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