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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 upgrade to MS CRM 2015https://www.mscrm-addons.com/Blog/PostId/9815/how-to-upgrade-to-ms-crm-2015*General*Thu, 27 Nov 2014 08:39:00 GMT<p>This article provides a step-by-step upgrade path of our solutions to the new MS CRM 2015 release!</p> <p><em><span style="font-size: 18px;">From MS CRM 2013</span></em></p> <ol> <li><strong>Request License</strong>: To run our addons on MS CRM 2015, you need to request a license for the CRM 2015 version of our solution.<br /> Upgrades of MS CRM are covered with our support &amp; maintenance. <br /> Thus, every customer with a valid support contract can go ahead and request a license by sending an email including the unique CRM organization unit name </li> to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a> <br /> <br /> How to get the unique CRM organization unit name?&nbsp; <br /> Link:<span style="color: #4d4d4d;"> </span><a href="http://www.mscrm-addons.com/Blog/PostId/9753/How to get the unique organization name">Get Unique Organization unit name</a> <br /> <br /> <li><strong>Check currently installed version <br /> </strong><span style="text-decoration: underline;">DocumentsCorePack</span>: If you are using DocumentsCorePack please ensure that the server component is on v 6.8 or higher. <br /> How to check the version number? <br /> Link: <a href="http://www.mscrm-addons.com/Blog/PostId/9676/MSCRM Addons 2011 – Version Number Guide" target="_blank">Version number guide</a> <br /> You can download the most current version for CRM 2013 from <a href="http://www.mscrm-addons.com/Downloads/DownloadDocumentsCorePackforMSCRM2013.aspx" target="_blank">Downloads</a>&nbsp;<br /> <br /> All other addons are fine to upgrade from any CRM 2013 version!&nbsp;</li> <li><strong>Upgrade your CRM instance to MS CRM 2015! <br /> <br /> </strong></li> <li><strong>Download the CRM 2015 version of our solution<br /> </strong>You can download the version for CRM 2015 from our Download &ndash; center (Login required) <br /> <strong>&nbsp;</strong><a title="http://www.mscrm-addons.com/Downloads.aspx" href="http://www.mscrm-addons.com/Downloads.aspx"><strong>http://www.mscrm-addons.com/Downloads.aspx</strong></a> <br /> <br /> </li> <li><strong>Install CRM 2015 version of our solution<br /> </strong>Once you start the installer it will detect the currently installed version and perform an upgrade automatically. You will not loose any configuration during this process! <br /> <br /> </li> <li><strong>Install new License <br /> </strong>Finally you will need to install the new license using the LicenseManager that comes with the installation of our solution (accessible via the Start Menu or Installation folder)</li> </ol> <p><span><em><span style="font-size: 18px;">FROM CRM 2011 </span></em> <br /> <br /> </span>Microsoft requires to upgrade to CRM 2013 prior to being able to upgrade to CRM 2015. This being said, you will need to upgrade our solutions to CRM 2013 too before you can proceed with your Upgrade to CRM 2015 as above described. <br /> <br /> Upgrade paths from MS CRM 2011 to MS CRM 2013</p> <ul> <li><a href="http://www.mscrm-addons.com/Blog/PostId/9679/How to upgrade DocumentsCorePack for MS CRM 2011 to 2013" target="_blank">DocumentsCorePack</a></li> <li><a href="http://www.mscrm-addons.com/Blog/PostId/9680/How to upgrade GroupCalendar for MS CRM 2011 to 2013" target="_blank">GroupCalendar</a></li> <li><a href="http://www.mscrm-addons.com/Blog/PostId/9678/How to upgrade TelephoneIntegration for MS CRM 2011 to 2013" target="_blank">TelephoneIntegration</a></li> <li><a href="http://www.mscrm-addons.com/Blog/PostId/9675/How to upgrade PowerSearch for MS CRM 2011 to 2013" target="_blank">PowerSearch</a></li> <li><a href="http://www.mscrm-addons.com/Blog/PostId/9685/How to upgrade AttachmentExtractor for MS CRM 2011 to 2013" target="_blank">AttachmentExtractor</a></li> <li><a href="http://www.mscrm-addons.com/Blog/PostId/9682/How to upgrade ActivityTools for MS CRM 2011 to 2013" target="_blank">ActivityTools</a></li> <li><a href="http://www.mscrm-addons.com/Blog/PostId/9686/How to upgrade AutoMerge for MS CRM 2011 to 2013" target="_blank">AutoMerge</a></li> </ul> <p>SmartBar is THE exception when it comes to upgrades previous to CRM 2013, because SmartBar was known as RecordCounter before. RecordCounter did not have as many functionalities as SmartBar, thus, <span style="color: #ff0000;">it does not work with Microsoft Dynamics CRM 2013</span>!