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/BlogError message: ...is missing prvReadptm_ticallinfodata privilege https://www.mscrm-addons.com/Blog/PostId/9855/is-missing-prvreadptm_ticallinfodata-privilegeTelephoneIntegration (TI),TI 2011,TI 2013,TI 2015 / 2016Wed, 19 Aug 2015 16:41:00 GMT<p><strong>Error message:</strong></p> <p><em>Principal user (Id=56f329cd-2a1f-e511-8118-c4346bad624c, type=8) is missing prvReadptm_ticallinfodata privilege (Id=f83d0785-3924-421b-ad25-9ee898c13b7d)&nbsp;</em></p> <p><strong>Solution:</strong></p> <p>Please make sure, that the user who uses te TelephoneIntegration license, has the following 2 security roles:</p> <ul> <li><em>TelephoneIntegration security role</em></li> <li><em>MSCRM-ADDONS general security role</em></li> </ul> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9855TelephoneIntegration Server - do not use Integrated Securityhttps://www.mscrm-addons.com/Blog/PostId/9826/telephone-integration-server-dont-use-integrated-securityTelephoneIntegration (TI),TI 2013,TI 2015 / 2016Wed, 04 Feb 2015 14:34:00 GMT<p>It is not recommended to use<em>&nbsp;Integrated Security </em>for Telephone Integration.</p> <p><strong>How to change:</strong></p> <ol> <li>Uncheck&nbsp;'Use default Credentials' in&nbsp;the groupbox 'Authenticated as:' (see Figure 1)</li> <li>Enter&nbsp;User, Domain and Passwort (user should have access to CRM)</li> </ol> <p><span>&nbsp;</span></p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Connection setup dialog" href="http://mscrm-addons.com/images/blog/files/2015%2f2%2fCRM_k_rot.jpg"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2015%2f2%2fCRM_k_rot.jpg" /></a></div> </p> <p><em>Figure 1: Connection setup dialog</em></p> <p><span style="font-size: 16px;"><br /> </span></p> <p style="text-align: left;"><span style="font-size: 13px;"><span style="line-height: 20px; color: #4d4d4d;"><strong>That's it!</strong> We appreciate your feedback! Please share your thoughts on our blog and products<br /> </span><span style="line-height: 20px; color: #4d4d4d;">by sending an email </span><span style="line-height: 20px; color: #000000;">to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>!</span></span></p> <p><span style="font-size: 11px; line-height: 20px; color: #000000;">&nbsp;</span></p>9826How to set partial document editing restriction in templateshttps://www.mscrm-addons.com/Blog/PostId/9810/partial-document-editing-restriction-in-templatesDocumentsCorePack (DCP),DCP 2011,DCP 2013,DCP 4.0Wed, 08 Oct 2014 10:20:00 GMT<p>This blog article outlines how to use the MS Word <em>Restrict Editing</em><strong>-</strong>functionality. It supports restricted editing for the whole document, as well as editing specific paragraphs of the document only. <span style="color: #ff0000;">Please note: The functionality works with merged documents as well.</span></p> <p><span style="color: #ff0000;">&nbsp;</span></p> <p><strong>Requirements:</strong> <a href="http://www.mscrm-addons.com/Products/MSCRM2013/DocumentsCorePack/tabid/170/language/en-US/Default.aspx">DocumentsCorePack for MS CRM</a></p> <p><strong>Example</strong></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_679.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_679.png"></a><a title="Example template – only the areas highlighted in yellow can be edited." href="http://mscrm-addons.com/images/blog/files/image_679.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_652.png" alt="image" width="507" height="561" /></a></div> <br /> <em>Figure 1: Example template &ndash; only the areas highlighted in yellow can be edited.</em>&nbsp;</p> <p>You can find the <em><strong>[Restrict Editing]</strong>-button&nbsp;</em>in the <em>Review</em>-tab in Word.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_680.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_680.png"></a><a title="Restrict Editing-feature in MS Word" href="http://mscrm-addons.com/images/blog/files/image_680.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_653.png" alt="image" width="500" height="116" /></a></div> <br /> <em>Figure 2: Restrict Editing-feature in MS Word</em></p> <p>Once you have clicked on the button, an interface will open up to work with document restrictions. You can set the whole document to <em>Read Only</em> and select areas that will be excepted from the restriction (which will be editable for other users). You can also select which users are allowed to edit these areas. <br /> As soon as you have decided which settings fit best, click on the <em><strong>[Yes, Start Enforcing Protection]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_681.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_681.png"></a><a title="Restrict Editing-interface in Microsoft Word" href="http://mscrm-addons.com/images/blog/files/image_681.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_654.png" alt="image" width="222" height="509" /></a></div> <br /> <em>Figure 3: Restrict Editing-interface in Microsoft Word</em></p> <p>Now the <em>Protection Method</em>-dialog opens. You can select to protect the document either with a <em>Password </em>or by <em>user authentication</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_682.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_682.png"></a><a title="Select the protection method for your document in MS Word" href="http://mscrm-addons.com/images/blog/files/image_682.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_655.png" alt="image" width="380" height="286" /></a></div> <br /> <em>Figure 4: Select the protection method for your document in MS Word</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>9810Certificate Changes in an IFD environmenthttps://www.mscrm-addons.com/Blog/PostId/9806/certificate-changes-in-an-ifd-environment*General*Thu, 26 Jun 2014 16:22:00 GMT<p>This blog article explains what to do if one of the certificates has changed in the IFD environment. If so, our products require additional steps in order to work again.<br /> &nbsp;</p> <p>This issue can occur with two different certificates:<br /> &nbsp; &nbsp;<br /> <strong>1) SSL certificate <br /> 2) Token Signing certificate</strong></p> <p>&nbsp;</p> <p><strong>1) How to react in case of the SSL certificate&nbsp;</strong></p> <p>First of all, you need to rerun the <em>IFD-</em>wizard and select the correct certificates (since in the <em>web.config </em>your old certificates are still cached).</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image002_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image002_1.png"></a><a title="Certificates in AD FS" href="http://mscrm-addons.com/images/blog/files/clip_image002_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="clip_image002" src="http://mscrm-addons.com/images/blog/files/clip_image002_thumb.png" alt="clip_image002" width="440" height="165" /></a></div> <br /> <em>Figure 1: Certificates in AD FS</em></p> <p>Next, please update the <em>Relying Party Trust</em> with the new&nbsp;<em>Federation Meta Data URL</em>&nbsp;which has been created in the <em>IFD Wizard </em>previously.