News.mscrm-addons.com Blog

How to upgrade your DocumentsCorePack Online Service license?

Fri, 07 Jul 2017 10:45:43 GMT

The minute your DocumentsCorePack (DCP) license is invalid, it is recommended to check your license status and to react properly. This article outlines

how to view the license state of your service and
how to upgrade your license online.

A) How to view the license state of your DCP Online Service?

1) Follow the below link and enter your username and password.
http://www.mscrm-addons.com/language/en-US/LoginPage?returnurl=/language/en-US/Products/MS-CRM-2013/DocumentsCorePack/Cloud-Service-Configuration

Figure 1: Login to mscrm-addons.com

2) Once registered, click on the [My Account]-button in the right upper corner.

3) Now click on the my cloud services-section in order to get an overview on your subscriptions.

Figure 3: My Cloud Services

4) You are redirected to the DocumentsCorePack Online Configuration. Please mark your service and click on the [View and Install License]-button.

Figure 4: DCP Online Configuration

5) The license information window appears. A red cross always signalizes that a license is invalid. There are numerous reasons for an invalid license.
In this example, the reason why is that the user owns less site licenses than he actually needs. To overcome this issue, the user has to upgrade the license.

Figure 5: License information overview

B) How to upgrade a DCP Online license?

1) Please log in to your account on our website and open the Account Overview. Next, click on the [Modify package size]-button.

Figure 1: Modify your package

2) Now you are redirected to the UpgradeSubscription-section. Please click on the [Upgrade]-button in the right lower corner.

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

How to delete metadata in DocumentsCorePack

Thu, 02 Mar 2017 12:26:12 GMT

This article outlines how to delete metadata in DocumentsCorePack.

Please note: It is important to close the DCP dataprovider and all open MS Word instances before you proceed.

Step 1: Open the metadata save location
To do so, please open the Windows Explorer and look for %appdata%\DCP\metadata. In this folder you will find a directory with your CRM organizations' name.

Figure 1: Look for metadata in the Windows Explorer

Step 2: Delete the metadata
Please delete all the files in that folder.

Figure 2: Delete metadata

Step 3: Restart MS Word and the DCP dataprovider
Last but not least, restart MS Word and the DCP dataprovider. Please learn how to restart the dataprovider here.

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

How to restart the DocumentsCorePack dataprovider

Thu, 02 Mar 2017 11:40:50 GMT

This article outlines how to restart the DocumentsCorePack dataprovider properly.

Please note: Before you restart the dataprovider, make sure that all MS Word instances, as well as the DCP dataprovider itself, are closed!

Step 1: Close the DocumentsCorePack dataprovider
To do so, simply right click on the DCP dataprovider itself. In the so opened overview, click on the [Close]-button.

Figure 1: Close the dataprovider

Step 2: Restart the DCP dataprovider
Next, look for the DocumentsCorePack dataprovider in the start pane and click on it in order to restart the service.

Figure 2: DCP dataprovider restart

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

How to start a service in DocumentsCorePack ServerBased (on premise)?

Wed, 21 Sep 2016 13:44:00 GMT

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.

How to add custom fonts to MS Word templates

Thu, 18 Aug 2016 12:47:00 GMT

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.

Error Message: Solution AutoMergeGlobalButtonTmp failed to import

Thu, 07 Apr 2016 11:38:00 GMT

The error message Solution AutoMergeGlobalButtonTmp Failed To Import

indicates, that the user who is running the current setup process has no rights to access the solution files.

Should you get this error message, you can assign Modify permissions for Everyone for the following folder as a workaround:

C:\Program Files\Microsoft Dynamics CRM\CustomizationImport

Please ensure that this done on the server where the Async Service is running (normal CRM backendserver).

Figure 1: Solution AutoMerge GlobalButtonTmp Failed To Import

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

DocumentsCorePack FileExplorer in IFD environment

Mon, 01 Feb 2016 15:42:00 GMT

This article is about the DocumentsCorePack (DCP) FileExplorer in IFD environments for CRM 2011, 2013, 2015 and 2016.

Basically, DocumentsCorePack's FileExplorer is not supported in CRM IFD environments. Nevertheless, it could be possibly working. If you want to try to configure it, follow this article.

Limitations

The embedded File Explorer only works in Internet Explorer (does not work in any other browser and is not tested with MS Edge).
FileExplorer won’t work when accessing CRM from outside the local network.
When launching FileExplorer with the IE-Dev-Tool opened, you will notice a security warning regarding to mixed http and https.
There is no further development planned!
In combination with IFD, FileExplorer integration is not covered by the support contract.

Steps to configure

These steps have to be performed after the default installation of DocumentsCorePack Server part without any special configurations (do NOT run the IFD tool for DCP).

Change the connection type of the DCP profile to 0:
Open the registry of your CRM server > Local Machine > Software > PTM EDV-Systeme > AutoMergeServer > ActiveProfile

Figure 1: Registry editor
Look for the connection-profile with this ID in Profiles and set CrmConnectionType to 0.

