News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogPower Dialer sorting rules of phone calls https://www.mscrm-addons.com/Blog/PostId/10203/power-dialer-sorting-rules-of-phone-callsTelephoneIntegration (TI),TI 365Mon, 08 Apr 2019 11:22:32 GMT<p style="text-align: justify;">This blog article outlines how the PowerDialer sorts phone calls. First, the PowerDialer prioritizes calls where the user is the owner, then by priority of the call (high, normal, low).</p> <p style="text-align: justify;">After, it is possible to sort calls by a text field, number field or date field.</p> <p style="text-align: justify;">In case, the PowerDialer should take ascending order by a text subject field, then the user must set a server-side setting key <strong>"PTMPriorityString" </strong>with the value <strong>"subject"</strong>.&nbsp;</p> <p style="text-align: justify;">In case, the PowerDialer should take the ascending order by a number index field, then the user must set a server-side setting key<strong> "PTMPriorityInt"</strong> with the value<strong> "index"</strong>.&nbsp;</p> <p style="text-align: justify;">In case, that the PowerDialer should take the ascending order by a date-time actual start field, then the user must set a server-side setting key <strong>"PTMPriorityDateTime"</strong> with the value<strong> "<g class="gr_ gr_22 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="22" data-gr-id="22">actualstart</g>"</strong>.&nbsp;</p> <p style="text-align: justify;">As a value of the key setting, the attribute name should be used.&nbsp;</p> <p style="text-align: justify;">Only one setting key for setting the order can be set.</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="PowerDialer: Sorting of phone calls" href="/Portals/0/Blog/PowerDialer_sorting_rules_of_phone_calls/Figure1.png"> <img alt="PowerDialer: Sorting of phone calls" class="img-responsive" src="/Portals/0/Blog/PowerDialer_sorting_rules_of_phone_calls/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: PowerDialer: Sorting of phone calls</em></div> </div> <p>&nbsp;</p> <p><span style="font-size: 13px;"><br /> </span></p> <span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong></span><span style="background-color: #fcfcfc;"><strong>&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.</span></span>10203How to repair DocumentsCorePack Client using the DCP Diagnostics Toolhttps://www.mscrm-addons.com/Blog/PostId/10194/how-to-repair-documents-core-pack-client-using-the-dcp-diagnostics-tool*General*Mon, 18 Mar 2019 16:44:21 GMT<p>This article outlines how to repair a DocumentsCorePack Client using the Diagnostics Tool.</p> <p><span>Please navigate to the installation path of DocumentsCorePack Client, for example:<br /> </span><strong>C:\Program Files (x86)\PTM EDV-Systeme GmbH\Documents Core Pack Client for Dynamics 365&nbsp;</strong></p> <p><span>In there, run the "<strong>DCPDiagnostics.exe</strong>" tool with right click "Open as administrator"(<strong><span style="color: red;">IMPORTANT</span></strong>), in the "<strong>Diagnostics</strong>" tab, click on "<strong>Repair</strong>" once.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Diagnostic Tool " href="/Portals/0/Blog/How to repair Documents Core Pack Client using the DCP Diagnostics Tool/Figure1.png"> <img alt=" Diagnostic Tool " width="40%" class="img-responsive" src="/Portals/0/Blog/How to repair Documents Core Pack Client using the DCP Diagnostics Tool/Figure1.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: DCP Diagnostic Tool </em> </div> </div> <p>&nbsp;</p> <p><span>Afterward, close and restart Word and DCP once.</span></p> <p><span style="font-size: 13px;"><span style="background-color: #fcfcfc;">That&rsquo;s it!</span>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<span style="border: 1pt none windowtext; padding: 0cm; color: #0077b3;"><a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></span></p>10194Resolving problems with the template lookup option for Insert Documenthttps://www.mscrm-addons.com/Blog/PostId/10165/resolving-problems-with-the-template-lookup-option-for-insert-documentDocumentsCorePack (DCP),DCP 365Thu, 06 Dec 2018 17:51:24 GMT<p style="text-align: justify;">Should you face problems with the template lookup from the Insert Static Document functionality, please do the following to load an alternative version of the dialog that does not use a web interface.</p> <p style="text-align: justify;">Please create the following <g class="gr_ gr_225 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="225" data-gr-id="225">settingskey</g>&nbsp;in your Dynamics 365 for the product DocumentsCorePack. More information about how to create a <g class="gr_ gr_330 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-del replaceWithoutSep" id="330" data-gr-id="330"><g class="gr_ gr_307 gr-alert gr_spell gr_inline_cards gr_disable_anim_appear ContextualSpelling ins-del multiReplace" id="307" data-gr-id="307">settingskey</g>,</g> can be found <a href="https://www.mscrm-addons.com/Blog/PostId/10031/how-to-create-a-settingskey-manually-in-ms-dynamics-365" target="_blank">here</a>. Enter the name of your <g class="gr_ gr_380 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="380" data-gr-id="380">settingskey</g>&nbsp;in the Name-field and the value in the KeyValue-field like you can see below:&nbsp;</p> <p style="text-align: justify;">Name: <strong>AlternativeLookupDlg<br /> </strong>KeyValue: <strong>true</strong></p> <p style="text-align: justify;">Please ensure that you are using vesrion 9.20 or higher, otherwise you also have to perfrom an upgrade to the latest version of the client application. The latest version can be found in our <a href="https://www.mscrm-addons.com/Downloads/Download-DocumentsCorePack-For-Dynamics365" target="_blank">Download-Center</a>.&nbsp; More information of how to find the current version number can be found in the <a href="https://www.mscrm-addons.com/Blog/PostId/10020/mscrm-addons-for-microsoft-dynamics-365-version-number-guide#DCPC" target="_blank">Version Number Guide</a>.&nbsp;</p> <p style="text-align: justify;"><strong style="font-size: small;">​<span style="background-color: #fcfcfc;">That&rsquo;s it!</span></strong><span style="font-size: small; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;"><strong>&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="font-size: small; background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="font-size: small; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">.</span></p>10165TelephoneIntegration Client supports Unified Interface module viewhttps://www.mscrm-addons.com/Blog/PostId/10157/telephoneintegration-client-supports-unified-interface-module-view*Features / News*,*General*,TelephoneIntegration (TI),TI 365Tue, 06 Nov 2018 10:21:20 GMT<p style="text-align: justify;">This blog article outlines how to activate the Unified Interface module view via TelephoneIntegration Client. The Unified Interface for Dynamics 365 is an updated interface for all devices accessing Dynamics 365. For a brief overview of the new interface and what can users expect, please have a look at this short <a href="https://www.youtube.com/watch?v=qN3-FILFyZg">video</a>.&nbsp;</p> <p style="text-align: justify;"><strong><span style="color: #0077b3;">How to activate the Unified Interface&nbsp;</span></strong><br /> For activating and choosing your desired Unified Interface, please open the TelephoneIntegration Client Settings, navigate to <span style="font-size: 24px; color: #0077b3;">❶</span> Advanced and choose your&nbsp;module in the <span style="font-size: 24px; color: #0077b3;">❷</span>&nbsp;Unified Interface ID area. The default value is None. After choosing the Module and saving the setting, the new Dynamics 365 records and activities will pop up with that view.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="TI client advanced settings " href="/Portals/0/Blog/TI_Client_supports_Unified_Interface_module_view/Figure1.png"> <img alt="TI client advanced settings" class="img-responsive" src="/Portals/0/Blog/TI_Client_supports_Unified_Interface_module_view/Figure1.png" width="393,5" height="343" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: TI client advanced settings</em></div> </div> <p>&nbsp;</p> <span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:office@mscrm-addons.com" style="background-color: #ffffff;">office@mscrm-addons.com</a>.</span><span style="background-color: #fcfcfc;">&nbsp;</span></span>10157Trigger Subworkflow from AutoMergeWorkingItem workflowhttps://www.mscrm-addons.com/Blog/PostId/10052/trigger-subworkflow-from-automergeworkingitem-workflowDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Thu, 14 Dec 2017 15:34:55 GMT<p>This blog article outlines how to trigger&nbsp;<g class="gr_ gr_17 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="17" data-gr-id="17">subworkflows</g>&nbsp;from an AutoMergeWorkingItem workflow.&nbsp;&nbsp;</p> <p><span><span style="font-size: 24px; color: #4f81bd;">❶</span>&nbsp;The main&nbsp;workflow needs to be based on &ldquo;AutoMergeWorkingItem&rdquo;.</span></p> <p><span><span style="font-size: 24px; color: #4f81bd;">❷&nbsp;</span>Add a Wait Step that waits until the AutoMergeWorkingItem is inactive.</span></p> <p><span><span style="font-size: 24px; color: #4f81bd;">❸&nbsp;</span>Add another Step called &ldquo;DCPWorkflowSandbox: TriggerSubWorkflow&rdquo;.</span></p> <p><span> </span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Subworkflow from AutoMergeWorkingItem workflow " href="/Portals/0/Blog/Trigger_Subworkflow_from_AutoMergeWorkingItem_workflow/Figure1_Workflow.png"> <img alt=" Subworkflow from AutoMergeWorkingItem workflow" width="414" height="179,33" class="img-responsive" src="/Portals/0/Blog/Trigger_Subworkflow_from_AutoMergeWorkingItem_workflow/Figure1_Workflow.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Subworkflow from AutoMergeWorkingItem workflow</em></div> </div> <p>&nbsp;</p> <p><span>In the step displayed below,&nbsp; select the Primary Record URL of the AutoMergeWorkingItem and the Subworkflow you want to execute. The entity type needs to match!&nbsp;</span></p> <p><span>&nbsp; </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span><a title="Set Properties" href="http://www.mscrm-addons.com/Portals/0/Blog/Trigger_Subworkflow_from_AutoMergeWorkingItem_workflow/Figure2_Set_Properties.png"><img alt="Set Properties" width="414" height="179,33" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Trigger_Subworkflow_from_AutoMergeWorkingItem_workflow/Figure2_Set_Properties.png" /></a></span></div> <span> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Set Properties</div> </span> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 13px;">​<span style="text-align: justify;"><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><span style="background-color: #fcfcfc; text-align: justify;">.</span></span></p> <p><span> </span></p>10052How to insert static images for e-Mail templates as a linkhttps://www.mscrm-addons.com/Blog/PostId/10039/how-to-insert-static-images-for-e-mail-templates-as-a-linkDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Tue, 12 Sep 2017 13:22:35 GMT<p>If you are using DocumentsCorePack to send e-Mail with images it is recommended to insert any pictures as links. If images are not linked they get embedded into the document. Many <g class="gr_ gr_47 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="47" data-gr-id="47">e-Mail</g> clients, including Outlook, see such embedded images as a potential security risk and do display them correctly.