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Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogActivityTools - How to make custom activities availablehttps://www.mscrm-addons.com/Blog/PostId/10078/activitytools-how-to-make-custom-activities-availableActivityTools (AT),AT 2015 / 2016,AT 365Tue, 06 Mar 2018 16:00:30 GMT<p style="margin-bottom: 0.0001pt;"><span>If you create new custom activities after the installation of ActivityTools they will not be shown in the activity type drop&nbsp;</span>down and in the NEW ACTIVITY menu of ActivityTools.</p> <p style="margin-bottom: 0.0001pt;"><span>This article shows how you can make them available.</span></p> <p style="margin-bottom: 0.0001pt;"><span> </span></p> <p style="margin-bottom: 0.0001pt;"><span> </span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Custom activity" href="/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure1_Custom_Activity.png"> <img alt="Custom activity" height="95,5" class="img-responsive" src="/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure1_Custom_Activity.png" width="457" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Custom activity</em></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em></em><em>&nbsp;</em></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>The figure above shows a custom activity. As&nbsp;you&nbsp;can&nbsp;see below, the&nbsp;custom&nbsp;activity is not&nbsp;included&nbsp;in the activity&nbsp;type drop down and the<strong> [NEW ACTIVITY]</strong>-button menu.&nbsp;&nbsp;</em></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;</div> </div> <p><a title="Activity type drop down without custom activity " href="/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure2_Activity_type_drop_down.png" style="background-color: #ffffff;"><img alt="Activity type drop down without custom activity" height="205" class="img-responsive" src="/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure2_Activity_type_drop_down.png" width="437,5" /></a></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Activity type drop down without custom activity</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>To make the new custom activity available, please open your Dynamics 365, navigate to Settings and select ActivityTools, like you can see below.&nbsp;</em></p> <p><a title="ActivityTools Settings " href="http://www.mscrm-addons.com/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure3_AT.png" style="background-color: #ffffff;"><img alt="ActivityTools Settings" height="196,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure3_AT.png" width="636" /></a><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #ffffff; float: none; display: inline !important; font-family: inherit; color: #777777;"></span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="font-family: inherit; font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #ffffff; color: #777777; display: inline !important;">Figure 3: ActivityTools Settings&nbsp;</div> <div class=" data-plugin-options=" style="display: inline !important;"> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="display: inline !important;">&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="display: inline !important;">&nbsp;</p> </div> <em></em></div> <div class=" data-plugin-options="><em>&nbsp;</em></div> <div class=" data-plugin-options="><em>&nbsp;</em></div> <div class=" data-plugin-options="><em>&nbsp;</em><em>In the ActivityTools main configuration window navigate to the </em><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;"><em><strong>General Settings</strong>-tab</em> and click on the <strong><em>[Update]</em></strong>-button next to Update Language Setting.&nbsp;<br /> <br /> </span></div> <div class=" data-plugin-options="> <p><a title="General Settings - Update " href="http://www.mscrm-addons.com/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure4_AT_Update.png" style="background-color: #ffffff;"><img alt="ActivityTools Settings" height="196,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure4_AT_Update.png" width="636" /></a><em></em></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="display: inline !important;">Figure 4: General Settings - Update</div> <div class=" data-plugin-options="> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">After reloading ActivityTools the custom activity will be available like you can see below.&nbsp;</p> </div> <p><a title="Activity type drop down with custom activity " href="http://www.mscrm-addons.com/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure5_AT_with_Custom_activity.png" style="background-color: #ffffff;"><img alt="Activity type drop down with custom activity" height="205" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AT_How_to_make_custom_activities_available/Figure5_AT_with_Custom_activity.png" width="437,5" /></a><br /> Figure 5: Activity type drop down with custom activity</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 13px;"><span style="background-color: #fcfcfc; text-align: justify;">That&rsquo;s it!&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a></span><span style="background-color: #fcfcfc; text-align: justify;">.</span></span></p> </div>10078Default Sort Order for ActivityTools https://www.mscrm-addons.com/Blog/PostId/9986/default-sort-order-for-activitytoolsActivityTools (AT),AT 2015 / 2016,AT 365Mon, 06 Feb 2017 10:35:14 GMT<p><span>When set up by default configuration, ActivityTools sorts activities in a specific order.&nbsp;</span>This article outlines how this default order works.&nbsp;</p> <p><span style="color: #ff0000;">Minimum requirement: ActivityTools for Microsoft Dynamics CRM 2015</span></p> <p><strong><span style="text-decoration: underline;">The default sort order follows the below rules:</span></strong><br /> <br /> First, it differentiates between two main categories: Activities and Emails.<br /> Then, it searches the data fields and checks if a field has a value.<br /> If a field has a value, this value serves as the base for the sort sequence.&nbsp;</p> <p><strong>Emails </strong>are sorted according to the following values:<br /> [actualend]&nbsp;<br /> [actualstart]&nbsp;<br /> [modifiedon]&nbsp;</p> <p><strong>Activities </strong>are sorted according to the following values: <br /> [scheduledstart]<br /> <span>[actualstart]<br /> [actualend]<br /> [modifiedon]</span></p> <p>In the General Settings of ActivityTools, you can define 1 field that will be used for sorting.&nbsp;<br /> Once set, the results will always be sorted after this particular field.&nbsp;<br /> For further information, please have a look at our <a href="https://www.mscrm-addons.com/LinkClick.aspx?fileticket=26tDPxb1QbA%3d&amp;tabid=116&amp;portalid=0&amp;mid=2083">ActivityTools documentation</a>&nbsp;<span>(chapter &ldquo;5.2 The General Settings-Tab&rdquo;).</span></p> <p><span style="font-size: 13px;"><strong>That's it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>!&nbsp;</span></p>9986How to avoid the browser security-check for *.url files in Microsoft Dynamics 365 (CRM)https://www.mscrm-addons.com/Blog/PostId/9979/how-to-avoid-browser-security-check-for-url-filesAT 2015 / 2016,AE 2015 / 2016Thu, 19 Jan 2017 13:13:46 GMT<p>This article outlines how to avoid the browser security-check for *.url files in MS Dyn CRM. </p> <p>Requirements: <a href="http://www.mscrm-addons.com/Blog/PostId/9978/activitytoolspluginextension" target="_blank">ActivityToolsPluginExtension</a> Solution (learn more about the solution and how to install it <a href="http://www.mscrm-addons.com/Blog/PostId/9978/activitytoolspluginextension" target="_blank">here</a>)<br /> <br /> </p> <p>Once the ActivityToolsPluginExtension solution is installed, you can open *.url files from within our feature and thus, avoid the browser security-check for *.url files in Microsoft Dynamics CRM (365). To do so, simply click on an *.url-file <span style="font-size: 24px;"><span style="background-color: #fcfcfc; color: #4f81bd;">❶</span><span style="background-color: #fcfcfc;">&nbsp;</span></span>in our feature and the corresponding URL <span style="background-color: #fcfcfc; font-size: 24px; color: #4f81bd;">❷</span><span style="background-color: #fcfcfc;">&nbsp;</span>will open immediately.&nbsp;<br /> <br /> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Open an *.url-file" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_1_9.png"> <img alt="" class="img-responsive" src="/Portals/0/Blog/URL-files/Screenshot_1.png?ver=2017-01-19-125201-310" style="width: 500px; height: 264px;" /></a></div> Figure 1: Open an *.url-file <br /> <br /> <p><strong>That&rsquo;s it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>! </p>9979How do I edit eMails quick & easy in Microsoft Dynamics 365 (CRM)?https://www.mscrm-addons.com/Blog/PostId/9976/how-do-i-edit-emails-quick-and-easy-in-msdyn365AT 2015 / 2016,AE 2015 / 2016Thu, 19 Jan 2017 12:47:28 GMT<p>This article outlines how to use the free MSCRM-ADDONS WYSIWYG-Editor in order to edit eMails quick and easy in Microsoft Dynamics 365 (CRM).