Figure 2: CrmConnectionType
Internet Information Services Settings
The DCP-Website must have an http-binding including a free port. To ensure that, open the IIS Manager and select the DocumentsCorePackserver-website and check the bindings. Remember the port: Its value will be required in the next steps.

As well in IIS Manager, ensure that the Managed pipeline mode of the DocumentsCorePackserverPool- Application Pool is set to Classic:

Figure 3: Edit Application Pool
Navigate to CRM > Settings > MSCRM-ADDONS.com Products and open DocumentsCorePack. In the below grid, all settingskeys will be listed.
For DCP File Explorer only, follow A. If you also use DCP Server based (e.g. CRM workflows) to store documents to the FileShare, follow B.
1. Open the WebApplicationPort-setting and change its KeyValue to assigned port of the DCP Website.
  
  Figure 4: WebApplicationPort
  
  And Open “DCPServerUrl” and change its “KeyValue” to “http://+[CRM server URL]:
  
  Figure 5: DCPServerURL
2. Open WebApplicationPort-setting and change its KeyValue to “http://+[CRM server URL + Port of website in IIS] +/fileexplorer/fileexplorer.aspx?testp=|”:
  
  Figure 6: Define the WebApplicationPort KeyValue
  
  And Open DCPServerUrl and change its KeyValue to http://+[CRM server URL]:[port of DCP website]:
  
  Figure 7: Define the DCPServerURL KeyValue
  
  Please note: The [OpenDocument]-button is NOT supported in this case!
Define Server-based user (only necessary if you use DCP ServerBased)
Go to CRM > Settings > Solutions > and open AutoMergeServerCore. Its ConfigPage will load. Use it to define a user which have enough permission to access the file share and CRM (in doubt, a local and CRM admin).

Figure 8: DCP Server-based Config
Permission: Give everyone full access on the file share and its sub folders (required).
Define a user which is a CRM admin and local admin in the DCP webconfig. To do so, open the DocumentsCorePack web.config-file of the installation directory (usually C:\Program Files\PTM EDV-Systeme GmbH\AutoMerge Server for MS CRM 2015\web.config) and modify the identity-node:

Figure 9: web.config-file of the installation directory
Make the website work within CRM: Open the InternetExplorer settings and allow mixed content.

Figure 10: InternetExplorer Settings

Trouble Shooting

This error could appear when you open the website:

Figure 11: Server Error in '/' application

To resolve it, open the web.config of the installation directory of DCP Server part and remove both lines starting with Infragistics2. In addition, change the targetFramework of compilation to 4.0 (if not already done).

This error could appear when you try to save files to FileShare:

File is not saved to file share.

Activate debugging of DCP FileExplorer (see Solution 2: SERVER SOLUTION): link
If generating documents via DCP server based (e.g. from a CRM Workflow), activate server based debugging as well: link
You can find the log-files in the subfolder Log of the installation directory of DCP Server part.

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

DCP service error message

Thu, 24 Sep 2015 15:38:00 GMT

The error message displayed in Figure 1 indicates, that there are either too many documents to generate (rather unlinkely) at the moment or that the DCP service is not running.

Figure 1: error message

Solution:

The above error message can occur when you start a batch in DocumentsCorePack. To solve this issue, you have to activate or setup a new service.
Learn how to create a service

in CRM online here.

in CRM on-premise here.

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

Service-based printing in DocumentsCorePack

Wed, 12 Aug 2015 15:26:00 GMT

DCP Server offers a service-based printing option which is additionally available to the already known plugin-based printing option. This additional option is based on a service which is running in the background.

DCP ServerBased printing feature provides the possibility to create and manage printer configurations for starting:

local print jobs via DCP Server Local Printer Configuration (supported format: .pdf)
global print jobs online via Google CloudPrint Configuration (supported formats: .docx, .pdf, .html. .jpg, .bmp)

Requirements: DocumentsCorePack ServerBased for MS Dynamics CRM v5.30 and higher

A) How to create a service for document printing
B) How to add the service-based printing step to a workflow or dialog
C) Exception 1: How to add the service-based printing step to already existing workflows
D) Exception 2: How to add the service-based printing step to workflows including a Delete Document-step.

Please note: If you already run a service for printing documents (as this is quite usual when using DCP Server with CRM Online), you can skip the first section of this article and can continue reading in section B).

A) How to create a service for document printing

Before you can to add service-based printing to a workflow, you need to configure and start a service.

A1) Start the Service Configuration DocumentsCorePack for MS CRM 2015 from within the Windows start pane.

Figure 1: Look for ServiceManagement in the Start-menu

A2) Once opened, create a new service or select an existing one. If you want to create a new service, type in the name of the service and click on the green tick mark.
Please note: Once set, the ServiceName cannot be changed anymore! Click on the [Save service configuration]-button in order to proceed.

Figure 2: DCP ServerBased Service Overview

A3) Next, define which type of jobs the service should work on. Select only print jobs. You have also the possibility to set a filter for the printer to be used. This is essential e.g. in the following case: If you have offices in Austria and in the US, you can type in the name of the printer located in your office (e.g. at your Austrian office) in order to avoid that your documents are printed by the printer located in the other office (eg. at your American office) .

