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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!


Aggregation in DocumentsCorePack – an overview

This article outlines the basics of aggregation, a functionality of Microsoft Dynamics CRM, that we have integrated in our Template Designer.


How to share PowerSearch Config records

Once you have created some nice PowerSearch Config records, you may want other users or teams to work with them.

To enable others to work with your Config, it is crucial to share your records. Before you haven’t shared them, the Config records will not be visible for others.


How to install a license key via Web License Manager

This article provides you with a step-by-step description on how to install your license key with the web license manager.

The web license manager has been designed to facilitate the installation of license keys. As a consequence, it can be installed via your web browser.

This kind of web based license manager will soon apply to all our products, except for DocumentsCorePack Client. At the moment, it only applies to PowerSearch and ActivityTools.
Please note: We use our addon PowerSearch for demonstrating purposes in the below step-by-step tutorial.


How to install a license key - Overview

A valid license key is the key to a smoothly running mscrm-addons.com product. Having an invalid license stops the whole product from working. An invalid license will never have any impact on your CRM, it only limits the addon itself.


Export–Import of PowerSearch Configuration Records

This article describes how to export and import the PowerSearch Configuration Records. It is useful if you a) want to create a backup or b) migrate your configuration from one organization to another one. 

Microsoft offers some really helpful tools for Microsoft Dynamics CRM and Microsoft Dynamics CRM addons in general. When you, for example, download the MS SDK, it provides you with the Configuration Migration tool that supports you in migrating data from one system to another.


Requirements for a new license

To facilitate and to speed up the issuing process of a new license, we kindly ask you to
send us a short e-Mail including answers to the following questions.


How to enable debugging for PowerSearch

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Please note:
This article applies to PowerSearch in MS Dyn CRM 2015/2016 or higher.
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How to embed PowerSearch in CRM SiteMap

PowerSearch can be embedded anywhere into CRM SiteMap. For example, this can be done by using the XrmToolBox. For free download, please click here.


Insert a static document subtemplate

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.


Recap: CRMUG European Congress 2016

There are no strangers here; only friends you haven't met yet. 

- William Butler Yeats 


Figure 1: CRMUG Gold sponsorship