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Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogHow to synchronize TelephoneIntegration history with actual phonecallshttps://www.mscrm-addons.com/Blog/PostId/9859/how-to-synchronize-telephoneintegration-history-with-actual-phonecalls!TelephoneIntegration (TI),TI 2013,TI 2015 / 2016Fri, 25 Sep 2015 11:00:00 GMT<p><strong>INTRODUCTION </strong></p> <p>This article explains the steps required<em> to synchronize the actual call duration as recorded in the TelephoneIntegration history with actual phone calls in CRM. </em></p> <p><strong>Addon: </strong><a href="http://www.mscrm-addons.com/Products/MSCRM2013/TelephoneIntegration/tabid/173/language/en-US/Default.aspx">TelephoneIntegration for MS CRM 2013, 2015</a></p> <p><strong>Prerequisite:</strong></p> <p>This will only work for phonecalls, that are created with the <em>always store-</em>option enabled in the CTI clients options.</p> <p>&nbsp;</p> <p><strong>1)</strong> Start with creating a new workflow <em>(CRM &gt; Settings &gt; Processes)</em> and attach it to the entity <em>MSCRM-Addons.com CTI Call History</em>.<br /> &nbsp; &nbsp; In case you have not created a workflow in Microsoft Dynamics CRM yet, get some advice how to do this</p> <ul> <li>in&nbsp;<a href="http://www.mscrm-addons.com/Blog/PostId/9749/Workflow-creation with AutoMerge for MS Dynamics CRM 2013 Online" target="_blank">CRM Online here</a></li> <li>in&nbsp;<a href="http://www.mscrm-addons.com/Support/Documentations/tabid/116/Default.aspx" target="_blank">CRM on premise in our documentation</a></li> </ul> <p><a href="http://mscrm-addons.com/images/blog/files/a1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/a1.png"></a><a title="Create workflow" href="http://mscrm-addons.com/images/blog/files/a1.png"><img class="img-responsive" style="display: inline; border: 0px;" title="a1" src="http://mscrm-addons.com/images/blog/files/a1_thumb.png" alt="a1" width="244" height="82" /></a></div> <br /> <em>Figure 1: Create workflow</em></p> <p><strong>2)</strong> On the next page make sure the <em>start when</em>-option is set to <em>Record is Created</em>.&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/a2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/a2.png"></a><a title="Set start when-option" href="http://mscrm-addons.com/images/blog/files/a2.png"><img class="img-responsive" style="display: inline; border: 0px;" title="a2" src="http://mscrm-addons.com/images/blog/files/a2_thumb.png" alt="a2" width="244" height="100" /></a></div> <br /> <em>Figure 2: Set start when-option</em></p> <p><strong>3) </strong>Add a <em>Check Condition</em>-step&nbsp;that will check if the history record has the phone call activity GUID info. Edit it like shown in Figure 3.&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/pic2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/pic2.png"></a><a title="Edit Check Condition-step" href="http://mscrm-addons.com/images/blog/files/pic2.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="pic2" src="http://mscrm-addons.com/images/blog/files/pic2_thumb.png" alt="pic2" width="244" height="144" /></a></div> <br /> <em>Figure 3: Edit Check Condition-step</em></p> <p><strong>4)</strong> Add a <em>Wait Condition</em> that will start 5 mintes after the record is created. The record is created at the end of the call. Users can adujst the time (5 minutes) to their needs. It should be edited as shown in Figure 4.<br /> <a href="http://mscrm-addons.com/images/blog/files/a3.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/a3.png"></a><a title="Edit Wait Condition-step" href="http://mscrm-addons.com/images/blog/files/a3.png"><img class="img-responsive" style="display: inline; border: 0px;" title="a3" src="http://mscrm-addons.com/images/blog/files/a3_thumb.png" alt="a3" width="244" height="79" /></a></div> <br /> <em>Figure 4: Edit Wait Condition-step</em></p> <p><strong>5)</strong> Add an&nbsp;<em>Update Record</em>-step as substep to your <em>Wait Condition</em>. It will update the lastsync field. Edit it as shown in Figure 5.<br /> <a href="http://mscrm-addons.com/images/blog/files/pic4.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/pic4.png"></a><a title="Edit Update Record-step" href="http://mscrm-addons.com/images/blog/files/pic4.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="pic4" src="http://mscrm-addons.com/images/blog/files/pic4_thumb.png" alt="pic4" width="244" height="112" /></a></div> <br /> <em>Figure 5: Edit Update Record-step</em></p> <p>The generated workflow steps should now look like this:</p> <p><a href="http://mscrm-addons.com/images/blog/files/a5.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/a5.png"></a><a title="Generated workflow steps" href="http://mscrm-addons.com/images/blog/files/a5.png"><img class="img-responsive" style="display: inline; border: 0px;" title="a5" src="http://mscrm-addons.com/images/blog/files/a5_thumb.png" alt="a5" width="244" height="78" /></a></div> <br /> <em>Figure 6: Generated workflow steps</em></p> <p>Save the workflow and activate it.</p> <p><strong>6)</strong> Start your <em>CRM Plugin Registration Tool</em>, connect to your CRM organization(s) and under Registered Plugins check for&nbsp;<em>PTM.Plugins.</em> Expand it. <br /> Right click on&nbsp;<em>PTM.Plugins.SyncNumberPlugin. </em>Then select&nbsp;<em>Register New Step</em> as outlined in Figure 7. &nbsp; &nbsp;<br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/pic5.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/pic5.png"></a><a title="Register new step" href="http://mscrm-addons.com/images/blog/files/pic5.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="pic5" src="http://mscrm-addons.com/images/blog/files/pic5_thumb.png" alt="pic5" width="244" height="108" /></a></div> <br /> <em>Figure 7: Register new step</em></p> <p><strong>7)</strong> When the <em>CTI </em>marks the call as <em>finished</em>, the information is stored in the <em>history table</em>. <br /> The first step checks if the <em>linkedactivityid </em>contains a phone call guid. If yes, it waits for 5 minutes. Within the 5 minutes, the user has to finish the modification of the open phone call by saving it (but not completing it). 5 minutes after the call has been finished, the <em>lastsyncdate </em>will be updated.<br /> This behaviour triggers the <em>SyncNumberPlugin</em>. If the phone call was not read only, then the <em>duration </em>field will be updated.</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>9859DCP service error messagehttps://www.mscrm-addons.com/Blog/PostId/9858/dcp-service-error-messageDocumentsCorePack (DCP),DCP 2013,DCP 2015 / 2016Thu, 24 Sep 2015 15:38:00 GMT<p>The error message displayed in Figure 1 indicates, that there are either too many documents to generate (rather unlinkely) at the moment or that the DCP service is not running.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_960.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_960.png"></a><a title="error message" href="http://mscrm-addons.com/images/blog/files/image_960.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_933.png" alt="image" width="244" height="219" /></a></div> <br /> <em>Figure 1: error message</em></p> <p ><strong>Solution:&nbsp;</strong></p> <p>The above error message can occur when you start a batch in DocumentsCorePack. To solve this issue, you have to activate or setup a new service.&nbsp;<br /> Learn how to create a service</p> <p>in <a href="http://www.mscrm-addons.com/Products/MS-CRM-2013/DocumentsCorePack/Cloud-Service-Configuration" target="_blank">CRM online</a> here.</p> <p>in <a href="http://www.mscrm-addons.com/Blog/PostId/9934/How to start a service in DocumentsCorePack ServerBased (on premise)?" target="_blank">CRM on-premise</a> here.&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>9858How to add a language to ActivityToolshttps://www.mscrm-addons.com/Blog/PostId/9857/how-to-add-a-language-for-activitytools-for-crm-2015ActivityTools (AT),AT 2015 / 2016Thu, 24 Sep 2015 13:17:00 GMT<p>This article outlines how to add a CRM language to ActivityTools.</p> <p>This functionality of ActivityTools is important, if your CRM language is NOT English and/or German, but you want ActivityTools to be displayed in this other language.&nbsp;</p> <p>Let us pretend, that your CRM is based on French, but ActivityTools is displayed in English. If you want to change that language-mix, please follow the below step-by-step description.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image002_8.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_8.jpg"></a><a title="CRM (French) with Activity Tools (English)" href="http://mscrm-addons.com/images/blog/files/clip_image002_8.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image002" src="http://mscrm-addons.com/images/blog/files/clip_image002_thumb_8.jpg" alt="clip_image002" width="244" height="100" /></a></div> <br /> <em>Figure 1: CRM (French) with Activity Tools (English)</em></p> <p><strong><br /> How to change a language for ActivityTools for MS CRM 2015: </strong></p> <p><strong>1)</strong> First, must get the correct language code of your desired CRM language. <br /> To do so, open <em>CRM &gt; Settings &gt; Administration &gt; Languages</em>. <br /> The installed languages and their codes are displayed in the grid. <br /> English, for example, has the code <em>1033</em>, while German has the code <em>1031</em>.</p> <p><strong>2)</strong> Then open <em>CRM &gt; Settings &gt; MSCRM-ADDONS.COM Products</em>. Open the record named <em>ActivityTools.</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image003_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_image003_2.png"></a><a title="Open record" href="http://mscrm-addons.com/images/blog/files/clip_image003_2.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image003" src="http://mscrm-addons.com/images/blog/files/clip_image003_thumb_1.png" alt="clip_image003" width="244" height="89" /></a></div> <br /> <em>Figure 2: Open record<br /> &nbsp;</em></p> <p><strong>3) </strong>Within ActivityTools, look for the <em>ATClanguages-</em>setting and open it.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image004_6.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_6.png"></a><a title="Open ATClanguage-setting" href="http://mscrm-addons.com/images/blog/files/clip_image004_6.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image004" src="http://mscrm-addons.com/images/blog/files/clip_image004_thumb_6.png" alt="clip_image004" width="244" height="234" /></a></div> <br /> <em>Figure 3: Open ATClanguage-setting</em></p> <p><strong>4)</strong>&nbsp;The opened setting should look like Figure 4.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image006_2.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_2.jpg"></a><a title="ATClanguage-setting" href="http://mscrm-addons.com/images/blog/files/clip_image006_2.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image006" src="http://mscrm-addons.com/images/blog/files/clip_image006_thumb_2.jpg" alt="clip_image006" width="244" height="136" /></a></div> <br /> <em>Figure 4: ATClanguage-setting</em></p> <p><strong>5)</strong> Next, copy the whole content of its <em>KeyValue</em>&nbsp;into any <em>.xml</em>-editor (in this example, we use a .x<em>ml-</em>file&nbsp;of <em>VisualStudio</em>)</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image007_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_image007_2.png"></a><a title="VisualStudio .xml-file" href="http://mscrm-addons.com/images/blog/files/clip_image007_2.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image007" src="http://mscrm-addons.com/images/blog/files/clip_image007_thumb_2.png" alt="clip_image007" width="244" height="77" /></a></div> <br /> <em>Figure 5: VisualStudio .xml-file</em></p> <p><strong>6)</strong> The <em>.xml</em>-file contains two sub nodes. The first (<em>Activities)</em>&nbsp;contains the display names of all CRM activities for all activated CRM languages. This part is generated automatically.</p> <p>The second (<em>Static</em>) is the one we have to work on.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image008_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_image008_5.png"></a><a title="Second node (Static) in .xml-file" href="http://mscrm-addons.com/images/blog/files/clip_image008_5.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image008" src="http://mscrm-addons.com/images/blog/files/clip_image008_thumb_5.png" alt="clip_image008" width="244" height="189" /></a></div> <br /> <em>Figure 6: Second node (Static) in .xml-file</em></p> <p>If you, as in our example, want to display items in French, you have to add the language. <br /> As you can see, the lines usually follow this pattern:</p> <p><tl id="languagecode">translated item</tl></p> <p><tl id="1033">NEW ACTIVITY</tl></p> <p>To add French, you simply have to insert the language code for French (<em>1036</em>) and the translated item.<br /> <span style="color: #ff0000;">Please note: you have to translate all items by yourself - ActivityTool automatically uses the English items if an item is not translated into the target language.</span>&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image009_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_image009_1.png"></a><a title="AcitivityTools language example - French added" href="http://mscrm-addons.com/images/blog/files/clip_image009_1.