<br /> This means, if you want to upgrade the RecordCounter to SmartBar (CRM 2013), you simply have to deinstall it. <a href="http://www.mscrm-addons.com/Portals/0/MSCRM2011/RecordCounter/RecordCounter%20InstallationGuide%20for%20MS%20CRM%202011_EN.pdf?ver=2013-08-28-085058-310#page=11">Click here</a> to get an overview how to deinstall RecordCounter.&nbsp;</p> <p class="MsoNormal"><span lang="EN-US">After the deinstallation you can install SmartBar for CRM 2013. Up from that version, the update for SmartBar is similar to the above described process.&nbsp;</span></p> <p><span> <br /> <span style="font-size: 18px;">FAQ</span></span></p> <ul> <li>How do I upgrade form CRM 4.0? <br /> Upgrading from CRM 4.0 requires to uninstall our solutions and reinstall the solutions for CRM 2015 after performing the upgrade. If you need assistance &ndash; please contact <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com<br /> <br /> </a></li> <li>What if my CRM Online instance was upgraded without checking the current version of our addon? <br /> Please send an email to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a> &ndash; we will check the status and help you get going asap!</li> </ul> <p><strong>That&rsquo;s it!&nbsp;&nbsp;<br /> </strong>We appreciate your feedback about the upgrade path and your CRM 2015 user experience. Please share your thoughts by sending an email to&nbsp;<a href="mailto:office@mscrm-addons.com">office@mscrm-addons.com</a></p>9815Certificate Changes in an IFD environmenthttps://www.mscrm-addons.com/Blog/PostId/9806/certificate-changes-in-an-ifd-environment*General*Thu, 26 Jun 2014 16:22:00 GMT<p>This blog article explains what to do if one of the certificates has changed in the IFD environment. If so, our products require additional steps in order to work again.<br /> &nbsp;</p> <p>This issue can occur with two different certificates:<br /> &nbsp; &nbsp;<br /> <strong>1) SSL certificate <br /> 2) Token Signing certificate</strong></p> <p>&nbsp;</p> <p><strong>1) How to react in case of the SSL certificate&nbsp;</strong></p> <p>First of all, you need to rerun the <em>IFD-</em>wizard and select the correct certificates (since in the <em>web.config </em>your old certificates are still cached).</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image002_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_image002_1.png"></a><a title="Certificates in AD FS" href="http://mscrm-addons.com/images/blog/files/clip_image002_1.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="clip_image002" src="http://mscrm-addons.com/images/blog/files/clip_image002_thumb.png" alt="clip_image002" width="440" height="165" /></a></div> <br /> <em>Figure 1: Certificates in AD FS</em></p> <p>Next, please update the <em>Relying Party Trust</em> with the new&nbsp;<em>Federation Meta Data URL</em>&nbsp;which has been created in the <em>IFD Wizard </em>previously.</p> <p>If this does not work correctly, you will need to delete and recreate the relying party trust for our product on the ADFS Server.</p> <p>Then, specify the <em>Federation Metadata URL</em>, which was created by the<em> IFD Wizard </em>and click on the <em><strong>[Next]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image004_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_image004_1.png"></a><a title="Specified Federation Metadata URL" href="http://mscrm-addons.com/images/blog/files/clip_image004_1.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="clip_image004" src="http://mscrm-addons.com/images/blog/files/clip_image004_thumb_1.png" alt="clip_image004" width="440" height="356" /></a></div> <br /> <em>Figure 2: Specified Federation Metadata URL</em></p> <p>Next, please specify a display name and click on the&nbsp;<em><strong>[Next]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image006.