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Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogHow to configure an Onpremise Service with CRM Onlinehttps://www.mscrm-addons.com/Blog/PostId/10151/how-to-create-a-settingskey-manually-in-dynamics-365-online-with-service-running-onpremise*General*,DCP 2016,DocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365,DocumentsCorePack 2015/2016Thu, 04 Oct 2018 14:18:37 GMT<p>This article outlines how to create a SettingsKey manually.<br /> It is <span style="text-decoration: underline;">specifically designed</span> to use <strong>Dynamics 365 online</strong> and&nbsp;to run the <strong>Service for DCP-<span style="text-decoration: underline;">Serverbased</span> onpremise.<br /> </strong><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">To configure a service properly for such a scenario you have to create an additional settings key</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">.</span></p> <p>To get knowledge how to create a SettingsKey manually <strong>in general</strong>,&nbsp;please click&nbsp;<a href="https://www.mscrm-addons.com/Blog/PostId/10031/how-to-create-a-settingskey-manually-in-ms-dynamics-365?ver=2018-02-16-104722-347" target="_blank">here</a>.</p> <p> <div>Please open your Dynamics 365 in your Browser.&nbsp;</div> </p> <p>Navigate to&nbsp;<span style="text-decoration: underline;">Settings -&gt; MSCRM-ADDONS -&gt; Products</span>.<br /> Open the Link to DocumentsCorePack and AutoMerge&nbsp;and display&nbsp;all records associated with this view (Button on the right side, next to the "+")</p> <p>Please also deactivate the LBConfig Setting, if you are not using LoadBalancing.&nbsp;</p> <p style="text-align: justify;">After clicking the button, you can see a list of all settingskeys.<br /> By clicking the <strong>[ADD NEW MSCRM-ADDONS.com Settingkeys]</strong>-button you can&nbsp;create a new settingskey.&nbsp;</p> <p class="lightbox" style="text-align: justify;" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #777777;">After clicking,&nbsp; a new window opens. <br /> In this window, you have to&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-family: inherit; color: #777777;">define the name of the <g class="gr_ gr_53 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="53" data-gr-id="53">settingskey</g> in the&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-family: inherit; color: #777777;">Name</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-family: inherit; color: #777777;">-field.</span></p> <p class="lightbox" style="text-align: justify;" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: inherit; font-style: inherit; font-weight: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-family: inherit; color: #777777;"></span>The name of the key has to be "<strong>AzureServiceName</strong>" and the value has to be &ldquo;<strong>none</strong>&rdquo;.<br /> If this settingskey has a different value, please replace it with &ldquo;none&rdquo; as well.</p> <p class="lightbox" style="text-align: justify;" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; color: #777777;">Once this is done, save and close your settings.&nbsp;</span></p> <p class="lightbox" style="text-align: justify;" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; color: #777777;">​</span></p> <span> </span> <strong>That&rsquo;s it!</strong><span style="color: #777777;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>. <p class="lightbox" style="text-align: justify;" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;</p>10151How to activate per User Licensing in Dynamics 365https://www.mscrm-addons.com/Blog/PostId/10147/how-to-activate-per-user-licensing-in-dynamics-365*General*,ActivityTools (AT),DCP 2016,DocumentsCorePack (DCP),DCP 365,GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI),TI 365Fri, 24 Aug 2018 10:24:43 GMT<p style="text-align: justify;">This article outlines how to activate a per User License in Dynamics&nbsp;365 for <strong>ActivityTools, GroupCalendar, PowerSearch, SmartBar <g class="gr_ gr_80 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="80" data-gr-id="80">and</g> TelephoneIntegration.</strong></p> <p style="text-align: justify;"><span style="color: #777777;">For <strong>DocumentsCorePack</strong> the first steps are the same. Please follow the link when you will be asked for.</span></p> <p style="text-align: justify;"><span>When using &ldquo;per User&rdquo; licensing, it is mandatory to enable all users that should be licensed within Dynamics&nbsp;365.&nbsp;Licenses for TelephoneIntegration are always per User. It is also possible to have per User licenses for ActivityTools, GroupCalendar, PowerSearch <g class="gr_ gr_77 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="77" data-gr-id="77">and</g> SmartBar.<br /> This example concerns the TelephoneIntegration license.</span></p> <p style="text-align: justify;"><span>To check the license after installing via the License Manager please go to <strong>CRM-&gt;Settings-&gt;MSCRM-<g class="gr_ gr_71 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="71" data-gr-id="71">ADDONS</g>-Tab.</strong><br /> Now choose the Addon you want to check the License for. In this case, we select&nbsp;TelephoneIntegration.