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Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogDocumentsCorePack Solution update Error - AutoMergeGlobalButtonhttps://www.mscrm-addons.com/Blog/PostId/10193/documentscorepack-solution-update-error-automergeglobalbutton*General*,DocumentsCorePack (DCP)Mon, 25 Feb 2019 11:07:23 GMT<p class="Default" style="text-align: justify;">This blog article is relevant for you if you get the following error message during the update to the <span>AutoMergeGlobalButton Solution version 2017.38/2018.38 or higher</span>:</p> <p style="text-align: justify; margin-bottom: 0pt;"><em>FAILURE: The RibbonRule(f146d12c-f718-e611-80fb-5065f38a7a11) component cannot be deleted because it is referenced by 2 other components.</em></p> <p style="text-align: justify; margin-bottom: 0pt;"><em> </em></p> <p class="Default" style="text-align: justify;">OR if the update was successful, but you get the following error on page load or on <strong>[Create Document]</strong>-button click:</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Error message" href="/Portals/0/Blog/DCP_Solution_update_error_AutoMergeGlobalButton/Figure1.png"> <img width="365" height="207" class="img-responsive" alt="Error message" src="/Portals/0/Blog/DCP_Solution_update_error_AutoMergeGlobalButton/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Error message</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify; margin-bottom: 0pt;">If this happens on a &ldquo;Service Activity&rdquo; record, please check the section &ldquo;For Service Activity&rdquo;.</p> <p style="text-align: justify; margin-bottom: 0pt;">&nbsp;</p> <p style="text-align: justify; margin-bottom: 0pt;">&nbsp;</p> <p style="text-align: justify; margin-bottom: 0pt;"><strong><span>Reason</span></strong></p> <p style="text-align: justify; margin-bottom: 0pt;">We have changed the <g class="gr_ gr_86 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar multiReplace" id="86" data-gr-id="86">enable</g> rules of the <strong>[Create Document]</strong>-button to make different improvements. If you have not <span style="text-align: justify;">customized&nbsp;</span>the DCP button manually you will not have any problems.</p> <p style="text-align: justify; margin-bottom: 0pt;">But if you have modified the <strong>[Create Document]</strong>-button (e.g. via RibbonWorkBench) you will get the above errors.</p> <p style="text-align: justify; margin-bottom: 0pt;">The reason for that is that due to your custom change a copy of the old XML structure has been created (e.g. in order to add custom display rules to the button) and the update fails because a reference to the old XML structure exists.</p> <p>&nbsp;</p> <p><strong>How to solve it<br /> </strong>First, find out for which entities changes were made (you can skip this step if you know which entities are affected):<strong><br /> </strong></p> <p style="margin-bottom: 0pt;">To do so open the dependency dialog for the &ldquo;AutoMergeGlobalButton&rdquo; solution as described in this <a href="https://www.mscrm-addons.com/Blog/PostId/9881/how-to-remove-dependencies-when-deleting-a-solution-manually-in-crm">blog article</a>.</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <p style="margin-bottom: 0pt;">[YOUR CRM URL]/tools/dependency/dependencyviewdialog.aspx?objectid=[GUID OF AMGLOBALBUTTON SOLUTION]&amp;objecttype=7100&amp;operationtype=dependenciesforuninstall</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <p style="margin-bottom: 0pt;">In this example the changes were only&nbsp;<span>made&nbsp;</span><span>for the quote entity&nbsp;</span>(Just entities depended on the &ldquo;Application Ribbons&rdquo; are relevant):</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Relevant entities in this example " href="/Portals/0/Blog/DCP_Solution_update_error_AutoMergeGlobalButton/Figure2.png"> <img width="756" height="136" class="img-responsive" alt="Relevant entities in this example" src="/Portals/0/Blog/DCP_Solution_update_error_AutoMergeGlobalButton/Figure2.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Relevant entities in this example</em></div> </div> <p>&nbsp;</p> <p style="margin-bottom: 0pt;">Next, check the changes for these entities. In this case for the quote entity. This can be done via a manual solution export of the entity ribbon or via the RibbonWorkBench. In this example, we use <g class="gr_ gr_90 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-del replaceWithoutSep" id="90" data-gr-id="90">the RibbonWorkBench</g>. When we open it for the quote entity, it shows the following changes:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Entity changes via the RibbonWorkBench " href="/Portals/0/Blog/DCP_Solution_update_error_AutoMergeGlobalButton/Figure3.png"> <img width="267" height="332" class="img-responsive" alt="Entity changes via the RibbonWorkBench" src="/Portals/0/Blog/DCP_Solution_update_error_AutoMergeGlobalButton/Figure3.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: Entity changes via the RibbonWorkBench</em></div> </div> <p>&nbsp;</p> <p style="margin-bottom: 0pt;">It is recommended to create a backup of the Ribbon XML first.</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <p style="margin-bottom: 0pt;">Then remove all elements which are related to the <strong>[Create Document]</strong>-button. The IDs of all of them start with &ldquo;MSCRMADDONS&rdquo; (see highlighted above). This can be done by right-clicking -&gt; Delete.</p> <p style="margin-bottom: 0pt;">In <g class="gr_ gr_73 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="73" data-gr-id="73">detail</g> this means that you remove your custom changes which have been made on the MSCRM-<g class="gr_ gr_71 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="71" data-gr-id="71">ADDONS</g> ribbon elements. Once done the button is reset to the out of the box behavior.</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <p style="margin-bottom: 0pt;">After publishing these changes the problem should be solved.</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <p style="margin-bottom: 0pt;"><strong>Please note:</strong> It could also be possible that this change has been made on Organization1 and has been migrated to Organization2 via a managed solution. In this case, this has to be changed or removed in that migration solution.</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <p style="margin-bottom: 0pt;"><strong>Problems in Dynamics 365 Online version 9.1: </strong>We have noticed the no buttons which were added via the RibbonWorkBench or via any other unmanaged way cannot be undone.</p> <p style="margin-bottom: 0pt;">It behaves like follows: You remove the ribbon elements via the RibbonWorkBench and publish it. Everything seems fine, but when you reload the RibbonWorkBench you notice that all elements are here again.</p> <p style="margin-bottom: 0pt;">This is a global CRM problem and happens for CRM default buttons as well.</p> <p style="margin-bottom: 0pt;">Please contact Microsoft support to fix this.</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <p style="margin-bottom: 0pt;"><strong><span>For Service Activity</span></strong></p> <p style="margin-bottom: 0pt;">If this happens on a &ldquo;Service Activity&rdquo; record and you have the &ldquo;AutoMergeGlobalButtonExtension&rdquo; solution version 2015.2 or lower installed, please update to the 2015.3 version.</p> <p style="margin-bottom: 0pt;">Download the solution via this link:&nbsp; <span style="color: red;"><a href="https://www.mscrm-addons.com/Portals/0/Blog/AutoMergeGlobalButtonExtention/AutoMergeGlobalButtonExtension.zip?ver=2019-04-15-081043-413">DownLoadLinkToSolutionInTheFolder</a></span></p> <p style="margin-bottom: 0pt;">Open Dynamics 365 -&gt; Settings -&gt; Solutions -&gt; hit &ldquo;Import&rdquo; -&gt; select the zip solution file and follow the wizard.</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <p style="margin-bottom: 0pt;"><strong><span>Still not working</span></strong></p> <p style="margin-bottom: 0pt;">If you followed the above steps but the update does still not work, please send us the following information:</p> <ul> <li style="margin-bottom: 0pt;">Error Message of Install/Update process</li> <li style="margin-bottom: 0pt;">CRM Version (Dynamics 356 -&gt; Settings wheel -&gt; About)</li> <li style="margin-bottom: 0pt;">Unique organization name: <span><a href="https://www.mscrm-addons.com/Blog/PostId/9981/unique-organization-name-in-microsoft-dynamics-365">https://www.mscrm-addons.com/Blog/PostId/9981/unique-organization-name-in-microsoft-dynamics-365</a></span></li> <li style="margin-bottom: 0pt;"><span><a href="https://www.mscrm-addons.com/Blog/PostId/9981/unique-organization-name-in-microsoft-dynamics-365"></a></span>A screenshot of the dependency dialog for the &ldquo;AutoMergeGlobalButton&rdquo; solution (as described above)</li> <li style="margin-bottom: 0pt;">A screenshot of the included elements of the RibbonWorkBench of affected entities (or the &lt;RibbonDiffXml&gt;)</li> </ul> <p style="margin-bottom: 0pt;">​</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <p style="background-color: #fcfcfc;"><span style="font-size: 13px;"><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>.</span></p>10193How to create a SettingsKey manually in MS Dynamics 365https://www.mscrm-addons.com/Blog/PostId/10031/how-to-create-a-settingskey-manually-in-ms-dynamics-365AutoMerge (AM),DocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365,TelephoneIntegration (TI),TI 2015 / 2016,TI 365Wed, 02 Aug 2017 12:45:27 GMT<p style="text-align: justify;"><span style="color: #777777;">So</span><span style="color: #777777;">metimes you may be asked to create a new <g class="gr_ gr_60 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="60" data-gr-id="60">settingskey</g>&nbsp;for one of our products - for example, if we develop a customization for you or if a special configuration is needed, etc.&nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;">To do so, please follow the six easy steps below.&nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;"><strong><g class="gr_ gr_58 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="58" data-gr-id="58">Addons</g>:</strong> AutoMerge, DocumentsCorePack, TelephoneIntegration&nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;"><strong>Step-by-step: How to create a SettingsKey manually in MS CRM 2016 or MS Dynamics 365</strong></span></p> <p style="text-align: justify;"><span style="color: #777777;"><strong>1. </strong>Open your Dynamics 365 in your Browser.&nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;"><strong>2.</strong> Go to Settings within&nbsp;the Dynamics 365 navigation. &nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;"> </span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Settings in the Dynamics 365 navigation " href="/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure1_Settings.png"> <img alt="Settings in the Dynamics 365 navigation " class="img-responsive" src="/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure1_Settings.png" width="421" height="78" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #777777;">Figure 1: Settings in the Dynamics 365 navigation</span></em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #777777;"><em>&nbsp;&nbsp;</em></span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #777777;"><em></em></span><em><span style="color: #777777;"><strong>3.</strong>&nbsp;<span style="background-color: #fcfcfc;">Within the settings, navigate to&nbsp;</span><span style="background-color: #fcfcfc;">MSCRM-ADDONS.com Products</span><span style="background-color: #fcfcfc;">&nbsp;in the&nbsp;</span><span style="background-color: #fcfcfc;">Extensions</span><span style="background-color: #fcfcfc;">-area of the sitemap.</span></span></em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><a title="MSCRM-ADDONS.com Products " href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure2_Products.png"><img alt="MSCRM-ADDONS.com Products " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure2_Products.png" width="421" height="78" /></a></em></div> <em> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #777777;">Figure 2:&nbsp;<span style="background-color: #fcfcfc;">MSCRM-ADDONS.com Products</span></span></div> </em> <p><span style="color: #777777;"><br /> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #777777;"><em> </em></span></p> </div> <p style="text-align: justify;"><span style="background-color: #fcfcfc; color: #777777;"><strong>4.</strong></span><span style="background-color: #fcfcfc; color: #777777;"><strong>&nbsp;</strong>Open the product record for which you need to create a new <g class="gr_ gr_51 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="51" data-gr-id="51">settingskey</g> for with a <g class="gr_ gr_52 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="52" data-gr-id="52">double click</g> on it.