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_image006.png"></a><a title="Specified display name." href="http://mscrm-addons.com/images/blog/files/clip_image006.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="clip_image006" src="http://mscrm-addons.com/images/blog/files/clip_image006_thumb.png" alt="clip_image006" width="443" height="358" /></a></div> <br /> <em>Figure 3: Specified display name.</em></p> <p>Then check the&nbsp;<em>Permit all users to access this relying party</em>-option and click on the&nbsp;<em><strong>[Next]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image008.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.png"></a><a title="Permit all users to acess this relying party" href="http://mscrm-addons.com/images/blog/files/clip_image008.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="clip_image008" src="http://mscrm-addons.com/images/blog/files/clip_image008_thumb.png" alt="clip_image008" width="443" height="356" /></a></div> <br /> <em>Figure 4: Permit all users to acess this relying party</em></p> <p>Please check if everything looks alright and then click on the&nbsp;<em><strong>[Next]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image010.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.png"></a><a title="Check changes" href="http://mscrm-addons.com/images/blog/files/clip_image010.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="clip_image010" src="http://mscrm-addons.com/images/blog/files/clip_image010_thumb.png" alt="clip_image010" width="445" height="360" /></a></div> <br /> <em>Figure 5: Check changes</em></p> <p>After you have finished working with the <em>Add Relying Party Trust</em>-Wizard, the Rules Editor appears. <br /> There, click on the <em><strong>[Add Rule]</strong></em>-button. <br /> <br /> Should the Editor not open automatically, please right-click the relying party object you have created before in the Relying Party Trust list, click on the <em><strong>[Edit Claims Rules]</strong></em>-button and then click on the&nbsp;<em><strong>[Add Rule]</strong></em>-button.</p> <p><span style="color: #ff0000;">Please note: It is of upmost importance that the <em>Issuance Transform Rules</em>-tab is selected. </span>In the Claim rule template list, select&nbsp;<em>Pass Through or Filter an Incoming Claim template</em>&nbsp;and then click on the <em><strong>[Next]</strong></em>-button.</p> <p>Create the following rule:</p> <ul> <li> <div><strong>Claim rule name:</strong> <em>Pass Through UPN </em>(or something descriptive)</div> </li> <li> <div><strong>Add the following mapping:</strong></div> </li> </ul> <p><strong>1. Incoming claim type:</strong> <em>UPN</em></p> <p><strong>2.</strong> Pass through all claim values</p> <p>Click on the <em><strong>[Finish]</strong></em>-button.&nbsp;</p> <p>In the <em>Rules Editor</em>, click on the <em><strong>[Add Rule]</strong></em>-button and in the <em>Claim rule template list</em>, click on <em>Pass Through</em> or <em>Filter an Incoming Claim Template</em>. Click on the <em><strong>[Next]</strong></em>-button in order to proceed.</p> <ul> <li> <div><strong>Claim rule name:</strong> <em>Pass Through Primary SID</em> (or something descriptive)</div> </li> <li> <div><strong>Add the following mapping:</strong></div> </li> </ul> <p><strong>1. Incoming claim type: </strong><em>Primary SID</em></p> <p><strong>2.</strong> Pass through all claim values</p> <p>Click on the <em><strong>[Finish]</strong></em>-button.</p> <p>In the <em>Rules Editor</em>, click on the <em><strong>[Add Rule]</strong></em>-button.&nbsp;</p> <p>In the <em>Claim rule template list</em>, select&nbsp;<em>Transform an Incoming Claim Template</em>&nbsp;and then click on the <em><strong>[Next]</strong></em>-button&nbsp;in order to continue.</p> <p>Now create the following rule:</p> <ul> <li> <div><strong>Claim rule name:</strong> <em>Transform Windows Account Name to Name </em>(or something descriptive)</div> </li> <li> <div><strong>Add the following mapping:</strong></div> </li> </ul> <p><strong>1. Incoming claim type:</strong> <em>Windows account name</em></p> <p><strong>2. Outgoing claim type:</strong> <em>Name</em></p> <p><strong>3.