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/BlogConditional access for Azure Active Directoryhttps://www.mscrm-addons.com/Blog/PostId/10206/conditional-access-for-azure-active-directory*General*Wed, 10 Apr 2019 07:55:27 GMT<p style="text-align: justify;">This blog article refers to Azure Active Directory (AAD) and outlines how to proceed if you are using the location condition in AAD conditional access and get the following error message "Blocked by conditional access". This error message can occur when creating a service for AttachmentExtractor or DocumentsCorePack.&nbsp;</p> <p style="text-align: justify;">The location condition is the most common&nbsp;condition and enables you to tie access controls to the network locations of your&nbsp;users. More information on how to configure the location condition can be found in this <a href="https://docs.microsoft.com/en-us/azure/active-directory/conditional-access/location-condition" style="background-color: #ffffff;">article</a>.&nbsp;</p> <p style="text-align: justify;"><strong>Error handling<br /> </strong>The following error message "Blocked by conditional access" means that we cannot access your Dynamics 365. The location condition in your AAD blocks access for users accessing a service from specific countries/regions or IP ranges.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Error message: Blocked conditional access " href="/Portals/0/Blog/Errorhandling_when_using_conditional_access_for_AAD/error.png"> <img alt="Error message: Blocked conditional access" class="img-responsive" src="/Portals/0/Blog/Errorhandling_when_using_conditional_access_for_AAD/error.png" width="687" height="242" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Error message: Blocked conditional access<br /> <br /> </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> </div> <p style="text-align: justify;"><strong>IMPORTANT:&nbsp;<br /> </strong>You must extend&nbsp;your local&nbsp;condition&nbsp;by&nbsp;<strong>two&nbsp;further IP addresses</strong>&nbsp;in any case!&nbsp;You MUST include the configuration website (<span style="text-align: justify; letter-spacing: 0.3px; color: #7f7f7f;">23.100.59.197</span>) AND the service data center. <strong>Please notice,</strong> that you must specify the instance your service will be running on (e.g. EU North Live4).&nbsp;</p> <p style="color: #424242; margin-bottom: 0px; padding-bottom: 20px; letter-spacing: 0.3px; text-align: justify;"><span style="color: #7f7f7f;">IP addresses of the instances:</span></p> <table class="telerik-reTable-1"> <tbody> <tr class="telerik-reTableEvenRow-1"> <td class="telerik-reTableFirstCol-1"> <p><span style="color: #7f7f7f;">&nbsp; EU North Live4&nbsp; &nbsp; &nbsp; &nbsp;</span>&nbsp; &nbsp;&nbsp;</p> </td> <td class="telerik-reTableLastCol-1"><span style="color: #7f7f7f;">&nbsp; 52.164.188.105&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</span></td> </tr> <tr class="telerik-reTableOddRow-1"> <td class="telerik-reTableFirstCol-1"> <p><span style="background-color: #f2f2f2; color: #7f7f7f;">&nbsp; EU North Live2</span><span style="background-color: #f2f2f2; color: #7f7f7f;"> </span></p> </td> <td class="telerik-reTableLastCol-1"><span style="background-color: #f2f2f2; color: #7f7f7f;">&nbsp;&nbsp;40.113.90.52</span></td> </tr> <tr class="telerik-reTableEvenRow-1"> <td class="telerik-reTableFirstCol-1"> <p><span style="color: #7f7f7f;">&nbsp; EU West Live2 </span></p> </td> <td class="telerik-reTableLastCol-1"><span style="color: #7f7f7f;">&nbsp;&nbsp;40.74.52.6</span></td> </tr> <tr class="telerik-reTableOddRow-1"> <td class="telerik-reTableFirstCol-1"> <p><span style="color: #7f7f7f;">&nbsp; EU West Live3 </span></p> </td> <td class="telerik-reTableLastCol-1"><span style="background-color: #f2f2f2; color: #7f7f7f;">&nbsp;&nbsp;52.174.69.125</span></td> </tr> <tr class="telerik-reTableEvenRow-1"> <td class="telerik-reTableFirstCol-1"> <p><span style="color: #7f7f7f;">&nbsp; US Central </span></p> </td> <td class="telerik-reTableLastCol-1"><span style="color: #7f7f7f;">&nbsp;&nbsp;40.69.141.181</span></td> </tr> <tr class="telerik-reTableOddRow-1"> <td class="telerik-reTableFirstCol-1"> <p><span style="color: #7f7f7f;">&nbsp; US East2 </span></p> </td> <td class="telerik-reTableLastCol-1"><span style="background-color: #f2f2f2; color: #7f7f7f;">&nbsp;&nbsp;52.167.112.212</span></td> </tr> <tr class="telerik-reTableEvenRow-1"> <td class="telerik-reTableFirstCol-1"> <p><span style="color: #7f7f7f;">&nbsp; US West2</span></p> </td> <td class="telerik-reTableLastCol-1"><span style="color: #7f7f7f;">&nbsp;&nbsp;13.91.55.23</span></td> </tr> <tr class="telerik-reTableOddRow-1"> <td class="telerik-reTableFirstCol-1"> <p><span style="background-color: #f2f2f2; color: #7f7f7f;">&nbsp; Australia East</span><span style="background-color: #f2f2f2; color: #7f7f7f;"> </span></p> </td> <td class="telerik-reTableLastCol-1"><span style="background-color: #f2f2f2; color: #7f7f7f;">&nbsp;&nbsp;13.73.199.37</span></td> </tr> </tbody> </table> <p style="color: #424242; margin-bottom: 0px; padding-bottom: 20px; letter-spacing: 0.3px; text-align: justify;"><em style="color: #777777;">Figure 2: Instances</em><em style="letter-spacing: 0.3px; color: #777777;"><br /> <br /> </em></p> <p style="text-align: justify;"><span style="letter-spacing: 0.3px;">If your data center is not listed here, please contact our support for further details.&nbsp;</span></p> <p style="color: #424242; margin-bottom: 0px; padding-bottom: 20px; letter-spacing: 0.3px; text-align: justify;"><span style="font-size: 13px; color: #777777;"><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 href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.</span></span></p> <br /> <style type="text/css" id="telerik-reTable-1"> .telerik-reTable-1 { border-width: 0px; border-style: none; border-collapse: collapse; font-family: Tahoma; } .telerik-reTable-1 tr.telerik-reTableHeaderRow-1 { margin: 10px; padding: 15px; color: #3F4D6B; background: #D6E8FF; text-align: left; font-size: 10pt; font-style: normal; font-family: Tahoma; text-transform: capitalize; font-weight: bold; border-spacing: 10px; line-height: 14pt; vertical-align: top; border-spacing: 8px; } .telerik-reTable-1 td.telerik-reTableHeaderFirstCol-1 { padding: 0in 5.4pt 0in 5.4pt; color: #3a4663; line-height: 14pt; } .telerik-reTable-1 td.telerik-reTableHeaderLastCol-1 { padding: 0in 5.4pt 0in 5.4pt; color: #3a4663; line-height: 14pt; } .telerik-reTable-1 td.telerik-reTableHeaderOddCol-1 { padding: 0in 5.4pt 0in 5.4pt; color: #3a4663; line-height: 14pt; } .telerik-reTable-1 td.telerik-reTableHeaderEvenCol-1 { padding: 0in 5.4pt 0in 5.4pt; color: #3a4663; line-height: 14pt; } .telerik-reTable-1 tr.telerik-reTableOddRow-1 { color: #666666; background-color: #F2F3F4; font-size: 10pt; vertical-align: top; } .telerik-reTable-1 tr.telerik-reTableEvenRow-1 { color: #666666; background-color: #E7EBF7; font-size: 10pt; vertical-align: top; } .telerik-reTable-1 td.telerik-reTableFirstCol-1 { padding: 0in 5.4pt 0in 5.4pt; } .telerik-reTable-1 td.telerik-reTableLastCol-1 { padding: 0in 5.4pt 0in 5.4pt; } .telerik-reTable-1 td.telerik-reTableOddCol-1 { padding: 0in 5.4pt 0in 5.4pt; } .telerik-reTable-1 td.telerik-reTableEvenCol-1 { padding: 0in 5.4pt 0in 5.4pt; } .telerik-reTable-1 tr.telerik-reTableFooterRow-1 { background-color: #D6E8FF; color: #4A5A80; font-weight: 500; font-size: 10pt; font-family: Tahoma; line-height: 11pt; } .telerik-reTable-1 td.telerik-reTableFooterFirstCol-1 { padding: 0in 5.4pt 0in 5.4pt; border-top: solid gray 1.0pt; text-align: left; } .telerik-reTable-1 td.telerik-reTableFooterLastCol-1 { padding: 0in 5.4pt 0in 5.4pt; border-top: solid gray 1.0pt; text-align: left; } .telerik-reTable-1 td.telerik-reTableFooterOddCol-1 { padding: 0in 5.4pt 0in 5.4pt; text-align: left; border-top: solid gray 1.0pt; } .telerik-reTable-1 td.telerik-reTableFooterEvenCol-1 { padding: 0in 5.4pt 0in 5.4pt; text-align: left; border-top: solid gray 1.0pt; } </style>10206DocumentsCorePack Solution update Error - AutoMergeGlobalButtonhttps://www.mscrm-addons.com/Blog/PostId/10193/documentscorepack-solution-update-error-automergeglobalbutton*General*,DocumentsCorePack (DCP)Mon, 25 Feb 2019 11:07:23 GMT<p class="Default" style="text-align: justify;">This blog article is relevant for you if you get the following error message during the update to the <span>AutoMergeGlobalButton Solution version 2017.38/2018.38 or higher</span>:</p> <p style="text-align: justify; margin-bottom: 0pt;"><em>FAILURE: The RibbonRule(f146d12c-f718-e611-80fb-5065f38a7a11) component cannot be deleted because it is referenced by 2 other components.</em></p> <p style="text-align: justify; margin-bottom: 0pt;"><em> </em></p> <p class="Default" style="text-align: justify;">OR if the update was successful, but you get the following error on page load or on <strong>[Create Document]</strong>-button click:</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Error message" href="/Portals/0/Blog/DCP_Solution_update_error_AutoMergeGlobalButton/Figure1.png"> <img width="365" height="207" class="img-responsive" alt="Error message" src="/Portals/0/Blog/DCP_Solution_update_error_AutoMergeGlobalButton/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Error message</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify; margin-bottom: 0pt;">If this happens on a &ldquo;Service Activity&rdquo; record, please check the section &ldquo;For Service Activity&rdquo;.</p> <p style="text-align: justify; margin-bottom: 0pt;">&nbsp;</p> <p style="text-align: justify; margin-bottom: 0pt;">&nbsp;</p> <p style="text-align: justify; margin-bottom: 0pt;"><strong><span>Reason</span></strong></p> <p style="text-align: justify; margin-bottom: 0pt;">We have changed the <g class="gr_ gr_86 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar multiReplace" id="86" data-gr-id="86">enable</g> rules of the <strong>[Create Document]</strong>-button to make different improvements. If you have not <span style="text-align: justify;">customized&nbsp;</span>the DCP button manually you will not have any problems.</p> <p style="text-align: justify; margin-bottom: 0pt;">But if you have modified the <strong>[Create Document]</strong>-button (e.g. via RibbonWorkBench) you will get the above errors.</p> <p style="text-align: justify; margin-bottom: 0pt;">The reason for that is that due to your custom change a copy of the old XML structure has been created (e.g. in order to add custom display rules to the button) and the update fails because a reference to the old XML structure exists.</p> <p>&nbsp;</p> <p><strong>How to solve it<br /> </strong>First, find out for which entities changes were made (you can skip this step if you know which entities are affected):<strong><br /> </strong></p> <p style="margin-bottom: 0pt;">To do so open the dependency dialog for the &ldquo;AutoMergeGlobalButton&rdquo; solution as described in this <a href="https://www.mscrm-addons.com/Blog/PostId/9881/how-to-remove-dependencies-when-deleting-a-solution-manually-in-crm">blog article</a>.</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <p style="margin-bottom: 0pt;">[YOUR CRM URL]/tools/dependency/dependencyviewdialog.aspx?objectid=[GUID OF AMGLOBALBUTTON SOLUTION]&amp;objecttype=7100&amp;operationtype=dependenciesforuninstall</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <p style="margin-bottom: 0pt;">In this example the changes were only&nbsp;<span>made&nbsp;</span><span>for the quote entity&nbsp;</span>(Just entities depended on the &ldquo;Application Ribbons&rdquo; are relevant):</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Relevant entities in this example " href="/Portals/0/Blog/DCP_Solution_update_error_AutoMergeGlobalButton/Figure2.png"> <img width="756" height="136" class="img-responsive" alt="Relevant entities in this example" src="/Portals/0/Blog/DCP_Solution_update_error_AutoMergeGlobalButton/Figure2.