</p> <p>If this does not work correctly, you will need to delete and recreate the relying party trust for our product on the ADFS Server.</p> <p>Then, specify the <em>Federation Metadata URL</em>, which was created by the<em> IFD Wizard </em>and click on the <em><strong>[Next]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image004_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image004_1.png"></a><a title="Specified Federation Metadata URL" href="http://mscrm-addons.com/images/blog/files/clip_image004_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="clip_image004" src="http://mscrm-addons.com/images/blog/files/clip_image004_thumb_1.png" alt="clip_image004" width="440" height="356" /></a></div> <br /> <em>Figure 2: Specified Federation Metadata URL</em></p> <p>Next, please specify a display name and click on the&nbsp;<em><strong>[Next]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image006.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image006.png"></a><a title="Specified display name." href="http://mscrm-addons.com/images/blog/files/clip_image006.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="clip_image006" src="http://mscrm-addons.com/images/blog/files/clip_image006_thumb.png" alt="clip_image006" width="443" height="358" /></a></div> <br /> <em>Figure 3: Specified display name.</em></p> <p>Then check the&nbsp;<em>Permit all users to access this relying party</em>-option and click on the&nbsp;<em><strong>[Next]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image008.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image008.png"></a><a title="Permit all users to acess this relying party" href="http://mscrm-addons.com/images/blog/files/clip_image008.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="clip_image008" src="http://mscrm-addons.com/images/blog/files/clip_image008_thumb.png" alt="clip_image008" width="443" height="356" /></a></div> <br /> <em>Figure 4: Permit all users to acess this relying party</em></p> <p>Please check if everything looks alright and then click on the&nbsp;<em><strong>[Next]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image010.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image010.png"></a><a title="Check changes" href="http://mscrm-addons.com/images/blog/files/clip_image010.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="clip_image010" src="http://mscrm-addons.com/images/blog/files/clip_image010_thumb.png" alt="clip_image010" width="445" height="360" /></a></div> <br /> <em>Figure 5: Check changes</em></p> <p>After you have finished working with the <em>Add Relying Party Trust</em>-Wizard, the Rules Editor appears. <br /> There, click on the <em><strong>[Add Rule]</strong></em>-button. <br /> <br /> Should the Editor not open automatically, please right-click the relying party object you have created before in the Relying Party Trust list, click on the <em><strong>[Edit Claims Rules]</strong></em>-button and then click on the&nbsp;<em><strong>[Add Rule]</strong></em>-button.</p> <p><span style="color: #ff0000;">Please note: It is of upmost importance that the <em>Issuance Transform Rules</em>-tab is selected. </span>In the Claim rule template list, select&nbsp;<em>Pass Through or Filter an Incoming Claim template</em>&nbsp;and then click on the <em><strong>[Next]</strong></em>-button.</p> <p>Create the following rule:</p> <ul> <li> <div><strong>Claim rule name:</strong> <em>Pass Through UPN </em>(or something descriptive)</div> </li> <li> <div><strong>Add the following mapping:</strong></div> </li> </ul> <p><strong>1. Incoming claim type:</strong> <em>UPN</em></p> <p><strong>2.</strong> Pass through all claim values</p> <p>Click on the <em><strong>[Finish]</strong></em>-button.&nbsp;</p> <p>In the <em>Rules Editor</em>, click on the <em><strong>[Add Rule]</strong></em>-button and in the <em>Claim rule template list</em>, click on <em>Pass Through</em> or <em>Filter an Incoming Claim Template</em>. Click on the <em><strong>[Next]</strong></em>-button in order to proceed.</p> <ul> <li> <div><strong>Claim rule name:</strong> <em>Pass Through Primary SID</em> (or something descriptive)</div> </li> <li> <div><strong>Add the following mapping:</strong></div> </li> </ul> <p><strong>1. Incoming claim type: </strong><em>Primary SID</em></p> <p><strong>2.</strong> Pass through all claim values</p> <p>Click on the <em><strong>[Finish]</strong></em>-button.</p> <p>In the <em>Rules Editor</em>, click on the <em><strong>[Add Rule]</strong></em>-button.&nbsp;</p> <p>In the <em>Claim rule template list</em>, select&nbsp;<em>Transform an Incoming Claim Template</em>&nbsp;and then click on the <em><strong>[Next]</strong></em>-button&nbsp;in order to continue.</p> <p>Now create the following rule:</p> <ul> <li> <div><strong>Claim rule name:</strong> <em>Transform Windows Account Name to Name </em>(or something descriptive)</div> </li> <li> <div><strong>Add the following mapping:</strong></div> </li> </ul> <p><strong>1. Incoming claim type:</strong> <em>Windows account name</em></p> <p><strong>2. Outgoing claim type:</strong> <em>Name</em></p> <p><strong>3.</strong> Pass through all claim values</p> <p>Click on the <em><strong>[Finish]</strong></em>-button and as soon as you have created all three rules, click on the <em><strong>[OK]</strong></em>-button in order to close the Rules Editor.</p> <p>&nbsp;</p> <p><strong>2) How to react in case of the Token Signing certificate</strong></p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image012.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image012.png"></a><a title="Certificates in ADFS" href="http://mscrm-addons.com/images/blog/files/clip_image012.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="clip_image012" src="http://mscrm-addons.com/images/blog/files/clip_image012_thumb.png" alt="clip_image012" width="429" height="161" /></a></div> <br /> <em>Figure 6: Certificates in ADFS</em>&nbsp;</p> <p>Please replace the old thumbprint of the <em>Token Signing Certificate</em>&nbsp;in the <em>web.config</em> with the thumbprint from your new <em>Token Signing Certificate</em>. As soon as you have replaced it, click on the <em><strong>[OK]</strong></em>-button in order to proceed. &nbsp;<br /> <span style="color: #ff0000;">Please note:</span><span style="color: #ff0000;">&nbsp;Do not copy the thumbprint from here, type it of instead (there are hidden characters inside this string-value which can not be deleted).</span>&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_669.