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image009" src="http://mscrm-addons.com/images/blog/files/clip_image009_thumb_1.png" alt="clip_image009" width="244" height="140" /></a></div> <br /> <em>Figure 7: AcitivityTools language example - French added&nbsp;</em></p> <p>As soon as you have finished, copy the whole <em>.xml</em>-file back into the CRM setting and save it.</p> <p>After refreshing <em>ActivityTools</em>, it will display the correct names:</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image010_3.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_3.png"></a><a title="Activity Tools displaying all items in French" href="http://mscrm-addons.com/images/blog/files/clip_image010_3.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image010" src="http://mscrm-addons.com/images/blog/files/clip_image010_thumb_3.png" alt="clip_image010" width="244" height="66" /></a></div> <br /> <em>Figure 8: Activity Tools displaying all items in French</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>9857Service-based printing in DocumentsCorePackhttps://www.mscrm-addons.com/Blog/PostId/9854/documentscorepack-serverbased-service-based-printingDocumentsCorePack (DCP),DCP 2013,DCP 2015 / 2016Wed, 12 Aug 2015 15:26:00 GMT<p style="text-align: justify;"><a href="http://www.mscrm-addons.com/Products/MSCRM2013/DocumentsCorePack/tabid/170/language/en-US/Default.aspx">DCP Server</a>&nbsp;offers a <em>service-based </em>printing option which is additionally available to the already known <em>plugin-based </em>printing option. This additional option is based on a service which is running in the background.</p> <p style="text-align: justify;"><em>DCP ServerBased printing feature</em> provides the possibility to <em>create and manage printer configurations</em> for starting:</p> <ul> <li style="text-align: justify;"><strong>local print jobs</strong> via<strong> DCP Server Local Printer Configuration</strong> (supported format: .pdf)</li> <li style="text-align: justify;"><strong>global print jobs</strong> online via <strong>Google CloudPrint Configuration</strong> (supported formats: .docx, .pdf, .html. .jpg, .bmp)</li> </ul> <p style="text-align: justify;"><strong>Requirements:</strong> DocumentsCorePack ServerBased for MS Dynamics CRM v5.30 and higher</p> <p style="text-align: justify;"><a href="#A"><strong>A)</strong> How to create a service for document printing</a> <br /> <a href="#B"><strong>B)</strong> How to add the service-based printing step to a workflow or dialog</a> <br /> <a href="#C"><strong>C)</strong> Exception 1: How to add the service-based printing step to already existing workflows</a> <br /> <a href="#D"><strong>D)</strong> Exception 2: How to add the service-based printing step to workflows including a <em>Delete Document</em>-step.</a> <br /> <br /> <span style="color: #ff0000;"><strong>Please note:</strong> If you already run a service for printing documents (as this is quite usual when using <em>DCP Server </em>with <em>CRM Online</em>), you can skip the first section of this article and can continue reading in section&nbsp;B).</span></p> <p id="A" style="text-align: justify;"><strong>A) How to create a service for document printing&nbsp;<br /> </strong><strong> <br /> </strong>Before you can to add service-based printing to a workflow, you need to configure and start a service.</p> <p style="text-align: justify;"><strong>A1)</strong> Start&nbsp;the&nbsp;<em>Service Configuration DocumentsCorePack for MS CRM 2015</em> from within the Windows start pane.&nbsp;<br /> <a title="Look for ServiceManagement in the Start-menu" href="http://mscrm-addons.com/images/blog/files/image_938.png" style="background-color: #ffffff;"><img class="img-responsive" style="display: inline; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_911.png" alt="image" width="221" height="244" /></a><br /> <em>Figure 1: Look for ServiceManagement in the Start-menu</em>&nbsp;<br /> <br /> </p> <p style="text-align: justify;"><strong>A2)</strong> Once opened, create a new service or select an existing one. If you want to create a new service, type in the name of the service and click on the green tick mark.&nbsp;<br /> <span style="color: #ff0000;">Please note: Once set, the ServiceName cannot be changed <g data-gr-id="461" id="461" class="gr_ gr_461 gr-alert gr_spell ContextualSpelling multiReplace">anymore</g>!</span>&nbsp;Click on the&nbsp;<em><strong>[Save service configuration]</strong></em>-button in order to proceed.&nbsp;&nbsp;<br /> <a title="DCP ServerBased Service Overview." href="http://mscrm-addons.com/images/blog/files/image_939.png" style="background-color: #ffffff;"><img class="img-responsive" style="display: inline; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_912.png" alt="image" width="244" height="169" /></a><br /> <em>Figure 2: DCP ServerBased Service Overview<br /> </em></p> <p style="text-align: justify;"><strong>A3)</strong> Next, define which type of jobs the service should work on. Select <em>only print jobs</em>. You have also the possibility to set a filter for the printer to be used. This is essential e.g. in the following case: If you have offices in Austria and in the US, you can type in the name of the printer located in your office (e.g. at your Austrian office) in order to avoid that your documents are printed by the printer located in the other office (eg. at your American office) .<br /> <a title="Select which type of jobs the service should work on" href="http://mscrm-addons.com/images/blog/files/image_940.png" style="background-color: #ffffff;"><img class="img-responsive" style="display: inline; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_913.png" alt="image" width="244" height="195" /></a><br /> <em>Figure 3: Select which type of jobs the service should work on<br /> </em></p> <p style="text-align: justify;"><strong>A4)</strong> Then, switch to the <em>CRM Connection Setup</em>-tab, select your CRM type, type in the CRM Server-URL and click on the <em><strong>[Retrieve all Organizations]</strong></em>-button. Select the appropriate organization and click on the <em><strong>[OK]</strong></em>-button.<br /> <a title="CRM Connection Setup-tab" href="http://mscrm-addons.com/images/blog/files/image_941.png" style="background-color: #ffffff;"><img class="img-responsive" style="display: inline; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_914.png" alt="image" width="244" height="196" /></a><br /> <em>Figure 4: CRM Connection Setup-tab&nbsp;</em></p> <p style="text-align: justify;"> <br /> Now the below window appears. There, click on the <em><strong>[OK]</strong></em>-button in order to confirm your setup.&nbsp;<br /> <a title="Confirm your setup" href="http://mscrm-addons.com/images/blog/files/image_942.png" style="background-color: #ffffff;"><img class="img-responsive" style="display: inline; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_915.png" alt="image" width="244" height="88" /></a><br /> <em>Figure 5: Confirm your setup<br /> </em></p> <p style="text-align: justify;">If the below message box pops up, click on the <em><strong>[OK]</strong></em>-button.&nbsp;<br /> <a title="Possible issue with CRM connection- message box" href="http://mscrm-addons.com/images/blog/files/image_943.png" style="background-color: #ffffff;"><img class="img-responsive" style="display: inline; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_916.png" alt="image" width="244" height="106" /></a><br /> <em>Figure 6: Possible issue with CRM connection- message box<br /> </em></p> <p style="text-align: justify;"><strong>A5)</strong> Afterwards click on the <em><strong>[Start Service]</strong></em>-button&nbsp;and the service starts to run in the background and can be found in the <em>Active Services</em>-tab.</p> <p style="text-align: justify;"><strong>A6)</strong> After having configured and started the service for printing (in our example &ldquo;DCPServerPrinting&rdquo; switch to the DCP Server [Printer] tab. Click on [New] to add and configure a printer which should be used afterward within the workflow. For more information, please download our <a href="http://www.mscrm-addons.com/Portals/0/MSCRM2015/DCP/DocumentsCorePack_ServerBased_for_MS_CRM_2015_User_Guide_v.2015.9_May_2015.pdf">DocumentsCorePack ServerBased User Guide</a> and read chapter 7.3.1.1 DCP Server Printer Tab Overview.</p> <p id="B" style="text-align: justify;"><strong>B)</strong> <strong>How to add the service-based printing step to a workflow or dialog: step-by-step-description</strong></p> <p style="text-align: justify;"><strong>B1)</strong> Start your CRM. Go to <em>Settings</em>&nbsp;and <em>Processes</em>. There, you have the possibility to create a new workflow.&nbsp;<br /> <a title="Change Logon" href="http://mscrm-addons.com/images/blog/files/image_949.png" style="background-color: #ffffff;"><img class="img-responsive" style="display: inline; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_922.png" alt="image" width="244" height="39" /></a><br /> <em>Figure 7: Change <g class="gr_ gr_153 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="153" data-gr-id="153">Logon<br /> <br /> </g></em></p> <p style="text-align: justify;"> <a href="http://mscrm-addons.com/images/blog/files/image_950.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_950.png"></a><a title="Open CRM processes" href="http://mscrm-addons.com/images/blog/files/image_950.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_923.png" alt="image" width="244" height="43" /></a><br /> <em>Figure 8: Open CRM processes<br /> </em></div> <p>&nbsp;</p> <p style="text-align: justify;"><strong>B2)</strong> Start to create a workflow with the <em>CreateDocument</em>-step. If you would like to add the service based printing step afterward, click on <em>Add Step</em>&nbsp;(1) and select <em>Create Record</em>&nbsp;from the drop-down menu (2).<br /> <a title="Create a workflow - add steps" href="http://mscrm-addons.com/images/blog/files/image_951.png" style="background-color: #ffffff;"><img class="img-responsive" style="display: inline; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_924.png" alt="image" width="244" height="171" /></a><br /> <em>Figure 9: Create a workflow - add steps</em>&nbsp;&nbsp;<br /> <br /> </p> <p style="text-align: justify;"><strong>B3)</strong> Then, open the drop-down menu within the newly added step and select&nbsp;<em>MSCRM-ADDONS.com AutoMergeWorkingItems</em>.<br /> <a title="Select MSCRM-ADDONS.com AutoMergeWorkingItems" href="http://mscrm-addons.com/images/blog/files/image_952.png" style="background-color: #ffffff;"><img class="img-responsive" style="display: inline; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_925.png" alt="image" width="244" height="169" /></a><br /> <em>Figure 10: Select MSCRM-ADDONS.com AutoMergeWorkingItems<br /> </em></p> <p style="text-align: justify;"><strong>B4)</strong>&nbsp;Now click on the <strong><em>[Set Properties]</em></strong>-button<br /> <a title="Configure the newly added step" href="http://mscrm-addons.com/images/blog/files/image_953.png" style="background-color: #ffffff;"><img class="img-responsive" style="display: inline; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_926.png" alt="image" width="244" height="41" /></a><br /> <em>F</em><em>igure 11: Click on the <strong>[Set Properties]</strong>-button<br /> </em></p> <p style="text-align: justify;">A new window opens. Within this window, you can continue to configure the newly added steps. Type in the name of the step (1) and select <em>PrintDocument</em>&nbsp;as <em>AutoMerge Action</em>&nbsp;(2). Then go to the <em>Print Document</em>-section and click on the <em>look-up</em>-field next to the <em>Printer</em>-field and define which printer should be used (3).</p> <p style="text-align: justify;"><span style="color: #ff0000;">Please note: Before you select the printer within this step, you have to ensure that the printer has been installed and added appropriately. Furthermore, it is crucial to use the same name that you used during the printer installation process. For details, please see <a href="http://www.mscrm-addons.com/Portals/0/MSCRM2015/DCP/DocumentsCorePack_ServerBased_for_MS_CRM_2015_User_Guide_v.2015.9_May_2015.pdf">DCP ServerBased User Guide</a>.<br /> </span><a title="Finish the configuration of the step" href="http://mscrm-addons.com/images/blog/files/image_954.png" style="background-color: #ffffff;"><img class="img-responsive" style="display: inline; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_927.png" alt="image" width="244" height="200" /></a><br /> <em>Figure 12: Configure the newly added step<br /> <br /> </em></p> <p style="text-align: justify;"><strong>B5)</strong> Finish configuring the service-based printing step by adding the <em>PrimaryRecordURL</em>. To do so, you have to select <em>CreateDocument<g class="gr_ gr_162 gr-alert gr_gramm gr_inline_cards gr_run_anim Style replaceWithoutSep" id="162" data-gr-id="162">:OutputDocumentRef</g></em>&nbsp;from the first drop-down menu of the <em>Look for</em>-area within the form assistant on the right (1). Afterward, select <em>RecordURL(Dynamic)</em> from the drop-down menu below (2).</p> <p style="text-align: justify;">Then, click on the <strong><em>[Add]</em></strong>-button&nbsp;(3) and on the <em><strong>[OK]</strong></em>-button (4). Now the <em>PrimaryRecordURL</em>-field is automatically filled (5). Click on the <em><strong>[Save and Close]</strong></em>-button in order to proceed. Now you have appropriately added the service-based printing step.<strong> <br /> </strong><strong> <br /> </strong><span style="color: #ff0000;">Please note: If there is already a printer name specified in the <em>PrintTo</em>-field of the <em>Create Document</em>-section, you have to delete this name to avoid double printing (6)</span>.