</strong> Pass through all claim values</p> <p>Click on the <em><strong>[Finish]</strong></em>-button and as soon as you have created all three rules, click on the <em><strong>[OK]</strong></em>-button in order to close the Rules Editor.</p> <p>&nbsp;</p> <p><strong>2) How to react in case of the Token Signing certificate</strong></p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image012.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_image012.png"></a><a title="Certificates in ADFS" href="http://mscrm-addons.com/images/blog/files/clip_image012.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="clip_image012" src="http://mscrm-addons.com/images/blog/files/clip_image012_thumb.png" alt="clip_image012" width="429" height="161" /></a></div> <br /> <em>Figure 6: Certificates in ADFS</em>&nbsp;</p> <p>Please replace the old thumbprint of the <em>Token Signing Certificate</em>&nbsp;in the <em>web.config</em> with the thumbprint from your new <em>Token Signing Certificate</em>. As soon as you have replaced it, click on the <em><strong>[OK]</strong></em>-button in order to proceed. &nbsp;<br /> <span style="color: #ff0000;">Please note:</span><span style="color: #ff0000;">&nbsp;Do not copy the thumbprint from here, type it of instead (there are hidden characters inside this string-value which can not be deleted).</span>&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_669.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_669.png"></a><a title="Replace the thumbprint in the certificate dialog" href="http://mscrm-addons.com/images/blog/files/image_669.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_642.png" alt="image" width="437" height="552" /></a></div> <br /> <em>Figure 7: Replace the thumbprint in the certificate dialog</em></p> <p>Find an example for the thumbprint in the <em>web.config</em> which you have to replace below:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_670.png"><em></em></a><em> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_670.png"></a><a title="Token Signing thumbprint in the web.config." href="http://mscrm-addons.com/images/blog/files/image_670.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_643.png" alt="image" width="435" height="303" /></a></div> </em> <br /> <em>Figure 8: Token Signing thumbprint in the web.config.</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>9806Join us at eXtremeCRM 2013 in Rome!https://www.mscrm-addons.com/Blog/PostId/9619/join-us-at-the-extremecrm-2013-in-rome-italy-at-booth-no15!*Features / News*Thu, 03 Jan 2013 15:11:00 GMT<p>Where will you be 3-6 February, 2013? We will be at the eXtremeCRM 2013 in Rome, Italy as a silver sponsor, presenting our powerful addons to the audience.</p> <p>The event is an important European conference for Microsoft Dynamics CRM partners with following specials offering the possibility to connect with and learn from other partners, experts, implementers and developers:</p> <ul> <li><strong><em>eXecutive Summit :</em></strong> Industry analysts and consultants, Microsoft and other partners will address some of the most pressing issues business owners are facing today.</li> <li><strong><em>eXtreme App Challenge</em></strong>: Developers can increase their skills with the help of experts from Microsoft and the channel. They will compete to create the most compelling app! </li> <li><strong><em>eXtreme Training Academy</em></strong>: Attendees can join the pre-event ISV training.</li> <li><strong><em>eXtreme App Launchpad</em></strong>: Apps new to the market are presented here. </li> </ul> <p>We will hold an ISV session (Feb 5, 11:45-12:15) providing a short overview of our addons, focusing on TelephoneIntegration and DocumentsCorePack/AutoMerge. We will especially present the new TelephoneIntegration-features &ldquo;Lync Chat Integration&rdquo; and &ldquo;Predictive Dialer&rdquo;. Furthermore, we will take a look into DocumentsCorePack providing extended possibilities and new features to easily generate complex documents with data from CRM. Also, AutoMerge which enables to generate and process DocumentsCorePack documents automatically via a workflow or in a one-click-scenario via dialogs will be a core theme.</p> <p>It would be great seeing you at our booth no. 15 and during our ISV session!