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_669.png"></a><a title="Replace the thumbprint in the certificate dialog" href="http://mscrm-addons.com/images/blog/files/image_669.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_642.png" alt="image" width="437" height="552" /></a></div> <br /> <em>Figure 7: Replace the thumbprint in the certificate dialog</em></p> <p>Find an example for the thumbprint in the <em>web.config</em> which you have to replace below:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_670.png"><em></em></a><em> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_670.png"></a><a title="Token Signing thumbprint in the web.config." href="http://mscrm-addons.com/images/blog/files/image_670.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_643.png" alt="image" width="435" height="303" /></a></div> </em> <br /> <em>Figure 8: Token Signing thumbprint in the web.config.</em></p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9806PasswordProtection for DCP templateshttps://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9783/dcp-passwordprotection-for-(docx)-templates.aspxAutoMerge (AM),AM 2011,DCP 2011,DCP 2013Mon, 17 Mar 2014 09:16:00 GMT<p>This blog article outlines, how to set the <strong><g class="gr_ gr_93 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="93" data-gr-id="93">PasswordProtection</g> for Open Office XML templates (.docx)</strong>.<strong>&nbsp;As well as for DocumentsCorePack server side and client side Document Generation for MS CRM 2013.&nbsp;</strong>All our <g class="gr_ gr_92 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="92" data-gr-id="92">addons</g> come with a 14-day trial license as well as technical support. Click <a href="http://www.mscrm-addons.com/Downloads/tabid/32/language/de-DE/Default.aspx">here</a> to download and test it.</p> <p><strong><span style="text-decoration: underline;">Requirements:</span> </strong>DocumentsCorePack for MS CRM 2011 v5.106 and higher &amp; AutoMerge for MS CRM&nbsp;2011 v5.48&nbsp;and higher</p> <p>&nbsp;</p> <p><strong><span style="text-decoration: underline;">Supported formats:<br /> </span></strong><strong style="color: #000000;"><span style="color: #7f7f7f;">DocumentsCorepack Client: .doc, .docx&nbsp;<span style="background-color: #ffffff;"><br /> </span></span></strong><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; color: #7f7f7f;"><strong>DocumentsCorePack ServerBased: .pdf, .doc, .docx</strong>&nbsp;</span></p> <p><strong>Example</strong>:&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image85.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/image85.png"></a><a title="Password window which appears when opening a template (.docx)." href="http://mscrm-addons.com/images/blog/files/image85.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image85_thumb.png" alt="image" width="319" height="134" /></a></div> <br /> <em>Figure 1: Password window which appears when opening a template (.docx).</em> <p>&nbsp;</p> <p><span style="font-size: small;"><strong>HOW TO: protect a (.docx) template with a password.&nbsp;<br /> </strong><br /> </span> <br /> <strong><span style="color: #0077b3;">Step 1: First open or create a template</span></strong> <br /> In our example navigate to <span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span>www.mscrm-addons.com and click on <span style="font-size: 24px; color: #0077b3;">❷</span> Insert Mailmerge Fields.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="tab in Open Office XML (.docx) " href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure2.png"> <img alt="tab in Open Office XML (.docx)" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure2.png" width="610" height="80,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Tab in Open Office XML (.docx) </em></div> </div> <p>&nbsp;</p> <p>The DocumentsCorePack Template Designer appears on the right side.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DocumentsCorePack Template Designer" href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure3.png"> <img alt="DocumentsCorePack Template Designer" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure3.png" width="236,5" height="430,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: DocumentsCorePack Template Designer</em></div> </div> <p>&nbsp;</p> <p><strong><span style="color: #0077b3;">Step 2: Create your password</span></strong> <br /> <span>Click on the&nbsp;<strong>&nbsp;</strong></span><span><strong>[Advanced Template Settings]</strong></span><span>-button to open the Template Settings. In the so opened window please navigate to <strong>Document Protection</strong>, where you have the possibility to set a password for your templates.&nbsp;</span></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_489.png"></a> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Password Protection in the DocumentsCorePack Task Pane" href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure4.png"> <img alt="Password Protection in the DocumentsCorePack Task Pane" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure4.png" width="428,5" height="334" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: Password Protection in DocumentsCorePack Task Pane </em></div> </div> <p>&nbsp;</p> <br /> <p>Now users have the possibility to either choose a <span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span>CRM-field as a password or to specify a <span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span>new one.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Enter a password via Dynamics 365-field or specify a new one" href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure5.png"> <img alt="Enter a password via Dynamics 365-field or specify a new one" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure5.png" width="825,5" height="313" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: Enter a password via Dynamics 365-field or specify a new one </em></div> </div> <p>&nbsp;</p> <p>E.g. in our case we want to specify the field &lt;<fullname>&gt; of the entity &ldquo;account&rdquo; as our password. Click on the <strong>[OK]</strong>-button to set your password.</fullname></p> <p><strong>Note:</strong> if you change your password for the template, the new password is valid for all documents which will be merged afterward.<br /> <br /> </p> <p><strong><span style="color: #0077b3;">Step 3: Save your template </span><br /> </strong>Next, save the document with a click on <strong>Save Template</strong>. Then enter a name for your template - for <g class="gr_ gr_90 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="90" data-gr-id="90">example</g> PasswordProtection and click on the <strong>[Save]</strong>-button in order to merge your document.