</p> <p>Microsoft Word allows you to link to an image. &nbsp;It is recommended to link to an image instead of adding the entire image to the Word file. &nbsp;This can be helpful especially if you are using many large images with many different documents, or many times in the same document. Also if an image changes often, you only have one image which needs to be changed once, instead of updating the image in each document whenever it changes.&nbsp;</p> <p>&nbsp;How to link to an image in DocumentsCorePack templates:&nbsp;</p> <p><strong>1) </strong>Open your Microsoft Word and navigate to <span style="color: #4f81bd; font-size: 24px;">❶</span> <strong>Insert</strong> and click on the <span style="color: #4f81bd; font-size: 24px;">❷</span> <strong>[Pictures]</strong>-button. In this window, go to the&nbsp;<span style="font-family: inherit; font-size: inherit; font-style: inherit; font-weight: inherit;">&nbsp;</span><span style="color: #4f81bd; font-family: inherit; font-size: 24px; font-style: inherit; font-weight: inherit;">❸</span> <strong>File name field</strong>&nbsp;and enter<span>&nbsp;</span>the URL of the picture, you want to insert and then click the drop down for Insert and choose <span style="color: #4f81bd; font-family: inherit; font-size: 24px; font-style: inherit; font-weight: inherit;">❹</span>&nbsp;<strong>Link to File</strong> like you can see it below.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Link to an image in DocumentsCorePack templates " href="/Portals/0/Blog/How_to_insert_static_images_for_eMail_templates_as_a_link/Figure1_Insert_Link_to_File.png"> <img width="628" height="380" class="img-responsive" alt="Link to an image in DocumentsCorePack templates " src="/Portals/0/Blog/How_to_insert_static_images_for_eMail_templates_as_a_link/Figure1_Insert_Link_to_File.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1:&nbsp;<span>Link to an image in DocumentsCorePack templates &nbsp;</span></em></div> </div> <p>&nbsp;</p> <p><strong>Please <g class="gr_ gr_43 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-del replaceWithoutSep" id="43" data-gr-id="43">notice:</g></strong> The pictures you want to insert have to be saved on a <g class="gr_ gr_34 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="34" data-gr-id="34">webserver with access to the inserted resrouces</g>! (e.g as image on your homepage "http://www.yourcompany/images/logo.png")</p> <p><strong>2) </strong>Next, navigate to <span style="color: #4f81bd; font-size: 24px;">❶&nbsp;</span><strong>Advanced Template Settings </strong>on the right side and select <span style="color: #4f81bd; font-size: 24px;">❷&nbsp;</span><strong>General</strong>. &nbsp;Here you have to select the second check box, that says <span style="color: #4f81bd; font-size: 24px;">❸</span><span style="color: #4f81bd;"><strong>&nbsp;</strong></span><strong>"Do not export Picture-Link Images as Base64". </strong>&nbsp; The reason why you have to select this option is that&nbsp;otherwise the pictures get embedded even if you have inserted them as link into the document!&nbsp;</p> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" Template settings to Picture-link" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_insert_static_images_for_eMail_templates_as_a_link/Figure2_Advanced_Template_Settings.png"><img width="628" height="380" class="img-responsive" alt=" Template settings to Picture-link" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_insert_static_images_for_eMail_templates_as_a_link/Figure2_Advanced_Template_Settings.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Template settings to Picture-link</div> <div>&nbsp;</div> </div> <h2 style="color: #9a7144; letter-spacing: normal; margin-top: 30px; margin-bottom: 10px;"></h2> <p style="background-color: #fcfcfc;"><span style="font-size: 13px;"><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>.</span></p> <p style="background-color: #fcfcfc;">&nbsp;</p> <p> </p> <div style="background-color: #fcfcfc;">&nbsp;</div> <p>&nbsp;</p>10039How to sort data in DocumentsCorePack with the Relationship Designerhttps://www.mscrm-addons.com/Blog/PostId/10035/how-to-sort-data-in-documentscorepack-wiht-the-relationship-designerDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365,DocumentsCorePack 2015/2016Fri, 08 Sep 2017 11:26:11 GMT<p>This blog article outlines how to sort data in DocumentsCorePack templates by using the Relationship Designer.<span>This tool allows you to sort your data individually.&nbsp;</span></p> <p><span><strong>&nbsp;1)</strong> First of all, open Microsoft Word and navigate to www.mscrm-addons.com. Next click on the <strong>[Insert MailMerge Fields]</strong>-button and prepare the data you want to sort, e.g. like in the example below.&nbsp;</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span><a title="Data you want to sort" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_sort_Data_in_DCP_with_the_RelationsshipDesigner/Figure1_Data_for_sorting.png"><img alt="Data you want to sort" width="468,5" height="80" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_sort_Data_in_DCP_with_the_RelationsshipDesigner/Figure1_Data_for_sorting.png" /></a></span></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span>Figure 1: Data you want to sort</span></div> <p>&nbsp;</p> <p><strong>2)</strong> Next, navigate to the right side and select <span style="font-size: 24px; color: #4f81bd;">❶&nbsp;</span>Additional. Then select the data table you want to sort - in this case, <span style="font-size: 24px; color: #4f81bd;">❷&nbsp;</span>Contact (table1) and click on the &nbsp;<span style="font-size: 24px; color: #4f81bd;">❸&nbsp;</span><strong>[Edit]</strong>-button.&nbsp;</p> <p><span> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Additional template settings" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_sort_Data_in_DCP_with_the_RelationsshipDesigner/Figure2_Additional_Template_Settings.png"><img alt="Additional template settings" width="468,5" height="80" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_sort_Data_in_DCP_with_the_RelationsshipDesigner/Figure2_Additional_Template_Settings.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Additional template settings</div> <p>&nbsp;</p> <p><strong>3)</strong> &nbsp;In the so opened window, also called Relationship Designer, you can define how you want to sort your data. To do so, you first have to choose the <span style="font-size: 24px; color: #4f81bd;">❶</span>&nbsp;Attribute and then the <span style="font-size: 24px; color: #4f81bd;">❷&nbsp;</span>order you want to sort your data. In this example, we want to sort our data after the First Name Ascending, like you can see below. If you have more than one sorting Attribute, you can specify which should be first executed by setting a <span style="font-size: 24px; color: #4f81bd;">❸</span> priority.&nbsp;</p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="DCP Relationship Designer" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_sort_Data_in_DCP_with_the_RelationsshipDesigner/Figure3_Relationship_Designer.png"><img alt="DCP Relationship Designer" width="468,5" height="80" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_sort_Data_in_DCP_with_the_RelationsshipDesigner/Figure3_Relationship_Designer.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 3: DCP Relationship Designer&nbsp;</div> <p>&nbsp;</p> <p><strong>Please note: </strong>This function will sort you all records before these will be merged. After saving your template and merged it with Dynamics 365 data, the table should look like below.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Result of sorting data with DCP Relationship Designer " href="/Portals/0/Blog/How_to_sort_Data_in_DCP_with_the_RelationsshipDesigner/Figure4_Result_RelationshipDesinger_Sorting.png"> <img alt="Result of sorting data with DCP Relationship Designer" width="468,5" height="320" class="img-responsive" src="/Portals/0/Blog/How_to_sort_Data_in_DCP_with_the_RelationsshipDesigner/Figure4_Result_RelationshipDesinger_Sorting.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: Result of sorting data with DCP Relationship Designer</em></div> </div> <p>&nbsp;</p> <p>It is also possible to sort grouped tables. &nbsp;For more information about how to group tables in DCP .docx templates, please have a look at this <a href="http://www.mscrm-addons.com/Blog/PostId/10034/how-to-group-tables-in-documentscorepack-docx-templates" target="_blank">blog article.</a>&nbsp;</p> <p style="background-color: #fcfcfc;"><span><strong>That&rsquo;s it!</strong></span>&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> </p> <div>&nbsp;</div>10035Note title and description (Dynamics 365)https://www.mscrm-addons.com/Blog/PostId/10036/note-title-and-description-dynamics-365DocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Fri, 08 Sep 2017 09:44:09 GMT<p style="text-align: justify;">This blog article outlines how to apply special settings, in detail note title and description, to your DocumentsCorePack Template. You have to access the Template Settings Dialog, which is described step by step in this article.&nbsp;</p> <p style="text-align: justify;"><strong>1)</strong> First, navigate to <span style="font-size: 24px; color: #4f81bd;">❶&nbsp;</span>www.mscrm-addons.com and click on the <span style="font-size: 24px; color: #4f81bd;">❷</span><strong>&nbsp;[Insert MailMerge Fields]</strong>-button. In the so opened tree on the right side, you have to click the <span style="font-size: 24px; color: #4f81bd;">❸&nbsp;</span><strong>[Advanced Template Settings]</strong>-button to open the&nbsp;Template Settings Dialog. &nbsp;</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="DCP Advanced Template Settings" href="http://www.mscrm-addons.com/Portals/0/Blog/Note_title_and_description/Figure1_Advanced_Template_Settings.png"><img alt="DCP Advanced Template Settings" width="468,5" height="80" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Note_title_and_description/Figure1_Advanced_Template_Settings.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 1: DCP Advanced Template Settings</div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p> <strong>2)</strong> The Template Settings Dialog allows you to define your Template Settings individual and in detail. Navigate to <span style="font-size: 24px; color: #4f81bd;">❶&nbsp;</span>General and go to the bottom of this window, to define your Note Title and Note&nbsp;Description. By clicking the <span style="font-size: 24px; color: #4f81bd;">❷&nbsp;</span>Edit symbol of each option, you can select the fields that should&nbsp;be used in your Pattern. Several DocumentsCorePack properties support the same syntax. To learn more about the DCP syntax, please have a look at this article <a href="http://www.mscrm-addons.com/Blog/PostId/9875/DocumentsCorePack%20Property%20Syntax%20(CRM%202015)" target="_blank">here</a>.&nbsp; <br /> <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="DCP Template Settings Dialog" href="http://www.mscrm-addons.com/Portals/0/Blog/Note_title_and_description/Figure2_Template_Settings_Dialog.png"><img alt="DCP Template Settings Dialog" width="468,5" height="80" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Note_title_and_description/Figure2_Template_Settings_Dialog.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 2: DCP Template Settings Dialog</div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p> <p><span style="background-color: #fcfcfc;">A complete list of all the available properties can be found&nbsp;</span><a href="http://www.mscrm-addons.com/Blog/PostId/9874/Template%20Settings%20(CRM%202015)" target="_blank" style="background-color: #fcfcfc;"><span style="color: #0077b3;">here</span></a><span style="background-color: #fcfcfc;">.