This blog article outlines how to use the MS Word Restrict Editing-functionality. It supports restricted editing for the whole document, as well as editing specific paragraphs of the document only. Please note: The functionality works with merged documents as well.
Requirements: DocumentsCorePack for MS CRM
This article outlines how to prepare DocumentsCorePack (DCP) for MS CRM 4 for an upgrade to CRM 2011 or CRM 2013!
1. Open the IIS on the SharePoint server and navigate to the SharePoint Site where DocumentsCorePack (DCP) is configured and the UploadFile.asmx WebService is installed. Select the IIS Website and click on Explore as marked in Figure 1.
Figure 1: Click on explore
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.
It is often required to place conditional fields within a template like e.g. only print address lines when stored in the regarding CRM-record.
In some rare cases the WScript.Shell ActiveX component is not correctly registered. This causes, that the DocumentsCorePack Print in Word and TelephoneIntegration Call Number buttons are not working properly. To resolve the issue open a command prompt and enter regsvr32.exe wshom.ocx
If you want to hide or block the toolbar in MS Word for non-DCP users on a terminalserver, please check the following steps:
1. You will have to create the following Reg key under current user instead of local machine:
HKLM\software\Microsoft\Office\Word\Addins\WordMailMerge.Connect (for example: HKCU\software\Microsoft\Office\Word\Addins\Wordmailmerge.connect)
3. Once you have created the reg key you can change the load behaviour for each user. Change it to
Figure 1: Security Issue: WordMailmErge Add-On Error
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
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to email@example.com.