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Save your template " href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure6.png"> <img alt="Save your template" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure6.png" width="560" height="327,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 6: Save your template</em></div> </div> <p>&nbsp;</p> <p><strong><span style="color: #0077b3;">Step 4: Merge your template</span></strong> <br /> Now the template is saved and ready to be merged. Click on&nbsp;<strong>Choose Dynamics 365 Data</strong>&nbsp;to merge your document (highlighted in yellow).&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Merge your template " href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure7.png"> <img alt="Merge your template" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure7.png" width="616" height="88,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 7: Merge your template</em></div> </div> <p>&nbsp;</p> <p>E.g. we want to set the password for the entity &ldquo;contact&rdquo; with &ldquo;Nancy Anderson (sample)&rdquo;. (See next screenshot)</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="MailMerge window to select CRM data from " href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure8.png"> <img alt="MailMerge window to select CRM data from" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure8.png" width="348,5" height="361,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 8: MailMerge window to select CRM data from</em></div> </div> <p>&nbsp;</p> <p>Choose your CRM-field and click on the <strong>[Select]</strong>-button.</p> <p><strong><span style="color: #0077b3;">Step 5: Process your template </span><br /> Important:</strong> Once you merged your passord saved (.docx) template with Dynamics 365-data, the defined password is <strong>only valid</strong> if you:</p> <p><span style="text-decoration: underline;">Possibilities to process your template if using DCP</span> <br /> - click on the <strong>[Create Activity]</strong>-button <br /> - click on the <strong>[Save as DOCX]</strong>-button</p> <p><span style="text-decoration: underline;">Supported formats:</span> <br /> <span style="color: #000000;">DocumentsCorepack Client: .doc, .docx <br /> DocumentsCorePack ServerBased: .pdf, .doc, .docx</span>&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create Activity and Save as DOCX" href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure9.png"> <img alt="Create Activity and Save as DOCX" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure9.png" width="570" height="77" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 9: Create Activity and Save as DOCX </em></div> </div> <p>&nbsp;</p> <p>In our case, we want to save this document back in Dynamics 365 as .docx. In the next window choose your SaveLocation.</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Select a SaveLocation and name your DOCX" href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure10.png"> <img alt="Select a SaveLocation and name your DOCX" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure10.png" width="387,5" height="119" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 10: Select a SaveLocation and name your DOCX </em></div> </div> <p>&nbsp;</p> <p>Following window appears if the save process was successful:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Saving was successful" href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure11.png"> <img alt="Saving was successful" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure11.png" width="227,5" height="108" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 11: Saving was successful </em></div> </div> <p>&nbsp;</p> <p><strong><span style="color: #0077b3;">Step 6: Result</span></strong> <br /> As a result, if you go&nbsp;<span>in Dynamics 365</span>&nbsp;to your Contacts and select "Nancy Anderson (sample)" and open your template "PasswordProtection" you will be asked for the password. (See next screenshots).</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Entity Contacts in Dynamics 365" href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure12.png"> <img alt="Entitiy Contacts in Dynamics 365" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure12.png" width="679" height="402" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 12: Entity Contacts in Dynamics 365 </em></div> </div> <p>&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;</div> <p>If you now want to open your .docx template, a window pops up which asks you for the password you recently created. (See next screenshot)</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Open your docx template" href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure13.png"> <img alt="Open your docx template" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure13.png" width="271,5" height="244,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 13: Open your .docx template </em></div> </div> <p>&nbsp;</p> <p>Open your .docx template and you will be asked to type in the password.&nbsp;<br /> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Type in your password" href="/Portals/0/Blog/Password_protection_for_docx_templates/Figure14.png" style="background-color: #ffffff;"><img alt="Type in your password" class="img-responsive" src="/Portals/0/Blog/Password_protection_for_docx_templates/Figure14.png" width="319" height="134" /></a></div> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 14: Type in your password</em></div> </div> </div> </p> <p>&nbsp;</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9783DocumentsCorePack template security settings https://www.mscrm-addons.com/Blog/PostId/9564/documentscorepack-templates-security-settingsDocumentsCorePack (DCP),DCP 2011Wed, 30 Nov 2011 15:46:00 GMT<p>In CRM 2011, all DocumentsCorePack templates are stored in custom entities. <br /> The name of this custom entity is <em>DocumentsCorePack Template</em> (<em>ptm_mscrmaddons_dcptemplates</em>).<br /> Every record of this entity has the template attached as a note.</p> <p>You have got the possibility to modify the access privileges by adjusting the CRM permissions for CRM users of this custom entity.</p> <p>&nbsp; <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="DocumentsCorePack template security roles" href="http://mscrm-addons.com/images/blog/files/2011%2f11%2fsettings.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2011%2f11%2fsettings.png" width="521" height="180" /></a></div> <br /> <em>Figure 1: DocumentsCorePack template security roles</em></p> <p>Documents Core Pack adds a custom security role to your CRM with the name&nbsp;<em>DocumentsCorePack Security Role</em>. This role is added to every user after installation.</p> <p>If you are going to&nbsp;modify an existing role, or if you are going to create a new role to restrict the template permissions, please make sure that the following privileges are set as well. <br /> Otherwise, problems while running DocumentsCorePack could occur.