</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>9619Activate per User licensinghttps://www.mscrm-addons.com/Blog/PostId/9546/activate-per-user-licensing*General*Tue, 06 Sep 2011 16:29:00 GMT<p>When using <em>per User</em> licensing, it is mandatory to enable all users that should be licensed within CRM. It often occurs, that after installing the license via the License Manager, the below screen appears:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_115.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_115.png"></a><a title="License Manager - Preview License" href="http://mscrm-addons.com/images/blog/files/image_115.png"><img class="img-responsive" style="float: left; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_112.png" alt="image" width="484" height="494" /></a></div> </p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p><em><br /> Figure 1: License Manager - Preview License</em></p> <p>This is due to the fact, that the user (usually an admin), who is running the license-manager is not a licensed user at this point.</p> <p>To enable this, specific users you will have to follow the below steps.&nbsp;</p> <p><strong>1) Open the User via CRM-&gt;Settings-&gt;Administration-&gt;Users</strong></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_116.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_116.png"></a><a title="CRM Settings (User)" href="http://mscrm-addons.com/images/blog/files/image_116.png"><img class="img-responsive" style="float: left; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_113.png" alt="image" width="484" height="254" /></a></div> </p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p><em>Figure 2: CRM Settings (User)</em></p> <p><strong>2) Set the <em>Per user licensing for [PRODUCT NAME]-</em>bit value to true: <br /> </strong>Depending on the installed addons, a <em>Per user licensing</em>-field will be visible on the User form. Here, it is possible to enable users to use our addon (see Figure 3).</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_117.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_117.png"></a><a title="Enable user to use addon" href="http://mscrm-addons.com/images/blog/files/image_117.png"><img class="img-responsive" style="float: left; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_114.png" alt="image" width="484" height="310" /></a></div> </p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p><em><br /> Figure 3: Enable user to use addon</em></p> <p>When you now restart the licensemanager, you will see that the user-account has changed due to the number of activated users AND, if the admin has been enabled too, the red cross will be gone:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_118.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_118.png"></a><a title="Licensce Manager - Preview License" href="http://mscrm-addons.com/images/blog/files/image_118.png"><img class="img-responsive" style="float: left; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_115.png" alt="image" width="484" height="494" /></a></div> </p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p><em><br /> Figure 4: Licensce Manager - Preview License</em></p> <p><span style="background-color: #ffffff; color: #ff0000;">Please note: Its possible to install the license, although the red cross appears in the [Number of user licenses]-row. Therefore its not mandatory to set the admin user itself to <em>true</em>.</span></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>9546How to get the unique organization name for CRM 4.0 and CRM 2011 (RTM / RTW)https://www.mscrm-addons.com/Blog/PostId/9538/how-to-get-the-unique-organization-name-for-crm-2011-online*General*Wed, 22 Jun 2011 15:50:00 GMT<p>When ordering licenses, you will be asked for the organisation unit name of your CRM system. This information is mandatory in order to create a license. Below, you can find a short description about how to get the necessary information for CRM 4.0 / CRM 2011.</p> <p><strong>CRM 4.0 <br /> <span style="text-decoration: underline;"> <br /> </span></strong>The organisation unique-name can be found within the deployment manger of MS CRM.