<br /> <a title="Modify the CreateDocument-step" href="http://mscrm-addons.com/images/blog/files/image_955.png" style="background-color: #ffffff;"><img class="img-responsive" style="display: inline; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_928.png" alt="image" width="244" height="181" /></a><br /> <em>Figure 13: Finish the configuration of the step</em></p> <p id="C" style="text-align: justify;"><strong><br /> C) Exception 1: How to add the service-based printing step to already existing workflows&nbsp;</strong></p> <p style="text-align: justify;">Select the workflow which you would like to modify and deactivate it. <br /> Then, double-click on it and open the <em>CreateDocument</em>-step by clicking on <em>Set Properties</em> (1). A new window opens. Here, delete the <em><g class="gr_ gr_149 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="149" data-gr-id="149">printername</g> </em>(2) and click on the <em><strong>[Save and Close]</strong></em>-button.<br /> <a title="Add Step - Wait Condition" href="http://mscrm-addons.com/images/blog/files/image_956.png" style="background-color: #ffffff;"><img class="img-responsive" style="display: inline; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_929.png" alt="image" width="244" height="142" /></a><br /> <em>Figure 14: Modify the CreateDocument-step</em></p> <p style="text-align: justify;">After having deleted the plug-in based printer step, you can add the service-based printer step directly after the already existing <em>Create Document</em>-step of the workflow. To do so, please follow the steps in section B).&nbsp;</p> <p id="D" style="text-align: justify;"><strong><br /> D) Exception 2: How to add the service-based printing step to workflows including a <em>Delete Document</em>-step</strong></p> <p style="text-align: justify;">If you would like to add the service-based printing step to a workflow which includes a <em>Delete Document</em>-step it is important to know that the service is only checking every 90 seconds if there are generated documents to be printed.</p> <p style="text-align: justify;">In the worst case, documents are generated and deleted within this 90 seconds and the service is not able to print the documents because they have been already deleted. <br /> <br /> To avoid this, it is important to include a <em>Wait</em>-condition before you add a <em>Delete Document</em>-step to your workflow.&nbsp;<br /> <br /> <strong><br /> D1)</strong> Click on <em>Add Step</em> (1) and select <em>Wait Condition</em>&nbsp;from the drop-down menu (2)<br /> <a title="Condition (click to configure)" href="http://mscrm-addons.com/images/blog/files/image_957.png" style="background-color: #ffffff;"><img class="img-responsive" style="display: inline; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_930.png" alt="image" width="244" height="187" /></a><br /> <em>Figure 15: Add Step - Wait Condition<br /> </em></p> <p style="text-align: justify;"><strong>D2) </strong>Click on <em>condition (click to configure)</em>&nbsp;within the newly added wait condition (1).&nbsp;<br /> <a title="Configure the Wait Condition" href="http://mscrm-addons.com/images/blog/files/image_958.png" style="background-color: #ffffff;"><img class="img-responsive" style="display: inline; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_931.png" alt="image" width="244" height="182" /></a><br /> <em>Figure 16: Condition (click to configure)<br /> </em></p> <p style="text-align: justify;">A new window opens. Within this new window, you have to specify the wait condition. Select&nbsp;<em>Print Document (MSCRM-ADDONS.com AutoMergeWorkingItem</em>&nbsp;from the first drop-down menu,&nbsp;<em>Status</em>&nbsp;from the second,&nbsp;<em>Equals</em>&nbsp;from the third and&nbsp;<em>Inactive</em>&nbsp;from the fourth drop-down menu (2).<br /> <a href="http://mscrm-addons.com/images/blog/files/image_959.png" style="background-color: #ffffff;"><img style="display: inline; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_932.png" alt="image" width="244" height="101" /></a><br /> <em>Figure 17: Configure the Wait Condition</em>&nbsp;&nbsp;<br /> <br /> </p> <p style="text-align: justify;">The condition now causes that generated documents are only deleted if they have been already printed. Afterward, click on the <em><strong>[Save and Close]</strong></em>-button to complete this workflow step (3).<br /> <br /> </p> <p style="text-align: justify;"><span style="font-size: 13px;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p>9854How to trigger the mscrm-addons.com scheduler manuallyhttps://www.mscrm-addons.com/Blog/PostId/9853/how-to-trigger-mscrm-addonscom-scheduler-manuallyDocumentsCorePack (DCP),DCP 2015 / 2016Wed, 05 Aug 2015 14:29:00 GMT<p>This blog article explains how to trigger mscrm-addons.com scheduler manually to update your license state.</p> <p><strong>1)</strong> First open CRM and open the <em>Advanced Find</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_933.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_933.png"></a><a title="Advanced Find in MS CRM" href="http://mscrm-addons.com/images/blog/files/image_933.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_906.png" alt="image" width="244" height="32" /></a></div> <br /> <em>Figure 1: Advanced Find in MS CRM</em></p> <p><strong>2)</strong> Within the <em>Advanced Find</em>,&nbsp;open the dropdown-menu next to the <em>Look for:-</em>field and search for<strong> </strong><em>MSCRM-ADDONS.com Scheduler</em><strong>.&nbsp;</strong></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_934.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_934.png"></a><a title="MSCRM-ADDONS.com Scheduler" href="http://mscrm-addons.com/images/blog/files/image_934.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_907.png" alt="image" width="244" height="101" /></a></div> &nbsp;&nbsp;&nbsp; <br /> <em>Figure 2: MSCRM-ADDONS.com Scheduler</em></p> <p><strong>3)</strong> Next cklick on the <em><strong>[Results]</strong></em>-button in order to get the results.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_935.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_935.png"></a><a title="Get the results" href="http://mscrm-addons.com/images/blog/files/image_935.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_908.png" alt="image" width="244" height="77" /></a></div> <br /> <em>Figure 3: Get the results</em></p> <p><strong>4)</strong>&nbsp;A possible result record could look like the one in Figure 4 but always follows the same pattern: <em>mscrm-addons.com-productname + Scheduler</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_936.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_936.png"></a><a title="Possible result record" href="http://mscrm-addons.com/images/blog/files/image_936.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_909.png" alt="image" width="244" height="72" /></a></div> &nbsp;<br /> <em>Figure 4: Possible result record</em>&nbsp;</p> <p><strong>5)</strong> Next, open the product with a double-click on it. <br /> In the so opened window, set the <em>Status Reason</em> on <em>Active</em>. Now all you have to do is to save your settings.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_937.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_937.png"></a><a title="Set Scheduler on active and save your settings" href="http://mscrm-addons.com/images/blog/files/image_937.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_910.png" alt="image" width="244" height="169" /></a></div> &nbsp;<br /> <em>Figure 5: Set Scheduler on active and save your settings</em> &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>9853What to do if DocumentsCorePack service stopped workinghttps://www.mscrm-addons.com/Blog/PostId/9852/dcp-serverbased-online-configuration-what-to-do-if-dcp-service-stopped-workingDocumentsCorePack (DCP),DCP 2015 / 2016Wed, 05 Aug 2015 12:10:00 GMT<p>This blog article outline how to react&nbsp;if your DocumentsCorePack (DCP) Service stopped working.&nbsp;It is most likely because the username and password credentials are not working anymore.<strong> <br /> </strong><br /> <span style="color: #ff0000;">Please note: In most of the cases this happens because the password of the Office365 account has expired.</span> We would recommend you to "<a href="https://support.office.com/en-us/article/Set-an-individual-user-s-password-to-never-expire-f493e3af-e1d8-4668-9211-230c245a0466?CorrelationId=4b766277-2d0a-4242-a85c-f0599df39482&amp;ui=en-US&amp;rs=en-US&amp;ad=US">Setup your password to never expire</a>" for the account on which you run the DCP service.&nbsp;</p> <p><strong><span style="font-size: small;">How to change the account (username/password) of the DCP service</span><br /> </strong><strong> <br /> 1)</strong> Open the following&nbsp;<a href="http://www.mscrm-addons.com/Products/MSCRM2013/DocumentsCorePack/CloudServiceConfiguration/tabid/274/language/en-US/Default.aspx">link</a> <br /> <br /> <strong>2)</strong> Enter your username and password</p> <p><strong>3)</strong> Click on <em>Your available CRM connection profiles</em>&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_929.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_929.png"></a><a title="DocumentsCorePack Online Configuration" href="http://mscrm-addons.com/images/blog/files/image_929.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_902.png" alt="image" width="253" height="114" /></a></div> <br /> <em>Figure 1: DocumentsCorePack Online Configuration</em><br /> <br /> <strong>4)</strong> Select your profile and lick on <em>modify your service</em>&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_930.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_930.png"></a><a title="Modify online configuration" href="http://mscrm-addons.com/images/blog/files/image_930.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_903.png" alt="image" width="244" height="70" /></a></div> &nbsp; <br /> <em>Figure 2: Modify online configuration</em></p> <p><strong>5)</strong>&nbsp;In the next step, you can correct your username and password</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_931.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_931.png"></a><a title="Change your online service credentials." href="http://mscrm-addons.com/images/blog/files/image_931.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_904.png" alt="image" width="244" height="154" /></a></div> &nbsp; <br /> <em>Figure 3: Change your online service credentials.</em> <br /> <br /> Click on the <em><strong>[Verify connection &amp; Save Profile]</strong></em>-button&nbsp;in order to proceed.</p> <p><strong>6)</strong> Now mark your service and click on the <em><strong>[Start Service]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_932.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_932.png"></a><a title="Start your service" href="http://mscrm-addons.com/images/blog/files/image_932.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_905.png" alt="image" width="244" height="151" /></a></div> <br /> <em>Figure 4: Start your service</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>9852How to get the right TAPI driverhttps://www.mscrm-addons.com/Blog/PostId/9851/telephoneintegration-how-to-get-the-right-tapi-driverTelephoneIntegration (TI),TI 2013,TI 2015 / 2016Mon, 27 Jul 2015 14:23:00 GMT<p>The TAPI driver is a component beyond our control, as it is provided by the phone vendor and, similar to a device driver, the TAPI driver connects a physical phone device with a windows operating system.<br /> &nbsp;&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_928.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_928.png"></a><a title="The TAPI connection" href="http://mscrm-addons.com/images/blog/files/image_928.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_901.png" alt="image" width="311" height="376" /></a></div> &nbsp; <br /> <em>Figure 1: The TAPI connection</em></p> <p>The TAPI driver is required to be setup and working, as we do not have knowledge about the devices and the drivers to support those. <br /> <br /> <span style="color: #ff0000;">Please note: Please consult your TAPI driver supplier for setting up and configuring the TAPI driver correctly. We cannot support phone systems TAPI drivers, only phone system vendor can do that, as they programmed them.<br /> &nbsp;</span></p> <p>Experience has shown, that several TAPI drivers require local administrator rights to be functional.</p> <p>Always, as a first level of proof, make sure, the windows dialer (dialer.exe on the command line) is able to properly see and access the existing phone system line.</p> <p>As long as the driver is not visible to the windows dialer, the TelephoneIntegration Client will not be able to interact with it as well.<br /> <br /> <br /> If your TAPI line will work with our Telephone Integration Client, you can also test with the <em>ATAPI Tester tool</em>. Initialize the TAPI line, dial out and in and send us the data to verify the compatibility.</p> <p><a href="http://mscrm-addons.com/images/blog/files/2016/5/ATAPI%20Tester.zip">ATAPI Tester.zip (1.10 mb)</a>&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>.&nbsp;</p>9851How to change the CRM connection credentials for active usershttps://www.mscrm-addons.com/Blog/PostId/9850/how-to-change-crm-connection-credentials-for-the-active-userDocumentsCorePack (DCP),DCP 2011,DCP 2013,DCP 2015 / 2016,TI 2011,TI 2013,TI 2015 / 2016,TI 4.0Fri, 17 Jul 2015 09:42:00 GMT<p>In oder to change the CRM connection credentials for active CRM users for DocumentsCorePack Client and/or TelephoneIntegration Client for MS CRM, please follow the below steps.