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Relevant entities in this example</em></div> </div> <p>&nbsp;</p> <p style="margin-bottom: 0pt;">Next, check the changes for these entities. In this case for the quote entity. This can be done via a manual solution export of the entity ribbon or via the RibbonWorkBench. In this example, we use <g class="gr_ gr_90 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-del replaceWithoutSep" id="90" data-gr-id="90">the RibbonWorkBench</g>. When we open it for the quote entity, it shows the following changes:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Entity changes via the RibbonWorkBench " href="/Portals/0/Blog/DCP_Solution_update_error_AutoMergeGlobalButton/Figure3.png"> <img width="267" height="332" class="img-responsive" alt="Entity changes via the RibbonWorkBench" src="/Portals/0/Blog/DCP_Solution_update_error_AutoMergeGlobalButton/Figure3.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: Entity changes via the RibbonWorkBench</em></div> </div> <p>&nbsp;</p> <p style="margin-bottom: 0pt;">It is recommended to create a backup of the Ribbon XML first.</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <p style="margin-bottom: 0pt;">Then remove all elements which are related to the <strong>[Create Document]</strong>-button. The IDs of all of them start with &ldquo;MSCRMADDONS&rdquo; (see highlighted above). This can be done by right-clicking -&gt; Delete.</p> <p style="margin-bottom: 0pt;">In <g class="gr_ gr_73 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="73" data-gr-id="73">detail</g> this means that you remove your custom changes which have been made on the MSCRM-<g class="gr_ gr_71 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="71" data-gr-id="71">ADDONS</g> ribbon elements. Once done the button is reset to the out of the box behavior.</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <p style="margin-bottom: 0pt;">After publishing these changes the problem should be solved.</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <p style="margin-bottom: 0pt;"><strong>Please note:</strong> It could also be possible that this change has been made on Organization1 and has been migrated to Organization2 via a managed solution. In this case, this has to be changed or removed in that migration solution.</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <p style="margin-bottom: 0pt;"><strong>Problems in Dynamics 365 Online version 9.1: </strong>We have noticed the no buttons which were added via the RibbonWorkBench or via any other unmanaged way cannot be undone.</p> <p style="margin-bottom: 0pt;">It behaves like follows: You remove the ribbon elements via the RibbonWorkBench and publish it. Everything seems fine, but when you reload the RibbonWorkBench you notice that all elements are here again.</p> <p style="margin-bottom: 0pt;">This is a global CRM problem and happens for CRM default buttons as well.</p> <p style="margin-bottom: 0pt;">Please contact Microsoft support to fix this.</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <p style="margin-bottom: 0pt;"><strong><span>For Service Activity</span></strong></p> <p style="margin-bottom: 0pt;">If this happens on a &ldquo;Service Activity&rdquo; record and you have the &ldquo;AutoMergeGlobalButtonExtension&rdquo; solution version 2015.2 or lower installed, please update to the 2015.3 version.</p> <p style="margin-bottom: 0pt;">Download the solution via this link:&nbsp; <span style="color: red;"><a href="https://www.mscrm-addons.com/Portals/0/Blog/AutoMergeGlobalButtonExtention/AutoMergeGlobalButtonExtension.zip?ver=2019-04-15-081043-413">DownLoadLinkToSolutionInTheFolder</a></span></p> <p style="margin-bottom: 0pt;">Open Dynamics 365 -&gt; Settings -&gt; Solutions -&gt; hit &ldquo;Import&rdquo; -&gt; select the zip solution file and follow the wizard.</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <p style="margin-bottom: 0pt;"><strong><span>Still not working</span></strong></p> <p style="margin-bottom: 0pt;">If you followed the above steps but the update does still not work, please send us the following information:</p> <ul> <li style="margin-bottom: 0pt;">Error Message of Install/Update process</li> <li style="margin-bottom: 0pt;">CRM Version (Dynamics 356 -&gt; Settings wheel -&gt; About)</li> <li style="margin-bottom: 0pt;">Unique organization name: <span><a href="https://www.mscrm-addons.com/Blog/PostId/9981/unique-organization-name-in-microsoft-dynamics-365">https://www.mscrm-addons.com/Blog/PostId/9981/unique-organization-name-in-microsoft-dynamics-365</a></span></li> <li style="margin-bottom: 0pt;"><span><a href="https://www.mscrm-addons.com/Blog/PostId/9981/unique-organization-name-in-microsoft-dynamics-365"></a></span>A screenshot of the dependency dialog for the &ldquo;AutoMergeGlobalButton&rdquo; solution (as described above)</li> <li style="margin-bottom: 0pt;">A screenshot of the included elements of the RibbonWorkBench of affected entities (or the &lt;RibbonDiffXml&gt;)</li> </ul> <p style="margin-bottom: 0pt;">​</p> <p style="margin-bottom: 0pt;">&nbsp;</p> <p style="background-color: #fcfcfc;"><span style="font-size: 13px;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p>10193CRM Sandbox Plugin errors and resolutions https://www.mscrm-addons.com/Blog/PostId/10164/crm-sandbox-plugin-errors-and-resolutions*General*,ActivityTools (AT),AT 365,PowerSearch (PS),SmartBar (SB)Thu, 29 Nov 2018 07:39:37 GMT<p style="text-align: justify;">This blog article outlines how to handle the CRM Sandbox Plugin errors.</p> <p style="text-align: justify;"><span style="color: #0077b3;"><strong>Long loading time of add-ons<br /> </strong></span>ActivityTools, PowerSearch, and SmartBar use a CRM sandbox plugin in the background. It is a known CRM problem that the first plugin execution could take very long. Unfortunately, it is beyond our control. More information can be found <a href="https://community.dynamics.com/crm/f/117/t/198580" target="_blank" style="background-color: #ffffff;">here</a>.&nbsp;<span style="color: #0077b3;"><strong><br /> </strong></span></p> <p style="text-align: justify;">If you have not used the add-on for a long time or the handler opens a new worker process this can happen. But if you use the&nbsp;add-on frequently (like in a production environment), the plugin will stay cached and this initiation should not happen very often.&nbsp;</p> <p style="text-align: justify;">If you load the add-on a few times after each other (independent&nbsp;if it is for the same record or not), at least from the 7th execute on it should be normal fast. Based on our information CRM starts 6 worker process maximum. The 7th execute will use one of the existing.&nbsp;</p> <p style="text-align: justify;">But that it can take longer to load than a default CRM field is normal because add-ons get started on page load. At this time CRM internal components are almost finished.&nbsp;</p> <p style="text-align: justify;"><span style="color: #0077b3;">&nbsp;<br /> <strong>Communication object error</strong></span><br /> If ActivityTools, SmartBar, PowerSearch or the license information request the configuration page fails, a red error message will be displayed. If it contains the following message, it indicates that anything is not correct with the CRM Sandbox&nbsp;service.&nbsp;</p> <p><span style="background: red;"><g class="gr_ gr_53 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="53" data-gr-id="53"><span style="color: #000000;">Mesasge</span></g><span style="color: #000000;">: System.ServiceModel.Security.SecurityNegotiationException: Microsoft Dynamics CRM has experienced an error.</span></span></p> <p style="text-align: justify;"><strong><span style="color: #7f7f7f;">How to solve for NOT CRM online organizations:&nbsp;</span></strong><br /> Go to the CRM Server (in case of multiple servers to the backend server) -&gt; Services Look for "Microsoft Dynamics CRM Sandbox Processing Services" and restart it.&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="Look for " href="/Portals/0/Blog/CRM_Sandbox_Plugin_errors_and_resolutions/Figure1.png"> <img alt="Look for " width="624,5" height="92,5" class="img-responsive" src="/Portals/0/Blog/CRM_Sandbox_Plugin_errors_and_resolutions/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Look for &ldquo;Microsoft Dynamics CRM Sandbox Processing Services&rdquo;<br /> <br /> <br /> </em></div> </div> <p style="text-align: justify;">If this should still not work, please check the Sandbox service configuration as shown in this <a href="https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/deployment-administrators-guide/hh699825(v=crm.8)#microsoft-dynamics-365-sandbox-processing-service" target="_blank">article</a>. In many cases, a wrong or not set SPN is the reason for the issue.&nbsp;</p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong>&nbsp;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>.&nbsp;&nbsp;</span><span style="background-color: #fcfcfc;">&nbsp;</span> </span></p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">​</p> <p style="text-align: justify;">​</p>10164Resource not found Web API Error for Dynamics 365https://www.mscrm-addons.com/Blog/PostId/10163/resource-not-found-web-api-error-for-dynamics-365*General*Wed, 28 Nov 2018 16:33:01 GMT<p>This blog article outlines how to proceed if you get the following error message in your web browser:<strong> "Resource not found for the&nbsp;segment &lsquo;ptm_......&rsquo;.</strong></p> <p>A full error message can look like this:&nbsp;<br /> <strong>Error from FetchWebApi: Ressource not found for the segment&nbsp;<em>&lsquo;ptm_mscrmaddons_keies&rsquo;</em></strong></p> <p>We have only experienced this problem for OnPremisse installation so far.&nbsp;</p> <p>The problem is, that the EntitySet property of our custom entities is not correct. Normally a manual reimport of the correct CRM solution with the option "Overwrite Customizations" can fix this.&nbsp;<br /> <br /> </p> <p><strong><span style="color: #0077b3;">How to fix for OnPremise installations</span></strong></p> <ul> <li>Navigate to the machine on which the Server part of the add-on is installed.&nbsp;</li> <li>Open the installation directory&nbsp; (per default: "C:\Program Files (x86)\PTM EDV-Systeme GmbH\[PRODUCT NAME] Server for Microsoft Dynamics 365") -&gt; subfolder "essentials"</li> <li>If your CRM version is 9.0 or higher open the subfolder "9.0",&nbsp; for 8.2 versions stay in the "essentials" folder&nbsp;</li> <li>Open a web browser: Dynamics 365 -&gt; Settings -&gt; Solution -&gt; hit "Import"</li> <li>Now select the correct solution from your current directory (depending on the error message): <ul> <li><strong>MSCRMADDONScomGeneral.zip</strong> for <ul> <li>&ldquo;ptm_mscrmaddons_keies&rdquo;</li> <li><span>&ldquo;ptm_mscrmaddons_schedulers&rdquo;</span></li> <li><span>&ldquo;ptm_mscrmaddons_settingses&rdquo;</span></li> <li><span> &ldquo;ptm_mscrmaddonscom_debugs&rdquo;</span></li> <li><span>&ldquo;ptm_mscrmaddonscommetadatas&rdquo;</span></li> <li><span>&ldquo;ptm_mscrmaddonstemps&rdquo;</span></li> </ul> </li> <li><span><strong>DocumentsCorePack.zip</strong> for&nbsp;</span> <ul> <li><span> &ldquo;ptm_mscrmaddons_dcptemplateses&rdquo;</span></li> </ul> </li> <li><span><strong>AutoMergeServerCore.zip</strong> for&nbsp;</span> <ul> <li><span>&ldquo;ptm_automergeworkingitemses&rdquo;</span></li> <li><span>&ldquo;ptm_mscrmaddonscomamtriggers&rdquo;</span></li> </ul> </li> <li><span>For different resources please contact our support</span></li> </ul> </li> </ul> <ul> <li><span>The wizard will tell you that the same version of this solution is already installed. If the versions are different it could be possible that you have selected the wrong solution file!