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!


Get ready for MS CRM 2015

We are very excited about the new CRM 2015 release and would like to provide you with some important information.

Our team spent some extra working hours to get our addons ready for MS CRM 2015!    


How to upgrade to MS CRM 2015

This article provides a step-by-step upgrade path of our solutions to the new MS CRM 2015 release!


Certificate Changes in an IFD environment

This blog article explains what to do if one of the certificates has changed in the IFD environment. If so, our products require additional steps in order to work again.


How to use a default web browser instead of Internet Explorer in TelephoneIntegration Client

This short blog article explains how to use the TelephoneIntegration (TI) Client for Microsoft Dynamics CRM with a default web browser instead of Internet Explorer (IE).


How to upgrade DocumentsCorePack from MS CRM 4 to 2011 or 2013

This article outlines how to prepare DocumentsCorePack (DCP) for MS CRM 4 for an upgrade to CRM 2011 or CRM 2013!

Requirments: DocumentsCorePack 


Where to find the Settingskeys for mscrm-addons.com products?

This article outlines where to find the Settingskeys for our products in MS CRM 2013/2015.


How to set restrictions for dialing from a related CRM-record?

Generally, TelephoneIntegration allows users to dial from related CRM-records. But users also have the possibility to set restrictions for the related records to be displayed in the TelephoneIntegration balloon. This means that they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc.).

Requirements: TelephoneIntegration


How to use the lead qualifier plugin

The Lead Qualifier Plugin is a small solution that changes the process of creating a contact and account from the information within a lead. The main difference to the out-of-the-box-solution for this scenario within CRM 2013 is that no opportunity is automatically created within the process. 

This allows CRM users to qualify a new lead at any time during the CRM working process. Moreover, the plugin allows the association of the lead to already existing contacts or accounts in addition to creating new entities of said types, which saves time and avoids duplicates. 


Field formatting options

This article outlines different options to format fields inside a DocumentsCorePack or AutoMerge template. e.g.: Formatting date fields, format money-fields etc.

Requirements: DocumentsCorePack for MS CRM 2011 and 2013, AutoMerge for MS CRM 2011


.dot Templates including line items

This article outlines how to to deal with line items in a Word-Template.

Requirements: DocumentsCorePack