&nbsp;<br /> &nbsp;</p> <p><strong>For DocumentsCorePack Client <br /> </strong><br /> Open the&nbsp;<em>DocumentsCorePack Client Data Provider</em>&nbsp;from the <em>StartPane </em>with a right-click on it<em>.&nbsp;</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_920.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_920.png"></a><a title="Open the DocumentsCorePack data provider" href="http://mscrm-addons.com/images/blog/files/image_920.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_893.png" alt="image" width="240" height="220" /></a></div> &nbsp; <br /> <em>Figure 1: Open the DocumentsCorePack data provider</em><br /> <br /> Now open the DocumentsCorePack data provider configuration with a click on <em>Config</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_921.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_921.png"></a><a title="Open the Configuration of theDocumentsCorePack data provider" href="http://mscrm-addons.com/images/blog/files/image_921.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_894.png" alt="image" width="244" height="165" /></a></div> &nbsp; <br /> <em>Figure 2: Open the Configuration of theDocumentsCorePack data provider</em><br /> <br /> In the next window, click on the <em><strong>[Change Logon:]</strong></em>-button</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_922.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_922.png"></a><a title="Click on the [Change Logon" href="http://mscrm-addons.com/images/blog/files/image_922.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_895.png" alt="image" width="245" height="344" /></a></div> &nbsp; <br /> <em>Figure 3: Click on the [Change Logon:]-button</em><br /> <br /> In the following window, the <em>CRM Connection Credentials</em> can be changed.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_923.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_923.png"></a><a title="Change CRM Connection Credentials" href="http://mscrm-addons.com/images/blog/files/image_923.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_896.png" alt="image" width="244" height="226" /></a></div> <br /> <em>Figure 4: Change CRM Connection Credentials</em></p> <p><strong>For TelephoneIntegration Client</strong> <br /> To change the CRM Connection Credentials for <em>TelephoneIntegration Client</em>, please start the <em>TelephoneIntegration Client</em> in the <em>StartPane </em>with a right-click on it.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_924.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_924.png"></a><a title="Start the TelephoneIntegration Client in the StartPane" href="http://mscrm-addons.com/images/blog/files/image_924.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_897.png" alt="image" width="240" height="210" /></a></div> &nbsp;<br /> <em>Figure 5: Start the TelephoneIntegration Client in the StartPane</em></p> <p>Next, click on <em>Setup</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_925.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_925.png"></a><a title="Click on Setup" href="http://mscrm-addons.com/images/blog/files/image_925.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_898.png" alt="image" width="237" height="280" /></a></div> <br /> <em>Figure 6: Click on Setup</em></p> <p>In the next window, switch to the <em>CRM</em>-tab and click on the <em><strong>[SetupConnection]</strong></em>-button. The CRM Connection setup opens. There, change your credentials as required.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_927.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_927.png"></a><a title="Change your credentials" href="http://mscrm-addons.com/images/blog/files/image_927.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_900.png" alt="image" width="244" height="224" /></a></div> <br /> <em>Figure 7: Change your credentials</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>9850How to change Credit Card detailshttps://www.mscrm-addons.com/Blog/PostId/9848/how-to-change-ccard-details*General*Thu, 09 Jul 2015 10:43:00 GMT<p>This blog explains how to change your subscription Credit Card details on our website.</p> <p><strong>(1)</strong>&nbsp;Please go to&nbsp;<a href="http://www.mscrm-addons.com">www.mscrm-addons.com</a> and click on the <em><strong>[LOGIN]</strong></em>-button placed in the upper right corner. Insert your credentials.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="mscrm-addons.com Login" href="http://mscrm-addons.com/images/blog/files/2016%2f9%2fFigure%201_Mscrm_addons_login.png"><img alt="" width="500" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f9%2fFigure%201_Mscrm_addons_login.png" /></a></div> <br /> <em>Figure 1: mscrm-addons.com Login</em></p> <p><strong>(2)</strong> Click on the <em><strong>[MY ACCOUNT]</strong>-button in order</em>&nbsp;to proceed.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="My Account" href="http://mscrm-addons.com/images/blog/files/2016%2f9%2fFigure%202_Login.png"><img alt="" width="500" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f9%2fFigure%202_Login.png" /></a></div> </p> <p><em>Figure 2: My Account</em>At the bottom of the overview, you will find an overview of your subscriptions including Credit Card data etc. If you haven't&nbsp;</p> <p>made any subscriptions yet, your overview looks like the below screenshot:&nbsp;<br /> <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Overview if no subscriptions were made yet" href="http://mscrm-addons.com/images/blog/files/2016%2f3%2fYour_subscriptions_blank_500x66.jpg"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f3%2fYour_subscriptions_blank_500x66.jpg" /></a></div> <br /> <em>Figure 3: Overview if no subscriptions were made yet</em></p> <p>If you have already made subscriptions, the summary will look like the below screenshot: </p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Overview if subscriptions have already been made" href="http://mscrm-addons.com/images/blog/files/2016%2f3%2fButton_screenshot_subscription500x66.jpg"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f3%2fButton_screenshot_subscription500x66.jpg" /></a></div> <br /> <em>Figure 4: Overview if subscriptions have already been made</em></p> <p><strong><br /> Please use the blue buttons in Figure 4 in order to configure your subscriptions&nbsp;</strong><br /> <br /> The <em><strong>[Cancel Subscription]</strong></em>-button allows you to cancel your subscription<br /> <br /> <span style="background-color: #ffff00;">The <em><strong>[Update payment]</strong></em>-button enables you to update your payment details. </span><br /> <br /> The <em><strong>[Modify package size]</strong></em>-button enables you to change the size of your package. &nbsp;</p> <p>In the above example, the service will stop working automatically at 2016-12-22 if the information will not be changed.&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>9848How to enable debugging for AttachmentExtractorhttps://www.mscrm-addons.com/Blog/PostId/9846/how-to-enable-debugging-for-attachmentextractorAttachmentExtractor (AE),AE 2011,AE 2013,AE 2015 / 2016Fri, 26 Jun 2015 12:10:00 GMT<p style="text-align: left;"><span style="color: #ff0000;">+++++++++++++++++++++++++++++++++++++++++++++++++++++<br /> </span><br /> <span style="font-size: small; color: #ff0000;"><span style="white-space: pre;"> </span>Please note: this article applies to </span></p> <p style="text-align: left;"><span style="font-size: small; color: #ff0000;"><span style="white-space: pre;"> </span>CRM 2011, CRM 2013, CRM 2015/2016 and&nbsp;<br /> &nbsp;Microsoft Dynamics 365</span></p> <p><span style="color: #ff0000;">+++++++++++++++++++++++++++++++++++++++++++++++++++++</span><br /> <br /> This article provides you with a step-by-step instruction on how to enable debugging <br /> for AttachmentExtractor in CRM 2011, 2013, 2015/2016 and MS Dynamics 365.</p> <p><strong>Step by Step instruction</strong></p> <p>There are two debugging processes for AttachmentExtractor: The configuration and the service process.&nbsp;<br /> <br /> While AttachmentExtractor-configuration debugging is always running (saving a log-subfolder of the application's installation folder), the service part has to be activated.</p> <p><strong>Step 1:</strong></p> <p>To enable the debugging process for a specific service, you need to launch the ServiceManagement for AttachmentExtractor from the Start-Pane.</p> <p>To do so, enter the term <em>ServiceManagement</em>&nbsp;in the Search field and press <em>Enter</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_911.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_911.png"></a><a title="Service Management for AttachmentExtractor" href="http://mscrm-addons.com/images/blog/files/image_911.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_884.png" alt="image" width="236" height="244" /></a></div> <br /> <em>Figure 1: Service Management for AttachmentExtractor</em></p> <p>The <em>AttachmentExtractor Management-</em>window opens.&nbsp;</p> <p><span style="color: #ff0000;"><strong>Please note:</strong> If the service for which you want to enable debugging is already running, you need to <strong>stop the service before</strong> you can change the configuration.</span></p> <p><span style="color: #ff0000;">To do so, open the <em>Active Services management</em>-tab and click on the <em><strong>[Stop Service]</strong></em>-button.</span></p> <p><a href="http://mscrm-addons.com/images/blog/files/Screenshot_11.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Screenshot_11.png"></a><a title="Active Services management-tab &gt; Stop Service" href="http://mscrm-addons.com/images/blog/files/Screenshot_11.png"><img class="img-responsive" style="display: inline; border: 0px;" title="Screenshot_11" src="http://mscrm-addons.com/images/blog/files/Screenshot_11_thumb.png" alt="Screenshot_11" width="494" height="306" /></a></div> <em>Figure 2: Active Services management-tab &gt; Stop Service</em></p> <p><strong>Step 2:</strong></p> <p>If there is no active service running, you can start the debugging process immediately. The AttachmentExtractor offers seperate debugging options<br /> for each configured service.</p> <p>To enable debugging for a specific service, you need to specifiy a logfile-path in the general section of the general tab <br /> and enable debugging by checking the <em>Activate Debugging</em> checkbox.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/Screenshot_13.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Screenshot_13.png"></a><a title="Specify a logfile-path" href="http://mscrm-addons.com/images/blog/files/Screenshot_13.png"><img class="img-responsive" style="display: inline; border: 0px;" title="Screenshot_13" src="http://mscrm-addons.com/images/blog/files/Screenshot_13_thumb.png" alt="Screenshot_13" width="501" height="350" /></a></div> <em>Figure 3: Specify a logfile-path</em></p> <p><em><span style="color: #ff0000;">Please note:</span> In MS Dynamics 365, you will find the Activate-Debugging checkbox directly under the Logfile-path-drop down menu.</em></p> <p><strong>Step 3:</strong></p> <p>Once this is done, access the the log files.&nbsp;<br /> To do so, please navigate to the installation path of AttachmentExtractor and send us the files in the <em>log-</em>folder with an error description to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a></p> <p>Example: <br /> <br /> C:\Program Files (x86)\PTM EDV-Systeme GmbH\AttachmentExtractor for Microsoft Dynamics CRM 2013\log (for e.g. MS Dyn CRM 2013)<br /> C:\Program Files (x86)\PTM EDV-Systeme GmbH\AttachmentExtractor for Microsoft Dynamics CRM 2015\log (for e.g. MS Dyn CRM 2015)</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>9846How to enable debugging for ActivityTools (CRM 2015/2016)https://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9845/how-to-enable-debugging-for-activitytools-(crm-20152016).aspxActivityTools (AT),AT 2015 / 2016Thu, 25 Jun 2015 15:47:00 GMT<p><span style="color: #ff0000;">++++++++++++++++++++++++++++++++++++++++++++++++++</span><br /> <span style="color: #ff0000;">Please note:</span><br /> <span style="color: #ff0000;">This article applies to ActivityTools in</span><br /> <span style="color: #ff0000;">Microsoft Dynamics CRM 2015 and 2015/2016 ONLY!</span><br /> <span style="color: #ff0000;">++++++++++++++++++++++++++++++++++++++++++++++++++</span></p> <p><span style="font-size: 18px;"><strong>Step-by-step description on<br /> how to activate debugging for ActivityTools</strong></span><br /> <br /> <strong>1)</strong> To activate debugging for ActivityTools open CRM and navigate to <em>Settings</em>:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_903.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_903.png"></a><a title="CRM &gt; Settings" href="http://mscrm-addons.com/images/blog/files/image_903.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_876.png" alt="image" width="244" height="52" /></a></div> &nbsp; <br /> <em>Figure 1: CRM &gt; Settings</em>There, open the Solutions.&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/image_904.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_904.png"></a><a title="Solutions" href="http://mscrm-addons.com/images/blog/files/image_904.