&nbsp;</span></li> </ul> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Solution information" href="/Portals/0/Blog/Resource_not_found_Web_API_Error_for_Dynamics365/Figure1.png"> <img alt="Solution information" width="288,5" height="111,5" class="img-responsive" src="/Portals/0/Blog/Resource_not_found_Web_API_Error_for_Dynamics365/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Solution information</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <ul> <li class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Check "Overwrite customizations" and follow the wizard below.&nbsp;</em></li> </ul> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Overwrite customizations " href="https://www.mscrm-addons.com/Portals/0/Blog/Resource_not_found_Web_API_Error_for_Dynamics365/Figure2.png"><img alt="Overwrite customizations " width="373" height="184,5" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/Resource_not_found_Web_API_Error_for_Dynamics365/Figure2.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Overwrite customizations&nbsp;<br /> <br /> </div> </em></p> </div> <ul> <li>The problem should be solved now.&nbsp;<br /> <br /> </li> </ul> <p><strong><span style="color: #0077b3;">Sample</span></strong><br /> Error message: Resource not found for the segment&nbsp;<span>&lsquo;ptm_mscrmaddons_keies&rsquo;<br /> CRM version: 8.2<br /> Installed product: DocumentsCorePack&nbsp;</span></p> <p><strong><span style="color: #0077b3;">To Solve:&nbsp;</span></strong><br /> Reimport the solution "MSCRMADDONScomGeneral.zip" of the folder "C:\Program Files (x86)\PTM EDV-Systeme GmbH\DocumentsCorePack Server for Microsoft Dynamics 365\essential".&nbsp;<br /> <br /> </p> <p><span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong>&nbsp;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>.&nbsp;&nbsp;</span><span style="background-color: #fcfcfc;">&nbsp;</span></span></p> <p>​​</p>10163How to enable debugging for the show-license-info plugin for Dynamics 365https://www.mscrm-addons.com/Blog/PostId/10091/how-to-enable-debugging-for-the-show-license-info-plugin-for-dynamics-365*General*Fri, 18 May 2018 13:07:25 GMT<p>This blog article describes how you can activate debugging for the Licensing page plugin.</p> <p>&nbsp;The article is relevant if you get the following error message although this setting exists. The message below can appear on the licensing tab of the web configuration.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" Error message" href="/Portals/0/Blog/How_to_enable_debugging_for_show_license_info_plugin/Figure1_Error_Message.png"><img alt=" Error message" class="img-responsive" src="/Portals/0/Blog/How_to_enable_debugging_for_show_license_info_plugin/Figure1_Error_Message.png" width="476" height="26" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Error message</em></div> </div> <p>&nbsp;</p> <p>First, you have to enable tracing for your organization: Open a browser and navigate to Dynamics 365 -&gt; Settings -&gt; Administration -&gt; System Settings -&gt; [Customization]-tab and select "All" from the drop-down menu of the Enable logging to <g class="gr_ gr_33 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="33" data-gr-id="33">plug-in</g> trace log.&nbsp;</p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="System Settings" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_enable_debugging_for_show_license_info_plugin/Figure2_System_Settings.png"><img alt=" System Settings" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_enable_debugging_for_show_license_info_plugin/Figure2_System_Settings.png" width="487,5" height="331,5" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: System Settings</div> <p>&nbsp;</p> <p>Next, go to Dynamics 365 -&gt; Settings -&gt; Products and check if a record named "Plugin" already exists. If not create a new one by hitting the "NEW" button. <br /> <strong>Name: </strong>Plugin<br /> <strong>Product Type:</strong> server</p> <p>In the subgrid&nbsp;in&nbsp;its&nbsp;body ensure that a Settings Key with the following information exists: <br /> <strong>Name:</strong> debug<br /> <strong>KeyValue:</strong> true</p> <p>The result will look like in the figure below:&nbsp;</p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Plugin record" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_enable_debugging_for_show_license_info_plugin/Figure3_Plugin.png"><img alt="Plugin record" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_enable_debugging_for_show_license_info_plugin/Figure3_Plugin.png" width="360,5" height="335,5" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 3: Plugin record</div> <p>&nbsp;</p> <p>Next, reload the licensing page to generate log files.&nbsp;</p> <p>Then access the log files: Dynamics 365 -&gt; Settings -&gt; Plug-In Trace Log and look for "<span>PTM.Plugins.CheckLicense.CheckLicensePlugin".&nbsp;</span></p> <p><span>&nbsp; </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span><a title="PTM.Plugins.CheckLicense.CheckLicensePlugin" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_enable_debugging_for_show_license_info_plugin/Figure4_PTM_Plugin.png"><img alt="PTM.Plugins.CheckLicense.CheckLicensePlugin" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_enable_debugging_for_show_license_info_plugin/Figure4_PTM_Plugin.png" width="407" height="195,5" /></a></span></div> <span> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 4: PTM.Plugins.CheckLicense.CheckLicensePlugin</div> </span> <p>&nbsp;</p> <p><span>Finally please send us the content of the "Message Block" field.&nbsp;</span></p> <p><span style="font-size: 13px;"><strong><span style="background-color: #fcfcfc; text-align: justify;">That&rsquo;s it!</span></strong><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;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; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify;">.</span></span></p>10091SharePoint path limitation avoidance for AttachmentExtractorhttps://www.mscrm-addons.com/Blog/PostId/10049/sharepoint-path-limitation-avoidance-for-attachmentextractorAttachmentExtractor (AE),AE 2015 / 2016,AE 365Wed, 28 Mar 2018 14:03:14 GMT<p><span style="background-color: #fcfcfc;">SharePoint paths limitations are hard coded. The maximum path length is 260 characters. If that limit is exceeded, you get the SharePoint error 414.&nbsp;This article outlines how to avoid this error.&nbsp;</span></p> <p><span style="color: #ff0000;"><strong><span style="color: #4f81bd;">Minimum requirements:</span></strong> <span style="color: #777777;">AttachmentExtractor v.124 or higher&nbsp;</span></span></p> <p><span style="background-color: #fcfcfc; color: #777777;">&nbsp;mscrm-addons products offer several default ways to shorten SharePoint paths:</span></p> <p><span style="background-color: #fcfcfc; color: #777777;">1) We provide you with a</span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;"><strong>default shortening to a maximum of 30 characters + GUID for each folder name</strong></span><span style="background-color: #fcfcfc; color: #777777;">.</span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;<br /> </span><span style="background-color: #fcfcfc; color: #777777;">2) We provide you with a&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;"><strong>default shortening to a maximum of 128 characters for each file name</strong></span><span style="background-color: #fcfcfc; color: #777777;">.&nbsp;<br /> </span><span style="background-color: #fcfcfc; color: #777777;">3) ShortIDs: We create a</span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;"><strong>6-characters ID alternatively to the well-known 36 GUIDs</strong></span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;">of Microsoft Dynamics 365.</span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;&nbsp;<br /> </span><span style="background-color: #fcfcfc; color: #777777;">4) Use an alternative field for the generation of paths (e.g. instead of account name we can use a unique account number field).</span></p> <p><span style="background-color: #fcfcfc; color: #4f81bd;"><strong>Please note:</strong>&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;">Even though the creation of short paths is a very valuable feature, existing paths cannot be shortened anymore, unless very specific criteria are met. Manual interaction is always required.</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;">&nbsp;</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;"><strong><span style="color: #4f81bd;">How to activate a ShortID for AttachmentExtractor</span></strong></span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">1) First, you must activate ShortID for AttachmentExtractor. To do so, please follow the below path in order to get to the ShortID settings.&nbsp;<br /> <br /> <span style="color: #ff0000;"><span style="color: #4f81bd;"><strong>Please note:</strong></span>&nbsp; <span style="color: #777777;">You must replace <strong>[YourServiceName] </strong>with your individual service name:&nbsp;</span></span><br /> &nbsp;</p> <p style="background-color: #fcfcfc;">HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\AttachmentExtractorserver\Configurations\[YourServiceName]</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">2) Next, set UseShortID to true.</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">&nbsp;</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">3) To define the cutting, you will have to create a new <g class="gr_ gr_54 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="54" data-gr-id="54">settingskey</g>. If you have not created a <g class="gr_ gr_55 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="55" data-gr-id="55">settingskey</g> yet, please have a look at&nbsp;<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">this article</a>.&nbsp;<br /> <br /> </p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">Depending on which item you would like to customize, please enter the following settings:&nbsp;<br /> <br /> For the <strong>maximum SharePoint folder name length</strong>:&nbsp;<br /> SPMaxFolderLength: [number of characters that should remain]</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">&nbsp;</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">For the <strong>maximum SharePoint file name length</strong>:<br /> SPMaxFileLength: [number of characters that should remain]</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">&nbsp;</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">For the <strong>minimum SharePoint file name length</strong>:</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">SPMinFileLength: [minimum number of characters that should remain]<br /> <br /> <span style="color: #777777;"><strong><span style="color: #4f81bd;">Please note: </span></strong>The file extension is never cut!