</p> <p>&nbsp;</p> <p><strong>Permissions required to grant DocumentsCorePack running trouble-free</strong></p> <p><em>Plug-in Assembly: READ</em><br /> <em>Plug-in Type: READ</em><br /> <em>Sdk Mesasge: READ</em><br /> <em>Sdk Message Processing Step: READ</em><br /> <em>Sdk Message Processing Step Image: READ</em></p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Minimum permissions required" href="http://mscrm-addons.com/images/blog/files/2011%2f11%2fdoc2.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2011%2f11%2fdoc2.png" width="505" height="382" /></a></div> <br /> <em>Figure 2: Minimum permissions required</em></p> <p><strong>Permission required when working with SharePoint</strong> </p> <p>This permission is necessary if you use DocumentsCorePack with the <em>CRM integrated SharePoint</em> solution.</p> <p><em>Document Location: READ</em></p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Permissions required when working with SharePoint" href="http://mscrm-addons.com/images/blog/files/2011%2f11%2fdocloc.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2011%2f11%2fdocloc.png" width="273" height="250" /></a></div> <br /> <em>Figure 3: Permissions required when working with SharePoint</em></p> <div> <div><span style="font-family: Calibri; font-size: 13px;"><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;">That&rsquo;s it!</strong><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif;">.</span></span></div> </div>9564Information on Security roles: Which roles are needed for which solution?https://www.mscrm-addons.com/Blog/PostId/9545/information-about-securityroles*General*Mon, 05 Sep 2011 15:38:00 GMT<p>This article explains the security roles that must be assigned to users that should be allowed to use our Add-Ons. &nbsp;</p> <p><span>The following securityrole is mandatory by all our solutions:</span></p> <ul> <li style="font-style: italic;"><span>MSCRM-Addons General Security Role</span></li> </ul> <p>Next to this, there are Solution-specific security roles that need to be assigned:</p> <p><span><strong>DocumentsCorePack:</strong></span></p> <ul> <li style="font-style: italic;">DocumentsCorePack Security Role</li> <li style="font-style: italic;">MSCRM-ADDONS.com AutoMerge</li> </ul> <p><span><strong>TelephoneIntegration: </strong></span></p> <ul> <li style="font-style: italic;">TelephoneIntegration Security Role</li> </ul> <p><span><strong>SmartBar: </strong></span></p> <ul> <li style="font-style: italic;">MSCRM-ADDONS.com SmartBar</li> </ul> <p><span><strong>PowerSearch: </strong></span></p> <ul> <li style="font-style: italic;">MSCRM-ADDONS.com PowerSearch</li> </ul> <p><span><strong>ActivityTools: </strong></span></p> <ul> <li style="font-style: italic;">MSCRM-ADDONS.com ActivityTools</li> </ul> <p><span><strong>AttachmentExtractor: </strong></span></p> <ul> <li style="font-style: italic;">Solution runs with service user requiring sysadmin rights.</li> </ul> <p><span><strong>GroupCalendar: </strong></span></p> <ul> <li style="font-style: italic;">mscrm-addons general security role</li> <li style="font-style: italic;">MSCRM-ADDONS.com GCAutoUpdate</li> </ul> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9545Additional Steps for DCP 2011 Directory Securityhttps://www.mscrm-addons.com/Blog/PostId/9536/additional-steps-for-dcp-2011-directory-securityDocumentsCorePack (DCP),DCP 2011Tue, 21 Jun 2011 13:22:00 GMT<p>With the Directory Security Feature of DocumentsCorePack for MS CRM 2011, you can prevent users to see certain files from CRM records. Users will not be able to navigate to the associated directory within the file share or SharePoint because DocumentsCorePack will overtake the security for you. In short words: when a user is not able to see the CRM record, he/she will also not be able to see the documents.</p> <p>For a detailed description, please have a look at the <a href="http://www.mscrm-addons.com/Default.aspx?tabid=116" target="_blank">documentation</a>.</p> <p>However, you have to do additional steps for the Directory Security.</p> <p>Each time a user accesses the documents through DocumentsCorePack, the user will be granted for this specific directory. Because it is possible that user privileges are changed, the user will not have permissions to see the CRM record anymore.</p> <p>But the permissions are already granted. That is the reason why DocumentsCorePack resets the permission every night at 11pm (server time). But you have to specify a user under which the task should run. You have to do this manually.</p> <p>To do so, please open the Windows Task Scheduler</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Windows Task Scheduler" href="http://mscrm-addons.com/images/blog/files/2011%2f7%2fdirsec1.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2011%2f7%2fdirsec1.png" width="514" height="367" /></a></div> </p> <p><em>Figure 1: Windows Task Scheduler</em></p> <p><em><br /> </em></p> <p>You'll see two tasks, the&nbsp;<em>DCP FX-SPS Directory Security Resetter</em> which is for FileExplorer and the <em>DCP FX-SPS Directory Security Resetter sps,&nbsp;</em>which resets the SharePoint Directory Security.</p> <p>Per default, the tasks are running under the SYSTEM account which has not enough privileges to connect to CRM.</p> <p>You need to specify a user which is able to <strong>read all organizations</strong>.</p> <p>To do so, double-click the tasks and click on <em>Change User or Group</em>&nbsp;and specify a user which is able to connect to CRM.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Change user group" href="http://mscrm-addons.com/images/blog/files/2011%2f7%2fdirsec2.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2011%2f7%2fdirsec2.png" width="512" height="380" /></a></div> </p> <p><em>Figure 2: Change user group</em></p> <p>Now the directory security will be resetted every night to the default permissions.</p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9536How to resolve Windows Live Network is unavailable from this site error in CRM 2011 Onlinehttps://www.mscrm-addons.com/Blog/PostId/9525/how-to-resolve-e28098windows-live-network-is-unavailable-from-this-sitee28099-error-with-microsoft-crm-2011-onlineAutoMerge (AM),AM 2011Fri, 27 May 2011 09:58:00 GMT<p>Sometimes, the following error occurs when one tries to login at <em>Microsoft Dynamics CRM 2011 Online Web Client</em>:</p> <p>"The Windows Live Network is unavailable from this site for one of the following reasons&hellip;&rdquo;</p> <p><a href="http://mscrmonline.files.wordpress.com/2011/02/image.png"><img title="image" src="http://mscrmonline.files.wordpress.com/2011/02/image_thumb.png?w=644&amp;h=301" alt="image" width="526" height="194" style="border-width: 0px; border-style: solid;" /></a></p> <p><em>Figure 1: Error message</em></p> <p>This article focusses on how to resolve this error.