</span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; color: #777777;"> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="background-color: #fcfcfc;"><a title="Overview of MSCRM-ADDONS.com Products " href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure3_Products_Overview.png"><img alt="Overview of MSCRM-ADDONS.com Products " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure3_Products_Overview.png" width="421" height="78" /></a></span></div> <p style="text-align: justify;"> <span style="background-color: #fcfcfc;"> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="background-color: #fcfcfc; color: #777777;">Figure 3:&nbsp;<span style="background-color: #fcfcfc;">&nbsp;Overview of MSCRM-ADDONS.com Products</span></span></div> <span style="background-color: #fcfcfc; color: #777777;"> </span> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="background-color: #fcfcfc;"><span style="background-color: #fcfcfc; color: #777777;"><strong>5.</strong></span><span style="background-color: #fcfcfc; color: #777777;"><strong>&nbsp;</strong>A new window opens. Within this new window, go to the button on the right side, highlighted in yellow and click on it to see all records associated with this view.</span></span></p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Associated records button" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure4_Associated_Records_Button.png"><img alt="Associated records button " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure4_Associated_Records_Button.png" width="421" height="78" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #777777;">Figure 4: &nbsp;Associated records button&nbsp;</span></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #777777;"> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #777777;">After clicking the button, you are provided&nbsp;with the window below. Here you can see a list of all the&nbsp;<g class="gr_ gr_55 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="55" data-gr-id="55">settingskeys</g>. By clicking the<strong> [ADD NEW MSCRM-ADDONS.com Settingkeys]</strong>-button you can create a new <g class="gr_ gr_56 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="56" data-gr-id="56">settingskey</g>.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="View/add settingskeys of/to a MSCRM-ADDONS.com product" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure5_Vilew_Settingskeys.png"><img alt="View/add settingskeys of/to a MSCRM-ADDONS.com product " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure5_Vilew_Settingskeys.png" width="421" height="78" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #777777;">Figure 5: View/add <g class="gr_ gr_50 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="50" data-gr-id="50">settingskeys</g>&nbsp;of/to <g class="gr_ gr_57 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar multiReplace" id="57" data-gr-id="57">a MSCRM-ADDONS.com</g> product</span></div> <p style="text-align: justify;">&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #000000;"><strong><span style="background-color: #fcfcfc; color: #777777;">&nbsp;6.</span></strong><span style="color: #777777;"><span style="background-color: #fcfcfc; color: #777777;"><strong>&nbsp;</strong>A new window opens. In this window, you have to 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="background-color: #fcfcfc; color: #777777;">Name</span><span style="background-color: #fcfcfc; color: #777777;">-field&nbsp;</span><br style="background-color: #fcfcfc;" /> <span style="background-color: #fcfcfc; color: #777777;">and the value</span><span style="background-color: #fcfcfc; color: #777777;">&nbsp;in the&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;">KeyValue</span><span style="background-color: #fcfcfc; color: #777777;">-field. Once done, save and close your settings.&nbsp;</span></span></span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="background-color: #fcfcfc;"><a title="Create a new settingskey for a MSCRM-ADDONS.com product" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure6_Create_new_Settingskey.png"><img alt="Create a new settingskey for a MSCRM-ADDONS.com product " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure6_Create_new_Settingskey.png" width="421" height="78" /></a></span></div> <p style="text-align: justify;"> <span style="background-color: #fcfcfc;"> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="background-color: #fcfcfc; color: #777777;">Figure 6: View/add&nbsp;<g class="gr_ gr_49 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="49" data-gr-id="49">settingskeys</g>&nbsp;of/to&nbsp;<g class="gr_ gr_59 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar multiReplace" id="59" data-gr-id="59">a MSCRM-ADDONS.com</g>&nbsp;product</span></div> <span style="background-color: #fcfcfc;"> </span> <p>&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #ff0000;"><strong>Please note:</strong> <span style="color: #777777;">If the new key is intended for a client application like DocumentsCorePack or TelephoneIntegration,&nbsp;</span></span><span style="color: #777777;">you need to restart the Client application.</span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #777777;">Otherwise, the setting will not be applied to the Client.</span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #777777;"> </span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #777777;"> </span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #777777;"> </span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="font-size: 13px;"><span style="color: #777777;"><strong>That&rsquo;s it!</strong></span><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>.</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">&nbsp;</p> <div style="text-align: justify;"><span><br /> </span></div> <br /> <p style="text-align: justify;">&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="background-color: #fcfcfc;"> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p>10031How to integrate SharePoint with CRM and MS Dynamics 365https://www.mscrm-addons.com/Blog/PostId/10006/how-to-integrate-sharepoint-with-crm-and-ms-dynamics-365*General*Tue, 21 Mar 2017 16:28:49 GMT<p>This article outlines how to integrate SharePoint with CRM. It is valid for CRM 2013 and higher. This step-by-step tutorial shows you how to connect SharePoint with Microsoft Dynamics 365 and how to create SharePoint folders automatically.&nbsp;</p> <p>Step 1: Please open the Document Management Settings. To do so, navigate to Settings &gt; Document Management and click on Document Mangement Settings.&nbsp;</p> <p> <div> </div> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Open the Document Management Settings " href="http://mscrm-addons.com/portals/0/Blog/How%20to%20integrate%20SharePoint%20with%20MSDyn365/Figure_1.png"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/How%20to%20integrate%20SharePoint%20with%20MSDyn365/Figure_1.png" style="width: 500px; height: 251px;" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 1: Open the Document Management Settings&nbsp;<br /> <br /> Step 2: Select the entities you want to create SharePoint folders for and enter a SharePoint site. This site will be used as the default site for document management.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Select SharePoint  " href="http://mscrm-addons.com/portals/0/Blog/How%20to%20integrate%20SharePoint%20with%20MSDyn365/Figure_2.png"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/How%20to%20integrate%20SharePoint%20with%20MSDyn365/Figure_2.png" style="width: 500px; height: 558px;" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Select SharePoint &nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Step 3: Simply follow the instructions in the next window in order to create a folder structure based on a certain entity and click on the <strong>[Next]</strong>-button to proceed.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Document Management settings  " href="http://mscrm-addons.com/portals/0/Blog/How%20to%20integrate%20SharePoint%20with%20MSDyn365/Figure_3.png"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/How%20to%20integrate%20SharePoint%20with%20MSDyn365/Figure_3.png" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 3: Document Management settings &nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">​Step 4: The next window provides you with the document library creation status and details. Click on the <strong>[Finish]</strong>-button in order to finish the set up.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Document library creation status " href="http://mscrm-addons.com/portals/0/Blog/How%20to%20integrate%20SharePoint%20with%20MSDyn365/Figure_4.png"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/How%20to%20integrate%20SharePoint%20with%20MSDyn365/Figure_4.png" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 4: Document library creation status&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span><strong>That's it!</strong>&nbsp;</span><span>We appreciate your feedback! Please share your thoughts by sending an e-Mail to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #ffffff;">support@mscrm-addons.com</a><span>.&nbsp;</span>​</p>10006How to uninstall our solutions from CRMhttps://www.mscrm-addons.com/Blog/PostId/9936/how-to-uninstall-our-solutions-from-crm*General*Wed, 28 Sep 2016 13:58:00 GMT<p>No matter, if you install our solutions manually in Microsoft Dynamics CRM or if you install our solutions via AppSource, please follow the steps below to uninstall our products.</p> <p><span style="color: #ff0000;">Please note: When you uninstall the solutions, all related data will be deleted. (e.g. DocumentsCorePack templates). For all on-premise versions of our products, the product itself must be uninstalled from the server before you can continue to deinstall the addon with the below steps. For further information, have a look at the</span> <a href="http://www.mscrm-addons.com/Support/Documentation">documentation on our homepage</a>. &nbsp;</p> <p><strong>Step-by-step instruction on how to uninstall our solutions</strong></p> <p>1) Open the CRM solutions. <br /> &nbsp;&nbsp;&nbsp; (CRM &gt; Settings &gt; Solutions)</p> <p><a href="http://mscrm-addons.com/images/blog/files/Solution_overview_2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Solution_overview_2.png"></a><a title="Solution overview" href="http://mscrm-addons.com/images/blog/files/Solution_overview_2.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Solution_overview" src="http://mscrm-addons.com/images/blog/files/Solution_overview_thumb_3.png" alt="Solution_overview" width="244" height="121" /></a></div> <br /> <em>Figure 1: Solution overview </em></p> <p>2) <span style="color: #333333;">Look</span> for the product you would like to uninstall (here:<em> PowerSearch</em>). Now all solutions connected to the addon you would like to delete are displayed.<br /> <span style="background-color: #ffffff; color: #ff0000;">Please note: This works for every product except for DocumentsCorePack, because the DCP solutions have different names. <br /> </span>You could as well look for the publisher (here: <em>mscrm-addons</em>). In this case, your search would bring up <em>all solutions</em> related to <em>mscrm-addons.&nbsp;</em>&nbsp;<br /> &nbsp;&nbsp;<a href="http://mscrm-addons.com/images/blog/files/Search_for_PowerSearch_2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Search_for_PowerSearch_2.png"></a><a title="List of example solutions connected to one addon" href="http://mscrm-addons.com/images/blog/files/Search_for_PowerSearch_2.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Search_for_PowerSearch" src="http://mscrm-addons.com/images/blog/files/Search_for_PowerSearch_thumb_3.png" alt="Search_for_PowerSearch" width="244" height="87" /></a></div> <br /> <em>Figure 2: List of example solutions connected to one addon</em></p> <p><span style="color: #4d4d4d;">3)</span>&nbsp;<span style="color: #000000;">The solutions must be deleted in a certain order, which depends on the product you want to delete. </span><span style="color: #333333;">Please find a list with all our products and the corresponding solution order below.</span></p> <p><span style="color: #333333;"><strong><span style="text-decoration: underline;">DocumentsCorePack (DCP)</span></strong><em>&nbsp; <br /> <span style="color: #ff0000;">If you have installed <span style="background-color: #ffff00;">DCP via installer previously</span>, please note: <br /> Before you uninstall DocumentsCorePack, make sure that your current version is <span style="background-color: #ffff00;">lower or higher than</span> version 2015. 