This article outlines how to concatenate different documents in one single document in DocumentsCorePack OnPremise. 
Using the concatenate step, we can combine two or more documents and can thus create - independent of file format or properties of the document - a single Word document that contains all concatenated documents.   

First of all, you may want to give your newly created step (1) a name that reminds you of what it contains. Second, click on the [Set Properties]-button (2) in order to define the steps’ settings

Figure 1: ConcatenateDocuments

The next window provides you with the ConcatenateDocument Properties.

Figure 2: Add step: ConcatenateDocumentProperties

Please find a detailed description to the ConcatenateDocument Properties below.

The ConcatenateDocument properties provide the following possibilities:

(1) DebugThisRequest
If this box is set to True the DCP Server will write debug information while executing this request. This is only required if this part of the process does not work out correctly. Due to the fact that it will slow down the whole process, we recommend setting it to False during your everyday business.

(2) Document1Guid
This lookup provides the possibility to select the document which should be concatenated. You can select an existing document by clicking on the lookup button and you can also use a document created in this workflow before.

(3) Document2Guid
Offering the same functionalities like Document1Guid, this is the Document GUID for the second document you want to concatenate.

(4) CombineType
There are 5 different options that enable you to combine the documents’ styles
(so they all look similar).

Option 0
Select this option, if you want to apply the style from the second document.  

appenddocumentusedestinationstyle
0

Option 1
Select this option, if you want to apply the style from the first document.

appenddocumentkeepsourceformatting
1

Option 2
Select this option, if you want to apply the style from the second document
and combine the header & footer from the first & second document.

appenddocumentkeepsourceformatting
2

Option 3
Select this option, if you want to apply the style and header & footer from the first document.

appenddocumentkeepsourceformatting
3

Option 4
Select this option, if you want to attach the documents independent from the style.

appendcontent
99

(5) UpdateFields 
Check true if you want to make sure that all the Word fields are updated once again after the merge process. 

(6) OutPutFileFormat
This option enables you to define the output file format for the result document.  

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

No matter, if you install our solutions manually in Microsoft Dynamics CRM or if you install our solutions via AppSource, please follow the steps below to uninstall our products.

Please note: When you uninstall the solutions, all related data will be deleted. (e.g. DocumentsCorePack templates). For all on-premise versions of our products, the product itself must be uninstalled from the server before you can continue to deinstall the addon with the below steps. For further information, have a look at the documentation on our homepage.  

Step-by-step instruction on how to uninstall our solutions

1) Open the CRM solutions.
    (CRM > Settings > Solutions)

Figure 1: Solution overview

2) Look for the product you would like to uninstall (here: PowerSearch). Now all solutions connected to the addon you would like to delete are displayed.
Please note: This works for every product except for DocumentsCorePack, because the DCP solutions have different names.
You could as well look for the publisher (here: mscrm-addons). In this case, your search would bring up all solutions related to mscrm-addons.  
  

Figure 2: List of example solutions connected to one addon

3) The solutions must be deleted in a certain order, which depends on the product you want to delete. Please find a list with all our products and the corresponding solution order below.

DocumentsCorePack (DCP) 
If you have installed DCP via installer previously, please note:
Before you uninstall DocumentsCorePack, make sure that your current version is lower or higher than version 2015. 133 - 150. If not, please UPGRADE YOUR VERSION before you uninstall the solutions. Learn more about how to find your version number here.

1) AutoMergeGlobalButtonExtension (if present)   
2) AutoMergeGlobalButton
3) DocumentsCorePackServerConfigAllEntities
4) AutoMergeServerOnPremiseSDKSteps (if present)
5) AutoMergeServerOnPremise (if present)
6) DocumentsCorePackServerJavaScript (if present)
7) AutoMergeServerCore
8) DocumentsCorePackServerCore

TelephoneIntegration (TI)
1) TelephoneIntegrationServerCreatePowerDialingList
2) TelephoneIntegrationUserState
3) TelephoneIntegrationServerConfigAllEntities.zip
4) TelephoneIntegrationServerConfig
5) TelephoneIntegrationServerCore

AttachmentExtractor (AE)
1) AttachmentExtractorCore.zip

GroupCalendar (GC) 
1) GroupCalendarAutoUpdate.zip
2) GroupCalendarServerWorkflow.zip (if present)
3) GroupCalendarServerConfig.zip
4) GroupCalendarServerCore.zip

ActivityTools (AT) 
If you have installed AT via installer or manually previously, please note:
Before you uninstall AT, make sure that your current version is lower or higher than version 2015. 210 - 212. If not, please UPGRADE YOUR VERSION before you uninstall the solutions. Learn more about how to find your version number here.

If you have installed AT via AppSource previously, please note:
Before you uninstall AT, make sure that you use version 2016.3 or higher. If not, please UPGRADE YOUR VERSION before you uninstall the solutions. Learn more about how to find your version number here.

