below. 

Figure 5: Developer Properties

  

2) Check the highlighted checkbox and provide a Style - Heading 2 in this case.

Figure 6: Content Control Properties

  

3) You can either select a predefined Style from the list or create a new one via the [New Style...]-button. Right after you have made your formatting decision, you can click on the [OK]-button. 

This step-by-step description outlines how to create and custom a one-click-actions using MultiPart. In this example, we want to create a proposal which consists of severalDocParts: a cover letter, a company profile, the proposal, terms and conditions (in different languages) and the appendix.  

Usually, you create a document from a single template. By using the MultiPart-function, you have the possibility to create a document from several elements, which can be dynamic (template) or static (docuemnt stored as note or on SharePoint). For more information, please also have a look at the corresponding documentation here. 

To start the configuration, please open your Dynamics 365 Settings, navigate to the MSCRM-ADDONS-section and select DocumentsCorePack(DCP), like you can see in the figure below.

​The main configuration window provides you with a few tabs that allow you configure DCP in general. Please go to the ❶ One-Click-Actions-tab, the new feature of DCP ServerBased. It opens the window below, which shows you all ❷ available entities. The ❸ search function helps you find the entity for which you want to create a one-click-action - in this case, Quote. Hit the ❹ [Edit]-button on the right side, which opens the Quote One-Click-Actions. 

In the window below click on the❶ [New Single]-button, which opens the dialog above, where you have to enter the ❷ name of your action, "Proposal" in this example. 

After hitting the [OK]-button, you will be provided with the configuration window for Single Record Actions. Please follow the next steps to configure your action in detail: 

Step 1: General Settings
In this window, you have the possibility to change the ❶ name of your action and add a ❷ description, as you can see in the figure below. It is also possible to set this action as ❸ default by checking the corresponding box. These ❹ buttons enable you to switch to the next step.

Next, define your DocParts: 

❷ Cover letter
For the cover letter please select Template as Type, which opens the Look Up Record-window, where you have the possibility to choose your template - in this case, "Quote_Cover.docx". It is very helpfully to enter a description for your DocPart to identify it easily in the DCP Dialog. We want this DocPart to be shown, so please select the corresponding Checkbox. 

❸ Company profile
Next click on the [+]-button to add the next DocPart you want to define. This DocPart has to be defined like the cover letter. The only difference is that the company profile in our example is optional. 

❹ Proposal
This DocPart contains two templates - the "Proposal long version" and the "Proposal short version". Therefore please create two DocParts as explained before, select them by checking the checkbox on the left side and combine them by hitting the [Combine selected DocParts]-button (highlighted in yellow). 

❺ Terms and Conditions
Like the proposal before, you have to define the several templates and combine them. This DocPart is optional like you can see on the right side. 

❻ Appendix
Define the appendix like the other DocParts before and set it to optional. 

 Step 3: Processing Settings
At this step, you can define the actions which should be done. In our example, we want our action to send the document as  ❶ a pdf as ❷ email attachment to ❸ a potential customer and ❹ save it to SharePoint.

Figure 6: Processing Settings

Step 4: Review Settings
You have the possibility to review your document, create PNG preview and automatically open your document like you can see in the figure below. 

After configuring all steps, you have to save your actual one-click-action. 

Figure 7: Review Settings

If a Dynamics 365 user now clicks on the [Create Document]-button, the user will be automatically provided with the new one-click-action (here: Proposal). 

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

AttachmentExtractor now features a new Plugin which streams the actual attachments instead of the SharePoint link on every file access.

Figure 1: CRM Default

With older AttachmentExtractor versions, the attachment was moved to SharePoint and replaced with a link in CRM. When users or programs tried to access the attachments, they were only able to get a link file that pointed to the same new save location. 

Figure 2: Older versions of CRM and AttachmentExtractor

 

With the new versions of AttachmentExtractor, the actual file is returned on file access, without having to save the file back to CRM. This means that end users and programs experience the file access as if the attachment was never extracted, while CRM database itself is still compact. 

Figure 3: New versions 2017.8 onwards of CRM and AttachmentExtractor

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

Certain properties of DocumentsCorePack templates consist of conditions based on Dynamics 365 fields. The Condition field property allows you to define dynamic content that is either displayed or removed from the final document based on a certain condition. 

