mscrm-addons.com - Blog

News.mscrm-addons.com Blog

rss

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!


The "Insert QR-Code"-button in Open Office XML template (.docx)

This article outlines, how to use the "Insert as QR Code"-fields functionality within the "Insert"-button in Open Office XML template (.docx).


AttachmentExtractor fails to upload large files

Issue:

AttachmentExtractor fails to upload files exeeding two megabytes of size (The actual size being blockes depends on various parameters and might actually be lower than the set value).


How to save document names separately - advanced settings

The settings of DocumentsCorePack now allows you to configure the "Name" and the "Subject" for the "Document Name" separately. Available vor v5.93 and higher.


How to remove leading digits that are not part of the phone number

When calling over TAPI line, you sometimes need to predial a specific number to make an external call. In some cases, the TAPI driver is also passing this number to the TelephoneIntegration (TI) Client. If the TI Client Balloon then shows the PREDIAL NUMBER + REGULAR PHONE NUMBER instead of only the PHONE NUMBER. 


DocumentsCorePack for MS CRM is certified for Microsoft Dynamics Accreditation

MSCRM-ADDONS.COM announced today that its DocumentsCorePack for MS CRM 2011, has successfully passed the Software Solution Test for Microsoft Dynamics.


Recap: WPC 2013 in Houston, Texas

Thank you for joining us at the WPC 2013 in Houston! It was great meeting you there!


How to rebuild a phone number index table

When phone numbers are not being resolved correctly, the cause is sometimes an incomplete phone number index table (to be found in the MSCRM-ADDONS.com CTI CallInfos) in CRM. 


It is recommended to rebuild this table from scratch. This includes removing all existing data in that table. To do so, we use the Telephone Integration update service. This article outlines how to do so. 


Use DocumentsCorePack with CRM 2011 list components for SharePoint

This article is only relevant if you are using SharePoint folders or SharePoint sites integration of DocumentsCorePack. It does not concern DocumentsCorePack in combination with the CRM integrated SharePoint.

It describes how to use MS CRM 2011 list components to show and manage SharePoint documents of your DCP folder or site configuration.
It is available from DCP Server version 5.43 on and works with SharePoint 2010 and 2013.


AttachmentExtractor: How to customize entity folders and attributes in Sharepoint

This feature requires AttachmentExtractor 5.24 or higher.

Outline

1.) It enables AttachmentExtractor to create custom folder structures based on entity data from the regarding (email) or parent entity (annotation).

2.) It enables AttachmentExtractor to create custom attributes on the sharepoint and fill them with data from regarding (email) or parent entity (annotation).


Features and settings in TOPDOWN view for GroupCalendar

This article outlines the features of TOPDOWN view, which are available for GroupCalendar (GC) version 5.55 and higher (click here to download the latest GC version).
En detail, this article explains, how you:

 

  1. Change the user and time, by drag and drop

  2. Create and save an appointment directly in CRM, by double-click into the selected time-slot

  3. Delete activities directly

  4. See all details of activities (multiple row able)

  5. Create an activity by just clicking right into your selected time-slot

  6. Right-click into your activities to open, delete or copy them

  7. Change  between the views show 24 hours and show business hours. Business hours-view is preset from 08:00-17:00 and also configurable.

  8. Determine how many minutes a time-slot should have (in general 30 min.)