&nbsp; </p> <p>Requirements: <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9978%2factivitytoolspluginextension&amp;tabid=165&amp;portalid=0&amp;mid=2185">ActivityToolsPluginExtension</a> Solution (learn more about the solution and how to install it <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9978%2factivitytoolspluginextension&amp;tabid=165&amp;portalid=0&amp;mid=2185">here</a>)</p> <p><span style="color: #ff0000;">YOUR HUGE ADVANTAGE: Edit &amp; customize eMails directly in Microsoft Dynamics 365 (CRM)</span></p> <p> Once the <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9978%2factivitytoolspluginextension&amp;tabid=165&amp;portalid=0&amp;mid=2185">ActivityToolsPluginExtension solution</a> is installed, you can edit emails with a click on the&nbsp;<strong><em>[Open e-mail in dialog]</em></strong>-button.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Click on the &lt;strong&gt;&lt;em&gt;[Open e-mail in dialog]&lt;/em&gt;&lt;/strong&gt;-button" href="/Portals/0/Blog/WYSIWYG%20Email%20editor/Email_9.png?ver=2017-01-16-124320-413"> <img alt="" class="img-responsive" src="/Portals/0/Blog/WYSIWYG%20Email%20editor/Email_9.png?ver=2017-01-16-124320-413" style="width: 700px; height: 259px;" /><br /> </a> </div> Figure 1: Click on the <strong><em>[Open e-mail in dialog]</em></strong>-button <p>&nbsp;<br /> This action opens the WYSIWYG eMail editor, which allows you to customize your eMails in many different ways. </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="WYSIWYG eMail editor" href="/Portals/0/Blog/WYSIWYG%20Email%20editor/Email_Editor.png?ver=2017-01-16-124354-633"> <img alt="" class="img-responsive" src="/Portals/0/Blog/WYSIWYG%20Email%20editor/Email_Editor.png?ver=2017-01-16-124354-633" style="width: 700px; height: 329px;" /><br /> </a> </div> Figure 2: WYSIWYG eMail editor <p>&nbsp;<br /> <br /> The following overview displays the main customization possibilities.<br /> <br /> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Customization possiblities " href="/Portals/0/Blog/WYSIWYG%20Email%20editor/Customization_Overview_a.png"> <img alt="" class="img-responsive" src="/Portals/0/Blog/WYSIWYG%20Email%20editor/Customization_Overview_a.png" style="width: 518px; height: 276px;" /></a></div> Figure 3: Customization possiblities&nbsp; <br /> <br /> <br /> <br /> <p><span style="font-size: 24px; color: #4f81bd;">❶</span> Select your Style here </p> <p><span style="font-size: 24px; color: #4f81bd;">❷</span> Bold, Italic, Underline, Strikethrough, Remove Font Style&nbsp; </p> <p><span style="font-size: 24px; color: #4f81bd;">❸</span> Font Size </p> <p><span style="font-size: 24px; color: #4f81bd;">❹</span> Font Family </p> <p><span style="font-size: 24px; color: #4f81bd;">❺</span> More Color/Recent Color </p> <p><span style="font-size: 24px; color: #4f81bd;">❻</span> Back and Forth </p> <p><span style="font-size: 24px; color: #4f81bd;">❼</span> Help </p> <p><span style="font-size: 24px; color: #4f81bd;">❽</span>&nbsp;Insert Link &nbsp;</p> <p><span style="color: #4f81bd; font-size: 24px;">❾<span style="color: #595959;">&nbsp;</span></span>Insert Picture <br /> &nbsp; &nbsp; &nbsp; &nbsp; There are two options to insert a picture:&nbsp; &nbsp; &nbsp; &nbsp;</p> <ul style="margin-top: 0cm; list-style-type: disc;"> <ul style="margin-top: 0cm; list-style-type: circle;"> <li style="margin-left: 0cm;"><span>Add an image link <br /> (Place the image on a webserver to make it available for recipients)</span></li> <li style="margin-left: 0cm;"><span>Embedded image <br /> (Please note that several email clients like MS Outlook do not support this functionality. For detailed information please check this article: <a href="http://stackoverflow.com/questions/6070196/what-is-data-uri-support-like-in-major-email-client-software">http://stackoverflow.com/questions/6070196/what-is-data-uri-support-like-in-major-email-client-software</a>)</span></li> </ul> </ul> <p style="margin-left: 72pt;"><span>&nbsp;</span></p> <p>The editor enables you to insert and manage tables as well:</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Further customization possibilities (e.g. for tables)" href="/Portals/0/Blog/WYSIWYG%20Email%20editor/Customization_Overview_1.png?ver=2017-01-16-163041-363"> <img alt="" class="img-responsive" src="/Portals/0/Blog/WYSIWYG%20Email%20editor/Customization_Overview_1.png?ver=2017-01-16-163041-363" style="width: 700px; height: 373px;" /></a></div> Figure 4: Further customization possibilities (e.g. for tables) <br /> <br /> <br /> <br /> <p><span style="font-size: 24px; color: #4f81bd;">❶</span> Insert a table (max. 12 x 10, min. 1 x 1) and select the style of the table here </p> <p><span style="font-size: 24px; color: #4f81bd;">❷</span> Click here in order to insert a horizontal rule </p> <p><span style="font-size: 24px; color: #4f81bd;">❸</span> Switch to the code view with a click on this button </p> <p><span style="font-size: 24px; color: #4f81bd;">❹</span> Unordered list/ordered list </p> <p><span style="font-size: 24px; color: #4f81bd;">❺</span> The Paragraph-section contains all commands that are explained under point 6 </p> <p><span style="font-size: 24px; color: #4f81bd;">❻</span> Allign left, allign center, allign right, justify full, outdent, indent </p> <p><span style="font-size: 24px; color: #4f81bd;">❼</span> Line height</p> <p><strong>That&rsquo;s it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>! </p>9976How do I add notes & attachments via drag & drop to Microsoft Dynamics 365 (CRM)?https://www.mscrm-addons.com/Blog/PostId/9977/how-do-i-add-notes-and-attachments-via-drag-and-dropAT 2015 / 2016,AE 2015 / 2016Thu, 19 Jan 2017 12:24:20 GMT<p>This article outlines how to use the free MSCRM-ADDONS feature which allows you to add notes &amp; attachments via drag &amp; drop to Microsoft Dynamics 365 (CRM).&nbsp; </p> <p>Requirements: ActivityToolsPluginExtension Solution (learn more about the solution and how to install it <a href="http://www.mscrm-addons.com/Blog/PostId/9978/activitytoolspluginextension">here</a>)</p> <p><span style="color: #ff0000;">YOUR HUGE ADVANTAGE: Save time by editing &amp; adding attachments &amp; notes quick and easy to Microsoft Dynamics 365 (CRM)</span></p> <p>As soon as the <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9978%2factivitytoolspluginextension&amp;tabid=165&amp;portalid=0&amp;mid=2185">ActivityToolsPluginExtension solution</a> is installed, you can already benefit from our marvellous feature.&nbsp; </p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="ActivityToolsPluginExtension added" href="/Portals/0/Blog/Add%20notes%20and%20attachments/Advanced_Email_1.png?ver=2017-01-16-123205-730"> <img alt="" src="/Portals/0/Blog/Add%20notes%20and%20attachments/Advanced_Email_1.png?ver=2017-01-16-123205-730" style="width: 500px; height: 241px;" /><br /> </a></div> Figure 1: ActivityToolsPluginExtension added </p> <p>From now on, you can rely on the following functionalities, which guarantee a smooth Microsoft Dynamics 365 (CRM) user experience:<br /> <br /> - Native drag &amp; drop functionality for attachments<br /> - Simplified access to attachments via links<br /> - Bulk delete of notes and attachments is possible <br /> - Simply click on file name in order to download it&nbsp; <br /> <br /> </p> <p><strong><span style="font-size: 18px;">How to add attachments and notes quick and easy<br /> </span></strong></p> <p>There are two ways to add notes and attachments:</p> <p>- via drag and drop from a fileshare&nbsp;<br /> - with a click on the&nbsp;<span><strong>[Files]</strong></span>-button<span style="font-size: 18px; color: #4f81bd;">&nbsp;❶</span></p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Edit notes and attachments" href="/LinkClick.aspx?fileticket=0TiC_FB1UyU%253d&amp;portalid=0"> <img alt="" src="/LinkClick.aspx?fileticket=0TiC_FB1UyU%253d&amp;portalid=0" style="width: 500px; height: 241px;" /><br /> </a></div> Figure 2: Edit notes and attachments<br /> <br /> The feature provides you with the following information regarding attachments&nbsp;<span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❷</span>:<br /> - the filename<br /> - the size</p> <p> If you want to edit more than one attachment at a time, simply check the box next to the attachment(s) <span style="font-size: 24px; color: #4f81bd;">❷</span>. <br /> In case you must delete an attachment, simply check the box and click on the <strong><em>[Garbage bin]</em></strong>-button <span style="font-size: 24px; color: #4f81bd;">❸</span>. </p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Attachment saved as note" href="/Portals/0/Blog/Add%20notes%20and%20attachments/Note_3.png?ver=2017-01-16-123708-490"> <img alt="" src="/Portals/0/Blog/Add%20notes%20and%20attachments/Note_3.png?ver=2017-01-16-123708-490" style="width: 400px; height: 198px;" /><br /> </a></div> Figure 3: Attachment saved as note</p> <p>Once you have saved an attachment, you will notice that it has been saved as a note. </p> <p><strong>That&rsquo;s it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>! </p> <span style="font-size: 18px;"> </span> <p>&nbsp;</p>9977Advanced e-Mail handling and attachment management in Microsoft Dynamics 365 (CRM)https://www.mscrm-addons.com/Blog/PostId/9978/activitytoolspluginextensionAT 2015 / 2016,AE 2015 / 2016Thu, 19 Jan 2017 11:51:55 GMT<p>The solution enhances the handling of e-Mails, notes and attachments.