&nbsp;</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">&nbsp;&nbsp;</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0.0001pt;">For the <strong>SharePoint folder name attribute</strong>:</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0.0001pt;">SPFolderNameAttribute: enittyschemaname;attributename|</p> <p><span style="background-color: #fcfcfc; color: #000000;"><br /> </span></p> <p><span style="color: #000000;"> </span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">For further information on how to correct SharePoint paths exceeding the limitations, please have a look at<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f10012%2fhow-to-change-the-sharepoint-path-logic-advanced&amp;tabid=165&amp;portalid=0&amp;mid=2185">&nbsp;this blog article</a>.&nbsp;<br /> <br /> </p> <p style="background-color: #fcfcfc;"><span style="font-size: 13px;"><strong>That'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" class="ApplyClass">support@mscrm-addons.com</a>!</span></p> <div>&nbsp;</div>10049SharePoint path limitation avoidance for DocumentsCorePackhttps://www.mscrm-addons.com/Blog/PostId/10050/sharepoint-path-limitation-avoidance-for-documentscorepackDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365,DocumentsCorePack 2015/2016Wed, 29 Nov 2017 13:14:06 GMT<p><span style="background-color: #fcfcfc;">SharePoint paths limitations are hard coded. The maximum path length is 260 characters. If that limit is exceeded, you get the SharePoint error 414.&nbsp;This article outlines how to avoid this error.&nbsp;</span></p> <p><span style="background-color: #fcfcfc; color: #4f81bd;">Minimum requirements:</span><span style="background-color: #fcfcfc; color: #ff0000;">&nbsp;</span><span style="background-color: #fcfcfc;">DocumentsCorePack v.167or higher&nbsp;</span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;">mscrm-addons products offer several default ways to shorten SharePoint paths:</p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;"><br /> 1) We provide you with a<span class="apple-converted-space">&nbsp;</span><strong>default shortening to a maximum of 30 characters + GUID for each folder name</strong>.<span class="apple-converted-space">&nbsp;</span></span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;">SharePoint folder maximum length:</p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext; background-color: #fcfcfc;">This setting cuts SharePoint folder names that are longer than a certain amount of characters.&nbsp;<br /> <br /> </span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext; background-color: #fcfcfc;"> </span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext; background-color: #fcfcfc;"> </span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext; background-color: #fcfcfc;"> </span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext; background-color: #fcfcfc;"> </span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext;"> </span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;">2) We provide you with a&nbsp;<strong>default shortening to a maximum of 128 characters for each file name</strong>.&nbsp;</span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;"><br /> 3) ShortIDs: We create a<span class="apple-converted-space">&nbsp;</span><strong>6-characters ID alternatively to the well-known 36 GUIDs</strong><span class="apple-converted-space"><strong>&nbsp;</strong></span>of Microsoft Dynamics 365.<span class="apple-converted-space">&nbsp;&nbsp;</span></span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;" class="apple-converted-space">&nbsp;</span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;" class="apple-converted-space">It is recommended to activate ShortId to avoid&nbsp;<span style="background-color: #fcfcfc;">the SharePoint error 414 you get because of the&nbsp;<span style="background-color: #fcfcfc;">path limitations of 260 characters. With ShortId we create a 6-characters ID instead of the 36 GUID like you can see in the example below.&nbsp;</span></span></span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;" class="apple-converted-space">&nbsp;</span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;" class="apple-converted-space"> </span></p> <div data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" class="lightbox"><span style="padding: 0cm; border: 1pt none windowtext;" class="apple-converted-space"><a href="http://mscrm-addons.com/portals/0/Blog/ShortID%20DCP//Figure1_ShortID.png" title=" Example for ShortId"><img src="http://mscrm-addons.com/portals/0/Blog/ShortID%20DCP/Figure1_ShortID.png" alt=" Example for ShortId" width="672" height="85" /></a></span></div> <span style="padding: 0cm; border: 1pt none windowtext;" class="apple-converted-space"> <div data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" class="lightbox">Figure 1: Example for ShortId</div> </span> <p data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" class="lightbox">​</p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="color: #4f81bd;"><strong>How to activate a ShortID for DocumentsCorePack</strong></span></p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0pt;">To create a ShortID for DocumenstCorePack simply navigate to Settings &gt; DocumentsCorePack in your Microsoft Dynamics 365&nbsp; application.</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0pt;">&nbsp;&nbsp;</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0pt;">Here, please add/enable the following options:&nbsp;</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0pt;"><strong>Use short Documentation Logic</strong></p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0pt;"><strong></strong><br /> The setting in&nbsp;the figure below cuts SharePoint path automatically.&nbsp;</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0pt;">&nbsp;</p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext;"></span></p> <div class="data-plugin-options="> <div data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" class="lightbox"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext;"><a href="http://mscrm-addons.com/portals/0/Blog/ShortID%20DCP//Short_ID_DCP.jpg" title="DocumentsCorePack settings"><img style="height: 265px; width: 474px;" src="http://mscrm-addons.com/portals/0/Blog/ShortID%20DCP//Short_ID_DCP.jpg" alt="DocumentsCorePack settings" /></a></span></div> <div data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" class="lightbox"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext;">Figure 2: DocumentsCorePack settings</span> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">&nbsp;</p> </div> </div> <p><span style="padding: 0cm; border: 1pt none windowtext;"> 4) Use an alternative field for the generation of paths (e.g. instead of account name we can use a unique account number field)</span></p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0.0001pt;">For the&nbsp;<span><strong>SharePoint folder name attribute</strong></span>:</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0.0001pt;">SPFolderNameAttribute: <g class="gr_ gr_46 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling" id="46" data-gr-id="46">enittyschemaname</g>;attributename|</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0.0001pt;">e.g.: Account:ptm_name</p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;">&nbsp;&nbsp;</span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;"><span style="background-color: #fcfcfc; color: #4f81bd;"><strong>Please note:</strong>&nbsp;</span><span style="background-color: #fcfcfc;">Even though the creation of short paths is a very valuable feature, existing paths cannot be shortened anymore, unless very specific criteria are met. Manual interaction is always required.</span></span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext; background-color: #fcfcfc;">&nbsp;</span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;">For further information on how to correct SharePoint paths exceeding the limitations, please have a look at<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f10012%2fhow-to-change-the-sharepoint-path-logic-advanced&amp;tabid=165&amp;portalid=0&amp;mid=2185">&nbsp;this blog article</a>.&nbsp;<br /> <br /> </p> <p style="background-color: #fcfcfc;"><span style="font-size: 13px;"><strong>That'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" class="ApplyClass">support@mscrm-addons.com</a>!</span></p> <p> </p> <div>&nbsp;</div> <p>&nbsp;</p>10050How to enable debugging for DocumentsCorePack ServerBased in Dynamics 365 (On-Premise)https://www.mscrm-addons.com/Blog/PostId/10044/how-to-enable-debugging-for-documentscorepack-serverbased-in-dynamics-365-on-premiseDocumentsCorePack (DCP),DCP 365Mon, 02 Oct 2017 15:39:01 GMT<p style="text-align: justify;">This blog article outlines how to activate debugging for DocumentsCorePack Server Based.<span style="color: #ff0000;"><strong>&nbsp;</strong></span><strong>This step-by-step tutorial information refers to Microsoft Dynamics 365 only!&nbsp;</strong></p> <p style="text-align: justify;"><span style="color: #ff0000;"><strong>Please note:</strong>&nbsp;</span>There are two options to activate debugging. It depends&nbsp;on if you have a service or not. If you do not have a service, you will only need to follow the steps of the first option. Else please follow both options and send us <strong>the debugging files of <span style="text-decoration: underline;">both</span> </strong>options.&nbsp;</p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 16px; color: #4f81bd;"><strong>1) WITHOUT a service,&nbsp;activate debugging&nbsp;this way:&nbsp;&nbsp;</strong></span></p> <p style="text-align: justify;">&nbsp;<strong>1) </strong>Please navigate to Settings &gt; MSCRM ADDONS and click on DocumentsCorePack.&nbsp;&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <a title="Click on DocumentsCorePack" href="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/ActivityTools/Screenshot_1.PNG?ver=2017-03-08-160156-810"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/ActivityTools/Screenshot_1.PNG?ver=2017-03-08-160156-810" style="width: 500px; height: 167px;" /> </a> </div> <p style="text-align: justify;">Figure 1: Click on DocumentsCorePack</p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><strong>2)</strong> In the so opened Getting-started surface, switch to the General settings-tab and set Active Debugging and Active File Debugging on 'enabled'.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Enable debugging" href="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/DCP ServerBased/Screenshot_1.PNG?ver=2017-03-08-160254-347"><img alt="" src="http://www.mscrm-addons.com/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/DCP%20ServerBased/Screenshot_1.PNG?ver=2017-03-08-160254-347" style="width: 500px; height: 301px;" /><br /> </a> </div> <p style="text-align: justify;">Figure 2: Enable debugging<br /> <br /> </p> <p style="text-align: justify;"><strong>&nbsp;3) </strong>The debugging logs will be stored in your installation directory. For example in:&nbsp;</p> <p style="text-align: justify;"><span style="color: #1f497d;">C:\Program Files (x86)\PTM EDV-Systeme GmbH\DocumentsCorePack Server for Microsoft Dynamics CRM 365\Log</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="Log files " href="/Portals/0/Blog/How_to_enable_debbuging_for_DCPSB/Figure_Log_files.png"> <img alt="Log files" width="435" height="235" class="img-responsive" src="/Portals/0/Blog/How_to_enable_debbuging_for_DCPSB/Figure_Log_files.