This step-by-step description will show you how to set conditions in DocumentsCorePack Template Designer. In this example, we want to create a quote and choose between Mr and Ms depending on the gender of the recipient. 

Step 1: Create a quote template
First, we need to create the basic layout of the template. Clicking on the [Insert MailMerge Fields]-button in the www.mscrm-addons.com command bar will open the DocumentsCorePack Designer on the right side. More information about how to create DocumentsCorePack templates can be found here. 

The figure below shows an example template of a quote.  

Figure 1: Quote Template

Step 2: Use the Condition field option
After creating your template, please set the cursor at the position where you would like to insert a condition field. In our example, we want to set the condition in the subject line after "Dear" choosing between Mr and Ms based on the recipient like you can see highlighted in yellow in the figure above. Then, go to Insert Computed Item and select Condition field. 

Step 3: Configure the setup of your condition fields 

❶ Give your condition a descriptive name. It makes it easy to re-use existing conditions in a template.

❷ Enable the creation of an else block and define the layout of the inserted condition fields - in this case next to each other. 

❸ Use the condition designer to create your condition. In this example, we want to create the condition for the entity "Primary Contact (Contact)". We want our condition to choose between Mr and Ms depending on the gender of the recipient. Therefore we select in the first drop-down menu the field Gender and as operator equals. Depending on the data type of the field you either have an additional control that opens a new dialog to select the compare value - in this case, Male.  

A more detailed description of the condition designer can be found here.

Below you can see placeholders for the formatting options next to each other. Because you selected to insert an "ELSE" block you have the second placeholder like you can see in the figure below. 

Step 3: Set your custom text block 
Within these placeholders, you can now enter the content of your conditions. In this example, IF Gender equals to Male it should display "Mr" and ELSE "Ms".

Step 4: Save your template
Before you can use or test your template you have to save it. Either you save your template locally with the standard Save or Save as the functionality of Word or you use the Save template-option of the DocumentsCorePack client in order to publish the template to Dynamics 365.

Step 5: Test your template
As you have made changes to your template you might want to test them quickly. A step by step description of how to test your template can be found here. Below you can see the result of your created template containing the condition we set, highlighted in yellow. 

​

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

​

​

This step-by-step tutorial will show you how to create a new one-click-action based on a single record. In this example, we want to create a new action based on the Quote entity. We want our action to send a quote as pdf by email to a customer and save it to SharePoint. Please also have a look at the corresponding documentation here. 

To do so, please open your Dynamics 365 Settings, navigate to the MSCRM-ADDONS-section and select DocumentsCorePack, like you can see below.  

The main configuration window provides you with a few tabs that allow you configure DCP in general. Please go to the ❶ One-Click-Actions-tab, the new feature of DCP ServerBased. It opens the window below, which shows you all ❷ available entities. The ❸ search function helps you find the entity for which you want to create a one-click-action. 

In this case, we search for the entity Quote and hit the [Edit]-button on the right side, which opens the Quote One-Click-Actions. In this window hit the ❶ [New Single]-button, which opens the dialog above, where you have to enter the ❷ name of your one-click-action, "Send Quote To Customer" in this example. 

After hitting the [OK]-button, you will be provided with the configuration window for Single Record Actions.  Please follow the next steps to configure your one-click-action in detail:

Step 1: General Settings
In this window, you have the possibility to change the ❶ name of your action and add a ❷ description, like you can see in the figure below. It is also possible to set this action as ❸ default by checking the corresponding box. These ❹ buttons enable you to switch to the next step. 

Step 2: Template Settings 
These settings help you to configure your template selection in detail. In our example, we choose the ❶ Predefine Template option and select our template - in this case, ❷ Quote.docx. This means the user does not have a DocumentsCorePack template selection, the template is used automatically. For more information on how to create a template, please have a look at this blog article.

Step 3: Processing Settings
At this step, you can define the actions which should be done. In our example, we want our action to send a quote as ❶ pdf by ❷ email to a customer and ❸ save it to SharePoint.

 
Step 4: Review Settings
You have the possibility to review your document, create PNG preview and automatically open your document like you can see in the figure below. 

After configuring all steps, you have to save your actual one-click-action. 

If a Dynamics 365 user now clicks on the [Create Document]-button, the user will be automatically provided with the new one-click-action (here: Send Quote To Customer). 

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