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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 change the CRM connection credentials for active usershttps://www.mscrm-addons.com/Blog/PostId/9850/how-to-change-crm-connection-credentials-for-the-active-userDocumentsCorePack (DCP),DCP 2011,DCP 2013,DCP 2015 / 2016,TI 2011,TI 2013,TI 2015 / 2016,TI 4.0Fri, 17 Jul 2015 09:42:00 GMT<p>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.&nbsp;<br /> &nbsp;</p> <p><strong>For DocumentsCorePack Client <br /> </strong><br /> Open the&nbsp;<em>DocumentsCorePack Client Data Provider</em>&nbsp;from the <em>StartPane </em>with a right-click on it<em>.&nbsp;</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_920.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_920.png"></a><a title="Open the DocumentsCorePack data provider" href="http://mscrm-addons.com/images/blog/files/image_920.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_893.png" alt="image" width="240" height="220" /></a></div> &nbsp; <br /> <em>Figure 1: Open the DocumentsCorePack data provider</em><br /> <br /> Now open the DocumentsCorePack data provider configuration with a click on <em>Config</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_921.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_921.png"></a><a title="Open the Configuration of theDocumentsCorePack data provider" href="http://mscrm-addons.com/images/blog/files/image_921.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_894.png" alt="image" width="244" height="165" /></a></div> &nbsp; <br /> <em>Figure 2: Open the Configuration of theDocumentsCorePack data provider</em><br /> <br /> In the next window, click on the <em><strong>[Change Logon:]</strong></em>-button</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_922.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_922.png"></a><a title="Click on the [Change Logon" href="http://mscrm-addons.com/images/blog/files/image_922.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_895.png" alt="image" width="245" height="344" /></a></div> &nbsp; <br /> <em>Figure 3: Click on the [Change Logon:]-button</em><br /> <br /> In the following window, the <em>CRM Connection Credentials</em> can be changed.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_923.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_923.png"></a><a title="Change CRM Connection Credentials" href="http://mscrm-addons.com/images/blog/files/image_923.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_896.png" alt="image" width="244" height="226" /></a></div> <br /> <em>Figure 4: Change CRM Connection Credentials</em></p> <p><strong>For TelephoneIntegration Client</strong> <br /> To change the CRM Connection Credentials for <em>TelephoneIntegration Client</em>, please start the <em>TelephoneIntegration Client</em> in the <em>StartPane </em>with a right-click on it.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_924.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_924.png"></a><a title="Start the TelephoneIntegration Client in the StartPane" href="http://mscrm-addons.com/images/blog/files/image_924.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_897.png" alt="image" width="240" height="210" /></a></div> &nbsp;<br /> <em>Figure 5: Start the TelephoneIntegration Client in the StartPane</em></p> <p>Next, click on <em>Setup</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_925.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_925.png"></a><a title="Click on Setup" href="http://mscrm-addons.com/images/blog/files/image_925.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_898.png" alt="image" width="237" height="280" /></a></div> <br /> <em>Figure 6: Click on Setup</em></p> <p>In the next window, switch to the <em>CRM</em>-tab and click on the <em><strong>[SetupConnection]</strong></em>-button. The CRM Connection setup opens. There, change your credentials as required.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_927.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_927.png"></a><a title="Change your credentials" href="http://mscrm-addons.com/images/blog/files/image_927.