Figure 3: Select which type of jobs the service should work on

A4) Then, switch to the CRM Connection Setup-tab, select your CRM type, type in the CRM Server-URL and click on the [Retrieve all Organizations]-button. Select the appropriate organization and click on the [OK]-button.

Figure 4: CRM Connection Setup-tab

Now the below window appears. There, click on the [OK]-button in order to confirm your setup.

Figure 5: Confirm your setup

If the below message box pops up, click on the [OK]-button.

Figure 6: Possible issue with CRM connection- message box

A5) Afterwards click on the [Start Service]-button and the service starts to run in the background and can be found in the Active Services-tab.

A6) After having configured and started the service for printing (in our example “DCPServerPrinting” switch to the DCP Server [Printer] tab. Click on [New] to add and configure a printer which should be used afterward within the workflow. For more information, please download our DocumentsCorePack ServerBased User Guide and read chapter 7.3.1.1 DCP Server Printer Tab Overview.

B) How to add the service-based printing step to a workflow or dialog: step-by-step-description

B1) Start your CRM. Go to Settings and Processes. There, you have the possibility to create a new workflow.

Figure 7: Change Logon

B2) Start to create a workflow with the CreateDocument-step. If you would like to add the service based printing step afterward, click on Add Step (1) and select Create Record from the drop-down menu (2).

Figure 9: Create a workflow - add steps

B3) Then, open the drop-down menu within the newly added step and select MSCRM-ADDONS.com AutoMergeWorkingItems.

Figure 10: Select MSCRM-ADDONS.com AutoMergeWorkingItems

B4) Now click on the [Set Properties]-button

Figure 11: Click on the [Set Properties]-button

A new window opens. Within this window, you can continue to configure the newly added steps. Type in the name of the step (1) and select PrintDocument as AutoMerge Action (2). Then go to the Print Document-section and click on the look-up-field next to the Printer-field and define which printer should be used (3).

Please note: Before you select the printer within this step, you have to ensure that the printer has been installed and added appropriately. Furthermore, it is crucial to use the same name that you used during the printer installation process. For details, please see DCP ServerBased User Guide.

Figure 12: Configure the newly added step

B5) Finish configuring the service-based printing step by adding the PrimaryRecordURL. To do so, you have to select CreateDocument:OutputDocumentRef from the first drop-down menu of the Look for-area within the form assistant on the right (1). Afterward, select RecordURL(Dynamic) from the drop-down menu below (2).

Then, click on the [Add]-button (3) and on the [OK]-button (4). Now the PrimaryRecordURL-field is automatically filled (5). Click on the [Save and Close]-button in order to proceed. Now you have appropriately added the service-based printing step.

Please note: If there is already a printer name specified in the PrintTo-field of the Create Document-section, you have to delete this name to avoid double printing (6).

Figure 13: Finish the configuration of the step

C) Exception 1: How to add the service-based printing step to already existing workflows

Select the workflow which you would like to modify and deactivate it.
Then, double-click on it and open the CreateDocument-step by clicking on Set Properties (1). A new window opens. Here, delete the printername (2) and click on the [Save and Close]-button.

Figure 14: Modify the CreateDocument-step

After having deleted the plug-in based printer step, you can add the service-based printer step directly after the already existing Create Document-step of the workflow. To do so, please follow the steps in section B).

D) Exception 2: How to add the service-based printing step to workflows including a Delete Document-step

If you would like to add the service-based printing step to a workflow which includes a Delete Document-step it is important to know that the service is only checking every 90 seconds if there are generated documents to be printed.

In the worst case, documents are generated and deleted within this 90 seconds and the service is not able to print the documents because they have been already deleted.

To avoid this, it is important to include a Wait-condition before you add a Delete Document-step to your workflow.

D1) Click on Add Step (1) and select Wait Condition from the drop-down menu (2)

Figure 15: Add Step - Wait Condition

D2) Click on condition (click to configure) within the newly added wait condition (1).

Figure 16: Condition (click to configure)

A new window opens. Within this new window, you have to specify the wait condition. Select Print Document (MSCRM-ADDONS.com AutoMergeWorkingItem from the first drop-down menu, Status from the second, Equals from the third and Inactive from the fourth drop-down menu (2).

Figure 17: Configure the Wait Condition

The condition now causes that generated documents are only deleted if they have been already printed. Afterward, click on the [Save and Close]-button to complete this workflow step (3).

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

How to change the CRM connection credentials for active users

Fri, 17 Jul 2015 09:42:00 GMT

In oder to change the CRM connection credentials for active CRM users for DocumentsCorePack Client and/or TelephoneIntegration Client for MS CRM, please follow the below steps.

For DocumentsCorePack Client

Open the DocumentsCorePack Client Data Provider from the StartPane with a right-click on it.

Figure 1: Open the DocumentsCorePack data provider

Now open the DocumentsCorePack data provider configuration with a click on Config.