&nbsp;</p> <p>&nbsp;</p> <p><strong><span style="color: #0000ff;">Solution:</span></strong></p> <p><strong><span style="color: #0000ff;">&nbsp;</span></strong>1) Update the Internet Explorer Security Site settings</p> <p>To do so, open the Internet Explorer and navigate to<br /> Tools menu &gt; Internet Options &gt; Security tab. There, select <em>Trusted sites. </em>Then click on the <em><strong>[Sites]</strong></em>-button.</p> <p><a href="http://mscrmonline.files.wordpress.com/2011/02/image1.png"><img title="image" src="http://mscrmonline.files.wordpress.com/2011/02/image_thumb1.png?w=409&amp;h=528" alt="image" width="409" height="528" style="border-width: 0px; border-style: solid;" /></a></p> <p><em>Figure 2: Internet Options</em></p> <p>&nbsp;</p> <p>Now add the three following sites to the zone:</p> <p>&nbsp;</p> <ol> <li>https://login.live.com</li> <li>https://signin.crm.dynamics.com</li> <li>https://<crmonlineorganization>.crm.dynamics.com</crmonlineorganization></li> </ol> <p><a href="http://mscrmonline.files.wordpress.com/2011/02/image2.png"><img title="image" src="http://mscrmonline.files.wordpress.com/2011/02/image_thumb2.png?w=377&amp;h=332" alt="image" width="377" height="332" style="border-width: 0px; border-style: solid;" /></a></p> <p><em>Figure 3: Trusted Sites</em></p> <p>&nbsp;</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9525Access rights issues while starting configurationhttps://www.mscrm-addons.com/Blog/PostId/9522/access-rights-issues-while-starting-configuration*General*Sun, 01 May 2011 09:49:00 GMT<p>On a migrated organization, make sure the <em>dcp/gc/ti security role</em> migrated from <em>CRM 4</em> is deleted.</p> <p>This migrated role might interfere with the new setup and block the user from installing, because rights are checked wrongly.</p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9522WordMailMerge Add-on Errorhttps://www.mscrm-addons.com/Blog/PostId/9510/info-wordmailmerge-security-settingsDocumentsCorePack (DCP),DCP 4.0Fri, 10 Dec 2010 09:39:00 GMT<p><strong>Problem</strong></p> <hr /> <p><img alt="" src="/portals/0/blog/wordmailmerge%20Add-on%20error/f4f12e43-2ce1-4d6a-bfbf-5789.BMP" width="506" height="506" style="margin-left: 0px; margin-right: 0px; border-width: 0px; border-style: solid;" /></p> <p><em>Figure 1: Security Issue: WordMailmErge Add-On Error</em></p> <p>[more]...</p> <p>&nbsp;</p> <p><strong>Solution</strong></p> <hr /> <p>To solve this issue, you first have to set the Internet Explorer Security, to enable mail merge from the CRM web client.</p> <p><span style="background-color: #ffffff; color: #ff0000;">Please note: The tasks below are done on each client machine or on the terminal server. These settings apply for all versions of the Internet Explorer (including IE 7).</span></p> <p >WordMailMerge will run under the standard security settings pre-defined for the&nbsp;<em>Trusted sites</em>. However, as part of the IE security, you will be prompted if you want to activate the WordMailMerge ActiveX add-in.</p> <p>In order to run WordMailMerge without being prompted, follow the steps below.</p> <p>&nbsp;</p> <p>First, you need to check which Security Zone the CRM system runs on the client machine.</p> <p>To do so, follow the below steps:</p> <p>1. Start the Internet Explorer<br /> 2. Type the CRM Server address in the <em>Address Bar</em><br /> 3. Check the Zone Setting on the right side of the Internet Explorer Status Bar</p> <p>Example of the Zone Settings:</p> <p><img alt="" src="/portals/0/blog/wordmailmerge%20Add-on%20error/496c2c4f-acc6-4c1f-984a-2a9b.gif" style="margin-left: 0px; margin-right: 0px; border-width: 0px; border-style: solid;" /></p> <p><em>Figure 1: Example of zone setting</em></p> <p >Figure Nr 2 shows you how to change the security zone of MS CRM.</p> <p><img alt="" src="http://support.mscrm-addons.com/instantkb/Attachments/2d8f5f57-e9ce-4da8-93a8-568a.jpg" width="319" height="402" style="margin-left: 0px; margin-right: 0px; border-width: 0px; border-style: solid;" /></p> <p><em>Figure 2: Internet Options window</em></p> <p>&nbsp;</p> <p><span style="color: #ff0000;">Please enter your CRM-site to this list on every client!<br /> &nbsp;</span></p> <p>Now setup the Internet Explorer to allow the WordMailMerge ActiveX controls to run:</p> <p>Doubleclick on the <em>Zone Setting Icon</em> (Local Intranet in this example). The following dialog box will appear:</p> <p><a href="http://blogs.mscrm-addons.com/image.axd?picture=01.png"><img style="display: inline;" title="01" src="http://blogs.mscrm-addons.com/image.axd?picture=01_thumb.png" alt="01" width="319" height="409" /></a></p> <p><em>Figure 3: Internet Options - Security dialog box</em></p> <p>&nbsp;</p> <p>Now make sure, that the highlighted checkbox is deactivated:</p> <p><img alt="" src="http://support.mscrm-addons.com/instantkb/Attachments/26a6b8c2-079d-4ce2-b550-2c97.jpg" width="319" height="410" align="textTop" style="vertical-align: top; margin-left: 0px; margin-right: 0px; border-width: 0px; border-style: solid;" /></p> <p><em>Figure 4: Security dialog box</em></p> <p >Now click on the <strong><em>[Custom Level]</em>-</strong>button to see the current <em>Security Zone Settings</em>. <br /> You must now set the following settings, to either <em>Enable</em> or <em>Prompt</em> (<em>Enable</em> is recommended):</p> <p><a href="http://blogs.mscrm-addons.com/image.axd?picture=02.png"><img style="display: inline;" title="02" src="http://blogs.mscrm-addons.com/image.axd?picture=02_thumb.png" alt="02" width="319" height="365" /></a></p> <p><em>Figure 5: Security Settings - Trusted Sites Zone</em></p> <p><a href="http://blogs.mscrm-addons.com/image.axd?picture=03.png"><img style="display: inline;" title="03" src="http://blogs.mscrm-addons.com/image.axd?picture=03_thumb.png" alt="03" width="319" height="363" /></a></p> <p><em>Figure 6: Security Settings - Trusted Sites Zone1</em></p> <p><a href="http://blogs.mscrm-addons.com/image.axd?picture=04.png"><img style="display: inline;" title="04" src="http://blogs.mscrm-addons.com/image.axd?picture=04_thumb.png" alt="04" width="319" height="363" /></a></p> <p><em>Figure 7: Security Settings - Trusted Sites Zone2</em></p> <p><em><br /> </em></p> <p>Click twice on the <em><strong>[OK]</strong></em>-button in order to accept and close the <em>Security Zone Settings</em>.</p> <p>The WordMailMerge Client is now setup and ready to mail merge from both Microsoft Word and the Microsoft CRM Web Client.