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_900.png" alt="image" width="244" height="224" /></a></div> <br /> <em>Figure 7: Change your credentials</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>9850Repair WScript.Shell ActiveXhttps://www.mscrm-addons.com/Blog/PostId/9548/repair-wscriptshell-activexDocumentsCorePack (DCP),DCP 2011,DCP 4.0,TI 2011,TI 4.0Thu, 29 Sep 2011 12:09:00 GMT<p>In some rare cases the WScript.Shell ActiveX component is not correctly registered. This causes, that the DocumentsCorePack <em>Print in Word</em> and TelephoneIntegration <em>Call Number</em> buttons are not working properly. To resolve the issue open a command prompt and enter&nbsp;<span style="font-family: 'courier new', courier;"><strong>regsvr32.exe wshom.ocx</strong></span></p> <p><span style="font-family: 'courier new', courier;"><strong style="font-family: Verdana, Arial, Helvetica, sans-serif;">That&rsquo;s it!&nbsp;</strong><span style="font-family: Verdana, Arial, Helvetica, sans-serif;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="font-family: Verdana, Arial, Helvetica, sans-serif;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="font-family: Verdana, Arial, Helvetica, sans-serif;">.</span></span></p>9548CTI in a hosted environmenthttps://www.mscrm-addons.com/Blog/PostId/9490/cti-in-a-hosted-environmentTelephoneIntegration (TI),TI 4.0Fri, 09 Jul 2010 11:29:00 GMT<p>CTI <strong>does</strong> need the server component in a hosted environment as well, but you can launch the CTI Server setup from any Client, as long as you have a user with full access to CRM.</p> <p>You need to select the hosted options on the Connection dialog.&nbsp;</p> <p>If you have physical access to the CRM server, you can simply launch the setup on that server as if it were an onPremise installation.</p> <p>Due to the mechanics of an IFD setup, the client will not use a SQL connection to retrieve the information, but a webservice call.</p> <p>As webservice calls are more limited as SQL queries, it is recommended to create a hidden field in CRM on the entities you want to search in.</p> <p>They will hold the numbers in a format similar to the one TAPI uses.</p> <p>You can achieve this either via an onSave script or via a workflow in CRM, transmuting the number to a TAPI compatible format.</p> <p>This is only required for caller identification, outbound calls will work with the formatted number, because they are processed by the Client application.</p> <p>&nbsp;</p> <p><strong>Explanation:</strong></p> <p>The number stored in CRM is formatted canonical, looking like +43 (316) 680880 0</p> <p>The TAPI drivers delivers a number as 00433166808800.</p> <p>Though the information is the same, the formatting prevents the CTI to find the number, as the webservice call is not able to resolve the formatting.</p> <p>If you have a field in the CRM entity that is getting filled with the unformatted number, you can setup the CTI to use that field for the lookup and get correct results in looking up the callers, but still have a well formatted number in the CRM to display.</p> <p>&nbsp;</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>9490Downgrade KDTele.ocxhttps://www.mscrm-addons.com/Blog/PostId/9472/downgrade-kdteleocxTelephoneIntegration (TI),TI 4.0Fri, 09 Apr 2010 12:08:00 GMT<p>To downgrade the KDTele-tools in order to use the previous event-model, simply donwload the downgrade package from:</p> <p><a href="http://62.99.232.162/TI/downgrade.zip">http://62.99.232.162/TI/downgrade.zip</a></p> <p>and extract the package into a &ldquo;downgrade&rdquo; folder within the installation directory of the TelephonIntegration (TI) - Client component.</p> <p><a href="http://mscrm-addons.com/images/blog/files/KD_tele_downgrade_1_1.png"></a> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/KD_tele_downgrade_1_1.png"></a><a href="http://mscrm-addons.com/images/blog/files/KD_tele_downgrade_1_1.png"><img class="img-responsive" style="display: inline; border: 0px;" title="KD_tele_downgrade_1" src="http://mscrm-addons.com/images/blog/files/KD_tele_downgrade_1_thumb_1.png" alt="KD_tele_downgrade_1" width="376" height="218" /></a></div> <p><em>Figure 1: "Downgrade"-folder</em></p> <p>Within &ldquo;downgrade&rdquo; you can find a batch file, that is performing the following steps:</p> <p><strong>regsvr32 /u ..\kdtele.ocx</strong>&nbsp;&nbsp; // Unregisters the actual KDTele.ocx <br /> <strong>ren ..\kdtele.ocx ..\kdtele_replace.ocx&nbsp; </strong>// creates a backup of the actual KDTele.ocx <br /> <strong>copy kdtele.ocx ..&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </strong>//Replaces the file <br /> <strong>regsvr32 ..\kdtele.ocx </strong>// registersthe new kdtele.ocx-file</p> <p>So all you need to do, is to:</p> <ol> <li>Close the TI-Client</li> <li>Run the batch-file</li> <li>Restart TI</li> </ol> <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>9472