&nbsp;<span>This articles outlines how to import the solution and how to embed the features of the solution as webresource into a random entity.</span></p> <p><span style="color: #ff0000;">Minimum requirement: Microsoft Dynamics CRM 2015, AttachmentExtractor and/or ActivityTools.&nbsp;</span>​</p> <p><span style="color: #ff0000;"><span style="color: #7f7f7f;">Depending on the CRM version and add-on you use, the solution must be downloaded in different ways.&nbsp;</span><br /> Please find the solution for <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f10011%2factivitytoolspluginextension-solution-for-attachmentextractor&amp;tabid=165&amp;portalid=0&amp;mid=2185">AttachmentExtractor here</a>.&nbsp;<br /> Please find the solution for <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f10010%2factivitytoolspluginextension-solution-for-activitytools&amp;tabid=165&amp;portalid=0&amp;mid=2185">ActivityTools here</a>.&nbsp;</span></p> <p><span style="color: #7f7f7f;"><span style="font-size: 18px;"><strong>How the solution facilitates your user experience&nbsp;</strong>&nbsp;</span><br /> <br /> Once you have embedded the solution, you can benefit from its functionalities:<br /> <br /> Learn how to add notes and attachments via drag and drop in&nbsp;<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9977%2fhow-do-i-add-notes-and-attachments-via-drag-and-drop&amp;tabid=165&amp;portalid=0&amp;mid=2185" style="background-color: #ffffff;">this article</a>.&nbsp;<br /> Find out how to edit e-Mails quick and easy in Microsoft Dynamics 365 (CRM)&nbsp;<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9976%2fhow-do-i-edit-emails-quick-and-easy-in-msdyn365&amp;tabid=165&amp;portalid=0&amp;mid=2185" style="background-color: #ffffff;">here</a>.<br /> And learn how to avoid the browser security check for *.url files in MS Dynamics 365 (CRM) in&nbsp;<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9979%2fhow-to-avoid-browser-security-check-for-url-files&amp;tabid=165&amp;portalid=0&amp;mid=2185" style="background-color: #ffffff;">this article</a>. &nbsp;​</span></p> <p><span style="font-size: 18px;"><strong>How to import the solutions</strong></span></p> <p>Please navigate to Microsoft Dynamics 365 (CRM) &gt; Settings &gt; Solutions and open 'Solutions' in order to import the solution.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Access the solutions" href="/Portals/0/Blog/AT_Plugin_Extension_Erweiterung/Dynamics365_2.PNG?ver=2017-01-26-140112-680"><img alt="" class="img-responsive" src="/Portals/0/Blog/AT_Plugin_Extension_Erweiterung/Dynamics365_2.PNG?ver=2017-01-26-140112-680" style="width: 500px; height: 270px;" /></a></div> Figure 1: Access the solutions <p>​<br /> Next, please click on the <strong>[Import]</strong>-button in the Command bar of the All Solutions-section. ​</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Click on the &lt;em&gt;&lt;strong&gt;[Import]&lt;/strong&gt;&lt;/em&gt;-button" href="/Portals/0/Blog/AT_Plugin_Extension_Erweiterung/New_solution_3.PNG?ver=2017-01-26-140320-690"> <img alt="" class="img-responsive" src="/Portals/0/Blog/AT_Plugin_Extension_Erweiterung/New_solution_3.PNG?ver=2017-01-26-140320-690" style="width: 500px; height: 161px;" /> </a> </div> <p>Figure 2: Click on the<em><strong>[Import]</strong></em>-button</p> <p><span>Please import the solution with a click on the&nbsp;</span><span><strong>[Browse]</strong></span><span>-button.&nbsp;</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Solution import" href="http://www.mscrm-addons.com/Portals/0/Blog/Browse_Plugin.PNG"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Browse_Plugin.PNG" style="height: 159px; width: 500px;" /> </a> </div> <p><span>Figure 3: Solution import ​​</span>​</p> <p><span>In the next window, click on&nbsp;</span><span><strong>[Import]</strong></span><span>&nbsp;in the right lower corner.&nbsp;</span>The solution import starts. As soon it has finished you will be forwarded.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Solution import" href="http://www.mscrm-addons.com/Portals/0/Blog/Browse_Plugin.PNG" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; font-size: 14px; font-family: 'Open Sans', Arial, sans-serif; background-color: #ffffff; text-decoration: underline;"></a><a title=" Click on the &lt;em&gt;&lt;strong&gt;[Import]&lt;/strong&gt;&lt;/em&gt;-button" href="/Portals/0/Blog/AT_Plugin_Extension_Erweiterung/Solution_Import_4.png?ver=2017-01-26-140633-587"><img alt="" class="img-responsive" src="/Portals/0/Blog/AT_Plugin_Extension_Erweiterung/Solution_Import_4.png?ver=2017-01-26-140633-587" style="width: 500px; height: 310px;" /></a></div> <p>Figure 4: Click on the<strong>[Import]</strong>-button</p> <p>Congratulations! You have successfully imported the ActivityToolsPluginExtension Solution. In the next chapter, you will learn how to embed the required webresource in order to benefit from the ActivityToolsPluginExtension features.&nbsp; </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="ActivityToolsPluginExtension added" href="/Portals/0/Blog/AT_Plugin_Extension_Erweiterung/Result_6.png?ver=2017-01-26-140806-567"><img alt="" class="img-responsive" src="/Portals/0/Blog/AT_Plugin_Extension_Erweiterung/Result_6.png?ver=2017-01-26-140806-567" /></a></div> Figure 5: ActivityToolsPluginExtension added<br /> <br /> <br /> <p><strong><span style="font-size: 18px;">How to embed the required webresource</span> </strong></p> <p>Please follow this step-by-step tutorial in order to embed the required webresource into any given entity. <br /> <span><span style="color: #ff0000;">Please note,</span> that it is necessary to select an entity with attachments and notes activated.</span></p> <p><strong>Step 1:</strong>&nbsp;<strong>Open the form editor<br /> </strong>In order to do so, navigate to the entity you would like to embed ActivityToolsPluginExtension to and click on the <strong><em>[Form]</em></strong>-button <span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❶</span> in the CRM command bar. This action opens the form editor <span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❷ </span>for (as in this example) the entity Account.</p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Open the form editor" href="/Portals/0/Blog/ActivityToolsPluginExtension/Einbetten_Webresource_1.png?ver=2017-01-16-133327-057"> <img alt="" src="/Portals/0/Blog/ActivityToolsPluginExtension/Einbetten_Webresource_1.png?ver=2017-01-16-133327-057" style="width: 500px; height: 366px;" /><br /> </a> </div> Figure 6: Open the form editor<br /> <br /> <strong>Step 2: Add the webresource<br /> </strong>Please switch to the Insert-tab <span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❶</span> and click on Webresource <span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❷ </span>in order to look for an existing web resource. <p>&nbsp;</p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Open the webresource" href="/Portals/0/Blog/ActivityToolsPluginExtension/Einbetten_2.PNG.png?ver=2017-01-16-134527-157"> <img alt="" src="/Portals/0/Blog/ActivityToolsPluginExtension/Einbetten_2.PNG.png?ver=2017-01-16-134527-157" style="width: 500px; height: 406px;" /><br /> </a> </div> Figure 7: Open the webresource <p>&nbsp;</p> <p>Next, look for the ptm_ActivityTools/Extension/AdvancedEMail.html webresource and name it properly. Please note: All fields marked with an <span style="color: #ff0000;">* </span><span style="color: #000000;">are mandatory.</span></p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Look for ptm_ActivityTools/Extension/AdvancedEMail.html" href="/Portals/0/Blog/ActivityToolsPluginExtension/Einbetten_3.png?ver=2017-01-16-135230-423"> <img alt="" class="img-responsive" src="/Portals/0/Blog/ActivityToolsPluginExtension/Einbetten_3.png?ver=2017-01-16-135230-423" style="width: 400px; height: 473px;" /><br /> </a> </div> Figure 8: Look for ptm_ActivityTools/Extension/AdvancedEMail.html <p>&nbsp;</p> <p>If you want to, you can customize your newly added webresource. To do so, switch to the Formatting-tab. Here, you can select the number of columns the control occupies, change the row layout (we reccomend to insert 8 rows), customize the scrolling settings and define if you want your future webresource to be framed or not. Once you have set all the details, please click on the <strong><em>[OK]</em></strong>-button.&nbsp; </p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Customize webresource" href="/Portals/0/Blog/ActivityToolsPluginExtension/Einbetten_3.png?ver=2017-01-16-135230-423"> <img alt="" class="img-responsive" src="/Portals/0/Blog/ActivityToolsPluginExtension/Einbetten_Webresource_4.png?ver=2017-01-16-135811-957" style="width: 400px; height: 457px;" /><br /> </a> </div> Figure 9: Customize webresource <br /> <br /> <strong>Step 3: Save and publish your changes</strong>&nbsp;<br /> Drag and drop your newly created webresource to its future place <span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❶<span style="color: #000000;">.