1) ActivityToolsPluginDemo.zip (if present)
2) ActivityToolsPluginConfig.zip
3) ActivityToolsPluginCore.zip

PowerSearch (PS) 
1) PowerSearchPluginGlobalButton (if present)
2) PowerSearchPluginConfig.zip
3) PowerSearchPluginCore.zip

SmartBar (SB)
1) SmartBarServerDialogAllEntities
2) SmartBarServerConfig
3) SmartBarServerCore

You will notice that – no matter which addon you would like to uninstall – there is also the MSCRMADDONScomGeneral solution listed. Please note: Do NOT uninstall this solution as long as you have one of our addons installed.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This article outlines how to connect your phone system with TelephoneIntegration, if no TAPI driver can be found. If you cannot find a proper TAPI driver for your VoIP phone system, but his VoIP phone system is based on SIP, then you might find the SIP Client wrapper really helpful.

Requirement: TelephoneIntegration (TI) Client v 7.109 or higher

Definition of terms:
TAPI = Telephony Application Programming Interface
VoIP = Voice over IP
SIP   = Session Initiation Protocol

How do you know if the SIP Client wrapper is the right tool for you?

A) Your phone system bases on VoIP ( SIP). 
You should be able to make phone calls over any other SIP softphone like X-Lite, Zoiper, Linphone, MicroSIP, … all you need to know is 

• your SIP Server domain
• your username and
• your password.

B)
If you can give and receive phone calls (by dialing E164 phone numbers and not only SIP addresses) with such SIP softphones, you could use our TI Client with our already built in SIP Client wrapper. That way, our TI Client becomes the SIP softphone.

The following VOIP SIP SDKs are compatible with PBX systems:

• Cisco UCM
• Cisco CME
• Asterisk
• 3CX
• SwyxWare
• Aastra Mx-One
• Kamailo
• FreeSwitch
• OpenSIPS
• FreePBX
• SipX ECS
• Trixbox
• OpenSER
• PBXnSIP
• PBXpress

Please click here to get further information on compatible PBXs.

How to start the SIP Client wrapper?

1) Please open your TI Client settings.

2) TI Client (version 7.109 or higher) offers a SIP Client configuration page. To open the page, navigate to the SIP Client-tab (see figure 1) and insert your

• username (your current extension number)
• password and
• domain

Figure 1: SIP Client configuration page 

Transport type and SRTP mode can be set as they are now.

3) Save and close the settings and restart TI Client.

Please keep in mind that the SIP softphone Client is completely separated from your current softphone Client! This means, if you receive an incoming call, all hitherto existing Clients will react. If you accept the call with your previous systems, TI Client will show the accepted call as missed call.

Please note: To avoid this behaviour, it is of upmost importance , that you accept all calls with your TelephoneIntegration Client.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

In order to run a workflow- or dialog-process, it is necessary to set up a new DocumentsCorePack (DCP) service to start the document generation process. This article outlines how to start a service in DocumentsCorePack ServerBased (DCP SB).

Step-by-step instructions on how to start a service in DocumetsCorePack ServerBased

1) Open the Service Management for DocumentsCorePack in the Windows Start menu with a double-click on Service Management – DocumentsCorePack for MS CRM.

Figure 1: Look for ServiceManagement in the Start-menu 

2) Once opened, create a new service. To do so, click on New service setup. In the General-tab on the right side, insert a ServiceName and click on the [Verify]-button.  
Please note: Once set, the ServiceName cannot be changed anymore! Click on the [Save service configuration]-button in order to proceed. 

Figure 2: Insert a service name in the General-tab

As soon as you have generated a ServiceName (see for example Figure 3: crmtest), a few more tabs to modify your newly created service appear. Depending on which service you would like to start, you can modify your service. Please find an example of how to modify a printing service here.

Figure 3: Example of service setup

3) Now switch to the CRM Connection Setup-tab, select your CRM type, type in the CRM Server-URL and click on the [Retrieve all Organizations]-tab. Select the appropriate organization and click on the [OK]-button.

Figure 4: CRM Connection Setup dialog filled (example) 

4) The following window appears. Click on the [OK]-button to confirm your setup.

Figure 5: Confirm your setup

Should the following box appear, simply click on the [OK]-button.
Figure 6: Possible issue with CRM connection

5) Finally, click on the [Start Service]-button. The service can now be found in the Active Services section of the DocumentsCorePack Service overview.

Figure 7: Start the service

Should you be using Microsoft Dynamics 365 ONLINE and an on-premise installation of the addon (on-prem service), please add the following settingskey to the DocumentsCorePack and Automerge settings in CRM:

Name*: AzureServiceName
Is cached*: No
Value: none

Please also deactivate the LBConfig Setting, if you are not using LoadBalancing.