(Located on the Server where MS CRM has been installed) <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="SharePoint properties - window" href="http://mscrm-addons.com/images/blog/files/CRM4_orgunit.png"><img class="img-responsive" style="display: inline; border: 0px;" title="CRM4_orgunit" src="http://mscrm-addons.com/images/blog/files/CRM4_orgunit_thumb.png" alt="CRM4_orgunit" width="505" height="424" /></a></div> <br /> <br /> <em>Figure 1: SharePoint properties - window</em>&nbsp;</p> <p><strong>&nbsp;</strong></p> <p><strong><span style="text-decoration: underline;">CRM 2011</span></strong></p> <p>For CRM 2011 On-Premise (RTM) as well as CRM 2011 Online (RTW),&nbsp; the unique organization name can be found in <em>Settings &gt; Customizations &gt; Developer Resources</em>.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Microsoft Dynamics CRM Settings" href="http://mscrm-addons.com/images/blog/files/2011%2f7%2forgname.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2011%2f7%2forgname.png" width="506" height="271" /></a></div> </p> <p><em>Figure 2: Microsoft Dynamics CRM Settings</em></p> <p>&nbsp;</p> <p><span style="color: #ff0000;"><strong>Please note:</strong> For CRM 4 as well as CRM 2011, the <strong>Unique-name</strong> is required. Next to this, our key is case sensitive and will not work if the names don&rsquo;t fit.</span></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>9538Upgrading CRM 4 to CRM 2011 with 3rd party addons.https://www.mscrm-addons.com/Blog/PostId/9523/upgrading-crm-4-to-crm-2011-with-3rd-party-addons*General*Mon, 23 May 2011 14:58:00 GMT<p><span style="color: #ff0000;">Before you can upgrade your CRM 4 to 2011, you will need to uninstall all 3rd party addons and check that all buttons have been deleted. </span><span style="color: #ff0000;">After the migration you can then install the latest version of each addon. </span><span style="font-size: small;"><strong> <br /> </strong></span>&nbsp; <br /> Should you have not done this, then it will be more complicated to get rid of the buttons and icons before you can install the CRM 2011 addons.</p> <p>If you still have <em>NavigationBar</em> items which need to be removed, then you can do this by using the <em>Forms customization option</em>.</p> <p>If you have <em>Ribbon Buttons</em> we recommend the following blog entries:&nbsp;<a href="http://dynamicscrm2011.wordpress.com/2011/04/05/ribbon-customization/">http://dynamicscrm2011.wordpress.com/2011/04/05/ribbon-customization/</a></p> <p>Another possibility to modify the ribbons gives you the <em>Visual Ribbon Editor</em>&nbsp;<a href="http://crmvisualribbonedit.codeplex.com/">http://crmvisualribbonedit.codeplex.com/</a>&nbsp;<br /> or the Ribbon Workbench&nbsp;<a href="http://www.develop1.net/public/page/Ribbon-Workbench-for-Dynamics-CRM-2011.aspx">http://www.develop1.net/public/page/Ribbon-Workbench-for-Dynamics-CRM-2011.aspx</a></p> <p>If you have <em>SiteMap</em> Buttons you want to remove, we can recommend the following blog entry with a description on how to modify the SiteMap in MS CRM 2011:</p> <p><a title="http://www.powerobjects.com/blog/2011/03/22/sitemap-editing-in-crm-2011/" href="http://www.powerobjects.com/blog/2011/03/22/sitemap-editing-in-crm-2011/">http://www.powerobjects.com/blog/2011/03/22/sitemap-editing-in-crm-2011/</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>9523mscrm-addons – version number guide for CRM 4.0https://www.mscrm-addons.com/Blog/PostId/9505/mscrm-addons-e28093-version-number-guide*General*Wed, 20 Oct 2010 15:44:00 GMT<p>This article contains a detailed guide on how to find out the version number for each mscrm-addons product in CRM 4.0.</p> <p><strong>Activity Tools</strong></p> <p>First open the Activity Tools Installation folder</p> <p>(C:/Program Files/PTM EDV-Systeme GmbH/ActivityTools for MS CRM 4.0)</p> <p>and then navigate to the <em>bin-</em>folder. Do a right click on the <em>Editor.dll</em>-file and click on <em>Properties</em>.