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_877.png" alt="image" width="244" height="53" /></a></div> &nbsp; <br /> <em>Figure 2: Solutions</em><br /> <br /> Search for <em>ActivityToolsPluginCore</em>&nbsp;and open it with a double-click: <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_905.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_905.png"></a><a title="Search for ActivityToolsPluginCore" href="http://mscrm-addons.com/images/blog/files/image_905.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_878.png" alt="image" width="244" height="89" /></a></div> &nbsp; <br /> <em>Figure 3: Search for ActivityToolsPluginCore</em><br /> <br /> <strong>2)</strong> This action will open the ActivityTools Settings. In the settings, select the <em>General Settings</em>-tab and enable debugging.&nbsp;<br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_906.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_906.png"></a><a title="Activate/deactivate debugging for ActivityTools in CRM." href="http://mscrm-addons.com/images/blog/files/image_906.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_879.png" alt="image" width="244" height="134" /></a></div> &nbsp; <br /> <em>Figure 4: Activate/deactivate debugging for ActivityTools in CRM.</em><br /> <br /> Click on the <em><strong>[Save Configuration]</strong></em>-button in order<strong>&nbsp;</strong>to save your settings. Debugging is enabled now. <br /> <br /> <strong>3)</strong>&nbsp;Next, access the log files. The log files are usually stored in the <em>MSCRM-ADDONS.com Debug</em>-entity. the easiest way to access it is by using the <em>Advanced Find</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_907.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_907.png"></a><a title="Advanced Find in CRM 2015" href="http://mscrm-addons.com/images/blog/files/image_907.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_880.png" alt="image" width="244" height="42" /></a></div> <br /> <em>Figure 5: Advanced Find in CRM 2015</em>&nbsp;<br /> <br /> </p> <p><strong>4)</strong>&nbsp;Settings for 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>Contains</em>&nbsp;<em>PTMActivityTools</em>. This ensures, that only <em>ActivityTools</em>-files will be retrieved.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_908.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_908.png"></a><a title="Settings for Advanced Find" href="http://mscrm-addons.com/images/blog/files/image_908.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_881.png" alt="image" width="244" height="99" /></a></div> <br /> <em>Figure 6: Settings for Advanced Find</em></p> <p><strong>5)</strong>&nbsp;Next, click on the <em><strong>[Edit Columns]</strong></em>-button and the below editor will open.</p> <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 editor" href="http://mscrm-addons.com/images/blog/files/clip_image002_2.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image002" src="http://mscrm-addons.com/images/blog/files/clip_image002_thumb_1.png" alt="clip_image002" width="244" height="139" /></a></div> <br /> <em>Figure 7: Edit columns editor</em></p> <p>Use the <em>Add Columns</em>-functionality to add the <em>ptm_message</em>-field to the grid. Click on the&nbsp;<em><strong>[OK]</strong></em>-button 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-functionality" href="http://mscrm-addons.com/images/blog/files/clip_image004_5.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image004" src="http://mscrm-addons.com/images/blog/files/clip_image004_thumb_5.png" alt="clip_image004" width="244" height="167" /></a></div> </strong><strong>&nbsp;<br /> </strong><em>Figure 8: Add Columns-functionality</em></p> <p><strong>6)&nbsp;</strong>Back in the main dialog, click on the <em><strong>[Results]</strong></em>-button. Next, delete all retrieved debug records. <br /> Another way is to select the debug file by <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 receive the latest and relevant log files. Select all records and click on the <em><strong>[Export MSCRM-ADDONS.com Debug]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_909.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_909.png"></a><a title="Export MSCRM-ADDONS.com debug-files" href="http://mscrm-addons.com/images/blog/files/image_909.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_882.png" alt="image" width="244" height="68" /></a></div> <br /> <em>Figure 9: Export MSCRM-ADDONS.com debug-files</em></p> <p>In the next dialog, check <em>Static worksheet ...</em>&nbsp;and click on the <em><strong>[Export]</strong></em>-button.<strong>&nbsp;</strong></p> <p>Please send the Excel <em>log-file</em> 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> <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>9845How to add a language to DocumentsCorePack ServerBased dialoghttps://www.mscrm-addons.com/Blog/PostId/9843/dcp-serverbased-dialog-how-to-add-a-languageDocumentsCorePack (DCP),DCP 2013,DCP 2015 / 2016Wed, 17 Jun 2015 13:29:00 GMT<p>This blog describes <em>how to add a language to DocumentsCorePack ServerBased Dialog. </em>Per&nbsp;default, English and German is provided. <br /> <br /> <strong>Requirement:</strong> <a href="http://www.mscrm-addons.com/Products/MSCRM2013/DocumentsCorePack/tabid/170/language/en-US/Default.aspx">DocumentsCorePack ServerBased Dialog</a></p> <p><strong>Step-by-step description: <br /> <br /> 1) </strong>O<em>pen CRM and navigate to Settings</em>: <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_883.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_883.png"></a><a title="Settings" href="http://mscrm-addons.com/images/blog/files/image_883.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_856.png" alt="image" width="244" height="38" /></a></div> <br /> <em>Figure 1: Settings </em>&nbsp;&nbsp;<br /> <br /> In the extension, navigate to <em>Customization&nbsp;</em><br /> <a href="http://mscrm-addons.com/images/blog/files/image_884.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_884.png"></a><a title="Customization" href="http://mscrm-addons.com/images/blog/files/image_884.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_857.png" alt="image" width="244" height="37" /></a></div> <br /> <em>Figure 2: Customization</em><br /> <br /> There, click on <em>Customize the System</em><br /> <a href="http://mscrm-addons.com/images/blog/files/image_885.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_885.png"></a><a title="Customize the System" href="http://mscrm-addons.com/images/blog/files/image_885.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_858.png" alt="image" width="244" height="60" /></a></div> <br /> <em>Figure 3: Customize the System</em></p> <p><strong>2)</strong> The <em>Web Resources</em>-window appears. There, click on <em>Web Resources</em> in the tree-view on the left and select&nbsp;<em>ptm_dcp_dialoglocatlization.xml</em>&nbsp;on the right with a double-click.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image002_7.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_7.jpg"></a><a title="Web Resources window in CRM" href="http://mscrm-addons.com/images/blog/files/clip_image002_7.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image002" src="http://mscrm-addons.com/images/blog/files/clip_image002_thumb_7.jpg" alt="clip_image002" width="244" height="106" /></a></div> <br /> <em>Figure 4: Web Resources window in CRM</em><br /> <br /> <strong>3)</strong> In the window that opens now, click on <em>Text Editor</em> or on the <em>URL.</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_886.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_886.png"></a><a title="Text Editor version of the German XML language file." href="http://mscrm-addons.com/images/blog/files/image_886.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_859.png" alt="image" width="244" height="193" /></a></div> &nbsp; <br /> <em>Figure 5: Text Editor version of the German XML language file.</em></p> <p><strong>4)</strong> Next, copy the whole <em>Web Resource content</em> into any editor starting with <em> <translation lcid="”1033”"> </translation> </em> to <em></em>. Replace the <em>LCID </em>with the apropriate LCID. <em>1033</em>&nbsp;is, for example, French for France. Click <strong><a href="https://msdn.microsoft.com/en-us/library/ms912047(WinEmbedded.10).aspx">here</a></strong> to get an overview no different Locale ID Values.&nbsp;</p> <p>It should look like following:</p> <p> <br /> <translation lcid="1036"> <br /> <strong>&hellip;.. <br /> &hellip;.. <!--—here it is up to you to translate the whole thing –--></strong> <br /> &hellip;.. <br /> </translation> </p> <p><strong>5)</strong> Once the translation has been finished, save the new file locally.</p> <p><strong>6)</strong> Next, create a new <em>Web Resource</em> and name as you wish.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image002%5B4%5D_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%5B4%5D_1.jpg"></a><a title="Create a new web resource" href="http://mscrm-addons.com/images/blog/files/clip_image002%5B4%5D_1.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image002[4]" src="http://mscrm-addons.com/images/blog/files/clip_image002%5B4%5D_thumb_1.jpg" alt="clip_image002[4]" width="244" height="148" /></a></div> <br /> <em>Figure 6: Create a new web resource</em></p> <p><strong>7)</strong> Then publish your settings&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_887.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_887.png"></a><a title="Publish your settings" href="http://mscrm-addons.com/images/blog/files/image_887.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_860.png" alt="image" width="244" height="59" /></a></div> <br /> <em>Figure 7: Publish your settings</em></p> <p><strong>8)</strong> Next, a new SettingsKey needs to be created. To do so, go back to the <em>Settings</em>-area in CRM. Within the <em>Settings,&nbsp;</em>go to&nbsp;<em>MSCRM-ADDONS.com Products</em>&nbsp;and select <em>AutoMerge</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image002%5B6%5D.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%5B6%5D.jpg"></a><a title="MSCRM-ADDONS.com Products in CRM" href="http://mscrm-addons.com/images/blog/files/clip_image002%5B6%5D.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image002[6]" src="http://mscrm-addons.com/images/blog/files/clip_image002%5B6%5D_thumb.jpg" alt="clip_image002[6]" width="244" height="175" /></a></div> <br /> <em>Figure 8: MSCRM-ADDONS.com Products in CRM</em></p> <p><strong>9)</strong>&nbsp;Now click on the drop down next to <em>AutoMerge</em>&nbsp;in the main navigation area and click on <em>MSCRM-ADDONS.com Settings Keys.</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image001_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_image001_1.jpg"></a><a title="Drop down menu next to AutoMerge" href="http://mscrm-addons.com/images/blog/files/clip_image001_1.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image001" src="http://mscrm-addons.com/images/blog/files/clip_image001_thumb_1.jpg" alt="clip_image001" width="244" height="27" /></a></div> <br /> <em>Figure 9: Drop down menu next to AutoMerge<br /> <br /> </em><strong>10)</strong>&nbsp;Click on the <em><strong>[+ADD NEW MSCRM-ADDONS.com SettingsKey]</strong></em>-button.&nbsp;<em>&nbsp;</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image002%5B8%5D.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%5B8%5D.jpg"></a><a title="Click on [%20ADD NEW MSCRM-ADDONS.com Settingskey]" href="http://mscrm-addons.com/images/blog/files/clip_image002%5B8%5D.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image002[8]" src="http://mscrm-addons.com/images/blog/files/clip_image002%5B8%5D_thumb.jpg" alt="clip_image002[8]" width="244" height="204" /></a></div> <br /> <em>Figure 10: Click on <strong>[+ADD NEW MSCRM-ADDONS.com Settingskey]</strong></em></p> <p>Please enter <strong>CustomLanguageFileWebResourceName</strong>&nbsp;as Name* for the new Settingskey and type in the name of the <em>WebResource </em>you have created in <strong>step 6</strong> in the <em>KeyValue</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image002%5B10%5D.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%5B10%5D.jpg"></a><a title="Enter Name and KeyValue" href="http://mscrm-addons.com/images/blog/files/clip_image002%5B10%5D.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image002[10]" src="http://mscrm-addons.com/images/blog/files/clip_image002%5B10%5D_thumb.jpg" alt="clip_image002[10]" width="244" height="204" /></a></div> <br /> <em>Figure 11: Enter Name and KeyValue</em></p> <p><strong>11)</strong>&nbsp;All that is left to do, is to click on the <em><strong>[Save and Close]</strong></em>-button in&nbsp;your settings.</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9843How to add related detail fields for TelephoneIntegrationhttps://www.mscrm-addons.com/Blog/PostId/9842/ti-crm-20132015-how-to-extend-resolved-fieldsTelephoneIntegration (TI),TI 2015 / 2016Mon, 08 Jun 2015 10:48:00 GMT<p>This blog article explains how to add related detail fields to be shown in the TelephoneIntegration (TI) balloon via F<em>etchXML</em>-feature.</p> <p><strong>How does it work?</strong></p> <p><strong></strong>The standard TI Configuration only&nbsp;shows fields from the same entity which can be configured via check boxes in the&nbsp;<em>Server Config</em>.&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/Screenshot_17_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/Screenshot_17_1.png"></a><a title="Standard balloon caller information" href="http://mscrm-addons.com/images/blog/files/Screenshot_17_1.