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: Log files</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 0.0001pt;"><strong>If you do not have a service, please also take steps 4) and 5), otherwise proceed with the 2. option (WITH service)!&nbsp;</strong></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #4e586a;">&nbsp;</span></p> <p style="text-align: justify;"><span style="text-align: justify;"><strong>4)</strong>&nbsp;Repeat all the steps you took before until the error occurs! This is necessary to capture the error in our log-files.&nbsp;</span></p> <p style="text-align: justify;"><span><strong>5)&nbsp;</strong>Please send these files and a short description on which steps were taken to&nbsp;<a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a>.</span></p> <p style="text-align: justify;">&nbsp;&nbsp;</p> <p style="text-align: justify;">​</p> <p style="text-align: justify;"><span style="color: #4f81bd;"><strong><span style="font-size: 16px;">2) WITH service,&nbsp;activate debugging&nbsp;this way:&nbsp;&nbsp;</span></strong></span></p> <p style="text-align: justify;"><em><strong>1)</strong> Go to the <g class="gr_ gr_77 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="77" data-gr-id="77">start-pane</g> on the server where you have your DocumentsCorePack ServerBased installed and search for the DocumentsCorePack ServiceManagement like you can see 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}}"> <a title="DocumentsCorePack ServiceManagement" href="/Portals/0/Blog/How_to_enable_debbuging_for_DCPSB/Figure_start_pane.png"> <img alt="DocumentsCorePack ServiceManagement" height="207" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_enable_debbuging_for_DCPSB/Figure_start_pane.png" width="168" /><span style="color: #4f81bd;"></span> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: DocumentsCorePack ServiceManagement</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><em><strong>&nbsp;2)</strong>&nbsp;</em><em>In the so opened window, you have the possibility to activate debugging. But first, select the <span style="font-size: 24px; color: #4f81bd;">❶&nbsp;</span>service you want to debug and&nbsp;<span style="font-size: 24px; color: #4f81bd;">❷</span> stop it if it is active.&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}}"> <a title="DocumentsCorePack ServiceManagement" href="/Portals/0/Blog/How_to_enable_debbuging_for_DCPSB/Figure_Stop_service2.png"> <img alt="DocumentsCorePack ServiceManagement" height="207" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_enable_debbuging_for_DCPSB/Figure_Stop_service2.png" width="490" /><span style="color: #4f81bd;"></span> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 5: DocumentsCorePack - stop service</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}}"><strong>3)</strong> After your service is stopped, please <span style="font-size: 24px; color: #4f81bd;">❶</span>&nbsp;activate debugging and enter your&nbsp;<span style="font-size: 24px; color: #4f81bd;">❷</span> Logfile Path. There you can find all your debugging logs stored.&nbsp;</p> </div> <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 activate debugging" href="/Portals/0/Blog/How_to_enable_debbuging_for_DCPSB/Figure_activate_debugging.png"> <img alt="DocumentsCorePack activate debugging" height="334" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_enable_debbuging_for_DCPSB/Figure_activate_debugging.png" width="485" /><span style="color: #4f81bd;"></span> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 6:&nbsp;<span>&nbsp;Activate</span> DocumentsCorePack service debugging</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> </div> <p style="text-align: justify;"><strong>4)</strong>&nbsp;After these few steps, save your changes by clicking the <strong>[Save service configuration]</strong>-button and start your service again.&nbsp; From now on you will find all your debugging logs in the folder, which you defined&nbsp;as Logfile&nbsp;Path before.&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="Debugging logs" href="/Portals/0/Blog/How_to_enable_debbuging_for_DCPSB/Figure_logs.png"> <img alt="Debugging logs" height="334" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_enable_debbuging_for_DCPSB/Figure_logs.png" width="485" /><span style="color: #4f81bd;"></span> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 7: Debugging logs</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;&nbsp;&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><strong>5)</strong> Repeat all the steps you took before until the error occurs! This is necessary to capture the error in our log-files.&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><strong>6)&nbsp;</strong>Please send all the files<strong> (of both options) </strong>and a short description on which steps were taken to <span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a>.</span></em><em></em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em></em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="font-size: 13px;"> </span></em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="font-size: 13px;"> </span></em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="font-size: 13px;">&nbsp;</span></em></p> </div> <p style="text-align: justify;"><span style="font-size: 13px;"> <span style="background-color: #fcfcfc; text-align: justify;"><strong>That&rsquo;s it!&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; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify;">.</span></span></p> <div style="text-align: justify;"> <p>&nbsp;</p> </div>10044MSCRMADDONScomGeneral.zip failed to importhttps://www.mscrm-addons.com/Blog/PostId/10018/mscrmaddonscomgeneralzip-failed-to-import*General*Wed, 31 May 2017 16:47:53 GMT<p>This blog article outlines how to handle this error message when importing MSCRMADDONScomGeneralzip failed to import.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Error Message" href="http://mscrm-addons.com/portals/0/Blog/Import_Failed/Figure1.PNG"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/Import_Failed/Figure1.PNG" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 1: Error Message</p> <p>If you see this error message, please import the solution manually. To do so, follow the below steps:</p> <p>1) Navigate to <strong>Settings </strong>in your Microsoft Dynamics 365 application and open the <strong>Solutions </strong>with a click on it.&nbsp;</p> <p>2) Click on the <strong>[Import Solutions]</strong>-button in order to open the <strong>Select Solution Package</strong>-window.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Import Solution" href="http://mscrm-addons.com/portals/0/Blog/Import_Failed/Figure2.PNG"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/Import_Failed/Figure2.PNG" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Import Solution</p> <p>3) The <strong>Select Solution Package</strong>-window opens. Click on the <strong>[Browse]</strong>-button and import your required solution.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Select Solution Package window" href="http://mscrm-addons.com/portals/0/Blog/Import_Failed/Figure2.PNG"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/Import_Failed/Figure2.PNG" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 3: Select Solution Package window</p> After the manual import: Should you still receive an error message, please send a screenshot of that error message to our support team. <p><span style="background-color: #fcfcfc;">&nbsp;</span></p> <p><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<br /> to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #ffffff;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.</span>​</p>10018DocumentsCorePack error message - Invalid URI: The hostname could not be parsedhttps://www.mscrm-addons.com/Blog/PostId/10017/documentscorepack-error-message-invalid-uri-the-hostname-could-not-be-parsedDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Wed, 31 May 2017 14:26:08 GMT<p>This blog article outlines how to handle this error message when designing DCP Templates.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Error Message" href="http://mscrm-addons.com/portals/0/Blog/DocumentsCorePack_ErrorMessage_for_wrong_Hyperlinks/DCP_ErrorMessage.png"> <img alt="" class="img-responsive" style="width: 390px; height: 171px;" src="http://mscrm-addons.com/portals/0/Blog/DocumentsCorePack_ErrorMessage_for_wrong_Hyperlinks/DCP_ErrorMessage.png" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 1: DocumentsCorePack error message: Invalid URI: The hostname could not be parsed</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #ff0000;">Please note:</span> If you get this error message, you&acute;ll have to make sure that the links you are using in your templates are correct and work. If you try to click a link in Word and you get an error, you&acute;ll have to remove the link and create it again. Then the website opens correctly and DCP can generate the documents again without problems. </p> <p style="border-width: 0px; border-style: none; margin: 0.5em 0px; padding: 0px; border-image-source: none; border-image-slice: initial; border-image-width: initial; border-image-outset: initial; border-image-repeat: initial; color: #222222; letter-spacing: normal; background-color: #fcfcfc;"><span style="margin: 0px; padding: 0px; border: 0px; color: #777777;"><strong style="margin: 0px; padding: 0px; border: 0px;">That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a style="margin: 0px; padding: 0px; border: 0px; color: #0077b3; background-color: #ffffff;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;​</p>10017mscrm-addons.com scheduler error handling https://www.mscrm-addons.com/Blog/PostId/9998/documentscorepack-scheduler-error-handlingDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Mon, 13 Mar 2017 11:03:49 GMT<p><span style="font-size: 16px;">If the scheduler does not work probably, you usually get an e-mail with an included link that starts with<br /> <span style="color: #4f81bd;"><br /> ERROR_Scheduler&hellip;</span></span></p> <p><span style="font-size: 16px;">The link contains further information about the scheduler entity that has been harmed. In order to find out what is wrong, please&nbsp;click on 'Details' and look at the 'Debug message'-field and the 'Message'-field at the bottom of the scheduler. If the left one is empty, it is OK. The right one is filled anyway. If an error message is displayed in both fields, your fetch or workflow is incorrect. In that case, please copy the information from both fields and send an e-Mail to <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>.&nbsp;</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="MSCRM-ADDONS.com scheduler with error message " href="http://www.mscrm-addons.com/Portals/0/Blog/Scheduler%20error%20handling/Screenshot_1.PNG?ver=2017-03-09-133042-993"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Scheduler%20error%20handling/Screenshot_1.PNG?ver=2017-03-09-133042-993" style="width: 500px; height: 446px;" /> </a> </div> Figure 1: MSCRM-ADDONS.com scheduler with error message <p>&nbsp;</p> <p><span style="font-size: 16px;"><span style="color: #ff0000;">Please note: </span>If you do not get an e-Mail with the error-message, you must open the scheduler manually. To do so, please follow<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9853%2fHow-to-trigger-mscrm-addonscom-scheduler-manually&amp;tabid=165&amp;portalid=0&amp;mid=2185"> this blog article (but do not activate the scheduler)</a>&nbsp;and please proceed as above shown.