If you haven't created a settingskey yet, please have a look at this blog article.

ATTENTION: DocumentsCorePack cannot be started via the service management penal. 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Below, you can find an overview to a series regarding the use of Office Open XML (DocX) format with
DocumentsCorePack for Microsoft Dynamics CRM 2011.

This series consists of four videos that cover the basic steps that build upon each other.  You will learn step-by-step how to create a template, resolve entities, group line items and embed pictures.

To watch the videos, simply click on the below links in ascending order:

Part 1: How to create a template

Part 2: How to resolve relationships

Part 3: How to group line items

Part 4: How to embed pictures

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Join mscrm-addons.com and your Microsoft Dynamics® CRM peers, including Microsoft MVPs, subject matter experts, and Microsoft staff at CRMUG Summit 2016 taking place October 11-14 in Tampa, FL.

CRMUG Summit delivers the can’t-miss annual conference for users of Microsoft Dynamics CRM. Blending special access to Microsoft leadership with credible peer-to-peer knowledge exchange – this event delivers electric keynotes, visionary product roadmaps, focused learning and optimal networking as users gain instrumental solutions for their everyday CRM challenges and larger organizational goals. In a multitude of industries, Summit is well known as a premier user-centric experience.

Figure 1: CRMUG Summit 16 invitation banner

CRMUG Summit provides an inviting and aspirational professional haven for thousands of users. The conference activates a rich grassroots community of peers and experts and provides an unmatched training experience, where users can trust the quality of knowledge exchanged.

Click here to discover more about CRMUG Summit 2016!

At mscrm-addons.com, our goal is to help you become successful, both as an organization and individually. This is why we have chosen to sponsor CRMUG Summit 2016 and encourage you to make plans to attend this conference. Invest in your career and register for CRMUG Summit 2016 today. Click here and find out more about CRMUG Summit 2016!

What can you expect from our team at CRMUG Summit 2016?

• Gain profound insight into all our products
• Learn more about document automation in MS Dynamics CRM
• Receive useful tipps, eg how to create a Word template in less than 25 minutes!
• Get a glimpse on how easy it can be to connect your phone system with Microsoft Dynamics CRM
• Learn more about scheduled reports or simply find out how to navigate in CRM like a pro! 
• We will be happy to expand the limits of Microsoft Dynamics CRM with you!

See you soon at BOOTH #1127!

That’s it! We appreciate your feedback about our News. Please share your thoughts by sending an email to office@mscrm-addons.com !

Most of the time, the regular Microsoft Word fonts are sufficient when it comes to the creation of new templates. However, sometimes it can be necessary to add a custom font. There are two possible ways to add a font in Microsoft Dynamics 365 ON PREMISE. For information on how to add a font in Microsoft Dynamics 365 ONLINE, please have a look at this article. 

Option 1: Add custom fonts directly to the template (recommended)

To add custom fonts directly to the template, simply open a random DocumentsCorePack Word template and navigate to the file-tab. Once there, click on Options (to be found on the left side at the bottom).

This brings up the Word Options-dialog. Select the Save-tab and make sure, that the  Embed fonts in the file-option at the very bottom of the dialog is checked (see Figure 1).   

Figure 1: Word Options-dialog

Click on the [OK]-button in order to save your changes.

Please note: The fonts are now saved in this template only. If you want the font(s) to be added to other templates too, you have to repeat the above steps with each template. 

Option 2: Copy custom fonts to the server

To copy custom fonts to the server, you have to create a folder called Fonts and save your fonts there.

Make sure the folder is saved under the following path:
Installation path +\ folder Fonts

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Aggregated fetches are a useful functionality when you create templates. Please click here to get an overview on aggregation in DocumentsCorePack.  This article provides you with a step-by-step tutorial on how to work properly with aggregation.

Step 1: Open the Template Designer
Please open MS Word, navigate to the www.mscrm-addons.com-tab and click on the
[Insert MailMerge fields]-button. The DocumentsCorePack Question Dialog opens. Click on the [Yes]-button in order to open the DocumentsCorePack Template Designer.

 
Figure 1: Open the Template Designer

Step 2: Open the Configure Fields and Datasource dialog
In the so opened Template Designer, select the entity type you would like to work on (in our example we use Account) click on the Additional-tab and click on the
[Add Relationship/Entity]-button.

Figure 2: Resolve a relationship

Step 3: Activate aggregation
In the so opened dialog, select a relationship in the drop down menu (in our example Account –> Contact [parentcustomerid] and check the acitvate aggregation functionality.

Figure 3: Activate agregation

Step 4: Set the aggregation functionality  
In the window that opens now, you can set certain aggregation functionalities.
The attribute-drop down menu enables you to select an attribute-field, while the aggregate/group by drop down menu provides you with an overview on which aggregation functionalities can be appied to this field.
Please note: The possible aggregation functionalities depend on the attribute-field you select.

