With the option to schedule document operations inside Microsoft Dynamics CRM – DocumentsCorePack opens up its capabilities for scheduled reports. Whether you want to
- get a simple overview of all opportunities closed last month, - you wish to send a reminder to a group of selected customers automatically or - you would simply like to find a printed copy of all invoices every morning in your printer – with scheduled reports this is not only possible, it is also easy.
This article describes which preconditions are needed in order to run the tool. It is a step-by-step instruction of how to use and benefit from the scheduler.
This article describes how to define custom parameters for embedded ActivityTools pages (For example to pre-filter activity types).
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 articles explains how you can add custom columns to ActivityTools grids for CRM 2015/2016.
Via a CRM settings key additional columns can be added to the ActivityTools grid. For each activity type and column, a separate CRM field can be displayed. The custom columns will be inserted between the subject- and date/time-column and can have column headers. This is a global setting and takes effect for all CRM users.
This article outlines how to add the TelephoneIntegration [Call Number]-button manually.
Requirements: TelephoneIntegration for MS CRM 2013/2015
This blog article outlines how to customize the TelephoneIntegration Context Menu to create new activities and/or entities.
Requirements: TelephoneIntegration Client v.6.20 or higher