</span></p> <p><span style="background-color: #fcfcfc;">​</span></p> <p style="text-align: justify;"><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> <p style="text-align: justify;"> </p> <div class="data-plugin-options=" style="background-color: #fcfcfc; text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <div>&nbsp;</div> </div> </div> <p>&nbsp;</p> <p style="text-align: justify;">&nbsp;</p>10036How to group tables in DocumentsCorePack .docx templateshttps://www.mscrm-addons.com/Blog/PostId/10034/how-to-group-tables-in-documentscorepack-docx-templatesDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Tue, 05 Sep 2017 10:01:12 GMT<p style="text-align: justify;">This blog article outlines how to group tables in DocumentsCorePack (.docx) templates. The DocumentsCorePack Grouping functionality gives users the possibility to define an optical sorting and thus, a separation for specific fields.</p> <p style="text-align: justify;"><span style="text-align: justify;"><strong><span style="color: #ff0000;">Please note:</span></strong></span><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;If the grouping headers are displayed repeatedly or if they are mixed up, please check the sorting that is set in the RelationshipDesigner.&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;">Please make sure that the grouping field is also the selected sorting field.&nbsp;</span></p> <p style="text-align: justify;"><strong>Example:</strong>&nbsp;</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="DocumentsCorePack (.docx) table, grouped by the same job title" href="/Portals/0/Blog/How_to_group_tables_in_DCP_templates/Figure1_Grouping_by_jobtitle.png"><img alt="DocumentsCorePack (.docx) table, grouped by the same job title" width="468,5" height="207" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_group_tables_in_DCP_templates/Figure1_Grouping_by_jobtitle.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: DocumentsCorePack (.docx) table, grouped by the same job title</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><strong>How to group tables for DocumentsCorePack templates properly:&nbsp;</strong></p> <p style="text-align: justify;"><strong>1)</strong> First of all, open Microsoft Word and navigate to www.mscrm-addons.com. Then click on the<strong><em> [Insert MailMerge Fields]</em></strong>-button in order to create your table with DocumentsCorePack, like you can see it below.</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="Open www.mscrm-addons.com" href="/Portals/0/Blog/How_to_group_tables_in_DCP_templates/Figure2_Insert_MailMerge_Fields.png"><img alt="Open www.mscrm-addons.com" width="468,5" height="80" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_group_tables_in_DCP_templates/Figure2_Insert_MailMerge_Fields.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Open www.mscrm-addons.com</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><strong> </strong></em></p> <em><strong> 2)&nbsp;</strong></em><em>Next, open the Additional-tab to create your table by inserting the appropriate MailMerge fields. The Additional-tab is necessary and has been designed to manage additional relationships. For more information about how to create relationships using the DCP Template Designer, please have a look at this <a href="http://www.mscrm-addons.com/Blog/PostId/9942/how-to-add-relationships-and-entites-to-dcp" target="_blank">blog article</a>.&nbsp;<br /> <br /> </em><em> </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="DocumentsCorePack table with insert MailMerge fields" href="/Portals/0/Blog/How_to_group_tables_in_DCP_templates/Figure3_DCP_table_with_MailMerge_fields.png" style="background-color: #ffffff;"><img alt="DocumentsCorePack table with insert MailMerge fields" width="468,5" height="80" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_group_tables_in_DCP_templates/Figure3_DCP_table_with_MailMerge_fields.png" /></a><em>Figure 3: DocumentsCorePack table with Insert MailMerge fields&nbsp;</em></p> <div class="data-plugin-options=" style="text-align: justify;"> <div class="data-plugin-options="> </div> </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;"><em><strong>3)&nbsp;</strong>Now select the field which you want to define the grouping for. We want to group our table for the row Job. To do so, simply select the field &lt;&lt;jobtitle&gt;&gt; like below.&nbsp;</em></p> <div class="data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <p><a title="Selected field for grouping" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_group_tables_in_DCP_templates/Figure4_selected_field_for_grouping.png" style="background-color: #ffffff;"><img alt="Selected field for grouping" width="468,5" height="80" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_group_tables_in_DCP_templates/Figure4_selected_field_for_grouping.png" /></a>Figure 4: Selected field for grouping&nbsp;</p> <p>&nbsp;</p> <p>4) Navigate to www.mscrm-addons .com at the top, and click on the <strong>[Grouping]</strong>-button. There are some Grouping options, that are explained below. For our example please select <strong>Mark <g class="gr_ gr_77 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="77" data-gr-id="77">Groupingfield</g></strong>.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> <p> </p> <div class="data-plugin-options="> <div class="data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><a title="Select grouping for (.docx) templates" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_group_tables_in_DCP_templates/Figure5_Add_grouping.png"><img alt="Select grouping for (.docx) templates" width="222,5" height="250,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_group_tables_in_DCP_templates/Figure5_Add_grouping.png" /></a></em></div> <em> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 5: Select grouping for (.docx) templates&nbsp;</div> </em> </div> </div> <p>&nbsp;</p> <p>&nbsp;</p> <p><strong>Mark <g class="gr_ gr_78 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="78" data-gr-id="78">Groupingfeld</g></strong><br /> This option inserts you automatically a header and a footer - in this case, job title, as you can see below.</p> <p><a title="Insert table header and footer" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_group_tables_in_DCP_templates/Figure6_Insert_table_header_and_footer.png" style="background-color: #ffffff;"><img alt="Insert table header and footer" width="468,5" height="80" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_group_tables_in_DCP_templates/Figure6_Insert_table_header_and_footer.png" /></a><span>Figure 6: Insert <g class="gr_ gr_106 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="106" data-gr-id="106">table</g> header and footer &nbsp;</span></p> <p><strong>Mark as Sum-Field</strong><br /> <span>This function sums the entire group.&nbsp;</span>&nbsp;<span>&nbsp;For <g class="gr_ gr_110 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-del replaceWithoutSep" id="110" data-gr-id="110">example:</g>&nbsp;You have two product groups - hardware and software.</span>&nbsp;<span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;">&nbsp;By selecting this option you can build the sum of e.g. the price of all hardware and all software products.</span></p> <p><strong>Mark as Count-Field</strong><br /> This function counts, as the name suggests - in this <g class="gr_ gr_92 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="92" data-gr-id="92">case</g> e.g. how many people are per job title.&nbsp;</p> <p><strong>Add Groupingheader</strong><br /> You can add an additional header with more information.</p> <p><strong>Remove Groupingheader</strong><br /> Removes you the <span>before</span>&nbsp;<g class="gr_ gr_88 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="88" data-gr-id="88">added</g> header.&nbsp;</p> <p><strong> Add Groupingfooter</strong><br /> You can also add an additional footer.&nbsp;</p> <p><strong>Remove Groupingfooter</strong><br /> Removes you the before <g class="gr_ gr_81 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins doubleReplace replaceWithoutSep" id="81" data-gr-id="81">added</g> footer.</p> <p><strong>Remove Grouping</strong><br /> This option allows you to remove the entire grouping you&acute;ve made.&nbsp;</p> <p>&nbsp;</p> <p>6) After defining all your grouping options, you can also change the layout of your table. To do so, select your table and&nbsp;navigate to Design and choose the layout you want - in this case, green. Once you have saved your template and merged it with Dynamics 365 data, the table should look similar to the sample in Figure 7.</p> <p><a title="Sample result for grouped table in .docx templates in DocumentsCorePack" href="/Portals/0/Blog/How_to_group_tables_in_DCP_templates/Figure1_Grouping_by_jobtitle.png" style="background-color: #ffffff;"><img alt="Sample result for grouped table in .docx templates in DocumentsCorePack" width="468,5" height="207" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_group_tables_in_DCP_templates/Figure1_Grouping_by_jobtitle.png" /></a></p> <p> </p> <div class="data-plugin-options="> <div class="data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 7: Sample result for grouped table in .docx templates in DocumentsCorePack </em></div> </div> </div> <p>&nbsp;</p> <p style="background-color: #fcfcfc;">As you can see, all contacts with the same job title have been grouped in the same header and footer.&nbsp;</p> <p style="background-color: #fcfcfc;">&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> </div> </div>10034Advanced Settings "CreateActivitiesFor" in MS Dynamics 365https://www.mscrm-addons.com/Blog/PostId/10028/advanced-settings-createactivitiesfor-in-ms-dynamics-365DocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Tue, 18 Jul 2017 08:50:43 GMT<p style="text-align: justify;"><span style="background-color: #fcfcfc;">This feature extends the existing&nbsp;</span><span style="background-color: #fcfcfc;">CreateActivitiesFor</span><span style="background-color: #fcfcfc;">-property of DocumentsCorePack. This blog article covers the configuration, an example and the technical details of this feature.&nbsp;</span></p> <p style="text-align: justify; background-color: #fcfcfc;">The configuration options&nbsp;allow template editors to&nbsp;define&nbsp;</p> <ul style="background-color: #fcfcfc;"> <li style="text-align: justify;">Recipient&nbsp;</li> <li style="text-align: justify;">Regarding</li> <li style="text-align: justify;">Save Location&nbsp;&nbsp;</li> </ul> <p style="text-align: justify; background-color: #fcfcfc;">of activities based on a template independently. For further information on DocumentsCorePack Template Designer, <a href="http://www.mscrm-addons.com/Portals/0/MSCRM2016/DCP/Documentation/Template_Designer_User_Guide_v_1.0_April2017_english.pdf?ver=2017-04-19-132019-950">please have a look at the documentation.&nbsp;</a></p> <p style="text-align: justify; background-color: #fcfcfc;">​</p> <p style="text-align: justify; background-color: #fcfcfc;"><span><strong>Configuration</strong></span></p> <p style="text-align: justify; background-color: #fcfcfc;"><span><strong></strong></span><span style="color: #ff0000;">The configuration requires a proper configuration of the DocumentsCorePack Server and you need to understand the fundamental MS Dynamics 365 (CRM) capabilities.