</span></span> Next, click on the [Save]-button <span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❷</span> and then publish your customizations with a click on the [Publish]-button <span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #4f81bd;">❸</span>. <p>&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Save and publish your changes" href="/Portals/0/Blog/ActivityToolsPluginExtension/Save_and_publish5.png?ver=2017-01-16-144630-303"> <img alt="" class="img-responsive" src="/Portals/0/Blog/ActivityToolsPluginExtension/Save_and_publish5.png?ver=2017-01-16-144630-303" style="width: 700px; height: 368px;" /><br /> </a> </div> <p> Figure 10: Save and publish your changes<br /> <br /> <strong>Step 4: Navigate back to CRM and refresh the page with a click on F5.</strong><br /> Congrats! You have successfully embedded the webresource.&nbsp;</p> <p><strong> That&rsquo;s it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:">support@mscrm-addons.com</a>. </p>9978How to complete the ActivityTools' update from AppSource https://www.mscrm-addons.com/Blog/PostId/9950/how-to-complete-the-activitytools-update-from-appsourceActivityTools (AT),AT 2015 / 2016,AT 365Wed, 21 Dec 2016 13:34:11 GMT<p style="margin-bottom: 0.0001pt;"><span>This article outlines how the update process for the new ActivityTools AppSource version (2016.2) must be finished.</span></p> <p style="margin-bottom: 0.0001pt;"><span><strong><span style="color: #ff0000;">!!</span></strong> This post is only relevant for you, if the below error message appears above your ActivityTools version.</span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Error Message" href="/Portals/0/Blog/AT%20Update%20AppSource/Figure%201.png?ver=2016-12-21-131255-680"> <img alt="" class="img-responsive" src="/Portals/0/Blog/AT%20Update%20AppSource/Figure%201.png?ver=2016-12-21-131255-680" /> </a> </div> <p style="margin-bottom: 0.0001pt;">Figure 1: Error message</p> <p style="margin-bottom: 0.0001pt;">​</p> <p style="margin-bottom: 0.0001pt;"><span>This will only happen if you have updated from the first AppSource version to the current one (2016.2).</span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span>In case of a different error message, or any other questions, please contact our support: <br /> </span><a href="http://www.mscrm-addons.com/Support"><span>http://www.mscrm-addons.com/Support</span></a></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span><strong>HOW TO SOLVE THIS ISSUE:</strong></span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin-left: -0.25pt;"><span>Download the new version via this link:&nbsp; </span></p> <p style="margin-bottom: 0.0001pt;"><span><a href="http://62.99.232.162/AT/appsource/2016.2/ActivityToolsPluginCore.zip ">http://62.99.232.162/AT/appsource/2016.2/ActivityToolsPluginCore.zip</a></span></p> <p style="margin-bottom: 0.0001pt;"><span></span>&nbsp; &nbsp;</p> <p style="margin-left: -0.25pt;"><span>After the download, you will see the ActivityToolsPluginCore solution in your downloads-folder:<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="ActivityToolsPluginCore.zip" href="/Portals/0/Blog/AT%20Update%20AppSource/Figure_small.png?ver=2016-12-21-134508-950"> <img alt="" class="img-responsive" src="/Portals/0/Blog/AT%20Update%20AppSource/Figure_small.png?ver=2016-12-21-134508-950" /> </a> </div> Figure 2: ActivityToolsPluginCore.zip</span></p> <p style="margin-left: -0.25pt;"><span>Back in CRM, click on the </span><strong><em><span>[Import]</span></em></strong><span>-button in order to update the solution. As soon as you have selected the download solution .zip file, the following window will pop up:</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Solution Information" href="/Portals/0/Blog/AT%20Update%20AppSource/Figure%202.png?ver=2016-12-21-131315-497"> <img alt="" class="img-responsive" src="/Portals/0/Blog/AT%20Update%20AppSource/Figure%202.png?ver=2016-12-21-131315-497" /> </a> </div> <p style="margin-left: -0.25pt;"><span>Figure 3: Solution Information​ </span></p> <p style="margin-bottom: 0.0001pt;">&nbsp;</p> <p style="margin-left: -0.25pt;"><span>Click on the </span><strong><span>[Next]</span></strong><span>-button in order to proceed. In the now following dialog, please make sure that </span><span><strong>Stage for upgrade </strong><span style="color: red;"><strong>is NOT checked</strong>. <span style="color: #000000;">Instead,</span>&nbsp;c</span></span><strong><span style="color: red;">heck</span></strong><span style="color: red;"> </span><span>the </span><strong><span>Overwrite customizations</span></strong><span>-option and click on the </span><strong><span>[Import]</span></strong><span>-button. </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Import Options - overwrite customizations" href="/Portals/0/Blog/AT%20Update%20AppSource/Figure%203.png?ver=2016-12-21-131345-943"> <img alt="" class="img-responsive" src="/Portals/0/Blog/AT%20Update%20AppSource/Figure%203.png?ver=2016-12-21-131345-943" /> </a> </div> <p style="margin-bottom: 0.0001pt;"><span>Figure 4: Import Options - overwrite customizations</span></p> <p style="margin-bottom: 0.0001pt;">&nbsp;</p> <p style="margin: 0cm 85.15pt 8pt -0.25pt;"><span>After the import has been finished, go to </span><em><span>CRM &gt; Settings &gt; ActivityTools</span></em><span>. The Config page, will provide you with the new version number: version 2016.2.1.&nbsp; </span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Activity Tools - version 2016.2.1" href="/Portals/0/Blog/AT%20Update%20AppSource/Figure%204.png?ver=2016-12-21-131413-870"> <img alt="" class="img-responsive" src="/Portals/0/Blog/AT%20Update%20AppSource/Figure%204.png?ver=2016-12-21-131413-870" /> </a> </div> Figure 5: Activity Tools - version 2016.2.1 <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span>Now, ActivityTools will work again.</span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span><strong>That's it!</strong> We appreciate your feedback! Please share your thoughts by sending an emailt to <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>. ​</span></p> <p style="margin-bottom: 0.0001pt;"><span><br /> </span></p>9950Getting Started – Post AppSource Installation Steps on ActivityToolshttps://www.mscrm-addons.com/Blog/PostId/9952/getting-started-post-appsource-steps-activitytoolsAT 2015 / 2016Wed, 30 Nov 2016 12:54:34 GMT<p><span style="font-size: 13px;">Thank you for deploying our MSCRM-ADDON ActivityTools to your environment! </span></p> <p><span style="font-size: 13px;">Still, there are a few brief steps that must be performed in order to finalize the setup.</span></p> <p><span style="font-size: 13px;"><strong>1) Assign the ActivityTools security roles&nbsp;<br /> </strong><em style="font-family: 'Open Sans', Arial, sans-serif;">&nbsp; &nbsp; Please add the following security role to your users:<br /> &nbsp; &nbsp; &gt; MSCRM-ADDONS.com ActivityTools</em></span></p> <p><span style="font-size: 13px;"><strong>2) Embed ActivityTools into your Microsoft Dynamics 365 environment.<br /> </strong></span><span style="font-size: small; font-style: normal; font-family: 'Open Sans', Arial, sans-serif;"><br /> &nbsp; &nbsp; &nbsp;&gt; Open the form editor with a click on the </span><strong style="font-size: small; font-family: 'Open Sans', Arial, sans-serif; font-style: normal;">[Form]</strong><span style="font-size: small; font-style: normal; font-family: 'Open Sans', Arial, sans-serif;">-button.</span></p> <blockquote> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 13px;"><a title="Figure 1: Open the form editor" href="/Portals/0/Blog/Random%20Screenshots/ActivityTools_Form.png?ver=2016-11-30-123837-153" width="242" height="55"><img alt="" class="img-responsive" src="/Portals/0/Blog/Random%20Screenshots/ActivityTools_Form.png?ver=2016-11-30-123837-153_thumb.png" /></a></span><span style="font-size: 17px; font-style: normal; font-family: 'Open Sans', Arial, sans-serif;">Figure 1: Open the form editor</span></div> </blockquote><blockquote> <p><span style="font-size: 13px;">&gt; Next, a<span style="font-style: normal; font-family: 'Open Sans', Arial, sans-serif;">dd the ptm_ActivityTools/MainPage.html webresource to the forms</span></span></p> <p><span style="font-style: normal; font-family: 'Open Sans', Arial, sans-serif; font-size: 13px;"> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Figure 2: Add Web Resource" href="/Portals/0/Blog/Random%20Screenshots/ActivityTools_Add_WebResource.png?ver=2016-11-30-124440-297" width="194" height="219"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Random%20Screenshots/ActivityTools_Add_WebResource.png?ver=2016-11-30-124440-297_thumb.png" /></a>Figure 2: Add Web Resource</div> </blockquote><blockquote> <p><span style="font-size: 13px;">&gt; Finally, save and publish your customization</span></p> <p><span style="font-size: 13px;">For further details, please watch our brief video on how to <a href="https://www.youtube.com/watch?v=2uYDCl4aOBc">Get Started with ActivityTools</a>!