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Blog
mscrm-addons.com - Blog
News.mscrm-addons.com Blog
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!
Dynamics 365 Unified Interface limitations
On Februar 14, 2019 in
*General*
,
ActivityTools (AT)
,
AttachmentExtractor (AE)
,
DocumentsCorePack (DCP)
,
GroupCalendar (GC)
,
PowerSearch (PS)
,
SmartBar (SB)
,
TelephoneIntegration (TI)
by
Bianca
This article describes missing functionalities of our add-ons in comparison of the Dynamics 365 default UI with the new Unified Interface.
Read More »
Tagged With:
ActivityTools
,
addons
,
AE
,
AT
,
AttachmentExtractor
,
DCP
,
DocumentsCorePack
,
Dynamics 365
,
GC
,
PowerSearch
,
PS
,
SB
,
SmartBar
,
TelephoneIntegration
,
TI
,
GroupCalendar
,
styling
,
UI
How to merge a document and start an in-person signing process
On Januar 31, 2019 in
*Features / News*
,
DCP 365
,
DocumentsCorePack (DCP)
,
e-Signatures
by
Bianca
This blog article outlines how to merge a document with Adobe Sign and start an in-person signing process. With the in-person signing, a host facilitates an Adobe Sign session. The host must be an Adobe Sign account holder and the signers are only required to be with the host in order to sign documents.
Read More »
Tagged With:
Adobe
,
DCP
,
documents
,
e-signature
,
in-person signing
,
template
,
Adobe Sign
,
DocumentsCorePack
How to merge a document with Adobe Sign by e-mail
On Januar 31, 2019 in
*Features / News*
,
DCP 365
,
DocumentsCorePack (DCP)
,
e-Signatures
by
Bianca
This blog article outlines how to merge a document with Adobe Sign by e-mail. In this example, we use a template which contains two signees. The document will be sent via e-mail to the two signees be signed. The result can look like in the figure below.
Read More »
Tagged With:
Adobe
,
Adobe Sign
,
DCP
,
e-signatures
,
How to
,
tutorial
,
DocumentsCorePack
Adobe Sign for DocumentsCorePack
On Januar 31, 2019 in
*Features / News*
,
DCP 365
,
DocumentsCorePack (DCP)
,
e-Signatures
by
Bianca
We are happy to announce that we offer the possibility to use Adobe Sign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics 365 to a whole new level.
Read More »
Tagged With:
,
Adobe
,
Adobe Sign
,
DCP
,
DocumentsCorePack
,
e-Signature
,
template
AttachmentExtractor Online Scheme
On Januar 30, 2019 in
*General*
,
AE 365
,
AttachmentExtractor (AE)
by
Bianca
This blog article outlines how the Cloud service structure for AttachmentExtractor works. AttachmentExtractor will retrieve documents from Dynamics 365 instance, move it to an alternative storage location and deliver it back to Dynamics 365 upon user request.
Read More »
Tagged With:
AE
,
Azure Blob Storage
,
Cloud service
,
Data Flow
,
Scheme
,
service
,
SharePoint
,
AttachmentExtractor
,
Online
US team in Austria
On Dezember 21, 2018 in
*General*
by
Bianca
Last week we had the pleasure to welcome our US team at our headquarter in Graz/Austria. There are no strangers here; only friends you haven’t met yet. - William Butler Yeats
Read More »
Tagged With:
,
Christmas Party
,
Christmas Party
,
office Atlanta
,
team
,
teambuilding
Add a Hyperlink to an existing "Picture-Link-Field"
On Dezember 13, 2018 in
DCP 365
,
DocumentsCorePack (DCP)
by
mwilhelmer
Add a Hyperlink to an existing "Picture-Link-Field"
Read More »
Tagged With:
,
hyperlink
,
image
,
picture link
,
link
,
Picture
,
picture-link
Claim a DocumentsCorePack Template Designer (per User) license
On Dezember 10, 2018 in
DCP 365
,
DocumentsCorePack (DCP)
by
mwilhelmer
Claim a DocumentsCorePack Template Designer (per User) License
Read More »
Tagged With:
claim
,
License
,
per user
File corrupted because of Images in Header
On Dezember 6, 2018 in
*General*
,
DCP 365
,
DocumentsCorePack (DCP)
by
Bianca
This blog article outlines how to react if your template gets corrupted after you have added an image to the header.
Read More »
Tagged With:
DCP
,
header
,
image
,
template
,
DocumentsCorePack
Resolving problems with the template lookup option for Insert Document
On Dezember 6, 2018 in
*General*
,
DCP 365
,
DocumentsCorePack (DCP)
by
Bianca
This blog article outlines how to proceed if you face problems with the template lookup from the Insert Static Document functionality.
Read More »
Tagged With:
Client
,
DCP
,
template
,
version
,
DocumentsCorePack
,
static document
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