133 - 150. <span style="background-color: #ffff00;">If not</span>, please <span style="background-color: #ffff00;">UPGRADE YOUR VERSION</span> before you uninstall the solutions. Learn more about how to find your version number <a href="http://www.mscrm-addons.com/Blog/PostId/9829/MSCRM_Addons-2015Version-Number-Guide" target="_blank">here</a>. </span></em></span></p> <p><span style="color: #000000;">1) AutoMergeGlobalButtonExtension (if present)&nbsp;&nbsp;&nbsp; <br /> 2) AutoMergeGlobalButton <br /> 3) DocumentsCorePackServerConfigAllEntities <br /> 4) AutoMergeServerOnPremiseSDKSteps (if present) <br /> 5) AutoMergeServerOnPremise (if present) <br /> 6) DocumentsCorePackServerJavaScript (if present) <br /> 7) AutoMergeServerCore <br /> 8) DocumentsCorePackServerCore <br /> </span><em> <br /> </em><span style="color: #000000;"><strong><span style="text-decoration: underline;">TelephoneIntegration (TI) <br /> </span></strong>1) TelephoneIntegrationServerCreatePowerDialingList <br /> 2) TelephoneIntegrationUserState <br /> 3) TelephoneIntegrationServerConfigAllEntities.zip <br /> 4) TelephoneIntegrationServerConfig <br /> 5) TelephoneIntegrationServerCore</span></p> <p><span style="color: #000000;"><strong><span style="text-decoration: underline;">AttachmentExtractor (AE) <br /> </span></strong>1) AttachmentExtractorCore.zip</span></p> <p><span style="color: #000000;"><strong><span style="text-decoration: underline;">GroupCalendar (GC)&nbsp; <br /> </span></strong>1) GroupCalendarAutoUpdate.zip <br /> 2) GroupCalendarServerWorkflow.zip (if present) <br /> 3) GroupCalendarServerConfig.zip <br /> 4) GroupCalendarServerCore.zip</span></p> <p><span style="color: #333333;"><strong><span style="text-decoration: underline;">ActivityTools (AT)&nbsp; <br /> </span></strong></span><span style="color: #ff0000;">If you have installed <span style="background-color: #ffff00;"><em>AT via installer or manually</em>&nbsp;previously</span>, please note: <br /> Before you uninstall AT, make sure that your current version is <span style="background-color: #ffff00;">lower or higher</span> than version 2015. 210 - 212. <span style="background-color: #ffff00;">If not</span>, please <span style="background-color: #ffff00;">UPGRADE YOUR VERSION</span> before you uninstall the solutions. Learn more about how to find your version number <a href="http://www.mscrm-addons.com/Blog/PostId/9829/MSCRM_Addons-2015Version-Number-Guide" target="_blank">here</a>. </span><span style="color: #333333;"> <br /> </span><span style="color: #ff0000;"> <br /> If you have installed <span style="background-color: #ffff00;"><em>AT via AppSource</em></span> <span style="background-color: #ffff00;">previously</span>, please note: <br /> Before you uninstall AT, make sure that you <span style="background-color: #ffff00;">use version 2016.3 or higher</span>. <span style="background-color: #ffff00;">If not</span>, please <span style="background-color: #ffff00;">UPGRADE YOUR VERSION</span> before you uninstall the solutions. Learn more about how to find your version number <a href="http://mscrm-addons.com/post/2015/02/25/MSCRM_Addons-2015Version-Number-Guide.aspx" target="_blank">here</a>. </span></p> <p><span style="color: #000000;">1) ActivityToolsPluginDemo.zip (if present) <br /> 2) ActivityToolsPluginConfig.zip <br /> 3) ActivityToolsPluginCore.zip</span></p> <p><span style="color: #333333;"><strong><span style="text-decoration: underline;">PowerSearch (PS)&nbsp; <br /> </span></strong></span><span style="color: #000000;">1) PowerSearchPluginGlobalButton (if present) <br /> 2) PowerSearchPluginConfig.zip <br /> 3) PowerSearchPluginCore.zip</span></p> <p><span style="color: #333333;"><strong><span style="text-decoration: underline;"><span style="color: #000000;">SmartBar (SB)</span> <br /> </span></strong></span><span style="color: #000000;">1) SmartBarServerDialogAllEntities <br /> 2) SmartBarServerConfig <br /> 3) SmartBarServerCore</span></p> <p><span style="color: #000000;">You will notice that &ndash; no matter which addon you would like to uninstall &ndash; there is also the <em>MSCRMADDONScomGeneral</em> solution listed.</span> <span style="background-color: #ffff00; color: #ff0000;">Please note: Do NOT uninstall this solution as long as you have one of our addons installed. </span></p> <p><strong>That&rsquo;s it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9936We are proud to be a CRMUG Summit 2016 Gold Sponsor!https://www.mscrm-addons.com/Blog/PostId/9931/we-are-proud-to-be-a-crmug-summit-2016-gold-sponsor!*Features / News*Tue, 13 Sep 2016 10:52:00 GMT<p>Join <strong>mscrm-addons.com </strong>and your Microsoft Dynamics&reg; CRM peers, including Microsoft MVPs, subject matter experts, and Microsoft staff at <a href="http://www.crmugsummit.com"><strong>CRMUG Summit 2016</strong></a> taking place <strong>October 11-14</strong> in Tampa, FL.</p> <p>CRMUG Summit delivers the <strong>can&rsquo;t-miss</strong> annual conference for users of Microsoft Dynamics CRM. Blending special access to Microsoft leadership with credible peer-to-peer knowledge exchange &ndash; this event delivers electric keynotes, visionary product roadmaps, focused learning and optimal networking as users gain instrumental solutions for their everyday CRM challenges and larger organizational goals. In a multitude of industries, Summit is well known as a <strong>premier </strong>user-centric experience.</p> <p><a href="http://mscrm-addons.com/images/blog/files/Facebook%20Cover%20Image.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Facebook%20Cover%20Image.jpg"></a><a title="CRMUG Summit 16 invitation banner" href="http://mscrm-addons.com/images/blog/files/Facebook%20Cover%20Image.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Facebook Cover Image" src="http://mscrm-addons.com/images/blog/files/Facebook%20Cover%20Image_thumb.jpg" alt="Facebook Cover Image" width="504" height="189" /></a></div> <br /> <em>Figure 1: CRMUG Summit 16 invitation banner</em></p> <p>CRMUG Summit provides an inviting and aspirational professional haven for thousands of users. The conference activates a rich grassroots community of peers and experts and provides an <strong>unmatched </strong>training experience, where users can trust the quality of knowledge exchanged.</p> <p><a href="https://youtu.be/oo0cWx1oBgg">Click here</a> to discover more about CRMUG Summit 2016!</p> <p>At <strong>mscrm-addons.com</strong>, our goal is to help you become successful, both as an organization and individually. This is why we have chosen to sponsor CRMUG Summit 2016 and encourage you to make plans to attend this conference. Invest in your career and <a href="https://www.crmug.com/widgets/generic?cobaltsrc=https%3a%2f%2fdcicrmugportal.cobaltsaas.com%2fMeetings%2fRegistration%2fMeetingDetails.aspx%3fmid%3d1b6d5d16-57c6-4807-adae-782156ce50e0&amp;dcittid=tx97xYF">register</a> for CRMUG Summit 2016 today. <a href="http://www.crmugsummit.com/home">Click here</a> and find out more about CRMUG Summit 2016!</p> <p><strong>What can you expect from our team at CRMUG Summit 2016?</strong></p> <ul> <li>Gain profound insight into all our products </li> <li>Learn more about document automation in MS Dynamics CRM </li> <li>Receive useful tipps, eg how to create a Word template in less than 25 minutes!</li> <li>Get a glimpse on how easy it can be to connect your phone system with Microsoft Dynamics CRM</li> <li>Learn more about scheduled reports or simply find out how to navigate in CRM like a pro!&nbsp; </li> <li>We will be happy to expand the limits of Microsoft Dynamics CRM with you!</li> </ul> <p><strong>See you soon at <a href="http://www.mscrm-addons.com/images/events/CRMUG2016/Tampar/Floorplan_Tampar.jpg">BOOTH #1127</a>!</strong></p> <p><strong>That&rsquo;s it! </strong>We appreciate your feedback about our News. Please share your thoughts by sending an email to <a href="mailto:office@mscrm-addons.com">office@mscrm-addons.com</a> !</p>9931Welcome Microsoft AppSource with us!https://www.mscrm-addons.com/Blog/PostId/9921/welcome-microsoft-appsource-with-us!*Features / News*Wed, 06 Jul 2016 12:49:00 GMT<p>With AppSource, Microsoft introduces an innovative marketplace featuring intuitive design! <br /> &hellip; and we are proud to be "on-board" from the very start!</p> <p><a href="http://mscrm-addons.com/images/blog/files/MS_App_source.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/MS_App_source.png"></a><a title="Microsoft AppSource start page" href="http://mscrm-addons.com/images/blog/files/MS_App_source.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="MS_App_source" src="http://mscrm-addons.com/images/blog/files/MS_App_source_thumb.png" alt="MS_App_source" width="244" height="137" /></a></div> <br /> <em>Figure 1: Microsoft AppSource start page</em></p> <p>Microsoft's innovative tool offers prospective, as well as long-standing customers the opportunity to start trial versions of our addons. Benefit from the Software-as-a-Service-offer and start right now!&nbsp; <br /> <br /> Microsoft AppSource is delivered with an highly intuitive surface. <br /> <a href="http://mscrm-addons.com/images/blog/files/Microsoft%20AppSource.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Microsoft%20AppSource.png"></a><a title="Microsoft AppSource surface" href="http://mscrm-addons.com/images/blog/files/Microsoft%20AppSource.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Microsoft AppSource" src="http://mscrm-addons.com/images/blog/files/Microsoft%20AppSource_thumb.png" alt="Microsoft AppSource" width="244" height="188" /></a></div> <em>Figure 2: Microsoft AppSource surface</em></p> <p>You can refine your search using well-thought categories, industries or simply by selecting the Microsoft product that is currently facilitating your business life. <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/All_together.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/All_together.png"></a><a title="Microsoft AppSource search refinements" href="http://mscrm-addons.com/images/blog/files/All_together.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="All_together" src="http://mscrm-addons.com/images/blog/files/All_together_thumb.png" alt="All_together" width="244" height="148" /></a></div> <br /> <em>Figure 3: Microsoft AppSource search refinements</em></p> <p>Once you have found an app that fits your requirements, simply click on it&hellip; <a href="http://mscrm-addons.com/images/blog/files/DCP_button.png"> <br /> </a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/DCP_button.png"></a><a title="Microsoft AppSource button (example)" href="http://mscrm-addons.com/images/blog/files/DCP_button.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="DCP_button" src="http://mscrm-addons.com/images/blog/files/DCP_button_thumb.png" alt="DCP_button" width="161" height="244" /></a></div> <br /> <em>Figure 4: Microsoft AppSource button (example)</em></p> <p>&hellip;in order to gain valuable information on the solution, free trial versions, videos, and lots of more details on the products!&nbsp; <br /> <a href="http://mscrm-addons.com/images/blog/files/DCP_expanded.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_expanded.png"></a><a title="Microsoft AppSource detailed information (example)" href="http://mscrm-addons.com/images/blog/files/DCP_expanded.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="DCP_expanded" src="http://mscrm-addons.com/images/blog/files/DCP_expanded_thumb.png" alt="DCP_expanded" width="244" height="174" /></a></div> <br /> <em>Figure 5: Microsoft AppSource detailed information (example)</em>All in all, we can only say: YES! Microsoft did it again! They managed to produce a highly intuitive, yet practicable solution that allows customers, as well as prospective customers, to get an intriguing peek into products and solutions that facilitate the handling of Microsoft solutions!</p> <p>For more information on AppSource, <a href="https://appsource.microsoft.com/en-us/" target="_blank">click here</a> and give it a try! <br /> <br /> Or join our free webinar on how to get started on AppSource! <br /> For detailed information &amp; registration <a href="http://mscrm-addons.enterthemeeting.com/m/CXDADMY4">click here</a>.</p> <p><strong>That&rsquo;s it! </strong>We appreciate your feedback about our News. Please share your thoughts by sending an email to <a href="mailto:office@mscrm-addons.com">office@mscrm-addons.com</a> !</p>9921How to install a license key - Overviewhttps://www.mscrm-addons.com/Blog/PostId/9917/how-to-install-a-license-key-overview*General*Thu, 23 Jun 2016 16:41:00 GMT<p>Thank you for using our mscrm-addon!<br /> <br /> The following overview was created to support you when it comes to the installation of a new license key.&nbsp;</p> <p>There are <a style="background-color: #ffffff;" href="http://http://www.mscrm-addons.com/Blog/PostId/9917/How to install a license key - Overview">many reasons why a license key has to be installed</a>, but there are only three main possibilities how to install your license key. They depend on the addon you would like to install:</p> <p><a href="http://www.mscrm-addons.com/Portals/0/MSCRM2015/Generall/License_Manager_Doku.pdf?ver=2016-02-24-144844-550#page=4">Option 1</a> &ndash; Install the license key via the <em>On Premise License Manager </em><br /> <br /> <a href="http://www.mscrm-addons.com/Blog/PostId/9918/How to install a license key via Web License Manager">Option 2</a> &ndash; Install the license key via the <em>Web License Manager</em></p> <p><a href="mailto:support@mscrm-addons.com">Option 3 </a>&ndash; Our support team installs the license key for you.</p> <p>The following table contains all our products and license key installation options.<br /> Please click on the <em>x</em> that matches your product. You will be provided with further information on how to install the license key properly.