</span></p> <p><iframe width="420" height="315" src="http://www.youtube.com/embed/2uYDCl4aOBc"> </iframe><span style="font-size: 13px;"> </span></p> </blockquote> <p><span style="font-size: 13px;"><br /> </span></p> <p><span style="font-size: 13px;"><strong>That&rsquo;s it!</strong> Thank you very much for your time! We hope you enjoy ActivityTools!</span></p> <p><span style="font-size: 13px;">Please also take our survey &amp; get your 10 percent discount on your next purchase! </span></p>9952How to install a license key via Web License Managerhttps://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9918/how-to-install-a-license-key-via-“web-license-manager-()”.aspxActivityTools (AT),AT 2015 / 2016,PowerSearch (PS),PS 2015 / 2016Fri, 24 Jun 2016 14:08:00 GMT<p>This article provides you with a step-by-step description on how to install your license key with the <em>web license manager</em>.</p> <p>The <em>web license manager</em>&nbsp;has been designed to facilitate the installation of license keys. As a consequence, it can be installed via your web browser.</p> <p>This kind of <em>web based license manager</em> will soon apply to all our products, except for <em>DocumentsCorePack Client</em>. At the moment, it only applies to <em>PowerSearch</em> and <em>ActivityTools</em>. <br /> <span style="color: #ff0000;">Please note: We use our addon <em>PowerSearch</em> for demonstrating purposes in the below step-by-step tutorial.</span></p> <p><strong>Step 1: Open the PowerSearch &ldquo;Web License Manager&rdquo; <br /> </strong>To do so, open your CRM <em>Settings</em>, navigate to the <em>MSCRM-ADDONS</em>-section and click on <em>PowerSearch. </em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_1038.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1038.png"></a><a title="CRM Settings &gt; MSCRM-ADDONS &gt; PowerSearch" href="http://mscrm-addons.com/images/blog/files/image_1038.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_1012.png" alt="image" width="244" height="94" /></a></div> <br /> <em>Figure 1: CRM Settings &gt; MSCRM-ADDONS &gt; PowerSearch</em>&nbsp; <br /> <br /> In the <em>PowerSearch</em> main configuration window, you will be provided with a few tabs that allow you to configure <em>PowerSearch</em> in general. As per default, the <em>Getting Started</em>-tab is displayed. Please navigate to the <em>Licensing</em>-tab.&nbsp;&nbsp; <br /> <a href="http://mscrm-addons.com/images/blog/files/PowerSearch_Getting_started.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/PowerSearch_Getting_started.png"></a><a title="PowerSearch main configuration window (Getting Started-tab)" href="http://mscrm-addons.com/images/blog/files/PowerSearch_Getting_started.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="PowerSearch_Getting_started" src="http://mscrm-addons.com/images/blog/files/PowerSearch_Getting_started_thumb.png" alt="PowerSearch_Getting_started" width="244" height="191" /></a></div> <br /> <em>Figure 2: PowerSearch main configuration window (Getting Started-tab)</em><strong>Step 2: Install your license-key <br /> </strong>In the so opened <em>PowerSearch Web License Manager</em>, you are provided with information regarding to your license. Please click on the <strong><em>[Install license]</em></strong>-button in order to install your license key.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/Power_Search_Licensing.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Power_Search_Licensing.png"></a><a title="PowerSearch main configuration window (Web License Manager)" href="http://mscrm-addons.com/images/blog/files/Power_Search_Licensing.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="Power_Search_Licensing" src="http://mscrm-addons.com/images/blog/files/Power_Search_Licensing_thumb.png" alt="Power_Search_Licensing" width="244" height="177" /></a></div> <br /> <em>Figure 3: PowerSearch main configuration window (Web License Manager)</em></p> <p>You are provided with the <em>Install License</em> dialog. Use this dialog to install the license key for <em>PowerSearch</em>. Follow the instructions carefully and insert your license key in the provided text box. The license key can be found in the email you have received from our support team. If you have not received an email yet, please contact our support team (<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>).&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <br /> &nbsp;<a href="http://mscrm-addons.com/images/blog/files/Install_license_dialog_without_background.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Install_license_dialog_without_background.png"></a><a title="Install license dialog" href="http://mscrm-addons.com/images/blog/files/Install_license_dialog_without_background.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="Install_license_dialog_without_background" src="http://mscrm-addons.com/images/blog/files/Install_license_dialog_without_background_thumb.png" alt="Install_license_dialog_without_background" width="223" height="244" /></a></div> <br /> <em>Figure 4: Install license dialog</em></p> <p><span style="color: #ff0000;">Please note: There are two different ways to retrieve the license-key: <br /> </span> <br /> a) Open the email you have received from our support team and extract the attached&nbsp; <br /> .zip-file. Click on the <strong><em>[Select file]</em></strong>-button in the <em>Install license</em> dialog and select the unzipped .txt-file.&nbsp;&nbsp; <br /> <strong>OR</strong>&nbsp; <br /> b) Open the email and extract the attached .zip-file. Open the .txt-file and copy its content into the text box in the <em>Install License</em> dialog. (see Figure 4)</p> <p><strong>Step 3: Install the license-key</strong> <br /> To finish the installation, simply click on the <strong><em>[Install]</em></strong>-button in the Install license dialog.</p> <p>(Blog still being reviewed)</p> <div> <div><span style="font-family: Calibri; font-size: 13px;"><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;">That&rsquo;s it!</strong><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif;">.</span></span></div> </div>9918How to add CRM Menu Navigation Links manuallyhttps://www.mscrm-addons.com/Blog/PostId/9889/add-crm-menu-navigation-links-manually-for-crm-2015-2016ActivityTools (AT),AT 2015 / 2016,DCP 2015 / 2016Thu, 04 Feb 2016 11:36:00 GMT<p>To successfully integrate our products with custom entity-forms, the navigation configuration has to be applied manually.</p> <p>This article describes, how MS Dynamics CRM Menu Navigation Links can be added manually to&nbsp;<strong>DocumentsCorePack </strong>and <strong>ActivityTools</strong>.</p> <p><span style="font-size: 16px; color: #ff0000;"><strong>PLEASE NOTE&nbsp;</strong></span></p> <ul> <li>Adding the link will <em>NOT</em> install the product! Insert links only for products that have already been installed or that you are installing at the moment.</li> <li>When you decide to uninstall the product, these links have to be removed manually as well. They do not affect Microsoft Dynamics CRM in a bad way, but users will be redirected to dead links, if you forget to delete them.</li> </ul> <p><span style="font-size: small;"><strong>How to add a navigation link</strong></span></p> <p>To do so, open a Microsoft Dynamics CRM record in which you want to add the navigation link. In our example, we use the record <em>Contact</em>.&nbsp;</p> <p>Then, click on <em>FORM.</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink1.png" target="_blank"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink1.png" target="_blank"></a><a title="Open record in MS Dynamics CRM" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink1.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink1.png" width="500" /></a></div> </p> <p><em>Figure 1: Open record in MS Dynamics CRM</em></p> <p>The command bar shown in Figure 2 will open. Click on <em>Navigation</em> and then on <em>INSERT</em>.&nbsp; </p> <p><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink2.png" target="_blank"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink2.png" target="_blank"></a><a title="Click on navigation and insert" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink2.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink2.png" width="500" /></a></div> </p> <p><em>Figure 2: Click on navigation and insert</em></p> <p>Thereafter, the ribbon will change and will show the <em><strong>[Navigation Link]</strong></em>-button. Click on it...</p> <p><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink3.png" target="_blank"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink3.png" target="_blank"></a><a title="click on the [Navigation Link]-button" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink3.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink3.png" width="500" /></a></div> <br /> <em>Figure 3: click on the <strong>[Navigation Link]</strong>-button</em></p> <p>... in order to open the Navigation link Properties. Here, you can define the properties of the new menu-entry.