&nbsp;</span></p> <p><span style="font-size: 16px;">Furthermore, you have the possibility to check the background processes. To do so, please open the drop-down menu and click on Background Processes in the Process Sessions-section.&nbsp;</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Open the Background Processes" href="/Portals/0/Blog/Scheduler%20error%20handling/Screenshot2.PNG?ver=2017-03-09-133144-43"><img alt="" class="img-responsive" src="/Portals/0/Blog/Scheduler%20error%20handling/Screenshot2.PNG?ver=2017-03-09-133144-43" /> </a> </div> Figure 2: Open the Background Processes<br /> <p>&nbsp;</p> <p><span style="font-size: 16px;">Next, open the MSCRM-ADDONS.com scheduler process from the list you are provided with.&nbsp;</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Open the MSCRM-ADDONS.com scheduler" href="/Portals/0/Blog/Scheduler%20error%20handling/Screenshot_3.PNG?ver=2017-03-09-133223-563"><img alt="" class="img-responsive" src="/Portals/0/Blog/Scheduler%20error%20handling/Screenshot_3.PNG?ver=2017-03-09-133223-563" style="width: 500px; height: 73px;" /> </a> </div> Figure 3: Open the MSCRM-ADDONS.com scheduler<br /> <p>&nbsp;</p> <p><span style="font-size: 16px;">In the so opened window, you get some further information about the scheduler error.&nbsp;</span></p> <p><span style="font-size: 16px;"><span style="color: #ff0000;">Please note:</span> If the window is empty, the scheduler will not work anymore, no matter what you do.&nbsp;<br /> In that case, the only possible way to solve the problem, is to create a new scheduler with the same values and to check if the background processes are available in the newly created scheduler. Also, please delete the old scheduler.&nbsp;<br /> <br /> If the window looks similar to figure 4, please follow the below steps:&nbsp;</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Further information about the scheduler" href="/Portals/0/Blog/Scheduler%20error%20handling/Screenshot_4.png?ver=2017-03-13-105123-570"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Scheduler%20error%20handling/Screenshot_4.png?ver=2017-03-13-105123-570" style="width: 500px; height: 315px;" /> </a> </div> Figure 4: Further information about the scheduler <p><span style="font-size: 16px;"><br /> If you get an error message again, please restart the process.&nbsp;<br /> If the problem continues, please click on Details to show the specific error message.&nbsp;<br /> Copy all information from the details field and send an e-Mail to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.&nbsp;</span></p> <p><span style="font-size: 16px;"><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;</span></p> <p><span style="font-size: 16px;"><br /> </span></p> <p><span style="font-size: 16px;">​</span></p> <span style="font-size: 16px;"><br /> </span> <map id="rade_img_map_1489398511108" name="rade_img_map_1489398511108"> <area shape="RECT" coords="110,0,397,283" href="http://" /></map>9998How to enable debugging for PowerSearch in MS Dynamics 365?https://www.mscrm-addons.com/Blog/PostId/10002/how-to-enable-debugging-for-powersearch-in-ms-dynamics-365PowerSearch (PS),PS 365Wed, 08 Mar 2017 16:52:26 GMT<p>This blog article outlines how to activate debugging for PowerSearch.<span style="color: #ff0000;"> Please note: </span>This step-by-step tutorial information refers to Microsoft Dynamics 365 only!&nbsp;</p> <p>1) Please navigate to Settings &gt; MSCRM ADDONS and click on PowerSearch. &nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Click on ActivityTools" href="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/ActivityTools/Screenshot_1.PNG?ver=2017-03-08-160156-810"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/ActivityTools/Screenshot_1.PNG?ver=2017-03-08-160156-810" style="width: 500px; height: 167px;" /> </a> </div> Figure 1: Click on PowerSearch<br /> <br /> <p>2) In the so opened Getting-started surface, switch to the General settings-tab and set Debugging on 'enabled'.&nbsp; <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Enable debugging" href="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/PowerSearch/Screenshot1.PNG?ver=2017-03-08-160614-790"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/PowerSearch/Screenshot1.PNG?ver=2017-03-08-160614-790" style="width: 500px; height: 299px;" /> </a> </div> Figure 2: Enable debugging</p> <p>Once activated, you can use the buttons at the right side to modify the debugging process.<br /> <br /> Clicking on the <strong>[Show]</strong>-button displays all logs that were generated during the last xx hours.<br /> A click on the <strong>[Download]</strong>-button allows you to download the log-file (.xml).<br /> The <strong>[Delete]</strong>-button enables you to delete the log-files. &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" class="ApplyClass">support@mscrm-addons.com</a>!&nbsp;</p> <p>&nbsp;</p>10002How to enable debugging for SmartBar in MS Dynamics 365?https://www.mscrm-addons.com/Blog/PostId/10001/how-to-enable-debugging-for-smartbar-in-ms-dynamics-365SmartBar (SB),SB 365Wed, 08 Mar 2017 16:47:24 GMT<p>This blog article outlines how to activate debugging for SmartBar.<span style="color: #ff0000;"> Please note: </span>This step-by-step tutorial information refers to Microsoft Dynamics 365 only!&nbsp;</p> <p>1) Please navigate to Settings &gt; MSCRM ADDONS and click on SmartBar. &nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Click on SmartBar" href="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/ActivityTools/Screenshot_1.PNG?ver=2017-03-08-160156-810"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/ActivityTools/Screenshot_1.PNG?ver=2017-03-08-160156-810" style="width: 500px; height: 167px;" /> </a> </div> Figure 1: Click on SmartBar <br /> <br /> <p>2) In the so opened Getting-started surface, switch to the General settings-tab and set Debugging on 'enabled'.&nbsp;<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Enable debugging" href="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/SmartBar/Screenshot_1.PNG?ver=2017-03-08-160254-347"><img alt="" src="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/SmartBar/Screenshot_1.PNG?ver=2017-03-08-160254-347" style="width: 500px; height: 169px;" /><br /> </a> </div> Figure 2: Enable debugging</p> <p>Once activated, you can use the buttons at the right side to modify the debugging process.<br /> <br /> Clicking on the <strong>[Show]</strong>-button displays all logs that were generated during the last xx hours.<br /> A click on the <strong>[Download]</strong>-button allows you to download the log-file (.xml).<br /> The <strong>[Delete]</strong>-button enables you to delete the log-files. &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" class="ApplyClass">support@mscrm-addons.com</a>!&nbsp;</p> <p>&nbsp;</p>10001How to enable debugging for ActivityTools in MS Dynamics 365?https://www.mscrm-addons.com/Blog/PostId/9999/how-to-enable-debugging-for-activitytools-in-ms-dynamics-365ActivityTools (AT),AT 365Wed, 08 Mar 2017 16:32:50 GMT<p>This blog article outlines how to activate debugging for ActivityTools.<span style="color: #ff0000;"> Please note: </span>This step-by-step tutorial information refers to Microsoft Dynamics 365 only!&nbsp;</p> <p>1) Please navigate to Settings &gt; MSCRM ADDONS and click on ActivityTools. &nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Click on ActivityTools" href="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/ActivityTools/Screenshot_1.PNG?ver=2017-03-08-160156-810"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/ActivityTools/Screenshot_1.PNG?ver=2017-03-08-160156-810" style="width: 500px; height: 167px;" /> </a> </div> Figure 1: Click on ActivityTools <br /> <br /> <p>2) In the so opened Getting-started surface, switch to the General settings-tab and set Debugging on 'enabled'.&nbsp;<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Enable debugging" href="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/ActivityTools/Screenshot_2.PNG?ver=2017-03-08-160254-347"><img alt="" src="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/ActivityTools/Screenshot_2.PNG?ver=2017-03-08-160254-347" style="width: 500px; height: 301px;" /><br /> </a> </div> Figure 2: Enable debugging</p> <p>Once activated, you can use the buttons at the right side to modify the debugging process.<br /> <br /> Clicking on the <strong>[Show]</strong>-button displays all logs that were generated during the last xx hours.<br /> A click on the <strong>[Download]</strong>-button allows you to download the log-file (.xml).<br /> The <strong>[Delete]</strong>-button enables you to delete the log-files. &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" class="ApplyClass">support@mscrm-addons.com</a>!&nbsp;</p> <p>&nbsp;</p>9999SharePoint path limitation avoidancehttps://www.mscrm-addons.com/Blog/PostId/9993/sharepoint-path-limitationsAttachmentExtractor (AE),AE 2015 / 2016,AE 365Tue, 21 Feb 2017 16:18:08 GMT<p>SharePoint paths limitations are hard coded. The maximum path length is 260 characters. If that limit is exceeded, you get the SharePoint error 414.&nbsp;This article outlines how to avoid this error.&nbsp;<br /> <br /> <span style="color: #ff0000;">Minimum requirements: AttachmentExtractor v.124 and/or DocumentsCorePack v.167 or higher</span>&nbsp;</p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>mscrm-addons products offer several default ways to shorten SharePoint paths:</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;"><br /> 1) We provide you with a<span class="apple-converted-space">&nbsp;</span><strong><span>default shortening to a maximum of 30 characters + GUID for each folder name</span></strong>.<span class="apple-converted-space">&nbsp;</span></span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;">2) We provide you with a&nbsp;<strong>default shortening to a maximum of 30 characters + GUID for each file name</strong><strong><span>.</span>&nbsp;</strong><br /> 3) ShortIDs: We create a<span class="apple-converted-space"><strong>&nbsp;</strong></span><strong><span>6-characters ID alternatively to the well-known 36 GUIDs</span></strong><span class="apple-converted-space"><strong>&nbsp;</strong></span>of Microsoft Dynamics 365 (CRM).<span class="apple-converted-space">&nbsp; </span><br /> 4) Use an alternative field for the generation of paths. (e.g. instead of account name we can use a unique account number field)</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm; color: red;">&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm; color: red;">Please note:</span><span style="border: 1pt none windowtext; padding: 0cm; color: #ff0000;">&nbsp;Even though the creation of short paths is a very valuable feature, existing paths cannot be shortened anymore, unless very specific criteria are met. Manual interaction is always required.</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;">&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;"><strong>How to activate a ShortID for AttachmentExtractor​</strong> </span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>&nbsp;&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;">1) First, you must activate ShortID for AttachmentExtractor. To do so, please follow the below path in order to get to the ShortID settings. <br /> <span style="color: #ff0000;">Please note, that you must replace [YourServiceName] with your individual service name:&nbsp;</span><br /> &nbsp;</p> <p><span>HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\AttachmentExtractorserver\Configurations\[YourServiceName]</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;">2) Next, set UseShortID to true. </p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;">&nbsp;</p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;">3) To define the cutting, you will have to create a new settingskey. If you have not created a settingskey yet, please have a look at <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">this article</a>.