</span>&nbsp;</p> <p style="text-align: justify; background-color: #fcfcfc;">To access the Advanced Settings, open an existing template or generate a new one. Then navigate to www.mscrm-addons.com&nbsp;<span style="font-size: 24px; color: #548dd4;">❶</span>, click on the<strong><em>&nbsp;<span style="font-size: inherit; font-style: inherit; font-weight: inherit; font-family: inherit;">[Insert MailMerge Fields]</span></em></strong>-button <span style="font-size: 24px; color: #548dd4;">❷</span>, open the Advanced Template Settings <span style="font-size: 24px; color: #548dd4;">❸</span>&nbsp;and click on CreateActivitiesFor <span style="font-size: 24px; color: #548dd4;">❹</span>.</p> <p style="text-align: justify; background-color: #fcfcfc;">&nbsp;<span style="background-color: #fcfcfc; color: #ff0000;">Please note:</span><span style="background-color: #fcfcfc; color: #7f7f7f;">&nbsp;Per default, only the "Recipient"-tab is displayed. You have to check the "Enable Advanced Settings"-checkbox (highlighted in red), if you want all three tabs to be shown.&nbsp;</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="Advanced Settings " href="/Portals/0/Blog/Advanced_Settings_CreateActivitiesFor_In_MS_Dynamics_365/Figure1_Advanced_Settings.png"> <img width="570" height="207" class="img-responsive" alt="Advanced Settings" src="/Portals/0/Blog/Advanced_Settings_CreateActivitiesFor_In_MS_Dynamics_365/Figure1_Advanced_Settings.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Advanced Settings</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>​</em></p> </div> <p style="text-align: justify;"><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">After enabling the Advanced Settings-checkbox, you can&nbsp;select the the&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">Recipient</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">,&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">Regarding</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">&nbsp;and the&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">Save Location&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">for your template <span style="font-size: 24px; color: #548dd4;">❶</span>.&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">The options, which can be selected for each area, are displayed in a tree view.&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">You can insert the required relation by clicking on the nodes <img alt="" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAABAAAAAMCAYAAABr5z2BAAAAwUlEQVQ4EWP8////fwYKABMxevddfcmw8thDrEpZsIqiCd589olh1t67YNFwK3kUWZaGNZcZrj/5jCKIznnz+QfDv3//GabuuoNhCMv6U0/Q1ePkf/z2C8MQosIA2USYIbAwIdkAkGE///xlOHbrLdhckg3gYGNmsFARYZiYYAQ2gMVKTYTh3ZffyK7EYIMC8c3nnwzomsEKQQmJEJi269Z/g/Lt//Pmn8VQSpQXeDlYGew0xODORnYiI8hIZAFS2QBoJX7wJ0Wn8wAAAABJRU5ErkJggg==" />&nbsp;"Primary Contact (Contact)" and by double clicking on the correct option <img alt="" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAABAAAAAMCAYAAABr5z2BAAAAwUlEQVQ4EWP8////fwYKABMxevddfcmw8thDrEpZsIqiCd589olh1t67YNFwK3kUWZaGNZcZrj/5jCKIznnz+QfDv3//GabuuoNhCMv6U0/Q1ePkf/z2C8MQosIA2USYIbAwIdkAkGE///xlOHbrLdhckg3gYGNmsFARYZiYYAQ2gMVKTYTh3ZffyK7EYIMC8c3nnwzomsEKQQmJEJi269Z/g/Lt//Pmn8VQSpQXeDlYGew0xODORnYiI8hIZAFS2QBoJX7wJ0Wn8wAAAABJRU5ErkJggg==" />&nbsp;"Contact" in this case&nbsp;</span><span style="font-style: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #548dd4;">❷</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">&nbsp;.&nbsp;</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="Create Activities For " href="/Portals/0/Blog/Advanced_Settings_CreateActivitiesFor_In_MS_Dynamics_365/Figure2_CreateActivitiesFor.png"> <img width="422" height="342" class="img-responsive" alt="Create Activities For" src="/Portals/0/Blog/Advanced_Settings_CreateActivitiesFor_In_MS_Dynamics_365/Figure2_CreateActivitiesFor.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Create Activities For</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;">The configuration is set for an Account Template and has the following effects:</p> <ul style="background-color: #fcfcfc;"> <li style="text-align: justify;">&nbsp;The&nbsp;Recipient&nbsp;of the generated activity will be the&nbsp;primary contact&nbsp;of the parent account of the Account Template.&nbsp;</li> <li style="text-align: justify;">&nbsp;The&nbsp;Regarding&nbsp;will be set to the Account directly.</li> <li style="text-align: justify;">&nbsp;And&nbsp;the generated document will be saved to the configured location for the&nbsp;parent account&nbsp;of the Account Template.&nbsp;</li> </ul> <p style="background-color: #fcfcfc; text-align: justify;">The example below shows the outcome of the configuration for this Account Template in more in detail.​</p> <p style="background-color: #fcfcfc; text-align: justify;">​</p> <p style="background-color: #fcfcfc; text-align: justify;"><strong>Example&nbsp;</strong></p> <p style="background-color: #fcfcfc; text-align: justify;"><strong></strong>&nbsp;The account mscrm-addons.com Corp <span style="font-style: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #548dd4;">❶&nbsp;</span>with the parent account&nbsp;ptm EDV-Systeme <span style="font-style: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #548dd4;">❷</span>&nbsp;has a primary contact named&nbsp;Michael Dohr <span style="font-style: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #548dd4;">❸</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="Example " href="/Portals/0/Blog/Advanced_Settings_CreateActivitiesFor_In_MS_Dynamics_365/Figure3_Example1.png"> <img width="807" height="455" class="img-responsive" alt="Example " src="/Portals/0/Blog/Advanced_Settings_CreateActivitiesFor_In_MS_Dynamics_365/Figure3_Example1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: Example </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>​</em></p> </div> <p style="text-align: justify;"><span style="background-color: #fcfcfc;">After saving this template, you can continue to create a document, either directly from Word by using the&nbsp;</span><span style="background-color: #fcfcfc;"><strong>[Select Data]</strong></span><span style="background-color: #fcfcfc;">-button or by using the&nbsp;</span><span style="background-color: #fcfcfc;"><strong>[Print in Word]</strong></span><span style="background-color: #fcfcfc;">-button within CRM. &nbsp;</span><span style="background-color: #fcfcfc;">Once done so, you get a merged document.&nbsp;</span></p> <p style="text-align: justify;"> <br style="background-color: #fcfcfc;" /> <span style="background-color: #fcfcfc;">In case of further document processing, you can use the&nbsp;</span><span style="background-color: #fcfcfc;"><strong>[CreateCRMActivity]</strong></span><span style="background-color: #fcfcfc;">-button and e.g. generate a letter activity <span style="font-size: 24px; color: #548dd4;">❶</span>&nbsp;and add the document to your SharePoint <span style="font-size: 24px; color: #548dd4;">❷</span>.</span><br style="background-color: #fcfcfc;" /> <span style="background-color: #fcfcfc;">This process saves our generated document in the folder of the account (<span style="background-color: #fcfcfc;">ptm EDV-Systeme</span></span><span style="background-color: #fcfcfc;">)&nbsp;and defines the regarding to the account(<span style="background-color: #fcfcfc;">mscrm-addons.com Corp</span></span><span style="background-color: #fcfcfc;">).&nbsp;</span><br style="background-color: #fcfcfc;" /> <span style="background-color: #fcfcfc;">The recipient is the primary contact of the parent account&nbsp;of the account (</span><span style="background-color: #fcfcfc;">Michael Dohr</span><span style="background-color: #fcfcfc;">).&nbsp;</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="Further document processing" href="/Portals/0/Blog/Advanced_Settings_CreateActivitiesFor_In_MS_Dynamics_365/Figure_4_Further_document_processing.png"> <img width="570" height="207" class="img-responsive" alt="Further document processing" src="/Portals/0/Blog/Advanced_Settings_CreateActivitiesFor_In_MS_Dynamics_365/Figure_4_Further_document_processing.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em><em>Figure 4: Further document processing</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><strong>&nbsp;</strong></em></p> <p style="background-color: #fcfcfc;"><span><strong>Technical details</strong></span></p> <p style="background-color: #fcfcfc;">The third option (Save Location) also works for DocumentsCorePack ServerBased.</p> <p style="background-color: #fcfcfc;">The option to define the&nbsp;Regarding&nbsp;and the&nbsp;Recipient&nbsp;are not available in DocumentsCorePack ServerBased as they can be set directly within the workflow.</p> <p style="background-color: #fcfcfc;">The options effect the&nbsp;Create Activity-, the&nbsp;Save as...- as well as the&nbsp;Send as PDF-functionality of the DocumentsCorePack Client.</p> <p style="background-color: #fcfcfc;">The outcome when selecting the&nbsp;Create Activity-functionality is described in the above example.</p> <p style="background-color: #fcfcfc;">The outcome when selecting the&nbsp;Send as PDF-functionality is the same.&nbsp;</p> <p style="background-color: #fcfcfc;">When you select the&nbsp;Save as...-functionality, the&nbsp;recipient&nbsp;and the&nbsp;regarding-property are ignored. It only saves the generated document to the proper location that is configured with the DocumentsCorePack Server Configuration.​</p> <p style="background-color: #fcfcfc;">​</p> <p style="background-color: #fcfcfc;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong></span><span style="background-color: #fcfcfc;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="background-color: #fcfcfc;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.</span>​</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> <div>&nbsp;</div> <div style="background-color: #fcfcfc;">&nbsp;</div> </em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>​</em></p> </div> <p style="text-align: justify;">&nbsp;</p>10028mscrm-addons for Microsoft Dynamics 365 - Version Number Guidehttps://www.mscrm-addons.com/Blog/PostId/10020/mscrm-addons-for-microsoft-dynamics-365-version-number-guide*General*Wed, 28 Jun 2017 14:24:58 GMT<p>This article outlines where to find<strong>&nbsp;the version number for each mscrm-addons product</strong>. If you use Microsoft Dynamics CRM 2015 or 2016 please have a look at <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9829%2fmscrm_addons-2015version-number-guide&amp;tabid=165&amp;portalid=0&amp;mid=2185">this article</a>.</p> <p>Click the below link for the addon that you wish to find the version number for:</p> <ul> <li> <a href="#AT">ActivityTools</a></li> <li> <a href="#AE">AttachmentExtractor</a> </li> <li> <a href="#AT">DocumentsCorePack ServerBased</a></li> <li> <a href="#DCPC">DocumentsCorePack Client</a></li> <li> <a href="#GC">GroupCalendar</a></li> <li> <a href="#AT">PowerSearch</a></li> <li> <a href="#AT">SmartBar</a></li> <li> <a href="#TIS">TelephoneIntegration Server</a></li> <li> <a href="#TIC">TelephoneIntegration Client</a></li> </ul> <p><strong>ActivityTools,&nbsp;<span>DocumentsCorePack ServerBased (DCP SB),&nbsp;PowerSearch and SmartBar</span></strong></p> <p>For these four solutions, there is a simple way to find the <span>current&nbsp;</span>version number: &nbsp;O<span>pen your Microsoft Dynamics 365 and navigate to Settings. &nbsp;When you go to Products, you&acute;ll see these four solutions. Select the one you want and you will be provided with the Getting Started window, which contains the version number (see figure 1 - highlighted in yellow). The below example shows the ActivityTools version number, but this way also applies to DocumentsCorePack ServerBased, PowerSearch and SmartBar.