<span style="white-space: pre;"> </span></span></p> <p style="text-align: justify;"><span><span style="white-space: pre;"></span>If you want to select&nbsp;<strong>DocumentsCorePack</strong><span style="text-decoration: underline;"><strong>,</strong></span><strong>&nbsp;</strong><strong><a href="#Figure4">please click here</a></strong><strong><span style="color: #0077b3;"></span></strong>.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Addon overview " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure0.png"> <img alt=" Addon overview" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure0.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: <g class="gr_ gr_268 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins doubleReplace replaceWithoutSep" id="268" data-gr-id="268">MSCRM-<g class="gr_ gr_267 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="267" data-gr-id="267">ADDONS</g></g> overview</em></div> </div> <p><span>&nbsp;</span></p> <p style="text-align: justify;"><span>When the Get Started-page of&nbsp;TelephoneIntegration opens, please navigate to the Licensing-Tab.&nbsp;</span>It often occurs, that after installing the license via the License Manager a window appears that looks like in the figure below:&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Activate per User license " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure1.png"> <img alt=" Activate per User license" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure1.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 2: Activate per User license</em> </div> </div> <p>&nbsp;</p> <p style="text-align: justify;"><span>After installing the new license, the </span><span style="font-size: 24px; color: #0077b3;">❶</span><span> access is denied. This is due to the fact, that the user, that is running the license manager (usually an admin) itself is not a licensed user at this point. Click on the </span><span style="font-size: 24px; color: #0077b3;">❷</span><span> <strong>[Activate Users]</strong>-button to enable specific users.</span></p> <p style="text-align: justify;"><span><br /> </span>In the window below, you can select the users, that should be licensed within Dynamics 365.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Select the users you want to activate " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure2.png"> <img alt="Select the users you want to activate " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure2.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 3: Select the users you want to activate </em> </div> </div> <p>&nbsp;</p> <p style="text-align: justify;"><span>After enabling users to use our addon, the red cross is gone, and the user account has changed due to the number of activated users. As you can see below, there are three <g class="gr_ gr_75 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="75" data-gr-id="75">of ten</g> users enabled to use TelephoneIntegration.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <a title=" Valid license " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure3.png"> <img alt=" Valid license " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure3.png" id="Figure4" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 4: Valid license </em> </div> </div> <p>&nbsp;</p> <p><strong style="text-align: justify;"><span style="color: #0077b3;"><br /> How to activate a per User License in Dynamics&nbsp;365 for</span></strong><span style="text-align: justify;">&nbsp;</span><strong style="text-align: justify;"><span style="color: #0077b3;">DocumentsCorePack</span></strong></p> <p style="text-align: justify;">Here we select&nbsp;<span>DocumentsCorePack.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Addon overview - DCP " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure5.png"> <img alt=" Addon overview - DCP" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure5.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 5: Addon overview - DCP</em></div> </div> <p><span>&nbsp;</span></p> <p>Licenses for DocumentsCorePack-ClientBased are usually per User.<br /> It is also possible to have per User licenses for DocumentsCorePack_ServerBased (from <span>Small to Enterprise&nbsp;</span>package).</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" DCP - Get Started-page " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure6.png"> <img alt=" DCP - Get Started-page " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure6.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <em>Figure 6: DCP - Get Started-page </em> </div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">When the Get Started-page of DocumentsCorePack opens, please choose, if you want to activate Client license or Server license and go to the accordingly tab.<br /> It often occurs, that after installing the license via the License Manager a window appears that looks like in the figure below:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" DCP - Activate per User license" href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure7.png"> <img alt=" DCP - Activate per User license" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure7.