Figure 2: Open the Configuration of theDocumentsCorePack data provider

In the next window, click on the [Change Logon:]-button

Figure 3: Click on the [Change Logon:]-button

In the following window, the CRM Connection Credentials can be changed.

Figure 4: Change CRM Connection Credentials

For TelephoneIntegration Client
To change the CRM Connection Credentials for TelephoneIntegration Client, please start the TelephoneIntegration Client in the StartPane with a right-click on it.

Figure 5: Start the TelephoneIntegration Client in the StartPane

Next, click on Setup.

Figure 6: Click on Setup

In the next window, switch to the CRM-tab and click on the [SetupConnection]-button. The CRM Connection setup opens. There, change your credentials as required.

Figure 7: Change your credentials

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

How to add a language to DocumentsCorePack ServerBased dialog

Wed, 17 Jun 2015 13:29:00 GMT

This blog describes how to add a language to DocumentsCorePack ServerBased Dialog. Per default, English and German is provided.

Requirement: DocumentsCorePack ServerBased Dialog

Step-by-step description:

1) Open CRM and navigate to Settings:

Figure 1: Settings

In the extension, navigate to Customization

Figure 2: Customization

There, click on Customize the System

Figure 3: Customize the System

2) The Web Resources-window appears. There, click on Web Resources in the tree-view on the left and select ptm_dcp_dialoglocatlization.xml on the right with a double-click.

Figure 4: Web Resources window in CRM

3) In the window that opens now, click on Text Editor or on the URL.

Figure 5: Text Editor version of the German XML language file.

4) Next, copy the whole Web Resource content into any editor starting with to . Replace the LCID with the apropriate LCID. 1033 is, for example, French for France. Click here to get an overview no different Locale ID Values.

It should look like following:

…..
…..
…..

5) Once the translation has been finished, save the new file locally.

6) Next, create a new Web Resource and name as you wish.

Figure 6: Create a new web resource

7) Then publish your settings

Figure 7: Publish your settings

8) Next, a new SettingsKey needs to be created. To do so, go back to the Settings-area in CRM. Within the Settings, go to MSCRM-ADDONS.com Products and select AutoMerge.

Figure 8: MSCRM-ADDONS.com Products in CRM

9) Now click on the drop down next to AutoMerge in the main navigation area and click on MSCRM-ADDONS.com Settings Keys.

Figure 9: Drop down menu next to AutoMerge

10) Click on the [+ADD NEW MSCRM-ADDONS.com SettingsKey]-button.

Figure 10: Click on [+ADD NEW MSCRM-ADDONS.com Settingskey]

Please enter CustomLanguageFileWebResourceName as Name* for the new Settingskey and type in the name of the WebResource you have created in step 6 in the KeyValue

Figure 11: Enter Name and KeyValue

11) All that is left to do, is to click on the [Save and Close]-button in your settings.

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

How to configure entities to show the [CreateDocument]-Button

Tue, 14 Apr 2015 14:08:00 GMT

This blog article outlines how to configure CRM entities to show the DCP ServerBased [CreateDocument]-Button.

Requirement: DocumentsCorePack ServerBased CRM 2013/2015

1) Go to www.mscrm-addons.com and log in with your credentials

Figure 1: www.mscrm-addons.com login

2) Next go to My Account and click on My cloud services

Figure 2: My Account > My Cloud Services

3) Mark the service and click on the [Configure Service]-button

Figure 3: Configure the service

4) Here, you can configure on which entities the [CreateDocument]-button should be visible. To do so, click on the [Select Entities]-button.

Figure 4: Create Document Button Configuration

5) In the following window, select the appropriate entities by activating the checkbox and a click on the [Apply]-button.

Figure 5: Apply configuration

6) Now click on the [Save Service]-button and try it again!

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

SharePoint ErrorMessage: No part of the path in DCP SB Online

Tue, 14 Apr 2015 13:28:00 GMT

This blog article explains what to do when you receive the following error message while saving documents to SharePoint.

DocumentsCorePack failed to generate the document

Addon: DocumentsCorePack ServerBased (Online)

Please find here the OnPremise version of this blog-post.

Please note: The error usually occurrs because of missing or false SharePoint user credentials/rights.

It is mandatory that you have administrative access to SharePoint if you want to correct this error.

1) Go to www.mscrm-addons.com and log in with your credentials

Figure 1: www.mscrm-addons.com login

2) Next go to My Account and click on My cloud services

Figure 2: My Account > My Cloud Services

3) The DocumentsCorePack Online Configuration appears. Please mark the service and click on the [Configure Service]-button.

Figure 3: Open the service configuration

4) Please check if username and password are correct, as well as if the user has administrative access to the configured SharePoint.

Figure 4: Check your credentials

5) If everything is alright, click on the [Save Service]-button and try it again!

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

SharePoint ErrorMessage: No part of the path in DCP SB (OnPremise)

Tue, 14 Apr 2015 12:44:00 GMT

This blog article outlines what to do if you receive the following error message while saving documents to SharePoint.