</p> <p>&nbsp;</p> <p><span style="font-size: small;"><strong>If this still not resolves the issue:</strong></span></p> <p>Please have a look at <a href="http://blogs.mscrm-addons.com/post.aspx?id=414e97ea-370b-49cd-b420-e5b24464596c">this article</a></p> <p>&nbsp;</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9510Security Update for 2007 Microsoft Office System (KB2251419)https://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9498/security-update-for-2007-microsoft-office-system-(kb2251419).aspxDocumentsCorePack (DCP),DCP 2011,DCP 2013Wed, 18 Aug 2010 16:00:00 GMT<p><strong>Error Message:</strong></p> <p>(if you try to merge a document)</p> <p><em><br /> You are trying to read or write to protected memory, this is a sign that the memory is corrupt.</em></p> <p>&nbsp;</p> <p><strong>Problem:</strong></p> <p>The reference is not set correctly.</p> <p>This is caused by the <em>Security Update for 2007 Microsoft Office System (KB2251419).</em></p> <p>&nbsp;</p> <p><strong>Solution:</strong></p> <p>You have to delete this security update and the merge will work without any problems.</p> <p>(Tested on XP with Office 2007)</p>9498Enabling SSL on IIS 7.0 Using Self-Signed Certificateshttps://www.mscrm-addons.com/Blog/PostId/9495/enabling-ssl-on-iis-70-using-self-signed-certificates*General*Tue, 10 Aug 2010 12:22:00 GMT<p><a href="http://en.wikipedia.org/wiki/Transport_Layer_Security">SSL</a> enables browsers to communicate with a web-server over a secure channel that prevents eavesdropping, tampering and message forgery.&nbsp; You should always use SSL for login pages where users are entering usernames/passwords, as well as for all other sensitive pages on sites (for example: account pages that show financial or personal information).</p> <p>Configuring SSL on Windows with previous versions of IIS has been a pain.&nbsp; Figuring out how to install and manage a certificate, and then associate it with a web-site, is something I bet most web developers don't know how to enable.</p> <p>The good news is that IIS 7.0 makes it radically easier to configure and enable SSL.&nbsp; IIS 7.0 also now has built-in support for creating "Self Signed Certificates" that enable you to easily create test/personal certificates that you can use to quickly SSL enable a site for development or test purposes.&nbsp;</p> <p>Using IIS 7.0 you can SSL enable an existing web site in under 30 seconds.&nbsp; The below tutorial demonstrates how to-do this.</p> <p><strong>Step 1: Create a new website</strong><strong>&nbsp;</strong></p> <p>We'll start by creating a new web-site using the new IIS 7.0 admin tool.&nbsp; This admin tool is a complete re-write of the previous IIS admin tool (and was written entirely in managed code using Windows Forms), and provides a more logical organization of web features.&nbsp; It provides a GUI admin experience for all ASP.NET and IIS settings:</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image001.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image001.jpg"></a><a title="IIS 7.0" href="http://mscrm-addons.com/images/blog/files/clip_image001.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image001" src="http://mscrm-addons.com/images/blog/files/clip_image001_thumb.jpg" alt="clip_image001" width="244" height="166" /></a></div> </p> <p><em>Figure 1: IIS 7.0</em></p> <p><em><br /> </em></p> <p>To create a new site on the box, right click on the <em>Web Sites-</em>node in the left hand treeview pane and select the <em>Add Web Site</em> context menu option. Enter the appropriate details to create a new web-site:</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image002_1.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image002_1.jpg"></a><a title="Add Web Site" href="http://mscrm-addons.com/images/blog/files/clip_image002_1.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image002" src="http://mscrm-addons.com/images/blog/files/clip_image002_thumb_1.jpg" alt="clip_image002" width="244" height="225" /></a></div> </p> <p><em>Figure 2: Add Web Site<br /> &nbsp;</em></p> <p>One nice feature of IIS7 on Windows Vista is that you can now have an unlimited number of sites on a box (previous versions of IIS on Windows Client only allowed 1 site).&nbsp; The 10 simultaneous request limitation on Windows Client versions of IIS also no longer exists with IIS 7.0.</p> <p>Once we've completed the above steps, we will now have a brand new site running on our IIS web-server.</p> <p><strong>Step 2: Create a new self signed certificate</strong><strong>&nbsp;</strong></p> <p>Before binding SSL rules to our new site, we need to first import and setup a security certificate to use with the SSL binding.&nbsp;</p> <p>Certificates are managed in IIS 7.0 by clicking the <em>root machine-</em>node in the left-hand tree-view explorer, and then selecting the <em>Server Certificates</em> icon in the feature pane on the right:</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image003.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image003.jpg"></a><a title="Manage certificates" href="http://mscrm-addons.com/images/blog/files/clip_image003.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image003" src="http://mscrm-addons.com/images/blog/files/clip_image003_thumb.jpg" alt="clip_image003" width="244" height="150" /></a></div> </p> <p><em>Figure 3: Manage certificates<br /> &nbsp;</em></p> <p>This will then list all certificates registered on the machine, and allow you to optionally import and/or create new ones.</p> <p>I could optionally go to a certificate authority like <em>Verisign </em>and purchase a certificate to import using this admin UI.&nbsp; Alternatively, I can create a <em>self-signed certificate</em> which is a test certificate that I can use during the development and testing of my site. To do so, click on the <em>Create Self-Signed Certificate</em>&nbsp;link on the right-hand side of the admin tool:</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image004_1.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image004_1.jpg"></a><a title="Click on theCreate Self-Signed Certificatelink" href="http://mscrm-addons.com/images/blog/files/clip_image004_1.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image004" src="http://mscrm-addons.com/images/blog/files/clip_image004_thumb_1.jpg" alt="clip_image004" width="244" height="150" /></a></div> </p> <p><em>Figure 4: Click on the&nbsp;Create Self-Signed Certificate&nbsp;link&nbsp;</em></p> <p>&nbsp;</p> <p>Enter a name to use for the certificate (for example: <em>test</em>) and proceed with a click on the <em><strong>[OK]</strong></em>-button. IIS7 will then automatically create a new self-signed crypto certificate for you and register it on the machine:</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image005.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image005.jpg"></a><a title="Server Certificates" href="http://mscrm-addons.com/images/blog/files/clip_image005.