</p> <p><em>Name:&nbsp;Defines the display name of the entry</em></p> <p><em>Icon:</em> Defines the icon of the entry (not required)</p> <p><em>Web Resource:</em>&nbsp;Defines the web resource which should be loaded when you click on the link. Every web page has as specific web resource.</p> <ul> <li>DocumentsCorePack FileExplorer: &ldquo;ptm_WebApplicationPreloaderDCPFX&rdquo;</li> <li>ActivityTools: &ldquo;ptm_ActivityTools/MainPage.html&rdquo;</li> </ul> <p>&nbsp;</p> <p>Hit &ldquo;OK&rdquo; in order to proceed.</p> <p><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink4.png" target="_blank"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink4.png" target="_blank"></a><a title="Navigation Link Properties" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink4.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink4.png" width="500" /></a></div> </p> <p><em>Figure 4: Navigation Link Properties</em></p> <p>&nbsp;</p> <p>Then click on the <em><strong>[Save]</strong></em>-button and afterwards on the <em><strong>[Publish]</strong></em>-button.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="New menu entry" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink5.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink5.png" /></a></div> </p> <p><em>Figure 5: Save and Publish button</em></p> <p>&nbsp;</p> <p>After reloading the CRM record, the new menu-entry should be visible:</p> <p><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink6.png" target="_blank"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink6.png" target="_blank"></a><a title="Save and Publish button" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink6.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fcustMLink6.png" width="500" /></a></div> </p> <p><em>Figure 6: New menu entry</em></p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9889Custom Parameters for ActivityToolshttps://www.mscrm-addons.com/Blog/PostId/9888/custom-parameters-for-activitytools-for-crm-20152016ActivityTools (AT),AT 2015 / 2016Tue, 02 Feb 2016 14:49:00 GMT<p>This article describes how to define custom parameters for embedded ActivityTools pages (For example to pre-filter activity types).</p> <p>When embedding ActivityTools in a CRM form, you have the possibility to insert custom parameters in <em>Custom Parameter (data)</em>:</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Web Resource Properties" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fATNCustP1.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fATNCustP1.png" width="500" /></a></div> </p> <p><em>Figure 1: Web Resource Properties</em></p> <p>&nbsp;</p> <p>The defined parameters only effect the current ActivityTools page.</p> <p>The structure is: &nbsp;<em>[name of key]:[value of key];[name of next key]&hellip;.. (e.g. &ldquo;activitytypes:phonecall,email;lockactivitytype:true&rdquo;)</em></p> <p>The following keys can be used: </p> <p>&nbsp;</p> <p><em>activitytypes</em></p> <p>Define one or more activity type names separated by &rdquo;,&rdquo;. Only activities of these types will be shown, when ActivityTools has loaded (e.g. <em>activitytypes:email,phonecall</em>).</p> <p><span style="color: #ff0000;"><strong>Please Note:</strong> If the configured activity types does not result any activity records, users won&rsquo;t be able to change the types within the Activitytools page!</span></p> <p>&nbsp;</p> <p><em>lockactivitytype</em></p> <p>Give it the value <em>true</em>&nbsp;if the activity type filter should not be changeable (<em>lockactivitytype:true</em>).</p> <p>&nbsp;</p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9888How to add custom columns to ActivityTools gridshttps://www.mscrm-addons.com/Blog/PostId/9885/how-to-add-custom-columns-to-grid-of-activitytools-for-crm-2015-2016ActivityTools (AT),AT 2015 / 2016Tue, 26 Jan 2016 10:12:00 GMT<p>This articles explains how you can <strong>add custom columns to ActivityTools grids</strong>&nbsp;for CRM 2015/2016.</p> <p>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.</p> <p><span style="font-size: small;"><strong>Create XML</strong></span></p> <p>First of all you need to create an xml including your column information. The base structure looks like this:</p> <pre> &lt;root&gt; &nbsp;&lt;columns header="[define if custom columns should have header (true / false)]"&gt; &nbsp;&nbsp;&lt;col id="[Id of this custom Column]" width="[Width of this column in pixel (100px)]"&gt; &nbsp;&nbsp;&nbsp;&lt;header&gt; &nbsp;&nbsp;&nbsp;&nbsp;&lt;h id="[lang code of header (1033)]"&gt;[Header for 1033 - English (Custom Col)]&lt;/h&gt; &nbsp;&nbsp;&nbsp;&nbsp;&lt;h id="[lang code of header (1031)]"&gt;[Header for 1031 - German (Zusatzspalte)]&lt;/h&gt; &nbsp;&nbsp;&nbsp;&nbsp;..... &nbsp;&nbsp;&nbsp;&lt;/header&gt; &nbsp;&nbsp;&nbsp;&lt;activities&gt; &nbsp;&nbsp;&nbsp;&nbsp;&lt;a id="[activity type name]&rdquo; field="[used CRM field]"/&gt; &nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&lt;a id="[next activity type name]&rdquo; field="[used CRM field]"/&gt; &nbsp;&nbsp;&nbsp;&nbsp; .... &nbsp;&nbsp;&nbsp;&lt;/activities&gt; &nbsp;&nbsp; &lt;/col&gt; &nbsp;.... &nbsp;&lt;/columns&gt; &lt;/root&gt; </pre> <p>&nbsp;</p> <p>The <em>header</em>-attribute of the <em>columns</em>-node is used to define, if the custom columns should have headers or not (possible values: <em>true</em>&nbsp;or <em>false</em>).</p> <p>For each custom column, one <em>col</em>-node has to be defined. Its <em>id</em>-attribute can be any text, but it is important that no CRM field is named similar (e.g. <em>new_custCol1</em>). Its <em>width</em>-attribute controls the column width (value consists of quantity and <em>px</em>).</p> <p>If the <em>header</em>-attribute was set to show column headers, labels must be defined in the <em>header</em>-node.&nbsp;For each CRM language a different label can be defined through adding multiple <em>h</em>-nodes. The <em>id</em>-attribute has to contain the CRM-language-code (<em>1033</em> for English) and the preferred text is the value of the node.</p> <p>The <em>activities</em>-node controls for which activity types the column should be filled and which CRM field should be displayed. To accomplish this, for every activity type one <em>a</em>-node can be inserted. It consists of the <em>id</em>-attribute which contains the activity type name (email, fax, appointment, ...) and the <em>field</em>-attribute which contains the logical name of a CRM field of this entity.</p> <p>&nbsp;</p> <p><span style="font-size: small;"><strong>Add setting to CRM</strong></span></p> <p> <a id="[next activity type name]” field=">The next step consists of creating a new Settingskey. <br /> Please open CRM and navigate to <em>Settings &gt; MSCRM-ADDONS.com Products</em>&nbsp;and open <em>ActivityTools</em>. Create a new Settingskey ( </a><a href="http://www.mscrm-addons.com/Blog/PostId/9754/How to create a SettingsKey manually in MS Dynamics">this article</a> explains this in detail). </p> <p>Fill in the following values and hit save:</p> <p> <em>Name:</em> GridCustomColumns <br /> <em>IsCached:</em> Yes <br /> <em>KeyValue: </em>[insert the before created XML] </p> <p>After reloading ActivityTools, the new columns should be visible.</p> <p>&nbsp;</p> <p><span style="font-size: small;"><strong>Sample XML</strong></span></p> <p> This example defines two additional columns. Column headers are enabled. <br /> The English header of the first one is <em>Regarding</em>. The column will be filled for email, letter, appointment and phone call. The value will be taken from the <em>regardingobjectid</em>-field for all of them. The column width is 200px. <br /> The header text of the second column is <em>Info</em>. Only for appointment and phone call records this column will be filled. For appointments the <em>category</em>-field will be used and for phone calls the <em>phonenumber</em>-field. Its width is 100px. </p> <pre> &lt;root&gt; &nbsp;&lt;columns header="true"&gt; &nbsp;&nbsp;&lt;col id="custCol2" width="200px"&gt; &nbsp;&nbsp;&nbsp;&lt;header&gt; &nbsp;&nbsp;&nbsp;&nbsp;&lt;h id="1033"&gt;Regarding&lt;/h&gt; &nbsp;&nbsp;&nbsp;&nbsp;&lt;h id="1031"&gt;Zusatzspalte2&lt;/h&gt; &nbsp;&nbsp;&nbsp;&lt;/header&gt; &nbsp;&nbsp;&nbsp;&lt;activities&gt; &nbsp;&nbsp;&nbsp;&nbsp;&lt;a id="email" field="regardingobjectid"/&gt; &nbsp;&nbsp;&nbsp;&nbsp;&lt;a id="letter" field="regardingobjectid"/&gt; &nbsp;&nbsp;&nbsp;&nbsp;&lt;a id="appointment" field="regardingobjectid"/&gt; &nbsp;&nbsp;&nbsp;&nbsp;&lt;a id="phonecall" field="regardingobjectid"/&gt; &nbsp;&nbsp;&nbsp;&lt;/activities&gt; &nbsp;&nbsp;&lt;/col&gt; &nbsp;&nbsp;&lt;col id="test1" width="100px"&gt; &nbsp;&nbsp;&nbsp;&lt;header&gt; &nbsp;&nbsp;&nbsp;&nbsp;&lt;h id="1033"&gt;Info&lt;/h&gt; &nbsp;&nbsp;&nbsp;&nbsp;&lt;h id="1031"&gt;Info&lt;/h&gt; &nbsp;&nbsp;&nbsp;&lt;/header&gt; &nbsp;&nbsp;&nbsp;&lt;activities&gt; &nbsp;&nbsp;&nbsp;&nbsp;&lt;a id="appointment" field="category"/&gt; &nbsp;&nbsp;&nbsp;&nbsp;&lt;a id="phonecall" field="phonenumber"/&gt; &nbsp;&nbsp;&nbsp;&lt;/activities&gt; &nbsp;&nbsp;&lt;/col&gt; &nbsp;&lt;/columns&gt; &lt;/root&gt; </pre> <p>&nbsp;</p> <p><span style="font-size: small;"><strong>Result</strong></span></p> <p> <a id="phonecall" field="phonenumber"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a id="phonecall" field="phonenumber"></a><a title="Result (Custom columns added)" href="http://mscrm-addons.com/images/blog/files/2016%2f1%2fAT_CustomColumns_2.PNG"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f1%2fAT_CustomColumns_2.PNG" width="500px" /></a></div> </p> <p><em>Figure 1: Result (Custom columns added)</em></p> <p>&nbsp;</p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9885How to add a language to ActivityToolshttps://www.mscrm-addons.com/Blog/PostId/9857/how-to-add-a-language-for-activitytools-for-crm-2015ActivityTools (AT),AT 2015 / 2016Thu, 24 Sep 2015 13:17:00 GMT<p>This article outlines how to add a CRM language to ActivityTools.