DocumentsCorePack failed to generate the document

Addon: DocumentsCorePack ServerBased CRM 2013/2015 (OnPremise)
Please find here the Online version of this blog-post.

Please note: The error usually occurs because of missing or false SharePoint user credentials/rights.

It is mandatory that you have administrative access to SharePoint if you want to correct this error.

Minimum permission of SharePoint user:
Able to logon to the root site of SharePoint
Read access on the site
Read and write on the document library and all subfolders (create folders and upload files)

For impersonation and SharePoint attributes: Site admin rights

1) Open your Dynamics 365 and navigate to Settings

Figure 1: Dynamics 365 - Settings

2) In the Settings, click on Solutions

Figure 2: Solutions

3) There, double-click the DocumetsCorePackServerCore Solution.

Figure 3: DocumetsCorePackServerCore Solution

4) Please enter the credentials for your SPS user, the SPS password and the SPS domain.

Figure 4: Enter the credentials for the SPS user, password and domain

5) Now click on the [Save]-button and try again.

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

How to create SharePoint locations, folders and subfolders automatically in DCP SB (OnPremise)?

Wed, 18 Mar 2015 13:00:00 GMT

This blog article outlines how to create SharePoint locations, folders and subfolders automatically within MS Dynamics CRM with DocumentsCorePack ServerBased, using a simple workflow.

Add-On: DocumentsCorePack ServerBased (OnPremise)

For the MS Dyn CRM Online version of this article, please click here.

Example:

Standard SharePoint location in CRM:

Figure 1: Standard CRM SharePoint window

Created SharePoint location:

Figure 2: Created SharePoint location

Generally, when creating a new account in MS CRM, all appropriate documents (e.g. quotes, invoices etc.) are saved in the entity Documents in MS CRM.
As you can see in Figure 3, the CRM Save location Documents can be accessed via the drop-down-button next to the current company in the main navigation area at the top.
It could as well be accessed using our addon SmartBar, which enables a simple navigation between all related CRM records and entities.

Figure 3: Save location of documents in MS Dynamics CRM

Anyway, to create a new Account in CRM, navigate to Accounts, then click on the [New]-button.

Figure 4: Create a new account in MS CRM.

When you click on Documents (see Figure 3), the following message box appears. The box indicates, that a SharePoint location will be created manually with a click on the [OK]-button.

Figure 5: Message from webpage

The standard SharePoint location-window is empty and does not contain any folder(s) or subfolder(s).

Figure 6: Entity Documents, once an account has been created.

Once documents have been saved, its look changes.

Figure 7: Entity Documents with saved content

How to create a workflow that automatically generates SharePoint locations, folder(s) and subfolder(s) when creating an account

It is possible to create different subfolders in folders that contain certain documents (e.g. Quotes, Invoices …)

This can be managed with a simple workflow.

In our example we define

1) the SharePoint location,
2) the folder(s) and
3) the subfolder(s)
that will be automatically triggered when creating a new account.

First of all, open your CRM and navigate to Settings and Processes.

Figure 8: CRM > Settings > Processes

Now create a new process with a click on the [New]-button.

Figure 9: Create a new process

In the next window, define the following settings:

- Process Name: (here: CreateFolder)
- Activate As: Process
- Entity: (here: Account)
- Category: Worfklow

Once this is done, click on the [Add Step]-button, select AutoMergeWF and CreateSharePointFolder.

Figure 10: Add a new step (CreateSharePointFolder)

Now name the step (here: CreateFolder) and click on the [SetProperties]-button:

Figure 11: Name the new step

In the following window, define the SharePoint location, folder(s) and subfolder(s).
For example: TEST/subfolder 1;TEST/subfolder 2;TEST1/subfolder 1

Figure 12: Example SharePoint subfolder added

Figure 13: Structure of TEST/subfolder 1;TEST/subfolder 2;TEST1/subfolder 1

Figure 13 outlines, that a slash indicates that the subfolder remains in a mainfolder. Furthermore, it outlines that a semicolon indicates the creation of a new main folder.
Please note: the folder and/or subfolder name can contain blank space but you must not use a blank space between a folder and its subfoler(s)

Once you have set up your order structure, please click on the [Save and Close]-button (see Figure 12).

Now click on the [Activate]-button in order to activate your workflow:

Figure 14: Activate workflow

Then click once again on the [Activate]-button in order to confirm the process:

Figure 15: Confirm the process

Now your workflow is activated.

Figure 16: Activated workflow

Please note: it can take some minutes until the workflow has been entirely finished!

When you now create a new account and then navigate to the SharePoint document location, it should look similar to the example in Figure 17<.

Figure 17: Example - SharePoint document location based on workflow

When opening the TEST-folder, the subfolders look as shown in Figure 18 and Figure 19.

Figure 18: Subfolder I

Figure 19: Subfolder II

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

How to create label templates with DCP (DocX)?

Fri, 27 Feb 2015 12:06:00 GMT

This article explains how to create label templates with DocumentsCorePack (DCP) DocX.