&nbsp;</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="mscrm-addons version number for MS Dyn 365" href="/Portals/0/Blog/version_number_MSDyn365/Figure1_version_number.png"> <img alt="mscrm-addons version number for MS Dyn 365" style="width: 548px;" class="img-responsive" src="/Portals/0/Blog/version_number_MSDyn365/Figure1_version_number.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: mscrm-addons version number for MS Dyn 365</em></div> </div> <p>&nbsp;</p> <p id="AE"><strong>AttachmentExtractor</strong></p> <p>If you use the Online version, you don&acute;t need to provide the version number because our support is well aware of it.&nbsp;</p> <p>For the OnPremise version just follow the next steps. &nbsp;​Please look for AttachmentExtractor Installation in the StartPanel.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_759.png"></a> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a href="/Portals/0/Blog/version_number_MSDyn365/Figure6_AE_Search.png"></a> <a title="Search for the AttachmentExtractor Configuration" href="/Portals/0/Blog/version_number_MSDyn365/Figure6_AE_Search.png"> <img width="212" height="209" title="Search for the AttachmentExtractor Configuration" class="img-responsive" style="border: 0px; background-image: none; padding-top: 0px; padding-right: 0px; padding-left: 0px; display: inline;" alt="Search for the AttachmentExtractor Configuration" src="/Portals/0/Blog/version_number_MSDyn365/Figure6_AE_Search.png" /></a></div> <em>Figure 2: Search for the AttachmentExtractor Configuration</em> <p>&nbsp;</p> <p>Now the following window appears. It shows the&nbsp;<em>AttachmentExtractor version number&nbsp;</em>(highlighted in yellow) for Microsoft Dynamics 365.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_760.png"></a> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="/Portals/0/Blog/version_number_MSDyn365/Figure7_AE.png"></a><a title="AttachmentExtractor version number" href="/Portals/0/Blog/version_number_MSDyn365/Figure7_AE.png"><img style="width: 600px;" class="img-responsive" alt="AttachmentExtractor version number" src="/Portals/0/Blog/version_number_MSDyn365/Figure7_AE.png" /></a></div> <em>Figure 3: AttachmentExtractor version number&nbsp;</em><br /> <p>&nbsp;</p> <p id="DCPC"><strong>DocumentsCorePack Client (DCP Client)</strong></p> <p id="DCPC"> To verify the current DocumentsCorePack Client version number, start MS Word, navigate to the&nbsp;<em>www.mscrm-addon.com</em>-tab and click on the <em><strong>[DocumentsCorePack Settings]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_763.png"></a> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_763.png"></a><a title="Open the DCP settings" href="http://mscrm-addons.com/images/blog/files/image_763.png"><img width="435" height="103" title="Open the DCP settings" class="img-responsive" style="border: 0px; background-image: none; padding-top: 0px; padding-right: 0px; padding-left: 0px; display: inline;" alt="Open the DCP settings" src="http://mscrm-addons.com/images/blog/files/image_thumb_736.png" /></a></div> <em>Figure 4: Open the DCP settings</em> <p>&nbsp;</p> <p>In the settings window select the <em>About-</em>tab, where the version number is displayed (see highlighted in yellow).&nbsp;</p> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DCP Client version number " href="/Portals/0/Blog/version_number_MSDyn365/Figure3_DCP_Client.png"> <img alt="DCP Client version number" style="width: 548px;" class="img-responsive" src="/Portals/0/Blog/version_number_MSDyn365/Figure3_DCP_Client.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 5: DCP Client version number&nbsp;</em></div> </div> <p>&nbsp;</p> <p id="GC"><strong>GroupCalendar</strong></p> <p id="GC"><strong></strong>To verify the current&nbsp;GroupCalendar (GC) version number for Microsoft Dynamics 365, open GroupCalendar and click on Settings on the right side (see highlighted below in yellow). The version number is displayed in the window that opens now in the right upper corner (also highlighted in yellow). &nbsp;</p> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="GroupCalendar version number " href="/Portals/0/Blog/version_number_MSDyn365/Figure2_GC.png"> <img alt="GroupCalendar version number" style="width: 548px;" class="img-responsive" src="/Portals/0/Blog/version_number_MSDyn365/Figure2_GC.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 6: GroupCalendar version number;</em></div> </div> <p>&nbsp;</p> <p id="TIS"><strong>TelephoneIntegration Server</strong></p> <p id="AE">To verify the current TelephoneIntegration Server (TI Server) version number, start <em>Configuration &ndash;&nbsp;TelephoneIntegration Server&nbsp;for MS Dyn 365</em>&nbsp;from the <em>StartPanel</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_771.png"></a> </p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_771.png"></a><a title="Search for the TI Configuration" href="http://mscrm-addons.com/images/blog/files/image_771.png"><img width="240" height="220" title="Search for the TI Configuration" class="img-responsive" style="border: 0px; background-image: none; padding-top: 0px; padding-right: 0px; padding-left: 0px; display: inline;" alt="Search for the TI Configuration" src="http://mscrm-addons.com/images/blog/files/image_thumb_744.png" /></a></div> <em>Figure 7: Search for the TI Configuration</em></div> <p>&nbsp;</p> <p>The following window appears. It shows the TI Server&nbsp;<em>version number&nbsp;</em>(highlighted in yellow) for MS Dyn 365.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="TI Server version number" href="/Portals/0/Blog/version_number_MSDyn365/Figure5_TI_Server.png"> <img alt="TI Server version number" style="width: 600px;" class="img-responsive" src="/Portals/0/Blog/version_number_MSDyn365/Figure5_TI_Server.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 8: TI Server version number</em></div> </div> <p>&nbsp;</p> <p id="TIC"><strong>TelephoneIntegration Client</strong></p> <p>To verify the current TelephoneIntegration Client (TI Client) version number, click on the <em>TelephoneIntegration-</em>icon in the taskbar:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_773.png"></a> </p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_773.png"></a><a title=" TelephoneIntegration Client icon" href="http://mscrm-addons.com/images/blog/files/image_773.png"><img width="240" height="167" title=" TelephoneIntegration Client icon" class="img-responsive" style="border: 0px; background-image: none; padding-top: 0px; padding-right: 0px; padding-left: 0px; display: inline;" alt="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_746.png" /></a></div> <em>Figure 9: TelephoneIntegration Client icon</em></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em></em><a href="http://mscrm-addons.com/images/blog/files/image_773.png"><br /> </a><br /> This action opens the TI Client balloon. The TelephoneIntegration Client version number can be found on the head of the balloon.</div> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="TI client version number " href="/Portals/0/Blog/version_number_MSDyn365/Figure4_TI_Client.png"> <img alt="TI client version number" width="207" height="207" class="img-responsive" src="/Portals/0/Blog/version_number_MSDyn365/Figure4_TI_Client.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 10: TI client version number</em></div> </div> <p>&nbsp;</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>10020How 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>10006Recap: eXtreme365 in Lisbonhttps://www.mscrm-addons.com/Blog/PostId/10004/recap-extreme365-in-lisbon*Features / News*Mon, 20 Mar 2017 14:31:41 GMT<p> <span style="background-color: #fcfcfc;">There are no strangers here; only friends you haven&rsquo;t met yet.</span><br style="background-color: #fcfcfc;" /> <span style="background-color: #fcfcfc;">- William Butler Yeats</span> </p> <p>This year's eXtreme365 was really an eXtreme event. Open for partners and customers for the very first time in history, the event had more attendees than ever before. The atmosphere at eXtreme365 was perfect, which was not only due to the well selected 5-star location, but also to the excellent speakers and truly informative sessions.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="eXtreme365 logo and beautiful Lisbon" href="/Portals/0/Blog/Recap_eXtreme365/Join-us-at-eXtreme365.png?ver=2017-03-08-150927-850"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Recap_eXtreme365/Join-us-at-eXtreme365.png?ver=2017-03-08-150927-850" style="width: 500px; height: 300px;" /> </a> </div> <p>Figure 1: eXtreme365 logo and beautiful Lisbon</p> <p>There is no such town for an event like Lisbon - the picturesque, ever-changing and vibrant city reflects the spirit of Microsoft Dynamics 365 like no other.</p> <div style="padding-right: 10px;" class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': true}, 'mainClass': 'mfp-with-zoom'}"> <a title="Horse sculpture monument" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365/20170311_171858(1).jpg"> <img alt="" src="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365/foto_gallery_lisbon.png" /> </a> <a title="Arco da Rua Augusta" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365/20170311_171648.jpg"> </a><a title="Panorama of the city" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365/20170312_145419.jpg"></a> </div> <p>Figure 2: Lisbon - photo gallery &nbsp;</p> <p> Amazing keynote speakers, small group sessions, gripping speeches and lots of networking opportunities converted this event into a Microsoft Dynamics 365 festival. <br /> It was really great to hear, that Microsoft will focus on AppSource, because since its launch, our add-ons are represented on&nbsp;<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=https%3a%2f%2fappsource.microsoft.com%2fen-us%2fmarketplace%2fapps%3fsearch%3dmscrm-addons%26page%3d1&amp;tabid=165&amp;portalid=0&amp;mid=2185">AppSource</a>. We know the platform as the <br /> perfect market for our solutions. &nbsp; </p> <div style="padding-right: 10px;" class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': true}, 'mainClass': 'mfp-with-zoom'}"> <a title="Welcome to eXtreme365!" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365/20170313_180421.jpg"> <img alt="" src="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365/foto_gallery_event.png" /> </a> <a title="Booth #2" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365/20170314_133238.jpg"></a> <a title="Our team at eXtreme" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365/AB_3.jpg"></a> <a title="Relaxed atmosphere" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365/AB_4.jpg"></a> <a title="Dynamics CRM Online Journey" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365/AB_6.jpg"></a> <a title="Digital transformation and human skills and talents" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365/AB_7.jpg"></a> <a title="The pie is still missing" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365/cake-1227842_640.jpg"></a> </div> <p>Figure 3: eXtreme365 - Photo Gallery &nbsp;</p> <p> Also, we had the chance to present our solutions and ideas in front of a responsive audience. Michael Dohr outlined excellently why working with partners it the key to success. He highlighted the values and benefits of our partner network, as well as the main advantages of our solutions for Microsoft Dynamics 365.