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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 work with AdobeSign DataMapping
DataMapping is a specific feature of AdobeSign. With this feature it allows you to set an association between the field in Agreement and the attribute of the entity in CRM. After signing a document the values of the field of the CRM entity will be replaced with the predefined values of the user.

Non-interactive users as service account
This blog article outlines that it is possible to use non-interactive users to create a service for AttachmentExtractor or DocumentsCorePack.

Using Office 365 Security Groups to control Microsoft Dynamics 365 Online Access
This blog article outlines how to use the Security Groups feature in the Office 365 Portal to enable or disable Dynamics 365 access to custom groups of users you can create.

DocumentsCorePack Online Scheme
This blog article outlines how the Cloud service structure for DocumentsCorePack works. Once a customer sends a document generation request the service will grab the request from Dynamics 365, retrieve the data, generate the document and push it back to Dynamics 365. Afterwards, the document can be accessed by customers.

Recap: Convergence2013 in New Orleans

Thank you for joining us at the Convergence2013 in New Orleans! It was great meeting you there!


How to place InternetExplorer popup windows

This blog article describes how to place InternetExplorer popup windows when using TelephoneIntegration.

TelephoneIntegration provides the possibility to automatically open CRM records and a new phone-call activity in separate InternetExplorer windows. Users can define the order and position of the CRM record-window and the phone-call-activity-window.


DocumentsCorePack IFD configuration

When using DocumentsCorePack (DCP) in different environments (office, home, etc.) it is necessary to configure 2 profiles for the client.

One for the IFD connection and one for the standard connection.
These profiles are configured via the DCP dataprovider on the client.

Please open the registry and add the the following string value to
Hkey_Current_User\Software\PTM EDV-Systeme\WordMailMergeClient.

String value= failoverprofile