</p> <table width="505" border="1" cellspacing="0" cellpadding="2"> <tbody> <tr> <td valign="top" style="width: 293px;"> <p><strong>Product</strong></p> </td> <td valign="top" style="width: 70px;"><a href="http://www.mscrm-addons.com/Portals/0/MSCRM2015/Generall/License_Manager_Doku.pdf?ver=2016-02-24-144844-550#page=4"><strong>Option 1</strong></a></td> <td valign="top" style="width: 68px;"><a href="http://www.mscrm-addons.com/Blog/PostId/9918/How to install a license key via Web License Manager"><strong>Option 2</strong></a></td> <td valign="top" style="width: 67px;"><strong><a href="mailto:support@mscrm-addons.com">Option 3</a></strong></td> </tr> <tr> <td valign="top" style="width: 293px;">DocumentsCorePack Server Based</td> <td valign="top" style="width: 70px;"><a href="http://www.mscrm-addons.com/Portals/0/MSCRM2015/Generall/License_Manager_Doku.pdf?ver=2016-02-24-144844-550#page=4">x</a></td> <td valign="top" style="width: 71px;">&nbsp;</td> <td valign="top" style="width: 69px;">&nbsp;</td> </tr> <tr> <td valign="top" style="width: 293px;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; - On Premise/IFD</td> <td valign="top" style="width: 70px;"><a href="http://www.mscrm-addons.com/Portals/0/MSCRM2015/Generall/License_Manager_Doku.pdf?ver=2016-02-24-144844-550#page=4">x</a></td> <td valign="top" style="width: 73px;">&nbsp;</td> <td valign="top" style="width: 70px;">&nbsp;</td> </tr> <tr> <td valign="top" style="width: 293px;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; - Online</td> <td valign="top" style="width: 70px;">&nbsp;</td> <td valign="top" style="width: 74px;">&nbsp;</td> <td valign="top" style="width: 70px;"><a href="mailto:support@mscrm-addons.com">x</a></td> </tr> <tr> <td valign="top" style="width: 293px;">DocumentsCorePack Client</td> <td valign="top" style="width: 70px;"><a href="http://www.mscrm-addons.com/Portals/0/MSCRM2015/Generall/License_Manager_Doku.pdf?ver=2016-02-24-144844-550#page=4">x</a></td> <td valign="top" style="width: 75px;">&nbsp;</td> <td valign="top" style="width: 70px;">&nbsp;</td> </tr> <tr> <td valign="top" style="width: 293px;">AttachmentExtractor</td> <td valign="top" style="width: 70px;"><a href="http://www.mscrm-addons.com/Portals/0/MSCRM2015/Generall/License_Manager_Doku.pdf?ver=2016-02-24-144844-550#page=4">x</a></td> <td valign="top" style="width: 76px;">&nbsp;</td> <td valign="top" style="width: 70px;">&nbsp;</td> </tr> <tr> <td valign="top" style="width: 293px;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; - On Premise/IFD</td> <td valign="top" style="width: 70px;"><a href="http://www.mscrm-addons.com/Portals/0/MSCRM2015/Generall/License_Manager_Doku.pdf?ver=2016-02-24-144844-550#page=4">x</a></td> <td valign="top" style="width: 73px;">&nbsp;</td> <td valign="top" style="width: 70px;">&nbsp;</td> </tr> <tr> <td valign="top" style="width: 293px;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; - Online</td> <td valign="top" style="width: 70px;">&nbsp;</td> <td valign="top" style="width: 74px;">&nbsp;</td> <td valign="top" style="width: 70px;"><a href="mailto:support@mscrm-addons.com">x</a></td> </tr> <tr> <td valign="top" style="width: 293px;">ActivityTools</td> <td valign="top" style="width: 70px;">&nbsp;</td> <td valign="top" style="width: 76px;"><a href="http://www.mscrm-addons.com/Blog/PostId/9918/How to install a license key via Web License Manager">x</a></td> <td valign="top" style="width: 70px;">&nbsp;</td> </tr> <tr> <td valign="top" style="width: 293px;">TelephoneIntegration</td> <td valign="top" style="width: 70px;"><a href="http://www.mscrm-addons.com/Portals/0/MSCRM2015/Generall/License_Manager_Doku.pdf?ver=2016-02-24-144844-550#page=4">x</a></td> <td valign="top" style="width: 76px;">&nbsp;</td> <td valign="top" style="width: 70px;">&nbsp;</td> </tr> <tr> <td valign="top" style="width: 293px;">GroupCalendar</td> <td valign="top" style="width: 70px;"><a href="http://www.mscrm-addons.com/Portals/0/MSCRM2015/Generall/License_Manager_Doku.pdf?ver=2016-02-24-144844-550#page=4">x</a></td> <td valign="top" style="width: 76px;">&nbsp;</td> <td valign="top" style="width: 70px;">&nbsp;</td> </tr> <tr> <td valign="top" style="width: 293px;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; - Online (Subscription)</td> <td valign="top" style="width: 70px;">&nbsp;</td> <td valign="top" style="width: 76px;">&nbsp;</td> <td valign="top" style="width: 70px;"><a href="mailto:support@mscrm-addons.com">x</a></td> </tr> <tr> <td valign="top" style="width: 293px;">SmartBar</td> <td valign="top" style="width: 70px;"><a href="http://www.mscrm-addons.com/Portals/0/MSCRM2015/Generall/License_Manager_Doku.pdf?ver=2016-02-24-144844-550#page=4">x</a></td> <td valign="top" style="width: 76px;">&nbsp;</td> <td valign="top" style="width: 70px;">&nbsp;</td> </tr> <tr> <td valign="top" style="width: 293px;">PowerSearch</td> <td valign="top" style="width: 70px;">&nbsp;</td> <td valign="top" style="width: 76px;"><a href="http://www.mscrm-addons.com/Blog/PostId/9918/How to install a license key via Web License Manager">x</a></td> <td valign="top" style="width: 70px;">&nbsp;</td> </tr> <tr> <td valign="top" style="width: 293px;">PowerSearch (Silverlight)</td> <td valign="top" style="width: 70px;"><a href="http://www.mscrm-addons.com/Portals/0/MSCRM2015/Generall/License_Manager_Doku.pdf?ver=2016-02-24-144844-550#page=4">x</a></td> <td valign="top" style="width: 77px;">&nbsp;</td> <td valign="top" style="width: 71px;">&nbsp;</td> </tr> </tbody> </table> <p>&nbsp;</p> <p><strong>That&rsquo;s it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to<br /> <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9917Requirements for a new licensehttps://www.mscrm-addons.com/Blog/PostId/9915/requirements-for-a-new-license*General*Mon, 23 May 2016 10:53:00 GMT<p>To facilitate and to speed up the issuing process of a new license, we kindly ask you to send us a short e-Mail including answers to the following questions.</p> <p><strong><span style="text-decoration: underline;">Which product do you need the license for?</span></strong> <br /> - DocumentsCorePack Client Based <br /> - DocumentsCorePack Server Based <br /> - TelephoneIntegration <br /> - AttachmentExtractor <br /> - GroupCalendar <br /> - ActivityTools <br /> - PowerSearch <br /> - SmartBar <br /> <br /> <strong><span style="text-decoration: underline;">Which CRM version do you use at the moment?</span></strong> <br /> - CRM 2011 <br /> - CRM 2013 <br /> - CRM 2015 <br /> - CRM 2016<br /> - Dynamics 365 v8<br /> - Dynamics 365 v9 </p> <p> <br /> <strong><span style="text-decoration: underline;">What kind of CRM do you use?<br /> </span></strong>- CRM Online <br /> - CRM OnPremise <br /> - CRM with ADFS Authentication (IFD) <br /> <br /> <strong><span style="text-decoration: underline;">How many active CRM users are there in your CRM Organization?</span></strong> <br /> <br /> <strong><span style="text-decoration: underline;">What is the unique organization name of your CRM Organization?</span></strong> <br /> (If you need more information on the unique organization name, please <a href="http://www.mscrm-addons.com/Blog/PostId/9753/How to get the unique organization name">click here</a>)</p> <p>Additionally, we provide <g data-gr-id="38" id="38" class="gr_ gr_38 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-del replaceWithoutSep">a license</g> requirements form in order to facilitate the response. <br /> <br /> Please find the form here:<br /> <a style="background-color: #ffffff;" href="http://mscrm-addons.com/images/blog/files/2016%2f5%2fmscrmaddons_license_requirements.docx"><g data-gr-id="36" id="36" class="gr_ gr_36 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling">mscrm</g>-addons.com_license_requirements.docx (41.26 kb)</a></p> <div> <div><span style="font-size: 11pt; font-family: Calibri;"><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px; white-space: normal;">That&rsquo;s it!</strong><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px; white-space: normal;">support@mscrm-addons.com</a><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px;">.</span></span></div> </div>9915Recap: CRMUG European Congress 2016https://www.mscrm-addons.com/Blog/PostId/9911/recap-crmug-european-congress-2016*Features / News*Wed, 11 May 2016 15:16:00 GMT<p><em>There are no strangers here; only friends you haven't met yet.</em>&nbsp;<br /> <br /> - William Butler Yeats&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/CRMUG-EmailHeader-Gold.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/CRMUG-EmailHeader-Gold.jpg"></a><a title="CRMUG Gold sponsorship" href="http://mscrm-addons.com/images/blog/files/CRMUG-EmailHeader-Gold.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="CRMUG-EmailHeader-Gold" src="http://mscrm-addons.com/images/blog/files/CRMUG-EmailHeader-Gold_thumb.jpg" alt="CRMUG-EmailHeader-Gold" width="244" height="64" /></a></div> <br /> <em>Figure 1: CRMUG Gold sponsorship</em></p> <p>With <em>CRMUG European Congress 2016</em> in Stuttgart, the CRMUG congress took place on the European continent for the very first time. <br /> <br /> When we arrived in Stuttgart we were really excited. To be frank, we did not know what to expect from the congress. Would it be a great event or an organizational desaster? Everything could have happened. <br /> <br /> However, the event turned out to be amazing, full of great people and - because it was yet not as known as eg the long-established congresses - it reminded us of our beginnings. From the very first moment we knew that being a GoldSponsor for this event had been a great decision.</p> <p>During the &ndash; nearly familiar atmosphere &ndash; we managed to talk to lots of great people, as for example Gustaf Westerlund. We also had the opportunity to listen to the outstanding sessions held by MVPs like Adam Vero &amp; Scott Durow. <br /> <br /> Also, we were so fascinated by the rise of this amazing event that we even forgot to take fotos <img class="wlEmoticon wlEmoticon-winkingsmile" style="border-style: none;" src="http://mscrm-addons.com/images/blog/files/wlEmoticon-winkingsmile.png" alt="Winking smile" />. But we managed to make one of our booth before it was overrun by people:</p> <p><a href="http://mscrm-addons.com/images/blog/files/Tag1_Stand.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Tag1_Stand.jpg"></a><a title="Our booth at CRMUG in Stuttgart" href="http://mscrm-addons.com/images/blog/files/Tag1_Stand.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Tag1_Stand" src="http://mscrm-addons.com/images/blog/files/Tag1_Stand_thumb.jpg" alt="Tag1_Stand" width="244" height="139" /></a></div> <br /> <em>Figure 2: Our booth at CRMUG in Stuttgart</em></p> <p>Anyway, we have already decided that we will participate again next year. All in all, it was a well organized event. Of course, there were some teething troubles, but there were less than we expected to be and so we knew: <br /> <br /> There is every reason to ask a great deal from CRMUG Congress 2017! We&rsquo;ll be back!</p> <div> <div><span style="font-family: Calibri; font-size: 13px;"><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;">That&rsquo;s it!</strong><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif;">.</span></span></div> </div>9911Recap: eXtremeCRM Warsaw 2016https://www.mscrm-addons.com/Blog/PostId/9908/recap-extremecrm-warsaw-2016*Features / News*Tue, 26 Apr 2016 13:19:00 GMT<p><em>There are no strangers here, only friends you haven't met yet.</em></p> <p><em>- William Butler Yeats</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/Impressions_Warsaw_Bild1.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Impressions_Warsaw_Bild1.jpg"></a><a title="eXtremeCRM Warsaw" href="http://mscrm-addons.com/images/blog/files/Impressions_Warsaw_Bild1.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Impressions_Warsaw_Bild1" src="http://mscrm-addons.com/images/blog/files/Impressions_Warsaw_Bild1_thumb.jpg" alt="Impressions_Warsaw_Bild1" width="244" height="184" /></a></div> <br /> <em>Figure 1: eXtremeCRM Warsaw</em></p> <p>Thank you for joining us at this year&rsquo;s <a href="https://www.extremecrm.com/">eXtremeCRM in Warsaw!</a></p> <p> It was a pleasure for us to be part of such a great experience and to meet new business partners!</p> <p><strong>Ancient city meets high tech</strong> <br /> We arrived early on Saturday in the marvelous city of Warsaw. That allowed us to do some sightseeing. The ancient city center provides beautiful sceneries, <br /> the people are all totally friendly and the weather during our stay was great!</p> <p><a href="http://mscrm-addons.com/images/blog/files/Image-3.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Image-3.jpg"></a><a title="Warsaw City" href="http://mscrm-addons.com/images/blog/files/Image-3.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Image-3" src="http://mscrm-addons.com/images/blog/files/Image-3_thumb.jpg" alt="Image-3" width="244" height="139" /></a></div> <br /> <em>Figure 2: Warsaw City</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/20160417_115444.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/20160417_115444.jpg"></a><a title="Sightseeing Tour" href="http://mscrm-addons.com/images/blog/files/20160417_115444.