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="Screenshot_17" src="http://mscrm-addons.com/images/blog/files/Screenshot_17_thumb_1.png" alt="Screenshot_17" width="168" height="256" /></a></div> <br /> <em>Figure 1: Standard balloon caller information</em><a href="http://mscrm-addons.com/images/blog/files/Screenshot_17_1.png"><br /> </a><br /> TI Server will be&nbsp;equipped with an option to supply one <em>FetchXML </em>command with a <em>GUID </em>placeholder. This placeholder will be replaced with the corresponding entities ID, if a match is resolved. <br /> So we receive 2 groups of detail fields - the&nbsp;original fields (from the originally resolved&nbsp;entity)&nbsp;and related fields (from the related entity).</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_881.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_881.png"></a><a title="Additional Fetch result" href="http://mscrm-addons.com/images/blog/files/image_881.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_854.png" alt="image" width="164" height="250" /></a></div> <br /> <em>Figure 2: Additional Fetch result</em><br /> <a href="http://mscrm-addons.com/images/blog/files/image_881.png"><br /> </a>In our example, we use&nbsp;<em>Contact </em>plus <em>full address</em>. In order to add additional related fields from a different entity, a <em>FetchXML </em>has to be executed.</p> <p>Therefore, TelephoneIntegration Server and Client need to be updated to the latest version.</p> <p><strong>Requirements<br /> </strong><a href="http://www.mscrm-addons.com/Downloads/DownloadTelephoneIntegrationforMSCRM2015.aspx">TelephoneIntegration for MS CRM 2015</a> <br /> Server version: v. 2015.5 or higher <br /> Client version: v. 7.7 or higher<br /> <br /> &nbsp;</p> <p><strong>How to&nbsp;add related detail fields to the TI-balloon?</strong></p> <p><strong>1) </strong>First, make sure that you use TI-Server v.2015.5 or higher. If so, please proceed with the next step. If not,&nbsp;<a href="http://www.mscrm-addons.com/Downloads/DownloadTelephoneIntegrationforMSCRM2015.aspx">download</a>&nbsp;<strong>the latest TI Server version.&nbsp;<br /> </strong>Once the update has been finished, you will see the following organisation overview. Here, select the appropriate organisation and click on the&nbsp;<em><strong>[Launch config]</strong></em>-button<strong>.</strong><br /> <br /> &nbsp;<a href="http://mscrm-addons.com/images/blog/files/image_875.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_875.png"></a><a title="TelephoneIntegration Organisation overview." href="http://mscrm-addons.com/images/blog/files/image_875.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_848.png" alt="image" width="244" height="126" /></a></div> &nbsp; <br /> <em>Figure 3: TelephoneIntegration Organisation overview.&nbsp;</em> <p><strong>2)</strong> <strong>&nbsp;</strong>The&nbsp;following window appears. Check the entity you would like to work on (here: <em>Contact</em>) and then click on the <em><strong>[Fields]</strong></em>-button that appears next to the entity.&nbsp;</p> <p>&nbsp;<a href="http://mscrm-addons.com/images/blog/files/image_877.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_877.png"></a><a title="TelephoneIntegration Server Config." href="http://mscrm-addons.com/images/blog/files/image_877.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_850.png" alt="image" width="193" height="244" /></a></div> <br /> <em>Figure 4: TelephoneIntegration Server Config.</em>&nbsp;<br /> <br /> <strong>3)</strong> Now the following window appears. In this window, users can specify the details that should be shown with this entity.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_882.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_882.png"></a><a title="Fields details for default TI balloon caller information." href="http://mscrm-addons.com/images/blog/files/image_882.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_855.png" alt="image" width="490" height="284" /></a></div> <br /> <em>Figure 5: Fields details for default TI balloon caller information.</em></p> <p><span style="color: #ff0000;">Please note: It is possible to display up to three result fields per resolved record!&nbsp;If additional information from&nbsp;related entitiy&nbsp;is needed,&nbsp;the <em>FetchXML </em>is executed and additional fields are added.</span></p> <p>In our example, we also want the <em>FetchXML </em>to return the ticket-number from the last created active case (if the resolved contact is stored in the customer field).</p> <p><strong>4)</strong> To do so, please click on the <em><strong>[Supply custom FetchXML]</strong></em>-button (highlighted in Figure 5) <br /> <strong> <br /> 5)</strong> In the newly opened window, please add the below <em>FetchXML</em>. It is supposed to add additional fields.&nbsp;</p> <p><fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">count="1" &gt; <br /> &nbsp;&nbsp;&nbsp; <entity name="incident"> <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <attribute name="ticketnumber"> <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <order attribute="createdon" descending="false"> <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <filter type="and"> <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <condition attribute="responsiblecontactid" operator="eq" uitype="contact" value="[GUIDPLACEHOLDER]"> <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <condition attribute="statecode" operator="eq" value="0"> <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </condition></condition></filter> <br /> &nbsp;&nbsp;&nbsp; </order></attribute></entity> <br /> </fetch></p> <p>The GUID of the resolved entity record is replaced with {[GIUDPLACEHOLDER]}</p> <p><a href="http://mscrm-addons.com/images/blog/files/Screenshot_21.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Screenshot_21.png"></a><a title="CustomXML dialog" href="http://mscrm-addons.com/images/blog/files/Screenshot_21.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="Screenshot_21" src="http://mscrm-addons.com/images/blog/files/Screenshot_21_thumb.png" alt="Screenshot_21" width="244" height="134" /></a></div> &nbsp;<br /> <em>Figure 6: CustomXML dialog</em></p> <p><span style="color: #ff0000;">Please note: We highly recommend to test the configured FetchXML query. To do so, we recommend the use of FetchXML builder for XrmToolbox http://fxb.xrmtoolbox.com/</span></p> <p><strong>6)</strong> Click on the <em><strong>[OK]</strong></em>-button in order to proceed.&nbsp;</p> <p><strong>7)</strong> Next, download and install the latest TI Client version. (to be found in our <a href="http://www.mscrm-addons.com/Downloads/DownloadTelephoneIntegrationforMSCRM2015.aspx">Download area</a>.)</p> <p><strong>8)</strong> Once this is done, please restart the TelephoneIntegration Client and simulate a call from the appropriate contact. To do so, right-click on TI Client Symbol in the StartPane, then click on <em>Setup</em> and search for the Simulator-tab).&nbsp;<br /> A possible result could look like this:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_881.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_881.png"></a><a title="Additional Fetch result" href="http://mscrm-addons.com/images/blog/files/image_881.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_854.png" alt="image" width="164" height="250" /></a></div> <br /> <em>Figure 7: Additional Fetch result</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>9842How to extend the Click2Dial-functionality for TelephoneIntegration?https://www.mscrm-addons.com/Blog/PostId/9841/telephoneintegration-20132015-how-to-enable-the-click2dial-functionalityTelephoneIntegration (TI),TI 2013,TI 2015 / 2016,TI 365Fri, 22 May 2015 12:23:00 GMT<p>This article explains how to&nbsp;enable the <em>Click2Dial</em>-functionality of TelephoneIntegration (TI) for CRM 2013/2015/2016 and Dynamics 365 without using the <em>CallNumber </em>button in the ribbon.&nbsp;</p> <p>This feature allows you to start an outgoing call through hitting directly on a telephone&nbsp;number in the CRM form via the TI Client. CRM already has a builtin <a href="https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/set-up-skype-or-skype-for-business">Click2Dial feature</a>, but its use is limited only to Skype or Skype for Business (Lync) client.&nbsp;</p> <p>Instead of calling via the default Skype or Lync client, we can alter it so that the call is triggered over our TI Client/default communication plugin.</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Save and Publish" href="http://mscrm-addons.com/images/blog/files/2016%2f9%2fTI_BLOG.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f9%2fTI_BLOG.png" width="500" /></a></div> <br /> <em>Figure 1: Extended Click2Dial functionality (example)</em></p> <p>&nbsp;</p> <p><span style="font-size: small;"><strong>How to extend the Click2Dial functionality for TI?</strong></span><br /> <strong><br /> 1)</strong> To enable the functionality, open <em>CRM &gt; Settings &gt; Customizations &gt; Customize the System</em>.</p> <p>In the next window select <em>Web Resources </em>in the tree-view&nbsp;and click on the <em><strong>[New]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image003_3.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image003_3.jpg"></a><a title="Extended Click2Dial functionality (example)" href="http://mscrm-addons.com/images/blog/files/clip_image003_3.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image003" src="http://mscrm-addons.com/images/blog/files/clip_image003_thumb_3.jpg" alt="clip_image003" width="500" /></a></div> &nbsp;<br /> <em>Figure 2: Web Resources Window in CRM</em></p> <p><strong>2)</strong> Use the next window to create a new<em> web resource</em>. The name does not really matter. Here, we use&nbsp;<em><g class="gr_ gr_99 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins doubleReplace replaceWithoutSep" id="99" data-gr-id="99">new</g>_ PTMTIReplaceCallHandler</em>. The important settings are the <em>Type</em>&nbsp;and the&nbsp;<em>Script</em>.</p> <p><strong>3)</strong> Next, download<strong>&nbsp;</strong>the below file, unzip it and upload the script.&nbsp;</p> <p><span style="white-space: pre;"><span style="white-space: pre;"> For Dynamics 365 take this</span>:&nbsp;<a href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_extend_the_Click2Dial_functionality_for_TelephoneIntegration/PTMTIReplaceCallHandlerDyn365.zip?ver=2018-05-15-104600-007" style="background-color: #ffffff;">PTMTIReplaceCallHandlerDyn365.zip</a>&nbsp;</span></p> <p><span style="white-space: pre;"> For older CRM versions take this:</span>:&nbsp;<a href="http://mscrm-addons.com/images/blog/files/2016%2f9%2fPTMTIReplaceCallHandler.zip" style="background-color: #ffffff;">PTMTIReplaceCallHandler.zip</a>​</p> <p><strong>4)</strong> Once done so, click on the <em><strong>[Save]</strong></em>-button and afterward on the <em><strong>[Publish]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image005_2.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_2.jpg"></a><a title="Web Resources Window in CRM" href="http://mscrm-addons.com/images/blog/files/clip_image005_2.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image005" src="http://mscrm-addons.com/images/blog/files/clip_image005_thumb_2.jpg" alt="clip_image005" width="500" /></a></div> <br /> <em>Figure 3: Create <g class="gr_ gr_214 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="214" data-gr-id="214">new</g> web resource</em></p> <p><strong>5)</strong> Next, open a CRM record for which you want to enable this feature. (here: C<em>ontact</em>) Here, open the <em>Form</em>-Editor.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image007_4.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_4.jpg"></a><a title="Create new webresource" href="http://mscrm-addons.com/images/blog/files/clip_image007_4.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image007" src="http://mscrm-addons.com/images/blog/files/clip_image007_thumb_4.jpg" alt="clip_image007" width="500" /></a></div> <br /> <em>Figure 4: Open form-editor in the entity Contact&nbsp;</em></p> <p><strong>6)</strong>&nbsp;Now click on the <em><strong>[Form Properties]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image009_4.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_4.jpg"></a><a title="Open form-editor in the entity Contact" href="http://mscrm-addons.com/images/blog/files/clip_image009_4.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image009" src="http://mscrm-addons.com/images/blog/files/clip_image009_thumb_4.jpg" alt="clip_image009" width="500" /></a></div> <br /> <em>Figure 5: Open the Form Properties - dialog&nbsp;</em></p> <p><strong>7)</strong>&nbsp;In <g class="gr_ gr_88 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-del replaceWithoutSep" id="88" data-gr-id="88">the </g><em><g class="gr_ gr_88 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Grammar only-del replaceWithoutSep" id="88" data-gr-id="88">Form</g> Properties</em>-dialog, the before created <em>web resource </em>must be selected. Click on the upper&nbsp;<em><strong>[+Add]</strong></em>-button (in the <em>Form Libraries&nbsp;</em>- section) and a Look-up record-window will pop up.<br /> After the <em>web resource</em> has been selected, click on the <em><strong>[Add]</strong></em>-button in the <em>Look-up record</em>-window.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image011_4.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_4.jpg"></a><a title="Open the Form Properties - dialog" href="http://mscrm-addons.com/images/blog/files/clip_image011_4.