</p> <p>This functionality of ActivityTools is important, if your CRM language is NOT English and/or German, but you want ActivityTools to be displayed in this other language.&nbsp;</p> <p>Let us pretend, that your CRM is based on French, but ActivityTools is displayed in English. If you want to change that language-mix, please follow the below step-by-step description.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image002_8.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image002_8.jpg"></a><a title="CRM (French) with Activity Tools (English)" href="http://mscrm-addons.com/images/blog/files/clip_image002_8.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image002" src="http://mscrm-addons.com/images/blog/files/clip_image002_thumb_8.jpg" alt="clip_image002" width="244" height="100" /></a></div> <br /> <em>Figure 1: CRM (French) with Activity Tools (English)</em></p> <p><strong><br /> How to change a language for ActivityTools for MS CRM 2015: </strong></p> <p><strong>1)</strong> First, must get the correct language code of your desired CRM language. <br /> To do so, open <em>CRM &gt; Settings &gt; Administration &gt; Languages</em>. <br /> The installed languages and their codes are displayed in the grid. <br /> English, for example, has the code <em>1033</em>, while German has the code <em>1031</em>.</p> <p><strong>2)</strong> Then open <em>CRM &gt; Settings &gt; MSCRM-ADDONS.COM Products</em>. Open the record named <em>ActivityTools.</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image003_2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image003_2.png"></a><a title="Open record" href="http://mscrm-addons.com/images/blog/files/clip_image003_2.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image003" src="http://mscrm-addons.com/images/blog/files/clip_image003_thumb_1.png" alt="clip_image003" width="244" height="89" /></a></div> <br /> <em>Figure 2: Open record<br /> &nbsp;</em></p> <p><strong>3) </strong>Within ActivityTools, look for the <em>ATClanguages-</em>setting and open it.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image004_6.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image004_6.png"></a><a title="Open ATClanguage-setting" href="http://mscrm-addons.com/images/blog/files/clip_image004_6.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image004" src="http://mscrm-addons.com/images/blog/files/clip_image004_thumb_6.png" alt="clip_image004" width="244" height="234" /></a></div> <br /> <em>Figure 3: Open ATClanguage-setting</em></p> <p><strong>4)</strong>&nbsp;The opened setting should look like Figure 4.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image006_2.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image006_2.jpg"></a><a title="ATClanguage-setting" href="http://mscrm-addons.com/images/blog/files/clip_image006_2.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image006" src="http://mscrm-addons.com/images/blog/files/clip_image006_thumb_2.jpg" alt="clip_image006" width="244" height="136" /></a></div> <br /> <em>Figure 4: ATClanguage-setting</em></p> <p><strong>5)</strong> Next, copy the whole content of its <em>KeyValue</em>&nbsp;into any <em>.xml</em>-editor (in this example, we use a .x<em>ml-</em>file&nbsp;of <em>VisualStudio</em>)</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image007_2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image007_2.png"></a><a title="VisualStudio .xml-file" href="http://mscrm-addons.com/images/blog/files/clip_image007_2.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image007" src="http://mscrm-addons.com/images/blog/files/clip_image007_thumb_2.png" alt="clip_image007" width="244" height="77" /></a></div> <br /> <em>Figure 5: VisualStudio .xml-file</em></p> <p><strong>6)</strong> The <em>.xml</em>-file contains two sub nodes. The first (<em>Activities)</em>&nbsp;contains the display names of all CRM activities for all activated CRM languages. This part is generated automatically.</p> <p>The second (<em>Static</em>) is the one we have to work on.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image008_5.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image008_5.png"></a><a title="Second node (Static) in .xml-file" href="http://mscrm-addons.com/images/blog/files/clip_image008_5.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image008" src="http://mscrm-addons.com/images/blog/files/clip_image008_thumb_5.png" alt="clip_image008" width="244" height="189" /></a></div> <br /> <em>Figure 6: Second node (Static) in .xml-file</em></p> <p>If you, as in our example, want to display items in French, you have to add the language. <br /> As you can see, the lines usually follow this pattern:</p> <p><tl id="languagecode">translated item</tl></p> <p><tl id="1033">NEW ACTIVITY</tl></p> <p>To add French, you simply have to insert the language code for French (<em>1036</em>) and the translated item.<br /> <span style="color: #ff0000;">Please note: you have to translate all items by yourself - ActivityTool automatically uses the English items if an item is not translated into the target language.</span>&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image009_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image009_1.png"></a><a title="AcitivityTools language example - French added" href="http://mscrm-addons.com/images/blog/files/clip_image009_1.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image009" src="http://mscrm-addons.com/images/blog/files/clip_image009_thumb_1.png" alt="clip_image009" width="244" height="140" /></a></div> <br /> <em>Figure 7: AcitivityTools language example - French added&nbsp;</em></p> <p>As soon as you have finished, copy the whole <em>.xml</em>-file back into the CRM setting and save it.</p> <p>After refreshing <em>ActivityTools</em>, it will display the correct names:</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image010_3.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image010_3.png"></a><a title="Activity Tools displaying all items in French" href="http://mscrm-addons.com/images/blog/files/clip_image010_3.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image010" src="http://mscrm-addons.com/images/blog/files/clip_image010_thumb_3.png" alt="clip_image010" width="244" height="66" /></a></div> <br /> <em>Figure 8: Activity Tools displaying all items in French</em></p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9857ActivityTools: Upgrade to version 2015.115 or higherhttps://www.mscrm-addons.com/Blog/PostId/9847/activitytools-upgrading-to-v2015115-or-higherActivityTools (AT),AT 2011,AT 2013,AT 2015 / 2016Tue, 07 Jul 2015 15:05:00 GMT<p>Existing ActivityTools customers will need to follow the upgrade-path mentioned below in order to upgrade an existing ActivityTools installation to the latest version (2015.115 or higher).</p> <p>Please follow the steps carefully to avoid complications.&nbsp;</p> <strong>1) Upgrade existing installation to v2015.7</strong> <p><span style="color: #ff0000;">Please note: You cannot directly upgrade to 2015.115.</span> <br /> Please download&nbsp; v2015.7 marked as: <br /> <em>EXISTING CUSTOMERS: ActivityTools for MS CRM 2015 (Upgrade Package)&nbsp;</em>from our Download Center (Login required): <a title="http://www.mscrm-addons.com/Downloads/DownloadActivityToolsforMSCRM2015.aspx" href="http://www.mscrm-addons.com/Downloads/DownloadActivityToolsforMSCRM2015.aspx">http://www.mscrm-addons.com/Downloads/DownloadActivityToolsforMSCRM2015.aspx</a></p> <strong>2) Upgrade v2015.7 to v2015.115 or higher</strong> <p>Once v2015.7 is deployed you can go ahead and simply upgrade to the latest version available on: <a title="http://www.mscrm-addons.com/Downloads/DownloadActivityToolsforMSCRM2015.aspx" href="http://www.mscrm-addons.com/Downloads/DownloadActivityToolsforMSCRM2015.aspx">http://www.mscrm-addons.com/Downloads/DownloadActivityToolsforMSCRM2015.aspx</a></p> <p>This should do the trick and get you going with our re-designed ActivityTools for MS CRM 2015.