Requirements: DocumentsCorePack for MS CRM 2013 (Client 6.33) and higher

Generally, there are two options to create and merge a label template.

Option A) Select various records at once - each label equals one record from the main entity of the template.
(e.g. if you want to merge an account label template for a few companies, you can select different companies at once. As a result, you get one label per selected account)

Example

Figure 1: Merged account lable template - example

Option B) Select one record and set relations - each label equals one record from the predefined relationship.
(e.g. if you want to merge an account label template for one company (but different employees) you can select one company to receive all related contacts. As a result, you get one label per related contact).

Please note: With option B, it is mantadory to set a regarding relationship when creating the template in advance.

Example:

Figure 2: Merged account lable template - example

Option A)

Please note: In General, all Microsoft Word formatting options are supported. However, the label template must be created in advance and saved as .docx!

1) Open MS Word and navigate to the www.mscrm-addons.com-tab and click on the [Insert MailMerge Fields]-button.

Figure 3: Open the DocumentsCorePack Task Pane.

2) In the following question box, click on the [Yes]-button and continue to create an Office Open XML(.docx)-template.

Figure 4: DCP Question box

3) The DCP TaskPane opens on the right. Switch to the Template Settings-tab and check the Mark as Label Template-checkbox.
Afterwards click on the [Insert Labels]-button in the www.mscrm-addons.com-ribbon.

Figure 5: DocumentsCorePack TaskPane

4) The Label Options appear. Here, select the required label format and click on the [OK]-button in order to proceed.

Figure 6: Label Options

5) The selected label format has been inserted to your template. Next, it is important to mark one cell as label-cell. To do so, simply set the cursor in the first cell of the document and click on the [Mark as Label Cell]-button.

Figure 7: Mark label-cell

6) Once the cell is marked, select a start entity (e.g account) in the TaskPane and insert fields into the label-cell. To do so, please use the fields from the Normal-tab of the TaskPane.

Figure 8: Insert fields into the label-cell

7) Next, you need to define the remaining cells as label-cells as well. To do so, place your cursor in the first cell and click on the [Duplicate Labels]-button.

Figure 9: Duplicate labels

8) The following information box appears. Click on the [Yes]-button if the cursor is placed in the label-cell.

Figure 10: DocumentsCorePack information box

9) The result looks like this:

Figure 11: Result

10. Now save your template with a click on the [Save Template]-button.

Figure 12: Save your template

How to merge a label template with various records at once

To merge a label template for various records, navigate to Accounts in your CRM system and mark the companies you want to merge. Next, click on the [EXPORT TO WORD]-button in the command bar and select your label template.

Figure 13: Export to Word

The following window appears. Select here, at which position the label should start.
Insert your start position and click on the [OK]-button.

Figure 14: Label Options

The result should look similar to the below example.

Figure 15: Example for merged label template

Option B)

Please note: In General, all Microsoft Word formatting options are supported. However, the label template must be created in advance and saved as .docx!
With option B, it is mantadory to set a regarding relationship when creating the template in advance.

1) Follow step 1-5 of Option A). Next, switch to the Additional-tab, click on the New Relationship/Entity-drop down menu and click on All Contacts. This makes sure, that the relation is set.

Figure 16: Make sure that a relation is set

2) Now the relation is set and you can choose the appropriate fields from the DocumentsCorePack Task Pane. Please go on with the step 6 of Option A) and create your template.

4) Once you are finished, please navigate to e.g. the main form of your Account-entity in your CRM system and mark alll contacts that should be displayed on the label. Next click on the [EXPORT TO WORD]-button and select your label template.

Figure 17: Export to Word

5) Your result could look similar to Figure 18.

Figure 18: Result

For details on how to create label templates with .dot, please click here.

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

DCP Server Upgrade Error: A managed solution cannot overwrite the Attribute component with Id=

Wed, 04 Feb 2015 10:19:00 GMT

Sometimes it could happen that you receive the following error message when you upgrade your DocumentsCorePack Server.

Error importing solution AutoMergeServerCore.zip

Figure 1: Error importing solution on org

When you click on retry you get following details:

Error: A managed solution cannot overwrite the Attribute component with Id=07b55925-4b04-4bfa-900f-4e20744f784c which has an unmanaged base instance. The most likely scenario for this error is that an unmanaged solution has installed a new unmanaged Attribute component on the target system, and…

Figure 2: Error message

If your error message looks similar to the screenshot, please check the following details:

Go to Settings->Customization->Customization
Select the entity MSCRM-ADDONS.com AutoMergeWorkingItems ->Fields
Search for the field ptm_impersonatinguser
Check if the state of this field is unmanaged
In the case it is unmanaged, please remove the field

Figure 3: Mscrm-addons.com AutoMergeWorkingItems

please click on Publish All Customizations
try to upgrade again.
If you get the import error again, please contact support@mscrm-addons.com

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

How to add the [Export to Word]-flyout button?