&nbsp;</p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;">Depending on which item you would like to customize, please enter the following settings:&nbsp;<br /> <br /> For the maximum SharePoint folder name length: <br /> SPMaxFolderLength: [number of characters that should remain]</p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>​&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>For the maximum SharePoint file name length:<br /> SPMaxFileLength: [number of characters that should remain]</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>For the minimum SharePoint file name length: ​</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>​SPMinFileLength: [minimum number of characters that should remain]<br /> <span style="color: #ff0000;">Please note: The file extension is never cut!&nbsp;</span></span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>Let us pretend, the minimum filename length set is 77.&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>If the actual file length is, for example, 80, you will receive an error message.&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>&nbsp;&nbsp;</span></p> <p style="margin: 0cm 0cm 0.0001pt;">For the SharePoint folder name attribute: ​</p> <p style="margin: 0cm 0cm 0.0001pt;">​SPFolderNameAttribute: enittyschemaname;attributename|</p> <p style="margin: 0cm 0cm 0.0001pt;">&nbsp;</p> <p style="margin: 0cm 0cm 0.0001pt;"><strong>​<span>How to activate a ShortID for DocumentsCorePack</span></strong></p> <p style="margin: 0cm 0cm 0.0001pt;"><strong><span></span></strong>Creating a ShortID for DocumentsCorePack is easier than creating one for AttachmentExtractor. Simply navigate to Settings &gt; DocumentsCorePack in your Microsoft Dynamics 365 (CRM) application. ​</p> <p style="margin: 0cm 0cm 0.0001pt;">&nbsp;&nbsp;</p> <p style="margin: 0cm 0cm 0.0001pt;">Here, please add/enable the following options:&nbsp;<br /> <br /> Use short Documentation Logic:<br /> This setting cuts SharePoint path automatically.<br /> <br /> SharePoint folder maximum length:<br /> This setting cuts SharePoint folder names that are longer than a certain amount of characters. &nbsp;​</p> <p style="margin: 0cm 0cm 0.0001pt;"><strong><span>​</span></strong></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DocumentsCorePack settings " href="http://mscrm-addons.com/portals/0/Blog/ShortID DCP//Short_ID_DCP.jpg"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/ShortID DCP//Short_ID_DCP.jpg" style="width: 474px; height: 265px;" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 1: DocumentsCorePack settings</p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>​For further information on how to correct SharePoint paths exceeding the limitations, please have a look at<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f10012%2fhow-to-change-the-sharepoint-path-logic-advanced&amp;tabid=165&amp;portalid=0&amp;mid=2185"> this blog article</a>.&nbsp;<br /> <br /> </span></p> <p><strong>That'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" class="ApplyClass">support@mscrm-addons.com</a>!</p>9993How to correct SharePoint paths exceeding the limitations (Advanced)https://www.mscrm-addons.com/Blog/PostId/10012/how-to-change-the-sharepoint-path-logic-advancedAttachmentExtractor (AE),AE 2015 / 2016,AE 365,DocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Tue, 31 Jan 2017 12:33:00 GMT<p>This article provides you with information on how to correct SharePoint paths exceeding the limitations. <span style="color: #ff0000;">Please note, that this article is only considered to serve advanced Microsoft Dynamics users and only if you have received the SharePoint error 414 previously</span>. The information provided here is connected to the SharePoint path limitation avoidance article, which can be found&nbsp;<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9993%2fsharepoint-path-limitations&amp;tabid=165&amp;portalid=0&amp;mid=2185">here</a>.&nbsp;</p> <p><strong>How do I correct potentially exceeding paths?&nbsp;</strong></p> <p>Please check the existing library structure. This is required for EVERY record separately.&nbsp;<br /> <span style="color: #ff0000;">Please note: <span style="color: #595959;">The path logic should be modified before fixing existing problems, as CRM might recreate the folder applying the old path logic again.&nbsp;</span></span></p> <p><strong>Scenario 1)&nbsp;<span style="border: 1pt none windowtext; padding: 0cm;">The SharePoint library is empty (no files AND no folders)</span></strong></p> <p style="margin: 0cm 0cm 0.0001pt;"><span> &nbsp; &nbsp; &nbsp; &nbsp; a) Delete the SharePoint library<br /> <br /> &nbsp; &nbsp; &nbsp; &nbsp; b) Next, please delete the document location in CRM<br /> <br /> </span></p> <p style="margin: 0cm 0cm 15pt;"><span>When the library is created anew, the updated path logic will apply.</span></p> <p style="margin: 0cm 0cm 0.0001pt;"><strong><span style="border: 1pt none windowtext; padding: 0cm;">Scenario 2)&nbsp;</span></strong><strong><span style="border: 1pt none windowtext; padding: 0cm;">The SharePoint library contains items (files or folders)</span></strong></p> <p style="margin: 0cm 0cm 0.0001pt;"><strong><span style="border: 1pt none windowtext; padding: 0cm;">&nbsp;</span></strong></p> <p style="margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm; color: red;">Please note:</span><span>&nbsp;Renaming any folders in SharePoint will break the AttachmentExtractor URL in CRM that points to those records. This makes the attachments inaccessible from within CRM!&nbsp;​</span></p> <p style="margin: 0cm 0cm 0.0001pt;"><strong><span style="border: 1pt none windowtext; padding: 0cm;">&nbsp;</span></strong></p> <p style="margin: 0cm 0cm 15pt 18pt;"><span>a)&nbsp;Rename the SharePoint folder<span class="apple-converted-space">&nbsp;</span><br /> </span><span style="border: 1pt none windowtext; padding: 0cm; color: red;">Please note:</span><span>&nbsp;You can only rename folders!</span></p> <p style="margin: 0cm 0cm 15pt;"><span>&nbsp; &nbsp; &nbsp; &nbsp;b) Update the document location in CRM</span></p> <p style="margin: 0cm 0cm 15pt;"><span>Please make sure, that the created path matches the nomenclature of the folder definition in your CRM. Otherwise, new folders will be generated, rendering the folder name change useless.</span></p> <p><span><strong>That's it!&nbsp;</strong></span><span>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" class="ApplyClass" style="background-color: #ffffff;">support@mscrm-addons.com</a><span>!</span></p>10012How to complete the ActivityTools' update from AppSource https://www.mscrm-addons.com/Blog/PostId/9950/how-to-complete-the-activitytools-update-from-appsourceActivityTools (AT),AT 2015 / 2016,AT 365Wed, 21 Dec 2016 13:34:11 GMT<p style="margin-bottom: 0.0001pt;"><span>This article outlines how the update process for the new ActivityTools AppSource version (2016.2) must be finished.</span></p> <p style="margin-bottom: 0.0001pt;"><span><strong><span style="color: #ff0000;">!!</span></strong> This post is only relevant for you, if the below error message appears above your ActivityTools version.</span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Error Message" href="/Portals/0/Blog/AT%20Update%20AppSource/Figure%201.png?ver=2016-12-21-131255-680"> <img alt="" class="img-responsive" src="/Portals/0/Blog/AT%20Update%20AppSource/Figure%201.png?ver=2016-12-21-131255-680" /> </a> </div> <p style="margin-bottom: 0.0001pt;">Figure 1: Error message</p> <p style="margin-bottom: 0.0001pt;">​</p> <p style="margin-bottom: 0.0001pt;"><span>This will only happen if you have updated from the first AppSource version to the current one (2016.2).</span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span>In case of a different error message, or any other questions, please contact our support: <br /> </span><a href="http://www.mscrm-addons.com/Support"><span>http://www.mscrm-addons.com/Support</span></a></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span><strong>HOW TO SOLVE THIS ISSUE:</strong></span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin-left: -0.25pt;"><span>Download the new version via this link:&nbsp; </span></p> <p style="margin-bottom: 0.0001pt;"><span><a href="http://62.99.232.162/AT/appsource/2016.2/ActivityToolsPluginCore.zip ">http://62.99.232.162/AT/appsource/2016.2/ActivityToolsPluginCore.zip</a></span></p> <p style="margin-bottom: 0.0001pt;"><span></span>&nbsp; &nbsp;</p> <p style="margin-left: -0.25pt;"><span>After the download, you will see the ActivityToolsPluginCore solution in your downloads-folder:<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="ActivityToolsPluginCore.zip" href="/Portals/0/Blog/AT%20Update%20AppSource/Figure_small.png?ver=2016-12-21-134508-950"> <img alt="" class="img-responsive" src="/Portals/0/Blog/AT%20Update%20AppSource/Figure_small.png?ver=2016-12-21-134508-950" /> </a> </div> Figure 2: ActivityToolsPluginCore.zip</span></p> <p style="margin-left: -0.25pt;"><span>Back in CRM, click on the </span><strong><em><span>[Import]</span></em></strong><span>-button in order to update the solution. As soon as you have selected the download solution .zip file, the following window will pop up:</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Solution Information" href="/Portals/0/Blog/AT%20Update%20AppSource/Figure%202.png?ver=2016-12-21-131315-497"> <img alt="" class="img-responsive" src="/Portals/0/Blog/AT%20Update%20AppSource/Figure%202.png?ver=2016-12-21-131315-497" /> </a> </div> <p style="margin-left: -0.25pt;"><span>Figure 3: Solution Information​ </span></p> <p style="margin-bottom: 0.0001pt;">&nbsp;</p> <p style="margin-left: -0.25pt;"><span>Click on the </span><strong><span>[Next]</span></strong><span>-button in order to proceed. In the now following dialog, please make sure that </span><span><strong>Stage for upgrade </strong><span style="color: red;"><strong>is NOT checked</strong>. <span style="color: #000000;">Instead,</span>&nbsp;c</span></span><strong><span style="color: red;">heck</span></strong><span style="color: red;"> </span><span>the </span><strong><span>Overwrite customizations</span></strong><span>-option and click on the </span><strong><span>[Import]</span></strong><span>-button. </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Import Options - overwrite customizations" href="/Portals/0/Blog/AT%20Update%20AppSource/Figure%203.png?ver=2016-12-21-131345-943"> <img alt="" class="img-responsive" src="/Portals/0/Blog/AT%20Update%20AppSource/Figure%203.png?ver=2016-12-21-131345-943" /> </a> </div> <p style="margin-bottom: 0.0001pt;"><span>Figure 4: Import Options - overwrite customizations</span></p> <p style="margin-bottom: 0.0001pt;">&nbsp;</p> <p style="margin: 0cm 85.15pt 8pt -0.25pt;"><span>After the import has been finished, go to </span><em><span>CRM &gt; Settings &gt; ActivityTools</span></em><span>. The Config page, will provide you with the new version number: version 2016.2.1.