&nbsp;<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="ISV-session on partner success " href="/Portals/0/Blog/Recap_eXtreme365/Session.jpg?ver=2017-03-15-130037-003"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Recap_eXtreme365/Session.jpg?ver=2017-03-15-130037-003" style="width: 500px; height: 375px;" /> </a> </div> Figure 4: ISV-session on partner success&nbsp; </p> <p>All in all, the event was a complete success for partners and customers.&nbsp;</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">support@mscrm-addons.com</a>.&nbsp;</p>10004Dialing rules for TelephoneIntegration Client users https://www.mscrm-addons.com/Blog/PostId/9997/dialing-rules-for-telephoneintegration-client-usersTelephoneIntegration (TI),TI 2015 / 2016,TI 365Tue, 07 Mar 2017 12:40:55 GMT<p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;">Dialing rules are used to define telephone numbers and number masks for calls (regional, national and international). Each dialing rule determines the types of calls that can be made. Supported by two examples, this article outlines how to correctly configure the dial rule entry when using TelephoneIntegration (TI) Client.&nbsp;</p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;">The following 4 numbers are crucial when creating a new dialing rule in TI Client. So it is very important that you know your<br /> CountryCode​<br /> ExitCode<br /> AreaCode<br /> TrunkCode</p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="font-size: 18px;">Example 1</span><br /> <span style="font-size: 13px;">Before we create a dialing rule for Graz, Austria we need to know, that the following rules apply for that country/town:</span><br /> <span style="font-size: small; color: #666666;">CountryCode​ = 43</span><br style="color: #666666;" /> <span style="font-size: small; color: #666666;">ExitCode = 00</span><br style="color: #666666;" /> <span style="font-size: small; color: #666666;">TrunkCode = 0</span><br style="color: #666666;" /> <span style="font-size: small; color: #666666;">AreaCode = 316<br /> </span><span style="font-size: small;">OutsideAccess = 0<br /> <span style="color: #ff0000;">Please note:</span> The OutsideAccess number depends on the local companies' phone system, which means that it can vary.&nbsp;</span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;">Example A: <br /> We want to contact someone in Graz. (0316/123456789)<br /> So all we need to dial is the OutsideAccess + the telephone number<br /> The number we would have to dial is 0 123456789. </p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;">Example B: &nbsp;<br /> <span style="color: #666666;">We want to contact someone in Salzburg, which is an Austrian city (famous for Mozart). (0662/123456789)</span><br style="color: #666666;" /> <span style="color: #666666;">So all we need to dial is the OutsideAccess + the TrunkCode + Salzburg's Area Code + the telephone number</span><br style="color: #666666;" /> <span style="color: #666666;">The number we would have to dial is 0 0 662 123456789.</span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="color: #666666;"></span>Example C:&nbsp;<br /> <span style="color: #666666;">We want to contact someone in Atlanta, Georgia. (0404/123456789)</span><br style="color: #666666;" /> <span style="color: #666666;">So all we need to dial is the OutsideAccess + Austria's ExitCode + the USA CountryCode + Atlanta's Area Code + the telephone number</span><br style="color: #666666;" /> <span style="color: #666666;">The number we would have to dial is 0 00 1 404 123456789.</span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="font-size: 18px;">Example 2:</span><br /> Before we create a dialing rule for Atlanta, Georgia (USA) we need to know, that the following rules apply for that country/town:<br /> CountryCode​ = 1<br /> ExitCode = 011<br /> TrunkCode = 1<br /> AreaCode = 404<br /> <span>OutsideAccess = 9<br /> <span style="color: #ff0000;">Please note:</span>&nbsp;The OutsideAccess number depends on the local companies' phone system, which means that it can vary.&nbsp;</span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;">Example A:&nbsp;<br /> We want to contact someone in Atlanta. (0404/123456789)<br /> So all we need to dial is the OutsideAccess + the telephone number<br /> The number we would have to dial is 9 123456789.</p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;">Example B: &nbsp;<br /> We want to contact someone in New York (famous for the Statue of Liberty). (0917/123456789)<br /> So all we need to dial is the OutsideAccess + the TrunkCode + New York's Area Code + the telephone number<br /> The number we would have to dial is 9 1 917 123456789.</p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;">Example C:&nbsp;<br /> We want to contact someone in Graz, Austira. (0316/123456789)<br /> So all we need to dial is the OutsideAccess + the US ExitCode + Austria's CountryCode + the Area Code of Graz + the telephone number<br /> The number we would have to dial is 9 011 43 316 123456789.</p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="font-size: large;">How to activate dialing rules in TI Client?</span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="font-size: small;"></span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="font-size: small; color: #666666;">This example outlines how to create a settingskey for a number that is from the United States.&nbsp;<span style="color: #666666;">If you haven't created a settingskey yet, please have a look at&nbsp;</span><a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9754%2fhow-to-create-a-settingskey-manually-in-ms-dynamics-crm-2013-crm-2015&amp;tabid=165&amp;portalid=0&amp;mid=2185" style="background-color: #ffffff;">this blog article</a><span style="color: #666666;">.&nbsp;</span></span><span style="font-size: small;">To enable this logic, you must create the below settingskey:</span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="font-size: small;">HKEY_CURRENT_USER\Software\PTM EDV-Systeme\TelephoneIntegrationclient2011<br /> </span><span style="font-size: small;">String value: BasicPreprocessing<br /> </span><span style="font-size: small;">Data value: true<br /> </span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="font-size: 13px;">The US has the country code 1, the exit code 011 and the trunk code 1. So, we must add 2 new registry string values:<br /> <br /> String Value: TrunkCode<br /> Data Value: 1<br /> </span><span style="font-size: small;"><br /> String Value: ExitCode<br /> </span><span style="font-size: small;">Data Value: 011</span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="font-size: 13px;">As soon as you have finished, do not forget to save your settings and restart the TelephoneIntegration Client.&nbsp;</span></p> <p style="color: #666666; margin-top: 1.5em; margin-bottom: 1.5em;"><span style="font-size: 13px;"><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">support@mscrm-addons.com</a>.</span></p>9997Call recording feature for TelephoneIntegration https://www.mscrm-addons.com/Blog/PostId/9992/call-recording-feature-for-telephoneintegrationTelephoneIntegration (TI),TI 2015 / 2016,TI 365Mon, 20 Feb 2017 16:11:43 GMT<p style="margin-bottom: 10pt;"><span>TelephoneIntegration Client offers the possibility to record and store phone calls in Microsoft Dynamics 365 (CRM). This article outlines how to use this feature. &nbsp;</span></p> <p style="margin-bottom: 10pt;"><span><span style="color: #ff0000;">Please note:</span> The feature only works with SIP Client and was built as an 'always store'-option</span></p> <p style="margin-bottom: 10pt;"><span><span style="font-size: 18px;"><strong>How to activate the call recording feature</strong></span><br /> First, please make sure that you have a local registry key called 'PhoneActionMode' with the value 'true' under&nbsp;<br /> HKEY_CURRENT_USER\Software\PTM EDV-Systeme\TelephoneIntegrationclient 2011</span></p> <p style="margin-bottom: 10pt;"><span>If you do not have it, simply create a new settingskey.&nbsp;<br /> To do so, please navigate to Settings &gt; MSCRM-ADDONS.com Products and select TelephoneIntegration with a click on it. </span></p> <p style="margin-bottom: 10pt;"><span>Next, click on the <strong><em>[Add New MSCRM-ADDONS.com Settingskey]</em></strong>-button in the command bar. </span></p> <p style="margin-bottom: 10pt;"><span>In the so opened window, insert the following data:<br /> <br /> Name&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; PhoneActionMode<br /> IsCached &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Yes<br /> KeyValue&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; True</span></p> <p style="margin-bottom: 10pt;"><span>For some more detailed information on how to create a settingskey manually, please have a look at this <a href="http://www.mscrm-addons.com/Blog/PostId/9754/How-to-create-a-SettingsKey-manually-in-MS-Dynamics-CRM-2013-CRM-2015">blog article</a>.&nbsp;</span></p> <p style="margin-bottom: 10pt;"><span>This action creates a new context menu item called 'Phone Action &gt; Record'.</span></p> <p style="margin-bottom: 10pt;"><span style="font-size: 18px;"><strong>How to use the call recording feature&nbsp;<br /> </strong></span>This action creates a new context menu item called 'Phone Action &gt; Record'.<br /> In order to activate the record functionality, simply click on record whenever you would like to record a call.&nbsp;<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Phone Action &gt; Record" href="/Portals/0/Blog/TI_PhoneActionMode/Phone_Action_record1.png?ver=2017-02-20-155214-707"> <img alt="" class="img-responsive" src="/Portals/0/Blog/TI_PhoneActionMode/Phone_Action_record1.png?ver=2017-02-20-155214-707" /> </a> </div> Figure 1: Phone Action &gt; Record</p> <p style="margin-bottom: 10pt;">At the end of the call, a new generated folder called 'Archive' will contain a new .wav file (including the call recording). Usually, CRM will store the recordings in the registry where you can find the log files as well. Additionally, the so created audio file is <span>automatically uploaded&nbsp;</span>to the correspondent phone call and saved as a note.<br /> <br /> The file's name is built up as follows:<br /> <br /> <span style="color: #ffc000;">636232020958872265</span><span style="color: #000000;">_</span><span style="color: #ff0000;">031668088034</span>.<span style="color: #00b050;">wav<br /> <span style="color: #ffc000;">TIMESTAMP</span><span style="color: #000000;">_</span><span style="color: #ff0000;">PHONENUMBER</span>.fileformat<br /> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Recorded conversation" href="/Portals/0/Blog/TI_PhoneActionMode/Screenshot_1.png?ver=2017-02-20-155302-493"> <img alt="" class="img-responsive" src="/Portals/0/Blog/TI_PhoneActionMode/Screenshot_1.png?ver=2017-02-20-155302-493" /> </a> </div> <p>Figure 2: Recorded conversation</p> <p><strong>That's it! </strong>We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>!</p>9992How to use TelephoneIntegrations' Smart Find feature https://www.mscrm-addons.com/Blog/PostId/9991/how-to-use-telephoneintegrations-smart-find-featureTelephoneIntegration (TI),TI 2015 / 2016,TI 365Mon, 20 Feb 2017 13:12:00 GMT<p>This article outlines how to use the Smart Find feature of <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=https%3a%2f%2fappsource.microsoft.com%2fen-us%2fproduct%2fdynamics-365%2fmscrm-addons.8e279033-8dfc-467e-a0bb-ec7128d2fd02%3ftab%3dOverview&amp;tabid=165&amp;portalid=0&amp;mid=2185">TelephoneIntegration</a>. This feature facilitates the find of all extensions related to an account when receiving an incoming call. It can be used occasionally or activated for permanent use.