Mon, 26 Jan 2015 10:33:00 GMT

This article outlines how to add the DocumentsCorePack [Export to Word]-button manually.

Requirements: DocumentsCorePack (DCP) for MS CRM 2013/2015

Please note: The button created in this example will be visible on the Account-form for web-clients only.

How to add the [Call Number]-button manually?

First, create a new CRM solution (CRM > Settings > Solutions > New). Then, add the entity to which the DCP-button should be added. This can be done by opening the Add Existing-drop-down menu > Entity. (here: Account)

Figure 1: Create new solution and add entity

In the now appearing dialog, select No, do not include required components.

This is what the result looks like:

Figure 2: Result

At this point, we recommend to do an unmanaged export of this solution (simply to have a backup).

Once finished, add the following components to the solution (Add Existing > web Resource):

· Web Resource: ptm_dcp_icon_exportword16x16
· Web Resource: ptm_dcp_js_jslibrary
· Web Resource: ptm_dcp_js_templatebutton

Please note: the Web Resource names above displayed are Name-fields.

Figure 3: Components added to Web Resource

Next, open the RibbonWorkBench and select this solution.

Once loaded, drag and drop a Split Button from the Toolbox to your Form-ribbon.

Figure 4: Drag and drop the Split Button

With a right-click on the Split Button a flyout opens. Make another right-click on the flyout-element Delete.

Figure 5: Split Button flyout menu

Next, define its properties on the right side. Please find a sample below.

· Id: any unique id (here: new.account.Button.form.ptm_dcpExportToWordFlyOutCustom)
· Image16by16: select the included :ptm_dcp_icon_exportword16x16-webresource
· Sequence: position of your button (here: 100)
· Label Text: Any text (here: Export to Word)
· ToolTipDescriptionText: any text (here: Starts the document generation of DCP Client)
· ToolTipTitleText: any text (here: Export to Word)
· All other properties can be left as they are

Figure 6: Split Button Properties

Next right-click on Commands > Add New.

Then select the new command.

Figure 7: Enter new command

Define its properties on the right side.

Id: any unique id (here: new.account.command.form.ptm_dcpExportToWordFlyOutBase)

Figure 8: CommandDefinition properties

After that, hit the lookup-icon of Actions and in the popping up dialog click on the [Add]-button.

In the next dialog, select Javascript Function Action and click on the [OK]-button.

Figure 9: Add Javascript Function Action

Define the properties of the next dialog like this:

· FunctionName: DCP.Lib_Registry.printInWord
· Library: select ptm_dcp_js_jslibrary
· Parameters: can be left empty

Figure 10: Define properties

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

Next, click on the lookup-icon of DisplayRules and the following window will open. Click on the [+Add New]-button.

Figure 11: Display Rules-window

Define a unique ID (here: new.account.displayrule.form.ptm_dcpExportToWordFlyOut) and click on the [Add Step]-button.

Figure 12: Add new display rule

Select Client Type Rule and continue with a click on the [OK]-button.

Figure 13: Select rule type

In the next dialog specify the following fields:

· Default: False
· InvertResult: False
· Type: Web

Figure 14: Specify fields

Finish it with a click on the [OK]-button and then again, click on the [OK]-button.

Now the functionality for the main button is ready.

The next step is to include a command for the population of the flyout-menu. To do so, right-click on Commands > Add New

Enter an Id (here: new.account.command.form.ptm_dcpExportToWordFlyOutPopulate)

And hit the lookup-icon(next to Actions)

Figure 15: Define the command properties

Now add the following Javascript Function Action:

· FunctionName: ptmDcpTemplateButton.DynamicMenuDCPTemplate
· Library: select ptm_dcp_js_templatebutton

Figure 16: Add Javascript Function Action

Next, click on Parameters, click on the [Add]-button and add the following types:

· Type: CrmParameter Name: Value: CommandProperties
· Type: CrmParameter Name: Value: SelectedEntityTypeName
· Type: StringParameter Name: Value: new.account.command.form.ptm_dcpExportToWordFlyOutItem
· Type: CrmParameter Name: Value: SelectedEntityTypeCode
· Type: BoolParameter Name: Value: true

Finish the process with a click on the [OK]-button and click again on the [OK]-button.

Figure 17: Add types

The next step is creating the final command. It will be executed when a user hits on a flyout-item.

Right-click on Command > Add New

Figure 18: Add final command

Insert the ID new.account.command.form.ptm_dcpExportToWordFlyOutItem and hit on the Actions lookup-icon.

Figure 19: CommandDefininition Properties

In the now popping-up dialog, click on the [Add]-button. Select Javascript Function Action and click on the [OK]-button.

Define the Javascript function properties as follows:

· FunctionName: ptmDcpTemplateButton.OnClickMenuItem

· Library: select ptm_dcp_js_templatebutton

Figure 20: Javascript Command Properties

Next, click on Parameters and click on the [Add]-button. Insert the following types:

· Type: CrmParameter Name: Value: CommandProperties

· Type: CrmParameter Name: Value: SelectedEntityTypeName

· Type: CrmParameter Name: Value: SelectedControlSelectedItemIds

· Type: CrmParameter Name: Value: PrimaryEntityTypeName

· Type: CrmParameter Name: Value: SelectedEntityTypeCode

Figure 21: Define Parameters

Complete with a click on the [OK]-button and then again, click on the [OK]-button.

