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.
This article contains a compatibility chart for all our addons for Microsoft Dynamics CRM 2015. It shows which of our addons are compatible with
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.
Please note: This article applies to
DocumentsCorePack ServerBased Document Generation & Processing for Microsoft CRM 2013, 2015 and Microsoft CRM 2015/2016ON PREMISE AND IFD ONLY
(Click here for information on debugging in DocumentsCorePack Online)
If you have configured your CRM for IFD and also have enabled our FileExplorer Integration, Internet Explorer (IE) will either not load the FileExplorer or show a message about insecure content.
Figure 1: FileExplorer not visible
Figure 2: Internet Explorer shows insecure content warning
If you run into this problem, please follow the steps below to resolve this issue.
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 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 toHkey_Current_User\Software\PTM EDV-Systeme\WordMailMergeClient.
String value= failoverprofile
In an IFD Environment it is hard to implement a FileShare which is available through the Internet. We found a product named WebDrive where you could configure, for example an FTP which will be mapped to a local drive.
Here is a link to the product website: http://www.southrivertech.com/products/webdrive/winindex.html