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image011" src="http://mscrm-addons.com/images/blog/files/clip_image011_thumb_4.jpg" alt="clip_image011" width="500" /></a></div> <br /> <em>Figure 6: Form Properties-dialog (background) and Look-up record-window</em></p> <p><strong>8)</strong> Back in <g class="gr_ gr_95 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-del replaceWithoutSep" id="95" data-gr-id="95">the </g><em><g class="gr_ gr_95 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Grammar only-del replaceWithoutSep" id="95" data-gr-id="95">Form</g> Properties</em>-dialog, we must define the <em>Start</em>-function of the script. To do so, click on the lower <em><strong>[+Add]</strong></em>-button (in the <em>Event Handlers</em>-section). Now select the <em>web resource </em>and type in the function name (here&nbsp;<em>PTM_TIStartReplaceCallHandler). </em>Click on the <em><strong>[OK]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image013_3.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image013_3.jpg"></a><a title="Form Properties-dialog (background) and Look-up record-window" href="http://mscrm-addons.com/images/blog/files/clip_image013_3.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image013" src="http://mscrm-addons.com/images/blog/files/clip_image013_thumb_3.jpg" alt="clip_image013" width="500" /></a></div> <br /> <em>Figure 7: Handler Properties&nbsp;</em></p> <p><strong>9)</strong>&nbsp;Finally, <g class="gr_ gr_96 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-del replaceWithoutSep" id="96" data-gr-id="96">the </g><em><g class="gr_ gr_96 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Grammar only-del replaceWithoutSep" id="96" data-gr-id="96">Form</g> Properties</em>-dialog will look like this:</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image015_3.jpg"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image015_3.jpg"></a><a title="Handler Properties" href="http://mscrm-addons.com/images/blog/files/clip_image015_3.jpg"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image015" src="http://mscrm-addons.com/images/blog/files/clip_image015_thumb_3.jpg" alt="clip_image015" width="500" /></a></div> <br /> <em>Figure 8: Customized Form Properties-dialog&nbsp;</em></p> <p><strong>10)</strong> To complete the configuration, click on the <em><strong>[OK]</strong></em>-button. Then click on the <em><strong>[Save]</strong></em>-button and afterward on the <strong><em>[Publish]</em></strong>-button in the form editor.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image016_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_image016_2.png"></a><a title="Customized Form Properties-dialog" href="http://mscrm-addons.com/images/blog/files/clip_image016_2.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image016" src="http://mscrm-addons.com/images/blog/files/clip_image016_thumb_2.png" alt="clip_image016" width="150" /></a></div> <br /> <em>Figure 9: Save and Publish</em></p> <p>After reloading <em>Contact</em> in CRM (press F5), the <em>Click2ToDial</em>-functionality will be enabled.</p> <p><span style="color: #ff0000;">Please note: If you want to enable this feature on additional forms, you simply have to select the corresponding web resource and define the corresponding start-function.</span></p> <p><span style="color: #ff0000;"> </span></p> <p><strong>Trouble Shooting&nbsp;<br /> </strong>This section is only relevant for you if dialing out does not work as expected when clicking a number directly in the form.<br /> <br /> First please make sure that dialing out by hitting the default TI button works as expected:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" TI call number " href="/Portals/0/Blog/How_to_extend_the_Click2Dial_functionality_for_TelephoneIntegration/Figure_TI1.png"> <img alt=" TI call number" width="225" height="32,5" class="img-responsive" src="/Portals/0/Blog/How_to_extend_the_Click2Dial_functionality_for_TelephoneIntegration/Figure_TI1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 10: TI call number</em></div> </div> <p>&nbsp;</p> <p>Only if this is the case it has to be a problem with the Click2Dial script.</p> <p>Then follow these steps to get more information.</p> <p>Add the "debug<g class="gr_ gr_103 gr-alert gr_gramm gr_inline_cards gr_run_anim Style replaceWithoutSep" id="103" data-gr-id="103">:true</g>" text to the function call, as you can see in the figure below:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Add the debug:true text to the function call " href="/Portals/0/Blog/How_to_extend_the_Click2Dial_functionality_for_TelephoneIntegration/Figure_TI2.png"> <img alt=" Add the debug:true text to the function call" class="img-responsive" src="/Portals/0/Blog/How_to_extend_the_Click2Dial_functionality_for_TelephoneIntegration/Figure_TI2.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 11: Add the "debug<g class="gr_ gr_104 gr-alert gr_gramm gr_inline_cards gr_run_anim Style replaceWithoutSep" id="104" data-gr-id="104">:true</g>" text to the function call<br /> <br /> <br /> </em> <p>Next, save and publish.&nbsp;</p> <p>After reloading the entity record you will see alerts on page load and on click of a number, like:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Alerts on page load and on click of a number " href="/Portals/0/Blog/How_to_extend_the_Click2Dial_functionality_for_TelephoneIntegration/Figure_TI3.png"> <img alt=" Alerts on page load and on click of a number" class="img-responsive" src="/Portals/0/Blog/How_to_extend_the_Click2Dial_functionality_for_TelephoneIntegration/Figure_TI3.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 12:&nbsp;<span>Alerts on page load and on click of a number</span></em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span>&nbsp;</span></em></p> <p>&nbsp;<strong>Please note</strong> that every CRM user using this form will get these alerts.</p> </div> <p>&nbsp;</p> </div> </div> <p><span style="color: #ff0000;"> </span></p> <p><span style="color: #ff0000;"> </span></p> <p><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>9841How to create SharePoint locations, folders and subfolders automatically in DCP SB Online?https://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9839/documentscorepack-serverbased-(automergeworkingitems)-how-to-create-sharepoint-locations-folders-subfolders-automatically.aspxDocumentsCorePack (DCP),DCP 2015 / 2016Thu, 30 Apr 2015 10:12:00 GMT<p>This blog article outlines how to create SharePoint locations, folders and subfolders automatically within MS Dynamics CRM with our <a href="http://www.mscrm-addons.com/Products/MSCRM2013/DocumentsCorePack/tabid/170/language/en-US/Default.aspx">DocumentsCorePack ServerBased Add-On</a>. </p> <p>The solution is our <em>AutoMergeWorkingItem </em>which can be triggered automatically when creating a new workflow in a process.&nbsp;</p> <p><strong>Requriement:</strong>&nbsp;DocumentsCorePack ServerBased (DCP SB) Online</p> <p>For further information how to do this in DCP&nbsp;OnPremise, please click <a href="http://www.mscrm-addons.com/Blog/PostId/9831/How to create SharePoint locations, folders and subfolders automatically in DCP SB (OnPremise)?">here</a>.</p> <p><strong>Example:</strong></p> <p><strong>Standard SharePoint location in CRM:</strong></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb4_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/image_thumb4_1.png"></a><a title="Standard CRM SharePoint window" href="http://mscrm-addons.com/images/blog/files/image_thumb4_1.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_thumb4" src="http://mscrm-addons.com/images/blog/files/image_thumb4_thumb.png" alt="image_thumb4" width="412" height="284" /></a></div> <br /> <em>Figure 1: Standard CRM SharePoint window</em></p> <p><strong>Created SharePoint location:</strong></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb54.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_thumb54.png"></a><a title="Created SharePoint location" href="http://mscrm-addons.com/images/blog/files/image_thumb54.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_thumb54" src="http://mscrm-addons.com/images/blog/files/image_thumb54_thumb.png" alt="image_thumb54" width="418" height="304" /></a></div> <br /> <em>Figure 2: Created SharePoint location</em></p> <p ><strong>How to manually save SharePoint locations, folder(s) and subfolder(s) in CRM when creating an account</strong></p> <p>Generally, when creating a new account in MS CRM, all appropriate documents (e.g. quotes, invoices etc.) are saved in the entity <em>Documents</em>&nbsp;in MS CRM.<br /> As you can see in Figure 3, the CRM Save location <em>Documents </em>can be accessed via the drop-down-button next to the current company in the main navigation area at the top. <br /> It could as well be accessed using our addon&nbsp;<a href="http://www.mscrm-addons.com/Products/MSCRM2013/SmartBar/tabid/358/language/en-US/Default.aspx">SmartBar</a>,&nbsp;which enables a simple navigation between all related CRM records and entities.&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/image_thumb6%5B1%5D.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_thumb6%5B1%5D.png"></a><a title="Save location of documents in MS Dynamics CRM" href="http://mscrm-addons.com/images/blog/files/image_thumb6%5B1%5D.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_thumb6[1]" src="http://mscrm-addons.com/images/blog/files/image_thumb6%5B1%5D_thumb.png" alt="image_thumb6[1]" width="415" height="273" /></a></div> <br /> <em>Figure 3: Save location of documents in MS Dynamics CRM</em></p> <p>Anyway, to create a new&nbsp;<em>Account&nbsp;</em>in CRM, navigate to Accounts, then click on the&nbsp;<em><strong>[New]</strong></em>-button.&nbsp;</p> <p>&nbsp;<a href="http://mscrm-addons.com/images/blog/files/image31_thumb_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/image31_thumb_1.png"></a><a title="Create a new account in MS CRM." href="http://mscrm-addons.com/images/blog/files/image31_thumb_1.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="image31_thumb" src="http://mscrm-addons.com/images/blog/files/image31_thumb_thumb.png" alt="image31_thumb" width="418" height="79" /></a></div> <br /> <em>Figure 4: Create a new account in MS CRM.</em></p> <p>When you click on <em>Documents</em>&nbsp;(see Figure 3), the following message box appears. The box indicates, that a <em>SharePoint </em>location will be created manually with a click on the <em><strong>[OK]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb8_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/image_thumb8_1.png"></a><a title="Message from webpage" href="http://mscrm-addons.com/images/blog/files/image_thumb8_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px; margin: 0px;" title="image_thumb8" src="http://mscrm-addons.com/images/blog/files/image_thumb8_thumb_1.png" alt="image_thumb8" width="300" /></a></div> <br /> <em>Figure 5: Message from webpage&nbsp;</em></p> <p>The standard <em>SharePoint location-</em>window is empty and does not contain any folder(s) or subfolder(s).</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb2_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/image_thumb2_1.png"></a><a title="Entity Documents, once an account has been created." href="http://mscrm-addons.com/images/blog/files/image_thumb2_1.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_thumb2" src="http://mscrm-addons.com/images/blog/files/image_thumb2_thumb_1.png" alt="image_thumb2" width="414" height="286" /></a></div> <em>Figure 6: Entity Documents, once an account has been created.</em></p> <p>Once documents have been saved, its look changes.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb64.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_thumb64.png"></a><a title="Entity Documents with saved content" href="http://mscrm-addons.com/images/blog/files/image_thumb64.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_thumb64" src="http://mscrm-addons.com/images/blog/files/image_thumb64_thumb.png" alt="image_thumb64" width="414" height="199" /></a></div> <br /> <em>Figure 7: Entity Documents with saved content</em></p> <p ><strong>How to create a workflow that automatically generates SharePoint locations, folder(s) and subfolder(s) when creating an account</strong></p> <p>It is possible to create different subfolders in folders that contain certain documents (e.g. Quotes, Invoices &hellip;)</p> <p>This can be managed with a simple workflow. <br /> <br /> In our example we define<strong> </strong></p> <p><strong>1) the SharePoint location,<br /> </strong><strong>2) the folder(s) and <br /> 3) the subfolder(s) <br /> that&nbsp;</strong><strong>will be automatically triggered when creating a new account.&nbsp;</strong></p> <p>First of all, open your CRM and navigate to <em>Settings</em>&nbsp;and <em>Processes</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb6.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_thumb6.png"></a><a title="CRM &gt; Settings &gt; Processes" href="http://mscrm-addons.com/images/blog/files/image_thumb6.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_thumb6" src="http://mscrm-addons.com/images/blog/files/image_thumb6_thumb.png" alt="image_thumb6" width="417" height="64" /></a></div> <br /> <em>Figure 8: CRM &gt; Settings &gt; Processes</em></p> <p>Now create a new process with a click on the <em><strong>[New]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb5_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/image_thumb5_2.png"></a><a title="Create a new process" href="http://mscrm-addons.com/images/blog/files/image_thumb5_2.