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="20160417_115444" src="http://mscrm-addons.com/images/blog/files/20160417_115444_thumb.jpg" alt="20160417_115444" width="139" height="244" /></a></div> <br /> <em>Figure 3: Sightseeing Tour</em></p> <p>But of course, we hadn't gone so far to do some sightseeing. We had come here to go eXtreme!&nbsp; <br /> <strong> <br /> Bootcamp &amp; ISV session&nbsp; <br /> </strong>Being a Silver Sponsor, we had the opportunity to offer a one day bootcamp for our partners and an ISV session. <br /> Both focused on our products and on how to turn value into growth in Microsoft Dynamics CRM...</p> <p><a href="http://mscrm-addons.com/images/blog/files/20160418_133715_Richtone(HDR).jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/20160418_133715_Richtone(HDR).jpg"></a><a title="Bootcamp" href="http://mscrm-addons.com/images/blog/files/20160418_133715_Richtone(HDR).jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="20160418_133715_Richtone(HDR)" src="http://mscrm-addons.com/images/blog/files/20160418_133715_Richtone(HDR)_thumb.jpg" alt="20160418_133715_Richtone(HDR)" width="244" height="184" /></a></div> <br /> <em>Figure 4: Bootcamp&nbsp;</em></p> <p>... and we were surprised by the number of high potential partners that had found their way to our sessions!&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/Tag_3_ISV.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Tag_3_ISV.jpg"></a><a title="ISV-session" href="http://mscrm-addons.com/images/blog/files/Tag_3_ISV.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Tag_3_ISV" src="http://mscrm-addons.com/images/blog/files/Tag_3_ISV_thumb.jpg" alt="Tag_3_ISV" width="244" height="69" /></a></div> <br /> <em>Figure 5: ISV-session</em></p> <p>We intended to offer interesting content, and in the end obtained some great feedback.&nbsp; <br /> So many happy faces cannot lie, can they?</p> <p><a href="http://mscrm-addons.com/images/blog/files/Bootcamp_Participants.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Bootcamp_Participants.jpg"></a><a title="Participants of this year's bootcamp" href="http://mscrm-addons.com/images/blog/files/Bootcamp_Participants.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Bootcamp_Participants" src="http://mscrm-addons.com/images/blog/files/Bootcamp_Participants_thumb.jpg" alt="Bootcamp_Participants" width="244" height="139" /></a></div> <br /> <em>Figure 6: Participants of this year's bootcamp</em></p> <p>Thank you for participating at our bootcamp &amp; ISV-session!</p> <p><strong>Booth #5 was THE place to be!&nbsp; <br /> </strong>Our booth was well visited and we had some nice and interesting chats about our products.</p> <p><a href="http://mscrm-addons.com/images/blog/files/Tag_3_ISV_stand.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Tag_3_ISV_stand.jpg"></a><a title="Booth #5 - the place to be at eXtremeCRM!" href="http://mscrm-addons.com/images/blog/files/Tag_3_ISV_stand.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Tag_3_ISV_stand" src="http://mscrm-addons.com/images/blog/files/Tag_3_ISV_stand_thumb.jpg" alt="Tag_3_ISV_stand" width="244" height="184" /></a></div> <br /> <em>Figure 7: Booth #5 - the place to be at eXtremeCRM!</em></p> <p><strong>Personalized - Proactive - Predictive&nbsp; <br /> </strong>The highlight of eXtremeCRM in Warsaw was the keynote by Jujhar Singh. It is always amazing to follow his extraordinary speaker, but this time, he presented us with the future of Microsoft Dynamics CRM.</p> <p>He made very clear, that the future of Dynamics CRM lies in the automation of processes and workflows and the seamless integration of other services.</p> <p><a href="http://mscrm-addons.com/images/blog/files/jujar_singh.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/jujar_singh.jpg"></a><a title="Keynote by Jujhar Singh" href="http://mscrm-addons.com/images/blog/files/jujar_singh.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="jujar_singh" src="http://mscrm-addons.com/images/blog/files/jujar_singh_thumb.jpg" alt="jujar_singh" width="244" height="184" /></a></div> <br /> <em>Figure 8: Keynote by Jujhar Singh</em></p> <p>End Consumer &amp; Partner Facing, Peer to Peer and Omni-channel support were only a few of the topics that were brought up. Singh gives the future connection between software, customers and partners a totally new dimension with three little keywords: <br /> personalized, proactive and predictive.&nbsp;</p> <p>Because automation of processes and workflows is exactly what we want to effect with our addons, we cannot wait to live the predicted future of MS Dynamics CRM.&nbsp;&nbsp;&nbsp;&nbsp; <br /> <br /> <strong>Recap </strong> <br /> All in all, eXtremeCRM 2016 was a great event full of new opportunities. We want to thank the organizers of that outstanding event for their commitment! <br /> And by the way... the Polish cuisine &amp; culture are outstanding! ;)</p> <p><a href="http://mscrm-addons.com/images/blog/files/Impressionen_Warsaw_Bild3.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Impressionen_Warsaw_Bild3.jpg"></a><a title="Outside eXtremeCRM Warsaw" href="http://mscrm-addons.com/images/blog/files/Impressionen_Warsaw_Bild3.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Impressionen_Warsaw_Bild3" src="http://mscrm-addons.com/images/blog/files/Impressionen_Warsaw_Bild3_thumb.jpg" alt="Impressionen_Warsaw_Bild3" width="244" height="184" /></a></div> <br /> <em>Figure 9: Outside eXtremeCRM Warsaw</em></p> <div> <div><span style="font-size: 11pt; font-family: Calibri;"><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px; white-space: normal;">That&rsquo;s it!</strong><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px; white-space: normal;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px;">.</span></span></div> </div>9908Error Message: Solution AutoMergeGlobalButtonTmp failed to import https://www.mscrm-addons.com/Blog/PostId/9905/solution-automergeglobalbuttontmp-failed-to-importAutoMerge (AM),AM 2011,DCP 2013,DCP 2015 / 2016Thu, 07 Apr 2016 11:38:00 GMT<p style="text-align: left;"><span style="font-size: 13px;">The error message <em>Solution AutoMergeGlobalButtonTmp Failed To Import</em></span></p> <p style="text-align: left;"><span style="font-size: 13px;">indicates, that the user who is running the current setup&nbsp;process has no rights to access the solution files.</span></p> <p style="text-align: left;"><span style="font-size: 13px;">Should you get this error message, you can assign <em>Modify</em>&nbsp;permissions for <em>Everyone</em>&nbsp;for the following folder as a workaround:</span></p> <p><span style="font-size: 13px;">C:\Program Files\Microsoft Dynamics CRM\CustomizationImport</span></p> <p><span style="font-size: 13px; color: #ff0000;">Please ensure that this done on the server where the Async Service is running (normal CRM backendserver).</span></p> <div class="text" style="margin-top: 30px;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Solution AutoMerge GlobalButtonTmp Failed To Import" href="http://mscrm-addons.com/images/blog/files/clip_image002_6_errorMessage.jpg"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/clip_image002_thumb_6_errorMessage.jpg" /> </a> </div> <p><em>Figure 1: Solution AutoMerge GlobalButtonTmp Failed To Import</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> <p>&nbsp;</p> </div>9905Recap: US Industry Summit 2016https://www.mscrm-addons.com/Blog/PostId/9901/recap-us-industry-summit-2016*Features / News*Tue, 08 Mar 2016 16:16:00 GMT<p><em>There are no strangers here; only friends you haven&rsquo;t met yet.&nbsp;</em><br /> <br /> - William Butler Yeats</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image002_9.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image002_9.jpg"></a><a title="US Industry Summit 2016" href="http://mscrm-addons.com/images/blog/files/clip_image002_9.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image002" src="http://mscrm-addons.com/images/blog/files/clip_image002_thumb_9.jpg" alt="clip_image002" width="244" height="160" /></a></div> <br /> <em>Figure 1: US Industry Summit 2016</em><br /> <br /> Thank you for joining us at this year&rsquo;s <span style="text-decoration: underline;"><a href="http://www.mscrm-addons.com/language/en-US/Events/US-Industry-Summit-2016">US Industry Summit</a></span>!</p> <p>It was a pleasure for us to be part of such a great experience <br /> and to meet new business partners!<br /> <br /> We arrived early at <span style="text-decoration: underline;"><a href="http://www.terranea.com/">Terranea Resort</a></span>, the marvelous location <br /> where US Industry <span style="text-decoration: underline;"><a href="https://www.usdynamicsevents.com/">Summit 2016</a></span> took place and were surprised <br /> by the incredibly beautiful scenery.</p> <p>But of course, we did not join US Industry Summit to enjoy the <br /> picturesque landscape, but to meet (future) partners and to <br /> present our valuable mscrm-addons. <br /> <br /> Our booth &ndash; <span style="text-decoration: underline;"><a href="http://www.mscrm-addons.com/images/events/industrysummit2016/IndustrySummit_2016_BoothPlan.png">Nr. 17</a></span> &ndash; was perfectly placed&hellip;&nbsp;<br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/clip_image006_3.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image006_3.jpg"></a><a title="Both # 17" href="http://mscrm-addons.com/images/blog/files/clip_image006_3.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image006" src="http://mscrm-addons.com/images/blog/files/clip_image006_thumb_3.jpg" alt="clip_image006" width="244" height="139" /></a></div> <br /> <em>Figure 2: Both # 17</em></p> <p>... at least for the participants who happened to be hungry ;)</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image008_1.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image008_1.jpg"></a><a title="Great buffet!" href="http://mscrm-addons.com/images/blog/files/clip_image008_1.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px; margin: 0px;" title="clip_image008" src="http://mscrm-addons.com/images/blog/files/clip_image008_thumb_1.jpg" alt="clip_image008" width="244" height="210" /></a></div> <br /> <em>Figure 3: Great buffet!</em><br /> <br /> Believe it or not &ndash; in the course of the expo, this fact turned <br /> out to be a huge advantage: <br /> All the participants who wanted to eat something had to pass by our booth! <br /> <br /> So we were able to provide information about our mscrm-addons <br /> to everyone - making people happy with small delicacies at the same time. <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/clip_image010_3.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image010_3.jpg"></a><a title="Sharing thoughts on our addons" href="http://mscrm-addons.com/images/blog/files/clip_image010_3.jpg"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image010" src="http://mscrm-addons.com/images/blog/files/clip_image010_thumb_3.jpg" alt="clip_image010" width="244" height="139" /></a></div> <br /> <em>Figure 4: Sharing thoughts on our addons</em></p> <p>But <span style="text-decoration: underline;"><a href="http://www.mscrm-addons.com/language/en-US/Events/US-Industry-Summit-2016">US Industry Summit 2016</a></span> did not only provide us with <br /> <br /> - delicious food, <br /> - stunning views, <br /> - a fantastic balance of sessions and expo and <br /> - a cozy, yet practical booth, no: <br /> <br /> We also had the opportunity to listen to Jujhar Singh, <br /> CRM General Manager of Microsoft, and many other, yet <br /> very interesting spokespersons.</p> <p>All in all, we can only say: <br /> <br /> <em>Thank you!</em>&nbsp;<br /> <br /> Being part of this event was a great and really very special experience!</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>9901DocumentsCorePack FileExplorer in IFD environmenthttps://www.mscrm-addons.com/Blog/PostId/9887/documentscorepack-fileexplorer-for-ms-crm-in-ifd-environmentAutoMerge (AM),AM 2011,DCP 2011,DCP 2013,DCP 2015 / 2016Mon, 01 Feb 2016 15:42:00 GMT<p>This article is about the <em>DocumentsCorePack (DCP) FileExplorer in IFD environments for CRM 2011, 2013, 2015 and 2016.</em></p> <p>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.</p> <p><strong style="font-size: small;">Limitations</strong></p> <ul> <li>The embedded File Explorer only works in Internet Explorer (does not work in any other browser and is not tested with MS Edge).</li> <li>FileExplorer won&rsquo;t work when accessing CRM from outside the local network.</li> <li>When launching FileExplorer with the IE-Dev-Tool opened, you will notice a security warning regarding to mixed http and https.</li> <li>There is no further development planned!</li> <li>In combination with IFD, FileExplorer integration is not covered by the support contract.&nbsp;</li> </ul> <div> <p><strong><span style="font-size: small;">Steps to configure</span></strong></p> </div> <div>These steps have to be performed after the default installation of DocumentsCorePack Server part without any special configurations <span style="color: #ff0000;">(do NOT run the IFD tool for DCP</span>).