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!
This article provides a step-by-step upgrade path of our solutions to the new MS CRM 2015 release!
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.
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).
This article outlines how to prepare DocumentsCorePack (DCP) for MS CRM 4 for an upgrade to CRM 2011 or CRM 2013!
This article outlines where to find the Settingskeys for our products in MS CRM 2013/2015.
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.).
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.
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
This article outlines how to to deal with line items in a Word-Template.