Figure 4: Set the aggregation functionality

Click on the [OK]-button in order to proceed. 

Step 5: Insert the newly resolved relationship
Now click somewhere into your template and double-click on the field of the new relationship on the right side.
 
Figure 5: Insert resolved relationship

As figure 5 displays, the relationship consists of two parts: 
First name (count) 
While first name is the name of the field, the item in brackets explains the aggregation functionality that has been applied to the relationship.
Now insert your preferred table settings and click on the [OK]-button.

Step 6: The result
We decided to insert a table with a header in our example. The resolved relationship has been added to our template.

Figure 6: The result

Well done! Now make sure that you save your template. Then merge it with CRM data and test it if you want to. If you haven’t ever merged and/or tested a template before, please have a look at this article.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This article outlines the basics of aggregation, a functionality of Microsoft Dynamics CRM, that we have integrated in our Template Designer.

The functionality is very useful when you want to create an overview to certain data and sum or calculate the average of revenues or sales. It can also be used to create quaterly, yearly, monthly or daily reports. Please find an example on how to use aggregation properly here.

Aggregation fetches enable you to calculate sum(s), average minimum & maximum and count items. All aggregation methods supported by Microsoft Dynamics CRM can be easily applied to any template, although the selection depends on the fields to be inserted.

The following aggregate functions are supported by Microsoft Dynamics CRM:

1) AVG 
    This functionality computes the average values for all entities or relationships used
    for the template.
    Please note: 0 is not considered when the average is calculated. However, the result of 
    a calculation including 0 is replaced by zero (0).

2) COUNT (Subfunctionalities: COUNTCOLUMN, COUNT DISTINCT COLUMNS)
    This functionality provides you with a count of all entities or relationship used for the 
    template.

3) MAX 
    This functionality provides you with the maximum value of a certain selection of entites.
    Please note: 0 is not considered when the maximum value is calculated. However, the
    result of a calculation including 0 is replaced by zero (0). 

4) MIN
    This functionality provides you with the minimum value of a certain selection of entites.
    Please note: 0 is not considered when the minimum value is calculated. However, the
    result of a calculation including 0 is replaced by zero (0). 

5) SUM
    This functionality provides you with a sum of all entities or relationships used for the
    templates.

6) MULTIPLE AGGREGATES
    This functionality enables you to use multiple aggregate attributes to set a minimum
    and a maximum.

7) GROUP BY
    This functionality enables you to use multiple aggregate attributes and a linked 
    group by attribute.

    7 a) GROUP BY WITH LINKED ENTITY
           This subfunctionality enables you to use the sum aggregate attribute to sum
           linked entity values.  

    7 b) GROUP BY YEAR, QUARTER, MONTH, WEEK or DAY
           These subfunctionalities enable you to group results by year, quarter, month, week 
           or day.

    7 c) MULTIPLE GROUP BY
           This functionality enables you to use multiple group by clauses.

8) ORDER BY 
    This functionality enables you to use multiple order by clauses.

Please click here to get an example on how to use aggregation fetches properly. 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Once you have created some nice PowerSearch Config records, you may want other users or teams to work with them.

To enable others to work with your Config, it is crucial to share your records. Before you haven’t shared them, the Config records will not be visible for others.

Step 1: Open a random PowerSearch Config

To do so, navigate to CRM Settings > mscrm-addons > PowerSearch. In the window that opens now, switch to the Configuration-tab and click on the [Open Search Configuration]-button.

Figure 1:PowerSearch Configuration tab

Now you get an overview to all your Config records. Select the entry you would like to share here.

Next, click on the [Share]-button. The button can be found in the Command bar.

 

Figure 2: PowerSearch Config [Share]-button

Step 2: Select a certain user or team

The next window enables you to select the users or teams you want to share the mscrm-addons.com PowerSearch Config with and to assign specific permissions to these users or teams. To select a certain user or team, click on the [Add User/Team]-button on the left side of the share mscrm-addons.com PowerSearch Config.

 

Figure 3: Share mscrm-addons.com PowerSearch Config

In the so opened Look Up Records-dialog, look for a user or a team you want to share your PowerSearch Configuration with. Once you have found a good match, mark it. Then click on the [Select]-button and it will show up in the Selected records list. Click on the [Add]-button in order to proceed.

 

Figure 4: Look up records window select user or team

Step 3: Assign permissions to selected users

Last but not least, you have to decide which permissions the selected users should get. You can select between the following possibilities:

Read
Write
Delete
Append
Assign
Share

To assign a permission for a certain action, simply check the checkbox that is related to the action and click on the [Share]-button. 

 
Figure 5: Select permissions for users

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.