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.
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.
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ActivityTools default user settings can be predefined as follows:
Define the default settings for EmailPreview
Create a new settingskey called DefaultViewEmail as described here.
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)
Please select the product and CRM version form the table below and follow the link to get redirected to a description of how to debug.
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!
Sometimes, you may be asked to create a new settingskey for one of our products. This article outlines how to do so.
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 ActivityTools. From 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.
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.
This article explains the security roles that must be assigned to users that should be allowed to use our Add-Ons.