</p> <p>Finally select the v<em>ersion</em>-tab and click on<em> File Version</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/AT_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/AT_1.png"></a><a title="ActivityTools editor properties" href="http://mscrm-addons.com/images/blog/files/AT_1.png"><img class="img-responsive" style="display: inline; border: 0px;" title="AT" src="http://mscrm-addons.com/images/blog/files/AT_thumb_1.png" alt="AT" width="530" height="423" /></a></div> </p> <p><em>Figure 1: ActivityTools editor properties</em></p> <p><strong>&nbsp;</strong>&nbsp;</p> <p><strong>Alerts:</strong></p> <p>First open the Alerts Installation folder</p> <p>(C:/Program Files/PTM EDV-Systeme GmbH/Alerts for MS CRM 4.0)</p> <p>and then navigate to the <em>bin-</em>folder. Do a right click on the <em>Alerts.dll</em>-file and click on <em>Properties</em>.</p> <p>Finally select the v<em>ersion</em>-tab and click on <em>File Version</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/AL_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/AL_1.png"></a><a title="Alerts editor properties" href="http://mscrm-addons.com/images/blog/files/AL_1.png"><img class="img-responsive" style="display: inline; border: 0px;" title="AL" src="http://mscrm-addons.com/images/blog/files/AL_thumb_1.png" alt="AL" width="530" height="420" /></a></div> </p> <p><em>Figure 2: Alerts editor properties</em></p> <p><strong>&nbsp;</strong>&nbsp;</p> <p><strong>Dashboard:</strong></p> <p>First open the Dashboard Installation folder</p> <p>(C:/Program Files/PTM EDV-Systeme GmbH/Dashboard for MS CRM 4.0)</p> <p>and then navigate to the <em>bin-</em>folder. Do a right click on the &ldquo;<strong>Dashboard.deploy.dll</strong>&rdquo;-file (the DashBoard.dll file is obsolete) and click on <em>Properties</em>.</p> <p>Finally select the <em>version</em>-tab and click on <em>File Version</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/DB_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/DB_1.png"></a><a title="Dashboard editor properties" href="http://mscrm-addons.com/images/blog/files/DB_1.png"><img class="img-responsive" style="display: inline; border: 0px;" title="DB" src="http://mscrm-addons.com/images/blog/files/DB_thumb_1.png" alt="DB" width="528" height="421" /></a></div> </p> <p><em>Figure 3: Dashboard editor properties</em></p> <p><strong>&nbsp;</strong>&nbsp;</p> <p><strong>Documents Core Pack Server:</strong></p> <p>First open the Documents Core Pack Server Installation folder</p> <p>(C:/Program Files/PTM EDV-Systeme GmbH/Documents Core Pack Server for MS CRM 4.0)</p> <p>and then navigate to the <em>bin-</em>folder. Do a right click on the <em>DocumentsCorePackServer.dll</em>-file and click on <em>Properties</em>.</p> <p>Finally select the <em>version</em>-tab and click on <em>File Version</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/DCP_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/DCP_1.png"></a><a title="DocumentsCorePack Server properties" href="http://mscrm-addons.com/images/blog/files/DCP_1.png"><img class="img-responsive" style="display: inline; border: 0px;" title="DCP" src="http://mscrm-addons.com/images/blog/files/DCP_thumb_1.png" alt="DCP" width="526" height="415" /></a></div> </p> <p><strong>&nbsp;</strong><em>Figure 4: DocumentsCorePack Server properties</em></p> <p><em><br /> </em></p> <p><strong>Documents Core Pack Client:</strong></p> <p>In MS Word, first click on the <em>www.mscrm-addons.com</em>-tab and click on the <em><strong>[WordMailMerge Settings]</strong>-button</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/dcp1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/dcp1.png"></a><a title="[WordMailMerge Settings]-button" href="http://mscrm-addons.com/images/blog/files/dcp1.png"><img class="img-responsive" style="display: inline; border: 0px;" title="dcp1" src="http://mscrm-addons.com/images/blog/files/dcp1_thumb.png" alt="dcp1" width="521" height="94" /></a></div> </p> <p><em>Figure 5: [WordMailMerge Settings]-button</em></p> <p>&nbsp;</p> <p>In the settings window select the <em>About Documents Core Pack</em>&ndash;tab and you will be provided with the version number.