Back in the main-window of RibbonWorkBench, select the button in the ribbon and choose the recently created commands in the dropdown-boxes Command and PopulateQueryCommand

Figure 22: Select the [Export to Word]-button

To complete the button, click on the [Publish]-button.

Figure 23: Publish the button

When you now open a contact record, you will find the [Export To Word]-button.

The main button and the flyout should work.

Figure 25: Published [Export To Word]-button

The result Xml of the RibbonWorkBench should look like this:

Figure 26: Ribbon Work Bench XML

Figure 27: Ribbon Work Bench XML

You could try to use this Xml for other entities as well.

For example, you could replace .account. with .lead. and change the location of the CustomAction

BUT we cannot guarantee that this is working!!!

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

How to insert an entity image

Thu, 22 Jan 2015 15:40:00 GMT

This article outlines how to add images, product photos, company logos etc. to MS Dynamics CRM 2011/2013/2015. In our example we add an image to a CRM contact and later on, we add an image to a template.

Requirements: DocumentsCorePack for MS CRM 2011/2013/2015

How to add an image to a CRM contact

Figure 1: CRM contact with picture.

The added pictures can also be used to create templates with DocumentsCorePack Client to create e.g. a list with full name and picture:

Figure 2: CRM contact list with pictures

Please Note: CRM limits the size of uploaded images to 144x144 pixels. This means the resultion of the inserted image may not be as expected and does not have the same quality as the original uploaded document.

Step-by-step description

1) Open the CRM-contact you want to add the picture to. You can see the MS CRM placeholder image (highlighted in yellow), next to the contact name.
Please note: Images can only be added to the left corner of a form. You can only add one image on the form at a time. For example, if you want to add product pictures, you can only add one picture per form.

Figure 3: Random contact in CRM.

Figure 4: Different views for the entity Contact.

2) The following window opens, as soon as you click on the placeholder image.

Figure 5: Placeholder image

3) Browse an image to be inserted to the contact. Click on the [Open]-button to upload the required picture.

Figure 6: Select picture to be uploaded

4) In the following window, click on the [OK]-button in order to confirm the picture.

Figure 7: Confirm the picture

5) The image has been added to your contact.

Figure 8: Picture added to contact

Please note: The image size is limited to 144 x 144 pixels. If you upload an image larger than the standard allowed in CRM 2013, it will be automatically scaled.

How to add an image to a template

Requirements: DocumentsCorePack Client addon

1) Open MS Word click on the www.mscrm-addons.com-tab, then on the [Insert MailMerge fields]-button and answer the following question with a click on the [Yes]-button.

Figure 9: Open new template in Microsoft Dynamics CRM 2013

Please note: Up to MS Dynamics CRM 2013, the DocumentsCorePack Task Pane appears. When you open a template in CRM 2015, the DocumentsCorePack Template Designer opens.

The DocumentsCorePack TaskPane/TemplateDesigner appears. Select the entity for which you want to generate the template for in the TaskPane (see figure 10) or in the TemplateDesigner (see figure 11) (here: Account).

Because we want to generate a list with all contacts from the account MSCRM-ADDONS.com, we switch to the Additional-tab and select All Contacts.

Figure 10: TaskPane in CRM 2013

Figure 11: Template Designer in CRM 2015

Select a field (here: Full Name) and click on the [Insert]-button in the Task Pane. Click on the [Insert field]-button in the Template Designer. In both CRM versions, he Insert new table-window appears. There, you can modify the table.
In our example, we want to create a table with two columns. (For additional table formatting options, please read our blog article).

Figure 12: Insert new table

In the first row we insert the Full Name-field with a double click. Next, we want to insert the images we have added before. To do so, click on the Entity Image-field (CRM 2013)/ Default Image-field (CRM 2015) and click on the [Insert]-button-drop down menu or the [Insert field]-button drop down menu. Select the Insert as picture field-option.

(Please find further information about the [Insert]-button here. For further information on the [Insert fields]-button, click here.)

Figure 13: Insert as picture field option

The mscrm-addons.com placeholder picture appears. You can edit the picture now.

Figure 14: mscrm-addons.com placeholder

Now save your template with a click on the [Save Template]-button and test it. If you have not tested a template yet, please read this article first.

However, the result you get is a list with the full names and images of all contacts saved in this account.

Figure 15: Result

Please do not hesitate to contact us, should you require further information or our assistance.

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

Open/Save Template Error while creating a label template

Fri, 28 Nov 2014 11:13:00 GMT

If you receive the following error when creating a label template in DCP for CRM 2013, your DCP Server Component is very likely not up to date.

Figure 1: Open Save Template Info

Please make sure that the DCP Server component version v2013.44 or higher is installed.

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