</div> <div> <ol> <li>Change the connection type of the DCP profile to <em>0</em>:<br /> Open the registry of your <em>CRM server &gt; Local Machine &gt; Software &gt; PTM EDV-Systeme &gt; AutoMergeServer &gt; ActiveProfile<br /> <br /> <br /> <a style="font-style: normal;" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_1.png" target="_blank"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a style="font-style: normal;" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_1.png" target="_blank"></a><a title="Registry editor" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_1.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_1.png" width="480" /></a></div> <br /> <br /> <em>Figure 1: Registry editor</em></em>&nbsp;</li> <li>&nbsp;Look for the connection-profile with this ID in <em>Profiles</em> and set <em>CrmConnectionType</em> to <em>0</em>.<br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_2.png" target="_blank"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_2.png" target="_blank"></a><a title="CrmConnectionType" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_2.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_2.png" width="480" /></a></div> <br /> <em>Figure 2: CrmConnectionType&nbsp;</em><br /> <br /> <br /> <br /> <br /> </li> <li>Internet Information Services Settings <br /> The DCP-Website must have an <em>http</em>-binding including a free port. To ensure that, open the <em>IIS Manager</em> and select the <em>DocumentsCorePackserver</em>-website and check the bindings. Remember the port: Its value will be required in the next steps.&nbsp;<br /> &nbsp;<br /> As well in IIS Manager, ensure that the <em>Managed pipeline mode</em> of the <em>DocumentsCorePackserverPool</em>- Application Pool is set to <em>Classic</em>:&nbsp;<br /> <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Define the WebApplicationPort KeyValue" href="http://mscrm-addons.com/images/blog/files/2016%2f4%2fDCPFXIFD_11.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f4%2fDCPFXIFD_11.png" /></a></div> <br /> <em>Figure 3: Edit Application Pool</em><br /> <br /> <br /> </li> <li> Navigate to <em>CRM &gt; Settings &gt; MSCRM-ADDONS.com Products&nbsp;</em>and open <em>DocumentsCorePack</em>. In the below grid, all settingskeys will be listed.<br /> For <strong>DCP File Explorer only, follow A</strong>. If you also use <strong>DCP Server based</strong> (e.g. CRM workflows) to store documents to the FileShare,&nbsp;<strong>follow B</strong>. <br /> <br /> <ol style="list-style-type: upper-alpha;"> <li> Open the <em>WebApplicationPort</em>-setting and change its <em>KeyValue</em> to assigned port of the DCP Website.<br /> <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Define the DCPServerURL KeyValue" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_3.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_3.png" /></a></div> <br /> <em>Figure 4: WebApplicationPort</em><br /> <br /> <br /> And Open &ldquo;DCPServerUrl&rdquo; and change its &ldquo;KeyValue&rdquo; to &ldquo;http://+[CRM server URL]:&nbsp;<br /> <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="DCP Server-based Config" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_4.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_4.png" /></a></div> <br /> <em>Figure 5: DCPServerURL</em><br /> <br /> <br /> </li> <li> Open <em>WebApplicationPort</em>-setting and change its <em>KeyValue</em>&nbsp;to &ldquo;http://+[CRM server URL + Port of website in IIS] +/fileexplorer/fileexplorer.aspx?testp=|&rdquo;:<br /> <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="web.config-file of the installation directory" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_5.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_5.png" /></a></div> <br /> <br /> <em>Figure 6: Define the WebApplicationPort KeyValue</em><br /> <br /> <br /> And Open <em>DCPServerUrl</em>&nbsp;and change its <em>KeyValue</em>&nbsp;to <em>http://+[CRM server URL]:[port of DCP website]</em>:<br /> <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="InternetExplorer Settings" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_6.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_6.png" /></a></div> <br /> <em>Figure 7:&nbsp;Define the DCPServerURL KeyValue</em><br /> <br /> <span style="color: #ff0000;">Please note: The <em><strong>[OpenDocument]</strong></em>-button is NOT supported in this case! </span></li> </ol> <br /> <br /> <br /> </li> <li>Define Server-based user (<span style="color: #ff0000;">only necessary if you use DCP ServerBased</span>)<br /> Go to <em>CRM &gt; Settings &gt; Solutions &gt; and open AutoMergeServerCore</em>. 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). <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_7.png" target="_blank"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_7.png" target="_blank"></a><a title="Edit Application Pool" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_7.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_7.png" width="480" /></a></div> <br /> <em>Figure 8: DCP Server-based Config</em><br /> <br /> <br /> </li> <li> Permission: Give <em>everyone</em> full access on the file share and its sub folders (<span style="color: #000000;">required</span>).<br /> <br /> <br /> </li> <li>Define a user which is a CRM admin and local admin in the DCP webconfig. To do so, open the DocumentsCorePack <em>web.config</em>-file of the installation directory (usually <em>C:\Program Files\PTM EDV-Systeme GmbH\AutoMerge Server for MS CRM 2015\web.config</em>) and modify the <em>identity</em>-node:&nbsp;<br /> <em><identity impersonate="true" username="[Domain]\[User]" password="[Password]"></identity></em><br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_8.2.png" target="_blank"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_8.2.png" target="_blank"></a><a title="WebApplicationPort" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_8.2.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_8.2.png" width="480" /></a></div> <br /> <br /> <em>Figure 9: web.config-file of the installation directory&nbsp;</em><br /> <br /> <br /> </li> <li> Make the website work within CRM: Open the InternetExplorer settings and allow <em>mixed content</em>.<br /> <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Server Error in '/' application" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_9.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_9.png" /></a></div> <br /> <em>Figure 10: InternetExplorer Settings</em></li> </ol> </div> <p>&nbsp;</p> <p> <span style="font-size: small;"><strong> Trouble Shooting</strong></span></p> <ul> <li> This error could appear when you open the website:<br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_10.1.png" target="_blank"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_10.1.png" target="_blank"></a><a title="DCPServerURL" href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_10.1.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_10.1.png" width="480" /></a></div> <br /> <em>Figure 11: Server Error in '/' application</em><a href="http://mscrm-addons.com/images/blog/files/2016%2f2%2fDCPFXIFD_10.1.png" target="_blank"><br /> <br /> </a>To resolve it, open the <em>web.config</em> of the installation directory of <em>DCP Server part</em> and remove both lines starting with <em>Infragistics2</em>. In addition, change the <em>targetFramework</em>&nbsp;of <em>compilation</em> to <em>4.0</em> (if not already done).</li> <br /> <br /> <li>This error could appear when you try to save files to FileShare:<br /> <br /> <span style="color: #ff0000;">File is not saved to file share. <br /> </span><br /> Activate debugging of DCP FileExplorer (see&nbsp;<em>Solution 2: SERVER SOLUTION</em>): <a href="http://www.mscrm-addons.com/Blog/PostId/9527/How to enable debugging for DocumentsCorePack Client (CRM 2011)" target="_blank">link</a><br /> If generating documents via DCP server based (e.g. from a CRM Workflow), activate server based debugging as well: <a href="http://www.mscrm-addons.com/Blog/PostId/9741/How to enable debugging for DocumentsCorePack Server Based (ON PREMISE/IFD)" target="_blank">link</a><br /> You can find the log-files in the subfolder <em>Log</em> of the installation directory of DCP Server part. </li> </ul> <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>9887Recap: Convergence 2015 in Atlanta https://www.mscrm-addons.com/Blog/PostId/9832/recap-convergence-2015-atlanta-ga*Features / News*Fri, 27 Mar 2015 10:51:00 GMT<p>We are back from our business journey of this year&rsquo;s Convergence 2015 (March 16-19) in Atlanta GA.</p> <p><strong>THANK YOU for visiting our booth!</strong></p> <p><a href="http://mscrm-addons.com/images/blog/files/WP_20150314_11_35_02_Pro.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/WP_20150314_11_35_02_Pro.jpg"></a><a title="Microsoft Convergence 2015" href="http://mscrm-addons.com/images/blog/files/WP_20150314_11_35_02_Pro.jpg"><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="WP_20150314_11_35_02_Pro" src="http://mscrm-addons.com/images/blog/files/WP_20150314_11_35_02_Pro_thumb.jpg" alt="WP_20150314_11_35_02_Pro" width="273" height="482" /></a></div> <br /> <em>Figure 1: Microsoft Convergence 2015</em></p> <p>Highly motivated, strengthened with coffee and always with a smile on the face we set up our booth early in the morning.</p> <p><a href="http://mscrm-addons.com/images/blog/files/WP_20150314_10_26_37_Pro.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/WP_20150314_10_26_37_Pro.jpg"></a><a title="Setup of the booth" href="http://mscrm-addons.com/images/blog/files/WP_20150314_10_26_37_Pro.jpg"><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="WP_20150314_10_26_37_Pro" src="http://mscrm-addons.com/images/blog/files/WP_20150314_10_26_37_Pro_thumb.jpg" alt="WP_20150314_10_26_37_Pro" width="402" height="228" /></a></div> <br /> <em>Figure 2: Setup of the booth</em></p> <p>This year, we brought our brandnew logo-wall to the Convergence &ndash; an appropriate background to welcome our guests!</p> <p><a href="http://mscrm-addons.com/images/blog/files/WP_20150314_11_31_23_Pro.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/WP_20150314_11_31_23_Pro.jpg"></a><a title="mscrm-addons.com logo-wall" href="http://mscrm-addons.com/images/blog/files/WP_20150314_11_31_23_Pro.jpg"><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="WP_20150314_11_31_23_Pro" src="http://mscrm-addons.com/images/blog/files/WP_20150314_11_31_23_Pro_thumb.jpg" alt="WP_20150314_11_31_23_Pro" width="400" height="227" /></a></div> <br /> <em>Figure 3: mscrm-addons.com logo-wall</em></p> <p>We are back: once our booth was set up we changed our outfit from casual to business &ndash; and were more than ready to start:</p> <p><a href="http://mscrm-addons.com/images/blog/files/SAM_1151.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/SAM_1151.jpg"></a><a title="Our team - ready to start!" href="http://mscrm-addons.com/images/blog/files/SAM_1151.jpg"><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="SAM_1151" src="http://mscrm-addons.com/images/blog/files/SAM_1151_thumb.jpg" alt="SAM_1151" width="402" height="303" /></a></div> <br /> <em>Figure 4: Our team - ready to start!&nbsp;</em></p> <p>In the middle of the happening:</p> <p><a href="http://mscrm-addons.com/images/blog/files/WP_20150316_18_47_00_Pro.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/WP_20150316_18_47_00_Pro.jpg"></a><a title="Our booth was well visited..." href="http://mscrm-addons.com/images/blog/files/WP_20150316_18_47_00_Pro.jpg"><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="WP_20150316_18_47_00_Pro" src="http://mscrm-addons.com/images/blog/files/WP_20150316_18_47_00_Pro_thumb.jpg" alt="WP_20150316_18_47_00_Pro" width="401" height="227" /></a></div> <br /> <em>Figure 5: Our booth was well visited...</em></p> <p>Convergence is a great platform for us and other business leaders to showcase our <a href="http://www.mscrm-addons.com/Products/tabid/27/language/de-DE/Default.aspx">Add-Ons</a> to the audience.</p> <p><a href="http://mscrm-addons.com/images/blog/files/WP_20150317_11_00_54_Pro.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/WP_20150317_11_00_54_Pro.jpg"></a><a title="... by many interested and interesting people" href="http://mscrm-addons.com/images/blog/files/WP_20150317_11_00_54_Pro.jpg"><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="WP_20150317_11_00_54_Pro" src="http://mscrm-addons.com/images/blog/files/WP_20150317_11_00_54_Pro_thumb.jpg" alt="WP_20150317_11_00_54_Pro" width="406" height="230" /></a></div> <br /> <em>Figure 6: ... by many interested and interesting people</em></p> <p>Business before pleasure: After a long day full of interresting peoples and conversations we enjoyed the fanstastic framework program.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/WP_20150316_08_09_14_Pro.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/WP_20150316_08_09_14_Pro.jpg"></a><a title="Framework program" href="http://mscrm-addons.com/images/blog/files/WP_20150316_08_09_14_Pro.jpg"><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="WP_20150316_08_09_14_Pro" src="http://mscrm-addons.com/images/blog/files/WP_20150316_08_09_14_Pro_thumb.jpg" alt="WP_20150316_08_09_14_Pro" width="405" height="230" /></a></div> <br /> <em>Figure 7: Framework program</em></p> <p>Of course, we did not miss the chance to shoot pictures of&nbsp;<em>One Republic</em> for our co-workers in Austria (sorry ladies, but we were too far away to catch the T-shirt ;) ).