&nbsp;</p> <p><span style="font-size: 18px;"><strong>Purpose of the Smart Find feature</strong></span><br /> Once the TelephoneIntegration Smart Find feature is activated, it permanently resolves numbers that are related to an incoming call.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Without Smart Find - &lt;span&gt;Incoming call (main number: 680880) with extension (21) NOT resolved" href="/Portals/0/Blog/TI%20Smart%20Find/Incoming%20call_not%20resolved.png?ver=2017-02-20-125216-023"> <img alt="" class="img-responsive" src="/Portals/0/Blog/TI%20Smart%20Find/Incoming%20call_not%20resolved.png?ver=2017-02-20-125216-023" style="width: 188px; height: 300px;" /> </a> </div> <p>Figure 1: Without Smart Find -<span>Incoming call (main number: 680880) with extension (21) NOT resolved<br /> </span>​</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="With Smart Find - Incoming call (main number: 680880) with extension (21) resolved" href="/Portals/0/Blog/TI%20Smart%20Find/Balloon_sp_result.png?ver=2017-02-20-115749-980"> <img alt="" class="img-responsive" src="/Portals/0/Blog/TI%20Smart%20Find/Balloon_sp_result.png?ver=2017-02-20-115749-980" style="width: 186px; height: 300px;" /> </a> </div> Figure 2: With Smart Find - Incoming call (main number: 680880) with extension (21) resolved<br /> <br /> <br /> <span style="font-size: 16px;"><strong>For example:</strong></span><br /> <br /> You receive a call from the number <span style="color: #0070c0;">0316 680880</span><span style="color: #92d050;">21</span>. <br /> <span style="color: #0070c0;">0316 680880 = main number&nbsp;<br /> </span><span style="color: #92d050;">21 = extension&nbsp;<br /> </span><br /> The main number is saved in your CRM, but the extension is not. This is why TelephoneIntegration usually resolves the number&nbsp;<span style="color: #0070c0;">0316 680880</span><span style="color: #92d050;">21&nbsp;<span style="color: #938953;"><span style="color: #7f7f7f;">as an unknown number.&nbsp;</span><br /> <br /> <span style="color: #7f7f7f;">When activating the Smart Find feature (no matter if occassionally or permanently), <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=https%3a%2f%2fappsource.microsoft.com%2fen-us%2fproduct%2fdynamics-365%2fmscrm-addons.8e279033-8dfc-467e-a0bb-ec7128d2fd02%3ftab%3dOverview&amp;tabid=165&amp;portalid=0&amp;mid=2185">TelephoneIntegration </a>will provide you with the extension that is saved in CRM for this particular number.&nbsp;<br /> <br /> <br /> </span></span></span> <p><span style="font-size: 18px; color: #7f7f7f;"><strong>How do I activate the Smart Find feature?<br /> </strong></span><span style="font-size: 13px; color: #7f7f7f;">The SmartFind can be activated occasionally or permanently.&nbsp;</span><strong style="font-size: large; color: #7f7f7f;">&nbsp;</strong></p> <p>In order to activate it on occasion, simply click on Search Potential in the Context menu.&nbsp;<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Ocasionally activated Smart Find" href="/Portals/0/Blog/TI%20Smart%20Find/Balloon_search_potential.png?ver=2017-02-20-115457-987"> <img alt="" class="img-responsive" src="/Portals/0/Blog/TI%20Smart%20Find/Balloon_search_potential.png?ver=2017-02-20-115457-987" /> </a> </div> Figure 3: Ocasionally activated Smart Find</p> <p><span>In order to activate it permanently, simply navigate to the Advanced-tab in the <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=https%3a%2f%2fappsource.microsoft.com%2fen-us%2fproduct%2fdynamics-365%2fmscrm-addons.8e279033-8dfc-467e-a0bb-ec7128d2fd02%3ftab%3dOverview&amp;tabid=165&amp;portalid=0&amp;mid=2185">TelephoneIntegration </a>Settings and check the activate search for potential matches-checkbox in the Search for potential matches-section. Next, click on the <strong>[Save]</strong>-button.&nbsp;<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Activate SmartFind permanently" href="/Portals/0/Blog/TI%20Smart%20Find/Advanced_tab_Search_activated.png?ver=2017-02-20-124407-857"> <img alt="" class="img-responsive" src="/Portals/0/Blog/TI%20Smart%20Find/Advanced_tab_Search_activated.png?ver=2017-02-20-124407-857" style="width: 500px; height: 392px;" /> </a> </div> Figure 4: Activate Smart Find permanently<br /> <br /> <strong>That'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>.<br /> <br /> </span></p>9991How to add a filter to a relationship in DocumentsCorePack Template Designerhttps://www.mscrm-addons.com/Blog/PostId/9989/how-to-add-a-filter-to-a-relationship-in-documentscorepack-template-designerDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Thu, 16 Feb 2017 12:40:42 GMT<p>This step-by-step-tutorial outlines how to add a filter to a relationship in DocumentsCorePack Template Designer. Usually, the simple creation of a relationship is enough, but sometimes, it can happen that you need to add a certain filter to a relationship. </p> <p>For example, imagine you would like to create an overview that shows which products you have in stock. <br /> So, you could create one template listing all products where the amount is greater than 0 and one template where the amount is exactly 0. <br /> In order to refine your result, you could additionally create a template that lists all products with an amount greater than 500. <br /> <br /> In this tutorial, we will show you how to create add a filter to a relationship, so that the result will only return products with an amount greater than 500.&nbsp;</p> <p><strong>Step 1: ​Create a new template</strong><br /> If you haven't created a template yet, please have a look at this <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9941%2fhow-to-create-documentscorepack-templates&amp;tabid=165&amp;portalid=0&amp;mid=2185">blog article</a>.&nbsp;<br /> <br /> <strong>Step 2: Create a relationship</strong><br /> If you haven't added an relationship yet, please have a brief look at this <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9942%2fhow-to-add-relationships-and-entites-to-dcp&amp;tabid=165&amp;portalid=0&amp;mid=2185">post</a>.&nbsp;</p> <p><strong>Step 3: Add a filter to a relationship</strong><br /> Once the relationship is created&nbsp;<span style="font-size: 24px; color: #4f81bd;">❶</span>, navigate to filters and click on the <strong>[Add]</strong>-button&nbsp;<span style="font-size: 24px; color: #4f81bd;">❷</span>. <br /> Next, select which type of filter you would like to add (AND / OR) (here we use AND)&nbsp;<span style="font-size: 24px; color: #4f81bd;">❸</span>. <br /> Then, click on the lower <strong>[Add]</strong>-button&nbsp;<span style="font-size: 24px; color: #4f81bd;">❹</span>. This behavior opens a new window.<br /> In the Condition-window&nbsp;<span style="font-size: 24px; color: #4f81bd;">❺</span>, select a matching attribute (here: Amount), an operator (here: greater than) and a value (here: 500) and click on the <strong>[OK]</strong>-button.​</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Add a filter to a relationship" href="/Portals/0/Blog/Filter%20relationships/Screenshot_1.png?ver=2017-02-16-114424-313"><img alt="" class="img-responsive" src="/Portals/0/Blog/Filter%20relationships/Screenshot_1.png?ver=2017-02-16-114424-313" style="width: 500px; height: 393px;" /></a></div> Figure 1: Add a filter to a relationship</p> <p><span>That's all you have to do. Simply return to the Template Designer with a click on the&nbsp;</span><span><strong>[OK]</strong></span><span>-button in the Configure Fields and Datasource-window in order to proceed.&nbsp;</span><br /> <br /> <strong>That'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>.&nbsp;</p>9989How do I create relationships using DocumentsCorePack Template Designer? (Advanced)https://www.mscrm-addons.com/Blog/PostId/9942/how-to-add-relationships-and-entites-to-dcpDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Thu, 09 Feb 2017 13:35:27 GMT<p>This article outlines how to create - more or less complex - relationships in the DocumentsCorePack (DCP) Template Designer.</p> <p>The following 3 Step by step-tutorials will teach you how to create and manage - more or less complex - relationships with the DCP Template Designer <em>Additional</em>-tab. Basically, relations can be solved for 1:N (1:many) and N:N (many:many) relationships. All, custom entities, as well as system entities, are supported.&nbsp;</p> <p><strong><span style="font-size: 16px;">Overview:&nbsp;</span></strong><br /> Tutorial 1: How to add a predefined relationship&nbsp;<br /> Tutorial 2: How to add a relationship from scratch&nbsp;<br /> Tutorial 3: How to create a relation to a separate entity (no relation)</p> <p><span style="font-size: 18px;"><strong>Tutorial 1: How to add a predefined relationship</strong></span><br /> <span style="font-size: 13px;">Predefined relationships are really helpful when you create a common template, like for example a quote template. Using a predefined relationship, you do not have to create it manually every time you want to create a new e.g. Quote template.&nbsp;</span></p> <p><span style="font-size: 16px;"><strong>Step 1: Create a new template</strong></span><br /> <span style="font-size: 13px;">For further information on how to create a template, please read this <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9941%2fhow-to-create-documentscorepack-templates&amp;tabid=165&amp;portalid=0&amp;mid=2185">blog article</a>.&nbsp;</span></p> <p><span style="font-size: 16px;"><strong>Step 2: Navigate to the Additional-tab in the Template Designer</strong></span><br /> Next, open the Additional-tab. It has been designed to manage additional relationships.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DCP Template Designer – Additional tab" href="/Portals/0/Blog/Insert%20relationships/Additional_tab_2a.png?ver=2017-02-09-124053-147"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Insert%20relationships/Additional_tab_2a.png?ver=2017-02-09-124053-147" style="width: 200px; height: 272px;" /><br /> </a> </div> <p><em>Figure 1: DCP Template Designer &ndash; Additional tab</em><em>​</em></p> <p><span style="font-size: 16px;"><strong>Step 2: Add a relationship/entity<br /> </strong></span>A click on the <em><strong>[Add Relationship/Entity]</strong></em>-button will open the relationship designer (see tutorial 2), while a click on the Dropdown Arrow expands a menu with predefined relationships.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="The &lt;strong&gt;[Add Relationship/Entity]&lt;/strong&gt;-button" href="/Portals/0/Blog/Insert%20relationships/Add_Relationship_entity1a.png?ver=2017-02-09-124007-413"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Insert%20relationships/Add_Relationship_entity1a.png?ver=2017-02-09-124007-413" style="width: 200px; height: 112px;" /><br /> </a> </div> <em>Figure 2: The <strong>[Add Relationship/Entity]</strong>-button</em></p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Add Relationship/Entity dropdown menu – predefined relationships" href="/Portals/0/Blog/Insert%20relationships/Preselected_entities_3a.png?ver=2017-02-09-124529-570"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Insert%20relationships/Preselected_entities_3a.png?ver=2017-02-09-124529-570" style="width: 200px; height: 324px;" /><br /> </a> </div> <em>Figure 3: Add Relationship/Entity dropdown menu &ndash; predefined relationships</em></p> <p>The marked area includes all predefined relationships. DocumentsCorePack already has a variety of different predefined relationships for standard CRM entities, for example: All Contacts of an Account, Quote Products of a Quote, etc. They facilitate the creation of templates. Simply click on the predefined relationship in order to add it. The related fields will then be visible in the TemplateDesigner TreeView.