</p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9847How to enable debugging for ActivityTools (CRM 2015/2016)https://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9845/how-to-enable-debugging-for-activitytools-(crm-20152016).aspxActivityTools (AT),AT 2015 / 2016Thu, 25 Jun 2015 15:47:00 GMT<p><span style="color: #ff0000;">++++++++++++++++++++++++++++++++++++++++++++++++++</span><br /> <span style="color: #ff0000;">Please note:</span><br /> <span style="color: #ff0000;">This article applies to ActivityTools in</span><br /> <span style="color: #ff0000;">Microsoft Dynamics CRM 2015 and 2015/2016 ONLY!</span><br /> <span style="color: #ff0000;">++++++++++++++++++++++++++++++++++++++++++++++++++</span></p> <p><span style="font-size: 18px;"><strong>Step-by-step description on<br /> how to activate debugging for ActivityTools</strong></span><br /> <br /> <strong>1)</strong> To activate debugging for ActivityTools open CRM and navigate to <em>Settings</em>:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_903.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_903.png"></a><a title="CRM &gt; Settings" href="http://mscrm-addons.com/images/blog/files/image_903.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_876.png" alt="image" width="244" height="52" /></a></div> &nbsp; <br /> <em>Figure 1: CRM &gt; Settings</em>There, open the Solutions.&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/image_904.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_904.png"></a><a title="Solutions" href="http://mscrm-addons.com/images/blog/files/image_904.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_877.png" alt="image" width="244" height="53" /></a></div> &nbsp; <br /> <em>Figure 2: Solutions</em><br /> <br /> Search for <em>ActivityToolsPluginCore</em>&nbsp;and open it with a double-click: <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_905.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_905.png"></a><a title="Search for ActivityToolsPluginCore" href="http://mscrm-addons.com/images/blog/files/image_905.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_878.png" alt="image" width="244" height="89" /></a></div> &nbsp; <br /> <em>Figure 3: Search for ActivityToolsPluginCore</em><br /> <br /> <strong>2)</strong> This action will open the ActivityTools Settings. In the settings, select the <em>General Settings</em>-tab and enable debugging.&nbsp;<br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_906.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_906.png"></a><a title="Activate/deactivate debugging for ActivityTools in CRM." href="http://mscrm-addons.com/images/blog/files/image_906.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_879.png" alt="image" width="244" height="134" /></a></div> &nbsp; <br /> <em>Figure 4: Activate/deactivate debugging for ActivityTools in CRM.</em><br /> <br /> Click on the <em><strong>[Save Configuration]</strong></em>-button in order<strong>&nbsp;</strong>to save your settings. Debugging is enabled now. <br /> <br /> <strong>3)</strong>&nbsp;Next, access the log files. The log files are usually stored in the <em>MSCRM-ADDONS.com Debug</em>-entity. the easiest way to access it is by using the <em>Advanced Find</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_907.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_907.png"></a><a title="Advanced Find in CRM 2015" href="http://mscrm-addons.com/images/blog/files/image_907.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_880.png" alt="image" width="244" height="42" /></a></div> <br /> <em>Figure 5: Advanced Find in CRM 2015</em>&nbsp;<br /> <br /> </p> <p><strong>4)</strong>&nbsp;Settings for the <em>Advanced Find</em>: Select the <em>MSCRM-ADDONS.com Debug</em>-entity and include the following condition: <em>Name</em>&nbsp;must <em>Contains</em>&nbsp;<em>PTMActivityTools</em>. This ensures, that only <em>ActivityTools</em>-files will be retrieved.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_908.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_908.png"></a><a title="Settings for Advanced Find" href="http://mscrm-addons.com/images/blog/files/image_908.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_881.png" alt="image" width="244" height="99" /></a></div> <br /> <em>Figure 6: Settings for Advanced Find</em></p> <p><strong>5)</strong>&nbsp;Next, click on the <em><strong>[Edit Columns]</strong></em>-button and the below editor will open.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image002_2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image002_2.png"></a><a title="Edit columns editor" href="http://mscrm-addons.com/images/blog/files/clip_image002_2.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image002" src="http://mscrm-addons.com/images/blog/files/clip_image002_thumb_1.png" alt="clip_image002" width="244" height="139" /></a></div> <br /> <em>Figure 7: Edit columns editor</em></p> <p>Use the <em>Add Columns</em>-functionality to add the <em>ptm_message</em>-field to the grid. Click on the&nbsp;<em><strong>[OK]</strong></em>-button in order to proceed.</p> <p><strong><a href="http://mscrm-addons.com/images/blog/files/clip_image004_5.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image004_5.png"></a><a title="Add Columns-functionality" href="http://mscrm-addons.com/images/blog/files/clip_image004_5.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image004" src="http://mscrm-addons.com/images/blog/files/clip_image004_thumb_5.png" alt="clip_image004" width="244" height="167" /></a></div> </strong><strong>&nbsp;<br /> </strong><em>Figure 8: Add Columns-functionality</em></p> <p><strong>6)&nbsp;</strong>Back in the main dialog, click on the <em><strong>[Results]</strong></em>-button. Next, delete all retrieved debug records. <br /> Another way is to select the debug file by <em>Created On</em> date. Then reproduce the error and refresh the result list of this <em>Advanced Find</em>. This ensures, that you only receive the latest and relevant log files. Select all records and click on the <em><strong>[Export MSCRM-ADDONS.com Debug]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_909.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_909.png"></a><a title="Export MSCRM-ADDONS.com debug-files" href="http://mscrm-addons.com/images/blog/files/image_909.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_882.png" alt="image" width="244" height="68" /></a></div> <br /> <em>Figure 9: Export MSCRM-ADDONS.com debug-files</em></p> <p>In the next dialog, check <em>Static worksheet ...</em>&nbsp;and click on the <em><strong>[Export]</strong></em>-button.<strong>&nbsp;</strong></p> <p>Please send the Excel <em>log-file</em> with a short error description and a screenshot to our support address <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a></p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9845ActivityToolsPluginExtension solution for ActivityToolshttps://www.mscrm-addons.com/Blog/PostId/10010/activitytoolspluginextension-solution-for-activitytoolsActivityTools (AT),AT 2015 / 2016,AT 365Sat, 04 Apr 2015 12:16:00 GMT<p style="margin: 0cm 0cm 15pt;"><span>This article contains links to the ActivityToolsPluginExtension solution for ActivityTools. Please select which Microsoft Dynamics application you use and download the corresponding solution.&nbsp;</span></p> <p style="margin: 0cm 0cm 15pt;"><span style="color: #ff0000;"><strong>++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++</strong></span></p> <p style="margin: 0cm 0cm 15pt;"><strong><span style="color: #ff0000;">PLEASE NOTE THAT THE DOWNLOADED .ZIP FILES MUST BE EXTRACTED BEFORE YOU IMPORT THE FILES.</span></strong></p> <p style="margin: 0cm 0cm 15pt;"><span style="color: #ff0000;"><strong>++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++</strong></span></p> <p style="margin: 0cm 0cm 15pt;"><span>For Microsoft Dynamics 365:&nbsp;<br /> Since there is an ActivityTools version for Microsoft Dynamics 365, the ActivityTools installer includes the ActivityToolsPluginExtension.&nbsp;​</span></p> <p style="margin: 0cm 0cm 0.0001pt;"><span> For Microsoft Dynamics CRM 2015/2016:<br /> </span><span style="color: #7f7f7f;">In this case,&nbsp;</span><span style="color: #7f7f7f;"><a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2feigenefiles%2fAT%2f2015_2016%2fAdvanced%2520eMail%2520for%2520CRM%25202015%2520and%25202016.zip&amp;tabid=165&amp;portalid=0&amp;mid=2185"><span style="border: 1pt none windowtext; padding: 0cm;">please download this version</span></a></span><span style="color: #7f7f7f;">.&nbsp;​<br /> </span><span style="color: red;">Please note</span><span style="color: #7f7f7f;">, that the General solution version 2015.110, is also required.&nbsp;</span></p> <p style="margin: 0cm 0cm 0.0001pt;"><span style="color: #7f7f7f;">&nbsp;</span></p> <p style="margin: 0cm 0cm 0.0001pt;"><span style="color: #7f7f7f;">For further information on the solution, please have a look at <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9978%2factivitytoolspluginextension&amp;tabid=165&amp;portalid=0&amp;mid=2185">this article</a>. ​</span></p> <p>&nbsp;<br /> <span><strong>That&rsquo;s it!</strong></span><span>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:" style="background-color: #ffffff;">support@mscrm-addons.com</a><span>.</span></p>10010