This article is about the DocumentsCorePack (DCP) FileExplorer in IFD environments for CRM 2011, 2013, 2015 and 2016.
Basically, DocumentsCorePack's FileExplorer is not supported in CRM IFD environments. Nevertheless, it could be possibly working. If you want to try to configure it, follow this article.
DocumentsCorePack needs some AssureSign-Templates to be able to work with AssureSign.
These templates have to be imported into AssureSign as described in the e-Signatures User guide.
You can download the AssureSign templates here:
AssureSignTemplates.zip (102.84 kb)
This articles explains how you can add custom columns to ActivityTools grids for CRM 2015/2016.
Via a CRM settings key additional columns can be added to the ActivityTools grid. For each activity type and column, a separate CRM field can be displayed. The custom columns will be inserted between the subject- and date/time-column and can have column headers. This is a global setting and takes effect for all CRM users.
This article outlines how to add a CRM language to ActivityTools.
This functionality of ActivityTools is important, if your CRM language is NOT English and/or German, but you want ActivityTools to be displayed in this other language.
See how DocumentsCorePack enables your users to generate documents and trigger a DocuSign process straight out of CRM.
Example: NDA to be sent & signed to an account and afterwards counter-signed by the owner of the account.
DCP Server offers a service-based printing option which is additionally available to the already known plugin-based printing option. This additional option is based on a service which is running in the background.
DCP ServerBased printing feature provides the possiblitiy to create and manage printer configurations for starting:
Requirements: DocumentsCorePack ServerBased for MS Dynamics CRM v5.30 and higher
This blog article explains how to trigger mscrm-addons.com scheduler manually to update your license state.
The TAPI driver is a component beyond our control, as it is provided by the phone vendor and, similar to a device driver, the TAPI driver connects a physical phone device with a windows operating system.
In oder to change the CRM connection credentials for active CRM users for DocumentsCorePack Client and/or TelephoneIntegration Client for MS CRM, please follow the below steps.
This blog describes how to add a language to DocumentsCorePack ServerBased Dialog. Per default, English and German is provided. Requirement: DocumentsCorePack ServerBased Dialog