</p> <p><span style="font-size: 18px;"><strong>Tutorial 2:&nbsp;</strong></span><strong><span style="font-size: 18px;">How to add a relationship from scratch<br /> </span></strong><span style="font-size: 13px;">When you deal with really complex relationships, it can be helpful to create a relationship from scratch.&nbsp;</span></p> <p><span style="font-size: 16px;"><strong>Step 1: Create a template and insert some fields<br /> </strong></span>For further information on how to insert fields, please have a look at <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9869%2fInsert-Fields-(CRM-2015)&amp;tabid=165&amp;portalid=0&amp;mid=2185">this blog article</a>. As you see below, we have inserted the following fields: &lt;&lt;accountid&gt;&gt; and &lt;&lt;name&gt;&gt;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Insert fields " href="/Portals/0/Blog/Insert%20relationships/Template1.png?ver=2017-02-09-123327-920"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Insert%20relationships/Template1.png?ver=2017-02-09-123327-920" style="width: 500px; height: 169px;" /><br /> </a> </div> Figure 4: Insert fields&nbsp;</p> <p><strong><span style="font-size: 16px;">Step 2: Add a new relationship</span><br /> <span style="font-size: 13px;"></span></strong><span style="font-size: 13px;">Next, go to the additional tab and open the <em>[Add Relationship/Entity]</em>-drop down menu. There, select <em>Add New Relationship&hellip;</em></span><strong><span style="font-size: 13px;"></span><br /> </strong></p> <p><span style="font-size: 16px;"><strong> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Add New Relationship" href="/Portals/0/Blog/Insert%20relationships/Add_relationship2.png?ver=2017-02-09-123401-150"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Insert%20relationships/Add_relationship2.png?ver=2017-02-09-123401-150" style="width: 300px; height: 239px;" /><br /> </a> </div> </strong></span><em>Figure 5: Add New Relationship</em><span style="font-size: 16px;"><strong><br /> </strong></span></p> <p>In the so opened <em>Configure Fields and Datasource</em>-dialog, select a relationship you would like to insert <span style="font-size: 24px; color: #4f81bd;">❶&nbsp;</span>and add some attributes by checking the boxes next to the attributes <span><span style="font-size: 24px; color: #4f81bd;">❷</span>.&nbsp;</span>We decided to go with the Relationship <em>Account -&gt; Activity [regardingobjectid]</em> and added the following attributes: <em>Activity, Actual End, Actual Start, Due Date</em>.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Add a new relationship" href="/Portals/0/Blog/Insert%20relationships/Configure_fields3.png?ver=2017-02-09-123446-260"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Insert%20relationships/Configure_fields3.png?ver=2017-02-09-123446-260" style="width: 500px; height: 365px;" /><br /> </a> </div> <em>Figure 6: Add a new relationship</em></p> <p>As you can see, the resolved entities are now also visible in the <em>Additional</em>-tab of the Template Designer and you could insert any of the fields into the document. But usually, there are more complex relationships needed. That is why you may expand the complexity of the relationship by adding more levels.&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Resolved fields" href="/Portals/0/Blog/Insert%20relationships/Resolved_entities4.png?ver=2017-02-09-123516-577"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Insert%20relationships/Resolved_entities4.png?ver=2017-02-09-123516-577" style="width: 200px; height: 266px;" /><br /> </a> </div> Figure 7: Resolved fields</p> <p><strong><span style="font-size: 16px;">Step 3: Add further entities&nbsp;<br /> </span></strong></p> <p><span>If you would like to add further relationships, please simply click on the <strong><em>[Edit]</em></strong>-button in the <em>Additional</em>-tab.&nbsp;</span></p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Click on the &lt;strong&gt;[Edit]&lt;/strong&gt;-button" href="/Portals/0/Blog/Insert%20relationships/Edit_button_5.png?ver=2017-02-09-123542-297"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Insert%20relationships/Edit_button_5.png?ver=2017-02-09-123542-297" style="width: 200px; height: 110px;" /><br /> </a> </div> Figure 8: Click on the <strong>[Edit]</strong>-button</p> <p>This actions opens the <em>Configure Fields and Datasource</em>-dialog again, providing you with the former established relationship. Please click on the <strong><em>[Add]-</em></strong>button <span style="font-size: 24px; color: #4f81bd;">❶ </span>and add another relationship <span style="font-size: 24px; color: #4f81bd;">❷ </span>here. We decided to add <em>Activity [activityid] -&gt; Attachment [objected]</em> and the entities <em>Attachment Number, Entity, File Name, Subject</em>. <span style="font-size: 24px; color: #4f81bd;">❸</span></p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Add another relationship" href="/Portals/0/Blog/Insert%20relationships/Configure_fields6.png?ver=2017-02-09-123620-640"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Insert%20relationships/Configure_fields6.png?ver=2017-02-09-123620-640" style="width: 500px; height: 363px;" /><br /> </a> </div> Figure 9: Add another relationship</p> <p><span>As you can see, the resolved entities are now also visible in the <em>Additional</em>-tab of the Template Designer and you could insert any of the fields into the document.<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Add another relationship" href="/Portals/0/Blog/Insert%20relationships/Add_fields7.png?ver=2017-02-09-123647-317"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Insert%20relationships/Add_fields7.png?ver=2017-02-09-123647-317" style="width: 200px; height: 321px;" /><br /> </a> </div> Figure 10: Additionally resolved fields&nbsp;</span></p> <p><span><span style="color: #ff0000;">Please note:</span> You may repeat these steps as often as you would like to in order to enhance the complexity of your relationships.</span></p> <p><span style="font-size: 18px;"><strong>​<span>Tutorial 3: How to create a relation to a separate entity (no relation)<br /> </span></strong></span>Basically, the creation of a relation to a separate entity follows the same rules as the creation of an entity from scratch (with one exception). Therefore, in order to create a relation to a separate entity, follow the steps in Tutorial 2&nbsp;carefully, but make sure that you change the following parameter when you select a new relationship: <br /> <br /> Instead of <em>Relationships</em>, check <em>Separate Entities</em><span style="font-size: 24px;"> </span><span style="font-size: 24px; color: #4f81bd;">❶ </span>in the <em>Select existing Relation</em>-section. The main difference is, that you will now be provided with separate entities <span style="font-size: 24px; color: #4f81bd;">❷ </span>instead of relationships.&nbsp;<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Insert separate entities" href="/Portals/0/Blog/Insert%20relationships/Seperate_entity8.png?ver=2017-02-09-123735-970"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Insert%20relationships/Seperate_entity8.png?ver=2017-02-09-123735-970" style="width: 500px; height: 394px;" /><br /> </a> </div> Figure 11: Insert separate entities</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>9942Where do I find the Unique Organization name in Microsoft Dynamics 365?https://www.mscrm-addons.com/Blog/PostId/9981/unique-organization-name-in-microsoft-dynamics-365*General*Fri, 27 Jan 2017 15:58:45 GMT<p>When ordering licenses, you will be asked for the organisation unit name of your Microsoft Dynamics 365 (CRM) system.&nbsp;This information is mandatory in order to create a license.&nbsp;Below, you will find a short description on how to get the necessary information for <span>Microsoft Dynamics 365 (CRM)</span>.</p> <p>Open your system in your preferred browser and navigate to&nbsp;Settings &gt; Customizations.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Navigate to Settings &gt; Customization" href="/Portals/0/Blog/Unique%20Org%20Name%20MS%20Dyn%20365/Navigate_to_settings1.PNG?ver=2017-01-27-153800-497"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Unique%20Org%20Name%20MS%20Dyn%20365/Navigate_to_settings1.PNG?ver=2017-01-27-153800-497" style="width: 500px; height: 273px;" /><br /> </a> </div> Figure 1: Navigate to Settings &gt; Customization <p>&nbsp;</p> <p>Next, open the Developer Resources.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Developer Resources​" href="/Portals/0/Blog/Unique%20Org%20Name%20MS%20Dyn%20365/Developer_Resources2.PNG?ver=2017-01-27-153845-477"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Unique%20Org%20Name%20MS%20Dyn%20365/Developer_Resources2.PNG?ver=2017-01-27-153845-477" style="width: 500px; height: 106px;" />​</a></div> <a title="Developer Resources​" href="/Portals/0/Blog/Unique%20Org%20Name%20MS%20Dyn%20365/Developer_Resources2.PNG?ver=2017-01-27-153845-477"> </a> <p>Figure 2: Developer Resources​</p> <p>Here, you will find the Unique Organisation Name.<br /> <span style="color: #ff0000;">Please note: Our key is case sensitive and does not work if the names do not fit.</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Unique Organization Name in Microsoft Dynamics 365 (CRM)​" href="/Portals/0/Blog/Unique%20Org%20Name%20MS%20Dyn%20365/Unique_Org_name3.png?ver=2017-01-27-154213-253"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Unique%20Org%20Name%20MS%20Dyn%20365/Unique_Org_name3.png?ver=2017-01-27-154213-253" style="width: 500px; height: 660px;" /></a></div> <a title="Unique Organization Name in Microsoft Dynamics 365 (CRM)​" href="/Portals/0/Blog/Unique%20Org%20Name%20MS%20Dyn%20365/Unique_Org_name3.png?ver=2017-01-27-154213-253"> </a> <p>Figure 3: Unique Organization Name in Microsoft Dynamics 365 (CRM)</p> <p><span>That&rsquo;s it!</span>&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>9981How to upgrade to Microsoft Dynamics 365https://www.mscrm-addons.com/Blog/PostId/9964/upgrade-to-msdyn365*General*Fri, 23 Dec 2016 11:36:31 GMT<p>Our addons are ready for Microsoft Dynamics 365! <br /> It requires only a few easy steps to upgrade our addons to Microsoft Dynamics 365. </p> <p><strong>1) Check your current version</strong></p> <p> Please check the current version number of your MSCRM-ADDON!<br /> <br /> Where do I get my current version number from? <br /> Learn how to check your current <a href="http://www.mscrm-addons.com/Blog/PostId/9829/MSCRM_Addons-2015Version-Number-Guide">version number here</a>.</p> <p><strong>2) </strong><strong>Download the Microsoft Dynamics 365 (CRM) version of our solution:</strong><br /> Please download the current version from our Download &ndash; Center <a href="http://www.mscrm-addons.com/LoginPage?returnurl=/Downloads">here</a>.</p> <p><strong>3) Install the Microsoft Dynamics 365 (CRM) version of our solution<br /> </strong>Once you start the installer, it will detect the currently installed version and perform an upgrade automatically. <br /> You will not lose any configuration during this process! </p> <p><span><strong>4)&nbsp;</strong></span><span><strong>Please upgrade your CRM instance to Microsoft Dynamics 365 (CRM)</strong></span></p> <p><strong>That&rsquo;s it!</strong> We appreciate your feedback! Please share your thoughts by sending an <br /> email to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9964