1. Open the IIS on the SharePoint server and navigate to the SharePoint Site where DocumentsCorePack (DCP) is configured and the UploadFile.asmx WebService is installed. Select the IIS Website and click on Explore as marked in Figure 1.
Figure 1: Click on explore
This feature enables you to easily insert contents (pictures, texts, etc.) into documents which have been added to a CRM record via HTML editor. The functionality interprets HTML codes stored in CRM and to display the contents appropriately in merged documents. Furthermore, the last version of DocumentsCorePack enables users to insert pictures into documents (for more details about this functionality, please click here).
If you have configured your CRM for IFD and also have enabled our FileExplorer Integration, Internet Explorer (IE) will either not load the FileExplorer or show a message about insecure content.
Figure 1: FileExplorer not visible
Figure 2: Internet Explorer shows insecure content warning
If you run into this problem, please follow the steps below to resolve this issue.
To install DocumentsCorePack Client for MS CRM 2011/2013/2015/2016 unattended, you need to supply a registry file with the required registry settings.
Unattended install is available for DocumentsCorePack Client Version 5.18 and Version 6.5 or above.
Below, you can download templates to perform the unattended install.
The below files are set up for x86 and x64 systems.
(if you try to merge a document)
You are trying to read or write to protected memory, this is a sign that the memory is corrupt.
The reference is not set correctly.
This is caused by the Security Update for 2007 Microsoft Office System (KB2251419).
You have to delete this security update and the merge will work without any problems.
(Tested on XP with Office 2007)
Falls nach der Installation von DocumentsCorePack die Toolbar nicht angezeigt werden sollte oder aber die Toolbar im Betrieb verschwindet, kann man ein angefügtes Tool zur Diagnose ausführen.
In an IFD Environment it is hard to implement a FileShare which is available through the Internet. We found a product named WebDrive where you could configure, for example an FTP which will be mapped to a local drive.
Here is a link to the product website: http://www.southrivertech.com/products/webdrive/winindex.html