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 7: DCP - Activate per User license</em> </div> </div> <p>&nbsp;</p> <p style="text-align: justify;">After installing the new license, the <span style="font-size: 24px; color: #0077b3;">❶</span> access is denied. This is due to the fact, that the user, that is running the license manager (usually an admin) itself is not a licensed user at this point. Click on the<span style="font-size: 24px; color: #0077b3;"> ❷</span><strong> [Activate Users]</strong>-button to enable specific users.<br /> In the window below, you can select the users, that should be licensed within Dynamics 365.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Select the users you want to activate " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure2.png"> <img alt="Select the users you want to activate " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure2.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 8: DCP - Select the users you want to activate</em></div> </div> <p>&nbsp;</p> <p style="text-align: justify;">After enabling users to use our addon, the red cross is gone, and the user account has changed due to the number of activated users. As you can see below, there are three <g class="gr_ gr_74 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="74" data-gr-id="74">of ten</g> users enabled to use TelephoneIntegration.</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" DCP - Valid license" href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure9.png"> <img alt=" DCP - Valid license" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure9.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 9: DCP - Valid license</em> </div> </div> <p>&nbsp;</p> <p><span style="font-size: 13px;"><strong><span>That&rsquo;s it!</span></strong><span style="background: white;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to<span style="color: #777777;">&nbsp;</span><span style="padding: 0cm; border: 1pt none windowtext; color: #0077b3;"><a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></span></span></p>10147How to shorten an alias (Alias is longer than 128 characters)https://www.mscrm-addons.com/Blog/PostId/10148/how-to-shorten-an-alias-alias-is-longer-than-128-characters*General*,DCP 2016,DocumentsCorePack (DCP)Fri, 24 Aug 2018 08:51:44 GMT<p style="text-align: justify;">This article outlines how to shorten an alias in DocumentsCorePack-TemplateDesigner when&nbsp;an error message appears that says: "<span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">Alias is longer than 128 characters"</span></p> <p style="text-align: justify;">Should you get an error that your alias is longer than 128 characters, please do the following steps.<br /> Please note that the 128 character limitation is not from our side but is a standard limitation from CRM.</p> <p style="text-align: justify;">Open your relationships by editing them using the pencil symbol and navigate to <g class="gr_ gr_24 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="24" data-gr-id="24">fetchXML</g>:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" configure relationship" href="/Portals/0/Blog/How_to_shorten_an_alias/Figure1.png"> <img alt=" configure relationship " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_shorten_an_alias/Figure1.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: Configure the relationship </em> </div> </div> <p>&nbsp;</p> <p><span>In the FetchXML View search for the long alias names that need to be shortened due to the character limitation from Dynamics 365:</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" FetchXML View " href="/Portals/0/Blog/How_to_shorten_an_alias/Figure2.png"> <img alt=" FetchXML View " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_shorten_an_alias/Figure2.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 2: FetchXML View </em> </div> </div> <p>&nbsp;</p> <p><span>Give it a short, descriptive name, only change the alias tag:</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" changed FetchXML View " href="/Portals/0/Blog/How_to_shorten_an_alias/Figure3.png"> <img alt=" changed FetchXML View " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_shorten_an_alias/Figure3.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 3: changed FetchXML View</em></div> </div> <p>&nbsp;</p> <p><span>Switch back to the Designer View and click OK.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Designer View " href="/Portals/0/Blog/How_to_shorten_an_alias/Figure4.png"> <img alt=" Designer View " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_shorten_an_alias/Figure4.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 4: Designer View </em> </div> </div> <p>&nbsp;</p> <p style="margin-bottom: 0.0001pt;"><span style="color: #777777;">Afterward,&nbsp;it is necessary to reinsert all fields from that relationship.</span></p> <p>&nbsp;</p> <p><span style="font-size: 13px;"><strong><span>That&rsquo;s it!</span></strong><span style="background: white;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to<span style="color: #777777;">&nbsp;</span><span style="padding: 0cm; border: 1pt none windowtext; color: #0077b3;"><a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></span></span></p> <p>&nbsp;</p>10148