&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/WP_20150318_22_25_33_Pro.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/WP_20150318_22_25_33_Pro.jpg"></a><a title="One republic" href="http://mscrm-addons.com/images/blog/files/WP_20150318_22_25_33_Pro.jpg"><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="WP_20150318_22_25_33_Pro" src="http://mscrm-addons.com/images/blog/files/WP_20150318_22_25_33_Pro_thumb.jpg" alt="WP_20150318_22_25_33_Pro" width="408" height="231" /></a></div> <br /> <em>Figure 8: One republic</em></p> <p>We even had time to walk through Centennial Olympic Park.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/WP_20150318_23_09_00_Pro.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/WP_20150318_23_09_00_Pro.jpg"></a><a title="Centennial Olympic Park, Atlanta" href="http://mscrm-addons.com/images/blog/files/WP_20150318_23_09_00_Pro.jpg"><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="WP_20150318_23_09_00_Pro" src="http://mscrm-addons.com/images/blog/files/WP_20150318_23_09_00_Pro_thumb.jpg" alt="WP_20150318_23_09_00_Pro" width="407" height="231" /></a></div> <br /> <em>Figure 9: Centennial Olympic Park, Atlanta</em></p> <p>For those who couldn&rsquo;t make it to the Convergence, the next chance is <a href="http://www.mscrm-addons.com/Events/Events2015eXtremeCRMandConvergenceEurope.aspx">eXtremeCRM 2015 (April 21-23) in Madrid, Spain!</a> See you there at <a href="http://www.mscrm-addons.com/portals/0/Messen/extremecrm/extremecrm_2015/madrid/floorplan_madrid2015.png">booth #T-106!</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>9832How 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>9815How to create custom translations for DocumentsCorePack ServerBased dialog https://www.mscrm-addons.com/Blog/PostId/9814/how-to-create-the-language-for-documentscorepack-serverbased-dialog-crm-2013DocumentsCorePack (DCP)Mon, 24 Nov 2014 15:00:00 GMT<p>This blog article outlines how to create custom translations for DocumentsCorePack ServerBased (DCP SB) dialog. Per default English and the user language is available.</p> <p><strong>Requriements:&nbsp;</strong><a href="http://www.mscrm-addons.com/Products/MSCRM2013/DocumentsCorePack/tabid/170/language/en-US/Default.aspx">DocumentsCorePack ServerBased for MS CRM 2013</a>&nbsp;(former AutoMerge), basic .xml knowledge and the AutoMergeGlobalButton Solution&nbsp;v2013.42 or higher&nbsp;</p> <p><strong>How to create the language for DocumentsCorePack ServerBased dialog?</strong></p> <p>Per default, English or the user language is set as standard language for DCP SB dialog.&nbsp;</p> <p><strong>1.</strong> In order to create a new language for DCP SB a new webresource must be added. Therefore go to (and open) the&nbsp;<em>Customize the System</em>-field&nbsp;in the <em>CRM Settings</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_702.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_702.png"></a><a title="Settings &gt; Customizations &gt; Customize the System" href="http://mscrm-addons.com/images/blog/files/image_702.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_675.png" alt="image" width="432" height="139" /></a></div> </em></p> <p><em>Figure 1: Settings &gt; Customizations &gt; Customize the System&nbsp;</em></p> <p><strong>2.</strong> In the following window, double-click on <em>webresources</em> in the tree view on the left and search for the unique name&nbsp;<em>ptm_dcp_dialoglanguage.xml</em>&nbsp;(display name <em>DCP Dialog Loacalization</em>).&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_703.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_703.png"></a><a title="Web Resources" href="http://mscrm-addons.com/images/blog/files/image_703.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_676.png" alt="image" width="433" height="287" /></a></div> <br /> <em>Figure 2: Web Resources</em></p> <p>Open the webresource with a double-click and access the the data with a click on the <em><strong>[Text Editor]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_704.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_704.png"></a><a title="DCP dialog localization webresource" href="http://mscrm-addons.com/images/blog/files/image_704.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_677.png" alt="image" width="434" height="300" /></a></div> <br /> <em>Figure 3:DCP dialog localization webresource</em></p> <p>Now the following window appears:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_705.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_705.png"></a><a title="Edit Content-dialog" href="http://mscrm-addons.com/images/blog/files/image_705.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_678.png" alt="image" width="432" height="328" /></a></div> <br /> <em>Figure 4: Edit Content-dialog</em></p> <p><strong>3.</strong> Next, copy the whole webresource content into e.g. <em>Notepad++,&nbsp;</em>duplicate a full translation node and insert the existing default one. (Per default, the languages <em>English </em>and <em>German </em>are set.)</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_706.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_706.png"></a><a title="Full translation node inserted at the end of the already existing one." href="http://mscrm-addons.com/images/blog/files/image_706.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_679.png" alt="image" width="433" height="470" /></a></div> </em> <br /> <em>Figure 5: Full translation node inserted at the end of the already existing one.</em></p> <p><strong>4.</strong> Now please change the <em>LCID </em>code as well as the text to the required langauge. Click <a href="http://msdn.microsoft.com/en-us/goglobal/bb964664.aspx">here</a> to get an overview on the languages with an assigned <em>Locale ID</em> (<em>LCID</em>) e.g. <em>1040</em> for <em>Italian</em>.&nbsp;</p> <p><span style="background-color: #ffffff; color: #ff0000;">Please note: Squared brackets and its content must not be changed!&nbsp;</span></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_707.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_707.png"></a><a title="LCID code and changes made in the xml-file." href="http://mscrm-addons.com/images/blog/files/image_707.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_680.png" alt="image" width="432" height="405" /></a></div> <br /> <em>Figure 6: LCID code and changes made in the xml-file.</em></p> <p><strong>&nbsp;</strong><strong> <br /> 5. </strong>Next, please add a new <em>webresource</em>. To do so, click on the <em><strong>[New]</strong></em>-button in the Web Resource-window.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_708.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_708.png"></a><a title="Add a new web resource" href="http://mscrm-addons.com/images/blog/files/image_708.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_681.png" alt="image" width="429" height="304" /></a></div> <br /> <em>Figure 7: Add a new web resource</em></p> <p>In the <em>New Web Resource</em>-window add the required information by typing in:</p> <p>- <strong>Name*</strong> <em>new_New_Language_Italian&nbsp;</em><br /> -<strong> Display Name</strong><em> LanguageItalian&nbsp;</em><br /> - <strong>Type</strong>&nbsp;<em>Data (XML)</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_709.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_709.png"></a><a title="New Web Resource settings" href="http://mscrm-addons.com/images/blog/files/image_709.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_682.png" alt="image" width="433" height="364" /></a></div> <br /> <em>Figure 8: New Web Resource settings</em></p> <p>Now click on the <em><strong>[Text Editor]</strong></em>-button. In the new window, please insert <strong>the full language xml.-file you have edited before.</strong> (<em>Two default languages xml Englisch and German plus the newly added language - here: Italian</em>)&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_710.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_710.png"></a><a title="Inserted languge-xml-file." href="http://mscrm-addons.com/images/blog/files/image_710.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_683.png" alt="image" width="433" height="330" /></a></div> <br /> <em>Figure 9: Inserted languge-xml-file.</em></p> <p>Click on the <em><strong>[OK]</strong></em>-button in order to continue.&nbsp;</p> <p>Next, click on the <em><strong>[SAVE]</strong></em>-button and on the <em><strong>[PUBLISH]</strong></em>-button in order to publish the newly web-resource.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_711.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_711.png"></a><a title="Save and publish your customization" href="http://mscrm-addons.com/images/blog/files/image_711.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_684.png" alt="image" width="431" height="359" /></a></div> </em> <br /> <em>Figure 10: Save and publish your customization</em></p> <p>Please save the <em>unique name</em> for further purposes. (here: <em>new_New_Language_Italian</em>) We will need it later.&nbsp;</p> <p><strong>6.</strong>&nbsp;Open CRM and create a new Settingskey for <em>AutoMerge</em>. To do so, please take a look at the following blog article: <a href="http://www.mscrm-addons.com/Blog/PostId/9754/How to create a SettingsKey manually in MS Dynamics">How to create a SettingsKey manually in MS Dynamics CRM 2013.</a>&nbsp;</p> <p>Please define the settingskey values as follows</p> <p><strong>Name*</strong> <em>CustomLanguageFileWebResourceName </em><span style="background-color: #ffff00;"> <br /> </span><strong>IsCached*:</strong> <em>Yes </em> <br /> <strong>KeyValue:</strong> <em>new_New_Language_Italian</em></p> <p>Do not forget to save and close the settingskey, once it is created!&nbsp;</p> <p>As a result, the newly added settingskey is visible in the <em>product overview</em>:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_714.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_714.png"></a><a title="Newly added settingskey for AutoMerge." href="http://mscrm-addons.com/images/blog/files/image_714.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_687.png" alt="image" width="426" height="300" /></a></div> </em> <br /> <em>Figure 11: Newly added settingskey for AutoMerge.</em></p> <p>7. Now all you have to do is to activate the language for CRM use. To do so, navigate to &nbsp;CRM, navigate to <em>Languages</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_715.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_715.png"></a><a title="Settings &gt; Administration &gt; Languages" href="http://mscrm-addons.com/images/blog/files/image_715.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_688.png" alt="image" width="427" height="251" /></a></div> <br /> <em>Figure 12: Settings &gt; Administration &gt; Languages</em></p> <p>Check the checkbox in front of the newly added language. (here: <em>Italian</em>). Click on the <em><strong>[Apply]</strong></em>-button in order to continue.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_716.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_716.png"></a><a title="Language settings" href="http://mscrm-addons.com/images/blog/files/image_716.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_689.png" alt="image" width="431" height="264" /></a></div> <br /> <em>Figure 13: Language settings&nbsp;</em></p> <p>Refresh the page and activate the required language (here: <em>Italian</em>) in the CRM options.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_717.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_717.png"></a><a title="CRM options" href="http://mscrm-addons.com/images/blog/files/image_717.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_690.png" alt="image" width="433" height="207" /></a></div> <br /> <em>Figure 14: CRM options</em></p> <p>In the<em> Personal Options</em>-section, click on the <em>Language</em>-tab and select the language to be set as user interface language.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_718.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_718.png"></a><a title="CRM Personal Options" href="http://mscrm-addons.com/images/blog/files/image_718.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_691.png" alt="image" width="430" height="131" /></a></div> <br /> <em>Figure 15: CRM Personal Options&nbsp;</em></p> <p>Click on the <em><strong>[OK]</strong></em>-button in order to finish your settings.</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>9814Certificate 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>9806Where to find the Settingskeys for mscrm-addons.com products?https://www.mscrm-addons.com/Blog/PostId/9792/crm-2013-where-to-find-the-settingskeys*General*Fri, 25 Apr 2014 10:41:00 GMT<p>This article outlines where to find the <em>Settingskeys </em>for our products in MS CRM 2013/2015.</p> <p><strong>Example:</strong></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_568.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_568.png"></a><a title="TelephoneIntegration Settingskeys in CRM." href="http://mscrm-addons.com/images/blog/files/image_568.