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+++++++++++++++++++++++++++++++++++++++++++++++++++ Please note: This article applies to PowerSearch in MS Dyn CRM 2015/2016 or higher. +++++++++++++++++++++++++++++++++++++++++++++++++++
PowerSearch can be embedded anywhere into CRM SiteMap. For example, this can be done by using the XrmToolBox. For free download, please click here.
The insert as static document button is a very useful functionality if it comes to creating templates in DocumentsCorePack Template Designer. Its functionalitites can be expanded to insert not only static documents, but also subtemplates. In the course of this article, you will learn how to do so.
First of all, you need to open two templates, but you could also create two totally new ones. Learn which fields can be added to a template here. However, you need one for your main entity and one for your subentity. They are the base for all further actions.
There are no strangers here; only friends you haven't met yet. - William Butler Yeats
Figure 1: CRMUG Gold sponsorship
With version 7.106 or higher of DocumentsCorePack Client, its users are enabled to use an extended functionality, the so called Boolean Fields. Boolean fields are, for example, all the Do not allow…-fields.
There are no strangers here, only friends you haven't met yet.
- William Butler Yeats
Figure 1: eXtremeCRM Warsaw
Thank you for joining us at this year’s eXtremeCRM in Warsaw!
Please note: This feature is only available for DocumentsCorePack Client and TelephoneIntegration Client ++++++++++++++++++++++++++++++++++++++++++++++++
This article provides you with 2 step-by-step instructions on how to enable MFA Support and on how to configure the 2Factor authentication in your client’s connection profile.
To enable MFA support for our client products, you have to register a custom application with Azure AD. It will manage your addons’ access rights.
The error message Solution AutoMergeGlobalButtonTmp Failed To Import
indicates, that the user who is running the current setup process has no rights to access the solution files.
As per default, AssureSign only supports the following entities:
- Account - Lead - Contact - Order - Contract and - Opportunity
If you want to use DocumentsCorePack and AssureSign with other entities, you must add this entity to AssureSign Document. This article providesa step-by-step description on how to do so.