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image005" src="http://mscrm-addons.com/images/blog/files/clip_image005_thumb.jpg" alt="clip_image005" width="244" height="92" /></a></div> </p> <p><em>Figure 5: Server Certificates</em></p> <p>&nbsp;</p> <p><strong>Step 3: Enable HTTPS bindings for our new site</strong><strong>&nbsp;</strong></p> <p>To SSL enable the website we have created previously, please select the website node in the left hand treeview, and the click on the <em>Bindings-</em>link in the&nbsp;<em>actions-</em>pane on the right-hand side of the screen:</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image006_1.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image006_1.jpg"></a><a title="Click on the Bindings-link" href="http://mscrm-addons.com/images/blog/files/clip_image006_1.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image006" src="http://mscrm-addons.com/images/blog/files/clip_image006_thumb_1.jpg" alt="clip_image006" width="244" height="170" /></a></div> </p> <p><em>Figure 6: Click on the Bindings-link</em></p> <p><em><br /> </em></p> <p>This will then bring up a dialog that lists all of the binding rules that direct traffic to this site (meaning the host-header/IP address/port combinations for the site):</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image007.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image007.jpg"></a><a title="Web Site Binding dialog" href="http://mscrm-addons.com/images/blog/files/clip_image007.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image007" src="http://mscrm-addons.com/images/blog/files/clip_image007_thumb.jpg" alt="clip_image007" width="244" height="103" /></a></div> </p> <p><em>Figure 7: Web Site Binding dialog&nbsp;</em></p> <p>To enable SSL for the site, click on the <em><strong>[Add]</strong></em>-button. This will bring up an <em>add binding</em> dialog that we can use to add HTTPS protocol support. We can select the self-signed certificate we created earlier from the SSL certificate dropdownlist in the dialog, and in doing so indicate that we want to use that certificate when encrypting content over SSL: </p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image008.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image008.jpg"></a><a title="Add Web Site Binding dialog" href="http://mscrm-addons.com/images/blog/files/clip_image008.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image008" src="http://mscrm-addons.com/images/blog/files/clip_image008_thumb.jpg" alt="clip_image008" width="244" height="129" /></a></div> </p> <p><em>Figure 8: Add Web Site Binding dialog&nbsp;</em></p> <p>Click on the <em><strong>[OK]</strong></em>-button, and we now have SSL enabled for our site: </p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image009.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image009.jpg"></a><a title="SSL enabled" href="http://mscrm-addons.com/images/blog/files/clip_image009.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image009" src="http://mscrm-addons.com/images/blog/files/clip_image009_thumb.jpg" alt="clip_image009" width="244" height="103" /></a></div> </p> <p><em>Figure 9: SSL enabled&nbsp;</em></p> <p><em><br /> </em></p> <p><strong>Step 4: Test the website</strong><strong>&nbsp;</strong></p> <p>Add a <em>default.aspx-</em>page to the site, and then try and hit it with the browser by typing <a href="https://localhost/default.aspx">https://localhost/default.aspx</a> (note the usage of "https" instead of "http" to indicate that you want to connect over SSL).</p> <p>If you are using Internet Explorer (IE) 7, you could see this anti-phishing error message:&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image010.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image010.jpg"></a><a title="Anti-phishing error message" href="http://mscrm-addons.com/images/blog/files/clip_image010.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image010" src="http://mscrm-addons.com/images/blog/files/clip_image010_thumb.jpg" alt="clip_image010" width="244" height="152" /></a></div> </p> <p><em>Figure 10: Anti-phishing error message</em></p> <p><em><br /> </em></p> <p>Don't panic if this happens - it simply indicates that IE is trying to be helpful by suggesting that a self-signed certificate on your local machine looks suspicious.</p> <p>Click the <em>Continue to this website</em>-link to bypass this security warning and proceed to the site. You'll find that your <em>default.aspx</em> page is now running protected via SSL:&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image011.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image011.jpg"></a><a title="The result" href="http://mscrm-addons.com/images/blog/files/clip_image011.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image011" src="http://mscrm-addons.com/images/blog/files/clip_image011_thumb.jpg" alt="clip_image011" width="244" height="128" /></a></div> </p> <p><em>Figure 11: The result</em></p> <p>Well done! :)&nbsp;<strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p> <p>&nbsp;</p> <p><strong>Appendix: A Few Last SSL Notes</strong><strong>&nbsp;by Scott Guthrie</strong></p> <p>A few last SSL related notes:</p> <ul> <li>The IIS 7.0 admin tool has an <em>SSL Settings-</em>node that you can select for each site, directory or file that allows you to control whether that particular resource (and by default its children) requires an SSL request in order to execute. &nbsp;<br /> This is useful for pages like a <em>login.aspx-</em>page, where you want to guarantee that users can only enter their credentials when they are posting via an encrypted channel. <br /> If you configure the <em>login.aspx-</em>page to require SSL, IIS 7.0 will block browsers from accessing it, unless they are doing so over SSL.</li> </ul> <ul> <li>Within an ASP.NET page or handler, you can programmatically check whether the current request is using SSL by checking the Request.IsSecure property (it will return <em>true</em> if the incoming browser request is over SSL). </li> </ul> <ul> <li>You can set the <em>requireSSL</em> attribute on the <em> <forms> </forms> </em> configuration section within <em>web.config-</em>files to have ASP.NET's forms-authentication system ensure that forms-authentication cookies are only set and used on SSL enabled pages and URLs.&nbsp; <br /> This avoids the risk of a hacker trying to intercept the authentication cookie on a non-SSL secured page, and then trying to use a <em>replay attack</em> from a different machine to impersonate a user.</li> </ul> <p>For more information on IIS 7.0, please <a href="http://weblogs.asp.net/scottgu/archive/2007/04/02/iis-7-0.aspx">read my earlier IIS 7.0 overview blog post</a>.&nbsp; Also make sure to check out the <a href="http://www.iis.net">www.iis.net</a> website.&nbsp;</p> <p>To read more of my <em>Tips and Tricks</em> blog posts, please visit my <a href="http://weblogs.asp.net/scottgu/pages/ASP.NET-2.0-Tips_2C00_-Tricks_2C00_-Recipes-and-Gotchas.aspx">Tips and Tricks Summary Page</a>.</p>9495