</p> <p><a href="http://mscrm-addons.com/images/blog/files/dcp2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/dcp2.png"></a><a title="WordMailMerge Settings" href="http://mscrm-addons.com/images/blog/files/dcp2.png"><img class="img-responsive" style="display: inline; border: 0px;" title="dcp2" src="http://mscrm-addons.com/images/blog/files/dcp2_thumb.png" alt="dcp2" width="501" height="418" /></a></div> &nbsp;&nbsp;</p> <p><em>Figure 6: WordMailMerge Settings</em></p> <p>&nbsp;</p> <p><strong>Group Calendar:</strong></p> <p>First open the Group Calendar Installation folder</p> <p>(C:/Program Files/PTM EDV-Systeme GmbH/Group Calendar for MS CRM 4.0)</p> <p>and then navigate to the <em>bin</em>-folder. Do a right click on the <em>GroupCalendar.dll</em>-file and click on <em>Properties</em>.</p> <p>Finally, select the v<em>ersion</em>-tab and click on <em>file version</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/GC_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/GC_1.png"></a><a title="GroupCalendar properties" href="http://mscrm-addons.com/images/blog/files/GC_1.png"><img class="img-responsive" style="display: inline; border: 0px;" title="GC" src="http://mscrm-addons.com/images/blog/files/GC_thumb_1.png" alt="GC" width="528" height="417" /></a></div> </p> <p><em>Figure 7: GroupCalendar properties</em></p> <p>&nbsp;</p> <p><strong>Power Search:</strong></p> <p>First open the Power Search Installation folder</p> <p>(C:/Program Files/PTM EDV-Systeme GmbH/Power Search for MS CRM 4.0)</p> <p>and then navigate to the <em>bin</em>-folder. Do a right click on the <em>PowerSearch.dll</em>-file and click on <em>Properties</em>.</p> <p>Finally select the v<em>ersion</em>-tab and click on <em>file version</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/PS_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/PS_1.png"></a><a title="PowerSearch properties" href="http://mscrm-addons.com/images/blog/files/PS_1.png"><img class="img-responsive" style="display: inline; border: 0px;" title="PS" src="http://mscrm-addons.com/images/blog/files/PS_thumb_1.png" alt="PS" width="529" height="428" /></a></div> </p> <p><a href="http://mscrm-addons.com/images/blog/files/PS_1.png"></a><em>Figure 8: PowerSearch properties</em></p> <p>&nbsp;</p> <p><strong>Telephone Integration Server:</strong></p> <p>First open the Telephone Integration Server installation folder</p> <p>(C:/Program Files/PTM EDV-Systeme GmbH/Telephone Integration Server for MS CRM 4.0)</p> <p>and then navigate to the <em>bin-</em>folder. Do a right click on the <strong><em>OutBoundCallConfig.exe</em></strong>-file and click on Properties.</p> <p>Finally, select the <em>version</em>-tab and click on <em>file version</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/TI_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/TI_1.png"></a><a title="OutBoundCallConfig.exe properties" href="http://mscrm-addons.com/images/blog/files/TI_1.png"><img class="img-responsive" style="display: inline; border: 0px;" title="TI" src="http://mscrm-addons.com/images/blog/files/TI_thumb_1.png" alt="TI" width="526" height="419" /></a></div> </p> <p><em>Figure 9: OutBoundCallConfig.exe properties</em><strong>&nbsp;</strong>&nbsp;</p> <p>&nbsp;</p> <p><strong>Telephone Integration Client:</strong></p> <p>Right click on the TelephoneIntegration icon in the taskbar and then click on <em>Info</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/TI1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/TI1.png"></a><a title="TelephoneIntegration Icon" href="http://mscrm-addons.com/images/blog/files/TI1.png"><img class="img-responsive" style="display: inline; border: 0px;" title="TI1" src="http://mscrm-addons.com/images/blog/files/TI1_thumb.png" alt="TI1" width="218" height="148" /></a></div> </p> <p><em>Figure 10: TelephoneIntegration Icon</em></p> <p><em><br /> </em></p> <p>A License window will pop up and in the lower left corner you can see the version number.</p> <p><a href="http://mscrm-addons.com/images/blog/files/TI2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/TI2.png"></a><a title="License Info - TelephoneIntegration" href="http://mscrm-addons.com/images/blog/files/TI2.png"><img class="img-responsive" style="display: inline; border: 0px;" title="TI2" src="http://mscrm-addons.com/images/blog/files/TI2_thumb.png" alt="TI2" width="523" height="308" /></a></div> </p> <p><em>Figure 11: License Info - TelephoneIntegration</em></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>9505