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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!


How to embed previews in CRM Dashboards

Thanks to this feature of ActivityTools, you can easily embed the ActivityTools previews to your CRM dashboard.

Depending on your configuration, it is possible to show one or mutliple previews in one dashboard. 


Display Issues with ActivityTools pre 5.26 and RU8

As a preparation of the now rescheduled cross browser compatiblity for RU8, older versions of ActivityTools already had preparations built in, which will cause the Activity & Queue preview to fail. Please update to the latest Version to fix this issue.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.


Change Default settings for ActivityTool

ActivityTools default user settings can be predefined as follows:

Define the default settings for EmailPreview

Create a new settingskey called DefaultViewEmail as described here. 


How to add NavBar entries manually

On some occasions, unmanaged customizations to forms might prevent the setup to correctly configure the navbar section of entities.

You would see an error similar to this one, telling about a transition of an unmanaged solution being impossible. 

Figure 1: Error message (unmanaged solution)


Execute Fetch from CRM 2011

Sometimes it can happen, that you want to execute a fetch simply to see if it works. And also see the results.

With the attached solution, you have the possibility to execute a fetch. Please note that this solution is not designed to generate fetches!


How to create a SettingsKey manually in MS Dynamics CRM 2011

Sometimes, you may be asked to create a new settingskey for one of our products. This article outlines how to do so. 


Installing GroupCalendar and ActivityTools in an IFD/Claims-Based-Environment

This blog article will walk you through the required steps on how to install GroupCalendar and ActivityTools in a claims-based environment.

This article is valid for GroupCalendar for CRM 2011, 2013, 2015 and 2016 but only for CRM 2013 and older versions of ActivityToolsFrom CRM 2015 onwards ActivityTools does not have to be configured for IFD anymore!

The steps are the same for both products, so instead of an explicit product name, we will use the term the addon in this guide. 


Activate per User licensing

When using per User licensing, it is mandatory to enable all users that should be licensed within CRM. It often occurs, that after installing the license via the License Manager, the below screen appears:

 

 

 

 

 

 

 

 

 

 

 

 

 

Figure 1: License Manager - Preview License

This is due to the fact, that the user (usually an admin), who is running the license-manager is not a licensed user at this point.

To enable this, specific users you will have to follow the below steps. 


Information on Security roles: Which roles are needed for which solution?

This article explains the security roles that must be assigned to users that should be allowed to use our Add-Ons.