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_541.png" alt="image" width="432" height="373" /></a></div> <br /> <em>Figure 1: TelephoneIntegration Settingskeys in CRM.</em><br /> <br /> </p> <p>&nbsp;</p> <p>To get the Settingskey, open your CRM-System and go to <em>Settings &gt; MSCRM-ADDONS.com products</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_565.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_565.png"></a><a title="Settings &gt; MSCRM-ADDONS.com Products" href="http://mscrm-addons.com/images/blog/files/image_565.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_538.png" alt="image" width="432" height="74" /></a></div> </em> <br /> <em>Figure 2: Settings &gt; MSCRM-ADDONS.com Products</em></p> <p>This action opens the following window.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_566.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_566.png"></a><a title="Active MSCRM-ADDONS.com Products" href="http://mscrm-addons.com/images/blog/files/image_566.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_539.png" alt="image" width="434" height="235" /></a></div> <br /> <em>Figure 3: Active MSCRM-ADDONS.com Products</em></p> <p>Select the required product with a double-click to get to the <em>Settingskeys</em>. (Here:&nbsp;<em>TelephoneIntegration</em>)</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_569.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_569.png"></a><a title="TelephoneIntegration Settingskeys" href="http://mscrm-addons.com/images/blog/files/image_569.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_542.png" alt="image" width="432" height="373" /></a></div> <br /> <em>Figure 4: TelephoneIntegration Settingskeys</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>9792How to use the lead qualifier pluginhttps://www.mscrm-addons.com/Blog/PostId/9789/the-lead-qualifier-plugin*General*Thu, 10 Apr 2014 14:42:00 GMT<p>The <em>Lead Qualifier Plugin </em>is a small solution that <em>changes the process of creating a contact and account from the information within a lead.</em> The main difference to the <em>out-of-the-box-</em>solution for this scenario within CRM 2013 is that no opportunity is automatically created within the process.&nbsp;</p> <p>This allows CRM users to qualify a new lead at any time during the CRM working process. Moreover, the plugin allows the association of the lead to already existing contacts or accounts in addition to creating new entities of said types, which saves time and avoids duplicates.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_570.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_570.png"></a><a title="Qualify Lead-dialog box" href="http://mscrm-addons.com/images/blog/files/image_570.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_543.png" alt="image" width="491" height="397" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 1: Qualify Lead-dialog box</em></p> <p>The LeadQualifier plugin v1.0.1 comes with all solutions needed to work properly. Click <a href="http://www.mscrm-addons.com/Downloads/DownloadFreeToolsForMSCRM2013/tabid/386/language/en-US/Default.aspx">here</a> for free download!&nbsp;</p> <p>The Lead Qualifier solution can be installed like any other solution via&nbsp;<em>Settings &gt; Customizations &gt; Solutions.&nbsp;</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_571.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_571.png"></a><a title="Solutions in CRM" href="http://mscrm-addons.com/images/blog/files/image_571.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_544.png" alt="image" width="493" height="127" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 2: Solutions in CRM</em><em>&nbsp;</em></p> <p><span style="font-size: small;"><strong>How to use the Lead Qualifier Plugin, step-by-step descpription</strong></span></p> <p>First open your CRM-system and select any entity you want to work with e.g. <em>Test&nbsp;TestContact1</em>. Click on the&nbsp;<em><strong>[QUALIFY]</strong></em>-button at the top of the form.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_579.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_579.png"></a><a title="Active lead within CRM which we want to qualify for" href="http://mscrm-addons.com/images/blog/files/image_579.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_552.png" alt="image" width="500" height="210" /></a></div> <br /> <em>Figure 3: Active lead within CRM which we want to qualify for</em></p> <p>The <em>Qualify Lead</em>-window appears.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_573.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_573.png"></a><a title="Qualify Lead-window" href="http://mscrm-addons.com/images/blog/files/image_573.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_546.png" alt="image" width="306" height="451" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 4: Qualify Lead-window</em></p> <p>&nbsp;</p> <p>&nbsp;</p> <p><strong>Using the email adress provided in the lead, the following steps are carried out:</strong></p> <p><strong>1.</strong> Find the exact email address in existing contacts. <span style="color: #ff0000;">Please note<strong>:</strong>&nbsp;The following email domains will be ignored during the search, as they are too general and will lead to incorrect results. (This often concerns online email hosters).&nbsp;</span></p> <ul> <li><em>gmail</em></li> <li><em>yahoo</em></li> <li><em>mail.ru</em></li> <li><em>hotmail</em></li> <li><em>trash-mail</em></li> <li><em>mailtrash</em></li> <li><em>mailinator</em></li> <li><em>freemail</em></li> <li><em>rediffmail</em></li> <li><em>mail2000</em></li> <li><em>citromail</em></li> <li><em>maildistiller</em></li> <li><em>damailbox</em></li> </ul> <p><strong>2.</strong> Find accounts associated with exact matches from step 1</p> <p><strong>3.</strong> If no exact matches are found in step 1, the <em>Qualify Lead</em>-plugin will search for email addresses in the contacts that contain the domain-part of the leads' email address. (here: <em>TestCompanyABC.com</em>)</p> <p><strong>4.</strong> From the matches found in step 3, this plugin will find the associated accounts and add them to the suggested accounts drop down box.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_578.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_578.png"></a><a title="account that is associated with contacts with a similar email adress." href="http://mscrm-addons.com/images/blog/files/image_578.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_551.png" alt="image" width="478" height="404" /></a></div> <br /> <em>Figure 5: account that is associated with contacts with a similar email adress.</em></p> <p><strong>5.</strong> If an existing account/contact is found within CRM, you can click on the <em><strong>[&hellip;]</strong></em>-button in order to open that entity in a new tab/window (see Figure 5).&nbsp;</p> <p><strong>6.</strong> If none of the searches returns any results (either for contacts or accounts)m then the respective drop down box remains empty and only the C<em>reate new contact-</em>option is available.</p> <p><strong>7.</strong> After making the selections and clicking on the <em><strong>[OK]</strong></em>-button, the correct account and contact are opened (newly created or existing, depending on selection made in the dialog) and the entities are associated in the correct fashion. The information available in the lead is also transferred to these entities. <br /> <a href="http://mscrm-addons.com/images/blog/files/clip_image004.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.png"></a><a title="The related account and contact of the lead have been opened in CRM." href="http://mscrm-addons.com/images/blog/files/clip_image004.png"><img class="img-responsive" title="clip_image004" src="http://mscrm-addons.com/images/blog/files/clip_image004_thumb.png" alt="clip_image004" width="491" height="33" style="border-width: 0px; border-style: solid;" /></a></div> <em>Figure 6: The related account and contact of the lead have been opened in CRM.</em></p> <p>If existing contacts or accounts have been previously associated with the lead (e.g. by using the <em>Existing Contact/Account?-</em>fields) then these are added and pre-selected in the respective drop-down boxes, even if they would normally not have been found by the email-based search.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_575.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_575.png"></a><a title="Predefined contact" href="http://mscrm-addons.com/images/blog/files/image_575.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_548.png" alt="image" width="491" height="397" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 7: Predefined contact</em></p> <p>The plugin replaces the standard <em><strong>[Qualify]</strong>-</em>button within CRM 2013 (both, in the Lead Form and the Leads Grid View).</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_576.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_576.png"></a><a title="modified mscrm-addons.com CRM" href="http://mscrm-addons.com/images/blog/files/image_576.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_549.png" alt="image" width="490" height="110" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 8: modified mscrm-addons.com CRM</em><em><strong>[QUALIFY]</strong>-button&nbsp;</em></p> <p>Due to the nature of the plugin (using a dialog), the possibility of qualifying multiple leads from the grid view is disabled. The&nbsp;<em><strong>[QUALIFY]</strong>-button&nbsp;</em>within the lead form and the lead list view uses the same process.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_580.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_580.png"></a><a title="A single selection makes the" href="http://mscrm-addons.com/images/blog/files/image_580.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_553.png" alt="image" width="490" height="206" /></a></div> <br /> <em>Figure 9: A single selection makes the</em><em><strong>[QUALIFY]</strong>-button&nbsp;</em><em>visible.</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_547.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_547.png"></a><a title="Muliple or no selection makes" href="http://mscrm-addons.com/images/blog/files/image_547.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_520.png" alt="image" width="482" height="207" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 10: Muliple or no selection makes</em><em>&nbsp;</em><em><strong>[QUALIFY]</strong>-button i</em><em>visible.</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>9789Field formatting optionshttps://www.mscrm-addons.com/Blog/PostId/9788/field-formatting-optionsAutoMerge (AM),AM 2011,DocumentsCorePack (DCP),DCP 2011,DCP 2013Mon, 07 Apr 2014 11:32:00 GMT<p>This article outlines different options to format fields inside a DocumentsCorePack or AutoMerge template. e.g.: Formatting date fields, format money-fields etc.</p> <p><strong>Requirements:</strong>&nbsp;DocumentsCorePack for MS CRM 2011 and 2013, AutoMerge for MS CRM 2011</p> <p><span style="font-size: small;"><strong>HOW TO</strong></span><strong></strong><strong>: </strong><span style="font-size: small;"><strong>the following list provides an overview on the different options to format fields</strong></span></p> <p><strong>a)"Field properties"</strong> to simplify formatting, most common formats of date and money fields can be directly set by selecting the content control and choosing "Field properties from the mscrm-addons.com ribbon in MS Word. For detailed information on how to show the different custom date and time strings for displaying the <strong>DATETIME()</strong> function for DocumentsCorePack templates (.docx) please click <a href="http://www.mscrm-addons.com/Blog/PostId/9747/DocumentsCorePack: Custom Date and Time Format Strings">here</a>. For more information about the <strong>different cultures which can be displayed</strong>, please click <a href="http://www.mscrm-addons.com/Blog/PostId/9748/DocumentsCorePack: Culture Information">here</a>.</p> <p><strong>b)</strong> The <strong>&ldquo;Insert Computed-Field&rdquo;-Functionality</strong> allows to make basic arithmetical operations with CRM money and number fields. Get the details <a href="http://www.mscrm-addons.com/Blog/PostId/9746/The “Insert Computed-Field”-button in Open Office XML template (.docx)">here</a>.</p> <p><strong>c)</strong> <strong>Performing Calculations in a Mail Merge Field.</strong> For detailed information please follow this <a href="http://support.microsoft.com/kb/90488/en-us">link</a>.</p> <p><strong>d) General Formatting in MS Word</strong>: Word provides different options to format fields. The following article provides a very good overview on possibilities provided: <a href="http://www.gmayor.com/formatting_word_fields.htm">http://www.gmayor.com/formatting_word_fields.htm</a></p> <p>For detailed product information, please visit our <a href="http://www.mscrm-addons.com/Products/tabid/27/language/de-DE/Default.aspx">product page</a>. </p> <p><strong>That's it! </strong>We appreciate your feedback! Please share your thoughts by sending an e-Mail to <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>.</p>9788