&nbsp; </span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Activity Tools - version 2016.2.1" href="/Portals/0/Blog/AT%20Update%20AppSource/Figure%204.png?ver=2016-12-21-131413-870"> <img alt="" class="img-responsive" src="/Portals/0/Blog/AT%20Update%20AppSource/Figure%204.png?ver=2016-12-21-131413-870" /> </a> </div> Figure 5: Activity Tools - version 2016.2.1 <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span>Now, ActivityTools will work again.</span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span><strong>That's it!</strong> We appreciate your feedback! Please share your thoughts by sending an emailt to <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>. ​</span></p> <p style="margin-bottom: 0.0001pt;"><span><br /> </span></p>9950CRM 2016 Online Connection Issue in US-datacenters: 13th September 2016https://www.mscrm-addons.com/Blog/PostId/9932/crm-online-connection-issue-in-us-datacenters-13th-september-2016*General*Tue, 13 Sep 2016 15:18:00 GMT<p>Since today, 13th of September 2016, we are experiencing issues connecting to CRM Online instances located in datacenters in the United states. CRM Online customers in European, Asian Australian datacenters are not affected as of now.</p> <p><strong>NOTE:</strong> This is not mscrm-addons.com issue. Every 3rd party-solution using CRM SDK version lower than v 8.1 is affected.</p> <p>This happened very unexpectedly and we are working hard to find a fix for this asap. A Workaround is currently deployed to the US instances.&nbsp;</p> <p><strong>UPDTATE: Microsfot fixed the issue and everything was back to normal around Noon eastern time.&nbsp;</strong></p> <p>We are very sorry for this service interruption!</p> <p>Best, mscrm-addons.com Support Team</p>9932How to enable debugging for PowerSearchhttps://www.mscrm-addons.com/Blog/PostId/9914/how-to-enable-debugging-for-powersearchPowerSearch (PS),PS 2015 / 2016Thu, 19 May 2016 16:17:00 GMT<p><span style="color: #ff0000;"><strong>+++++++++++++++++++++++++++++++++++++++++++++++++++</strong> <br /> Please note: <br /> This article applies to PowerSearch in MS Dyn CRM 2015/2016. <br /> </span><span style="color: #ff0000;"><strong>+++++++++++++++++++++++++++++++++++++++++++++++++++ </strong></span><span style="color: #ff0000;"><br /> </span></p> <p><strong>How to activate debugging via the <em>MSCRM-ADDONS.com Settingskeys</em>&nbsp;<br /> Step-by-step description</strong></p> <p>Navigate to <em>Settings</em> in Microsoft Dynamics CRM. <br /> <a href="http://mscrm-addons.com/images/blog/files/image_1032.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1032.png"></a><a title="MsDynCRM Settings" href="http://mscrm-addons.com/images/blog/files/image_1032.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_1006.png" alt="image" width="244" height="43" /></a></div> <br /> <em>Figure 1: MsDynCRM Settings</em>&nbsp;<br /> <br /> In the Settings, select <em>MSCRM-ADDONS.com Products</em> in the extension area. <br /> <a href="http://mscrm-addons.com/images/blog/files/image_1033.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1033.png"></a><a title="Select PowerSearch" href="http://mscrm-addons.com/images/blog/files/image_1033.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_1007.png" alt="image" width="244" height="120" /></a></div> <br /> <em>F</em><em>igure 2: Settings extension</em></p> <p>This action will open a list of active <em>MSCRM-ADDONS.com Product</em>s. Select <em>PowerSearch</em> with a double-click.</p> <p><img alt="" src="http://mscrm-addons.com/images/blog/files/2016%2f5%2fPowerSearch1.jpg" height="300" /><br /> <em>Figure 3: Select PowerSearch</em></p> <p>In the so opened window, look for <em>debugPlugin</em>. <br /> <a href="http://mscrm-addons.com/images/blog/files/image_1035.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1035.png"></a><a title="PowerSearch debugPlugin" href="http://mscrm-addons.com/images/blog/files/image_1035.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_1009.png" alt="image" width="244" height="106" /></a></div> &nbsp;<br /> <em>Figure 4: PowerSearch debugPlugin</em><br /> <br /> If a result is found double click on it and set the <em>KeyValue </em>on <em>true</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_621.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_621.png"></a><a title="Set the KeyValue" href="http://mscrm-addons.com/images/blog/files/image_621.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_594.png" alt="image" width="403" height="198" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 5: Set the KeyValue</em><br /> <br /> If no setting with this name is found, you have to create a new Settingskey. To do so, please click on the drop-down-button next to PowerSearch in the CRM ribbon and select <em>MSCRM-ADDONS.COM Settingskey</em>. <br /> In the so opened window, click on the <em><strong>[+ADD NEW MSCRM-ADDONS.com Settingskey]</strong></em>-button. <br /> <a href="http://mscrm-addons.com/images/blog/files/image_1036.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1036.png"></a><a title="Add new mscrm-addons.com settingskey" href="http://mscrm-addons.com/images/blog/files/image_1036.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_1010.png" alt="image" width="244" height="82" /></a></div> &nbsp;<br /> <em>Figure 6: Add new mscrm-addons.com settingskey</em><br /> <br /> Now create a new Settingskey with the following values and save your settings. <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_634.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_634.png"></a><a title="Newly created settingskey" href="http://mscrm-addons.com/images/blog/files/image_634.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_607.png" alt="image" width="396" height="208" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 7: Newly created settingskey</em><br /> <strong> <br /> <br /> Step-by-step description on how to acces the log files</strong></p> <p>The log files will be stored in the <em>MSCRM-ADDONS.com Debug</em>-entity. The easiest way to access it, is by using the <em>Advanced Find</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_623.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_623.png"></a><a title="Advanced Find" href="http://mscrm-addons.com/images/blog/files/image_623.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_596.png" alt="image" width="387" height="50" style="border-width: 0px; border-style: solid;" /></a></div> </p> <p><em>Figure 8: Advanced Find</em></p> <p>Open the <em>Advanced Find</em>. Select the <em>MSCRM-ADDONS.com Debug</em>-entity and include the following condition <em>Name</em>&nbsp;must <em>Contain</em>&nbsp;<em>PTMPowerSearch</em>. This ensures that only PowerSearch log files will be retrieved. Then click on <em>Results</em>. <br /> <a href="http://mscrm-addons.com/images/blog/files/image_1037.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_1037.png"></a><a title="Configure Advanced Find" href="http://mscrm-addons.com/images/blog/files/image_1037.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_1011.png" alt="image" width="244" height="61" /></a></div> <br /> <em>Figure 9: Configure Advanced Find</em><br /> <br /> The following window opens. <p><a href="http://mscrm-addons.com/images/blog/files/clip_image002_2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image002_2.png"></a><a title="Edit Columns window" href="http://mscrm-addons.com/images/blog/files/clip_image002_2.png"><img class="img-responsive" title="clip_image002" src="http://mscrm-addons.com/images/blog/files/clip_image002_thumb_1.png" alt="clip_image002" width="244" height="139" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 10: Edit Columns window</em></p> <p>Use the&nbsp;<em>Add Columns</em>-functionality and add the <em>ptm_message</em>-field to the grid. Press the <em><strong>[OK]</strong></em>-button&nbsp;in order to proceed.</p> <p><strong><a href="http://mscrm-addons.com/images/blog/files/clip_image004_5.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image004_5.png"></a><a title="Add Columns window" href="http://mscrm-addons.com/images/blog/files/clip_image004_5.png"><img class="img-responsive" title="clip_image004" src="http://mscrm-addons.com/images/blog/files/clip_image004_thumb_5.png" alt="clip_image004" width="244" height="167" style="border-width: 0px; border-style: solid;" /></a></div> <br /> </strong><em>Figure 11: Add Columns window</em><strong></strong></p> <p>Back in the main dialog, click on the <em><strong>[Results]</strong></em>-button.</p> <p>Next, delete all retrieved debug records. Another way is to select the debug file by the <em>Created On</em>-date. Then reproduce the error and refresh the result list of this <em>Advanced Find</em>. This ensures that you only have the latest and relavant log files. Select all records and hit <em>Export MSCRM-ADDONS.com Debug</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_625.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_625.png"></a><a title="Select the debug file by the created on-date" href="http://mscrm-addons.com/images/blog/files/image_625.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_598.png" alt="image" width="388" height="167" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 12: Select the debug file by the created on-date</em><br /> <br /> In the next dialog, check <em>Static worksheet ...</em> and press the <em><strong>[Export]</strong></em>-button.<strong> </strong></p> <p>Please send the excel log-file with a short error description and a screenshot to our support address <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a></p> <div> <div><span style="font-size: 11pt; font-family: Calibri;"><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px; white-space: normal;">That&rsquo;s it!</strong><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px; white-space: normal;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px;">.</span></span></div> </div>9914Error Message: Solution AutoMergeGlobalButtonTmp failed to import https://www.mscrm-addons.com/Blog/PostId/9905/solution-automergeglobalbuttontmp-failed-to-importAutoMerge (AM),AM 2011,DCP 2013,DCP 2015 / 2016Thu, 07 Apr 2016 11:38:00 GMT<p style="text-align: left;"><span style="font-size: 13px;">The error message <em>Solution AutoMergeGlobalButtonTmp Failed To Import</em></span></p> <p style="text-align: left;"><span style="font-size: 13px;">indicates, that the user who is running the current setup&nbsp;process has no rights to access the solution files.</span></p> <p style="text-align: left;"><span style="font-size: 13px;">Should you get this error message, you can assign <em>Modify</em>&nbsp;permissions for <em>Everyone</em>&nbsp;for the following folder as a workaround:</span></p> <p><span style="font-size: 13px;">C:\Program Files\Microsoft Dynamics CRM\CustomizationImport</span></p> <p><span style="font-size: 13px; color: #ff0000;">Please ensure that this done on the server where the Async Service is running (normal CRM backendserver).</span></p> <div class="text" style="margin-top: 30px;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Solution AutoMerge GlobalButtonTmp Failed To Import" href="http://mscrm-addons.com/images/blog/files/clip_image002_6_errorMessage.jpg"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/clip_image002_thumb_6_errorMessage.jpg" /> </a> </div> <p><em>Figure 1: Solution AutoMerge GlobalButtonTmp Failed To Import</em></p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p> <p>&nbsp;</p> </div>9905