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_thumb5" src="http://mscrm-addons.com/images/blog/files/image_thumb5_thumb_1.png" alt="image_thumb5" width="416" height="85" /></a></div> <br /> <em>Figure 9: Create a new process</em></p> <p>In the next window, define the following settings:</p> <p><strong>- Process Name:</strong>&nbsp;(here: <em>CreateSharePointFolder</em>)&nbsp; <br /> <strong>- Activate As:</strong> <em>Process </em> <br /> <strong>- Entity:</strong>&nbsp;(here: <em>Account</em>) &nbsp; &nbsp;&nbsp;<br /> <strong>- Category:</strong> <em>Worfklow</em></p> <p>Once this is done, click on the <em><strong>[Add Step]</strong></em>-button and select <em>Create Record</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_863.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_863.png"></a><a title="Add a new step (Create record)" href="http://mscrm-addons.com/images/blog/files/image_863.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_836.png" alt="image" width="419" height="305" /></a></div> <br /> <em>Figure 10: Add a new step (Create record)</em></p> <p>Now name the step (here: <em>CreateFolder</em>)&nbsp;and open the Drop-down menu within this first step:&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_864.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_864.png"></a><a title="Name the new step" href="http://mscrm-addons.com/images/blog/files/image_864.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_837.png" alt="image" width="423" height="67" /></a></div> <br /> <em>Figure 11: Name the new step</em></p> <p>There, select <em>MSCRM-ADDONS.com AutoMergeWorkingItems</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_865.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_865.png"></a><a title="AutoMergeWorkingItems" href="http://mscrm-addons.com/images/blog/files/image_865.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_838.png" alt="image" width="424" height="310" /></a></div> <br /> <em>Figure 12: AutoMergeWorkingItems</em></p> <p>Next, click on the <em><strong>[Set Properties]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_866.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_866.png"></a><a title="Set properties for the new step" href="http://mscrm-addons.com/images/blog/files/image_866.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_839.png" alt="image" width="426" height="78" /></a></div> <br /> <em>Figure 13: Set properties for the new step</em></p> <p>In the now following window, type in a name and define the AutoMergeWorkingItem-action (here,&nbsp;<em>CreateSharePointFolder)</em>&nbsp;It is also important to insert the <em>PrimaryRecordUrl</em>. To do so, set the cursor into the <em>PrimaryRecordUrl</em>-field and go to the <em>Look for:</em> -area within the form assistant on the right side. There, select <em>Records URL(Dynamics)</em> form the second drop-down menu. Click on the <em><strong>[Add]</strong></em>-button and on the <em><strong>[OK]</strong></em>-button in order to proceed.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_867.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_867.png"></a><a title="Create MSCRM-ADDONS.com AutoMergeWorkingItems" href="http://mscrm-addons.com/images/blog/files/image_867.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_840.png" alt="image" width="426" height="274" /></a></div> <br /> <em>Figure 14: Create MSCRM-ADDONS.com AutoMergeWorkingItems</em></p> <p>Next scroll down to the&nbsp;<em>Create SharePoint Folder</em>-section (see next screenshot, click to enlarge)</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_868.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_868.png"></a><a title="Create SharePointFolder-section" href="http://mscrm-addons.com/images/blog/files/image_868.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_841.png" alt="image" width="427" height="404" /></a></div> <br /> <em>Figure 15: Create SharePointFolder-section</em></p> <p>There, you can define the SharePoint location, folder(s) and subfolder(s).&nbsp;<br /> <br /> <strong>For example: </strong><em>TEST/subfolder 1;TEST/subfolder 2;TEST1/subfolder 1</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_870.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_870.png"></a><a title="Example SharePoint subfolder added&lt;a href=" href="http://mscrm-addons.com/images/blog/files/image_870.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_843.png" alt="image" width="432" height="68" /></a></div> <br /> <em>Figure 16: Example SharePoint subfolder added<a href="http://mscrm-addons.com/images/blog/files/image_870.png"><br /> </a></em><a href="http://mscrm-addons.com/images/blog/files/image_870.png"><br /> </a><a href="http://mscrm-addons.com/images/blog/files/image_thumb28.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_thumb28.png"></a><a title="Structure of TEST/subfolder 1;TEST/subfolder 2;TEST1/subfolder 1" href="http://mscrm-addons.com/images/blog/files/image_thumb28.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_thumb28" src="http://mscrm-addons.com/images/blog/files/image_thumb28_thumb.png" alt="image_thumb28" width="215" height="242" /></a></div> <br /> <em>Figure 17: Structure of TEST/subfolder 1;TEST/subfolder 2;TEST1/subfolder 1</em></p> <p>Figure 17 outlines, that a <em>slash</em> indicates that the subfolder remains in a mainfolder. Furthermore, it outlines that a <em>semicolon </em>indicates the creation of a new main folder. <br /> <span style="color: #ff0000;">Please note: the folder and/or subfolder name can contain blank space but you must not use a blank space between a folder and its subfoler(s)</span>&nbsp;</p> <p>Once you have set up your order structure, please click on the <em><strong>[Save and Close]</strong></em>-button.&nbsp;</p> <p>Now click on the&nbsp;<em><strong>[Activate]</strong></em>-button in order to activate&nbsp;your workflow:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_871.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_871.png"></a><a title="Activate workflow" href="http://mscrm-addons.com/images/blog/files/image_871.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_844.png" alt="image" width="421" height="242" /></a></div> <br /> <em>Figure 18: Activate workflow</em></p> <p>Then click once again on the <em><strong>[Activate]</strong></em>-button in order to confirm the process:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb21.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_thumb21.png"></a><a title="Confirm the process" href="http://mscrm-addons.com/images/blog/files/image_thumb21.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image_thumb21" src="http://mscrm-addons.com/images/blog/files/image_thumb21_thumb.png" alt="image_thumb21" width="420" height="198" /></a></div> <br /> <em>Figure 19: Confirm the process</em></p> <p>Now, your workflow is activated.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_872.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_872.png"></a><a title="Activated workflow" href="http://mscrm-addons.com/images/blog/files/image_872.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_845.png" alt="image" width="422" height="88" /></a></div> <br /> <em>Figure 20: Activated workflow</em></p> <p><span style="color: #ff0000;">Please note:&nbsp;it can take some minutes until the workflow has been entirely finished!</span></p> <p>When you now create a new account and then navigate to the <em>SharePoint </em>document location, it should look similar to the example in Figure 21.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb47.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_thumb47.png"></a><a title="Example - SharePoint document location based on workflow" href="http://mscrm-addons.com/images/blog/files/image_thumb47.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image_thumb47" src="http://mscrm-addons.com/images/blog/files/image_thumb47_thumb.png" alt="image_thumb47" width="418" height="304" /></a></div> <br /> <em>Figure 21: Example - SharePoint document location based on workflow&nbsp;</em></p> <p>When opening the <em>TEST</em>-folder, the subfolders look as shown in Figure 22 and Figure 23.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb51.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_thumb51.png"></a><a title="Subfolder I" href="http://mscrm-addons.com/images/blog/files/image_thumb51.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_thumb51" src="http://mscrm-addons.com/images/blog/files/image_thumb51_thumb.png" alt="image_thumb51" width="424" height="51" /></a></div> <br /> <em>Figure 22: Subfolder I</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb53.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_thumb53.png"></a><a title="Subfolder II" href="http://mscrm-addons.com/images/blog/files/image_thumb53.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image_thumb53" src="http://mscrm-addons.com/images/blog/files/image_thumb53_thumb.png" alt="image_thumb53" width="425" height="44" /></a></div> <br /> <em>Figure 23: Subfolder II</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>9839Send as .pdf preview & edit functionalityhttps://www.mscrm-addons.com/Blog/PostId/9838/dcp-serverbased-send-as-pdf-preview-edit-functionalityDocumentsCorePack (DCP),DCP 2015 / 2016Tue, 28 Apr 2015 15:33:00 GMT<p>This blog article outlines the <a href="http://www.mscrm-addons.com/Products/MSCRM2013/DocumentsCorePack/tabid/170/language/en-US/Default.aspx">DocumentsCorePack ServerBased</a>&nbsp;<em>send as pdf preview and edit functionality</em>. The edit functionality allows to modify generated pdf-documents in MS Word before you send it to the customer with the DCP SB <em><strong>[Create document]</strong></em>-button.&nbsp;</p> <p><span style="color: #ff0000;">Please note, that the usage of SharePoint integration is mandatory in order to use the edit-functionality!</span></p> <p><strong>Requirements: </strong>DocumentsCorePack ServerBased (DCP SB) v.2015.18 for OnPremise, DocumentsCorePack ServerBased (DCP SB) v.2013.73 for the online version</p> <p><strong>Step-by-step description:</strong></p> <p>Generally, it is very easy to create and send e.g. quotes or an invoice to the customer with DCP SB. This can be done with a click on the <em><strong>[Create Document]</strong></em>-button inside the CRM CommandBar.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_845.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_845.png"></a><a title="Quote in CRM, ready to be sent via [Create Document]-button." href="http://mscrm-addons.com/images/blog/files/image_845.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_818.png" alt="image" width="384" height="291" /></a></div> <br /> <em>Figure 1: Quote in CRM, ready to be sent via [Create Document]-button.</em></p> <p>With a click on the <em><strong>[Create Document]</strong></em>-button the DCP dialog appears. Select a template from the list and click on the <em><strong>[Next]</strong></em>-button in order to proceed.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_846.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_846.png"></a><a title="Template overview when processing a document via DCP SB" href="http://mscrm-addons.com/images/blog/files/image_846.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_819.png" alt="image" width="384" height="293" /></a></div> <br /> <em>Figure 2: Template overview when processing a document via DCP SB</em></p> <p>Now the <em>DocumentsCorePack dialog</em> appears. &nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_847.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_847.png"></a><a title="DocumentsCorePack dialog with its multiple functionalities." href="http://mscrm-addons.com/images/blog/files/image_847.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_820.png" alt="image" width="387" height="342" /></a></div> <br /> <em>Figure 3: DocumentsCorePack dialog with its multiple functionalities.</em></p> <p><span style="color: #ff0000;">Please note: the preview &amp; edit function is <strong>only available for .<span style="background-color: #ffff00;">pdf-files</span></strong> and the following <em>Attach document</em>-options:</span></p> <p><strong>- as note <br /> - as email attachment <br /> - as letter</strong></p> <p>Select your preferred settings and click on the <em><strong>[Next]</strong></em>-button within the so opened dialog in order to proceed.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_848.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_848.png"></a><a title="DCP dialog with different options." href="http://mscrm-addons.com/images/blog/files/image_848.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_821.png" alt="image" width="383" height="340" /></a></div> &nbsp;<br /> <em>Figure 4: DCP dialog with different options.</em></p> <p>In the next window, users have (next to option 3, that finishes every process), the following possibilities:<br /> <a href="http://mscrm-addons.com/images/blog/files/image_853.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_853.png"></a><a title="Options to modify the document" href="http://mscrm-addons.com/images/blog/files/image_853.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_826.png" alt="image" width="395" height="354" /></a></div> <br /> <em>Figure 5: Options to modify the document</em></p> <p><strong>1 The Preview Document functionality</strong></p> <p>With a click on the linked quote <em>1&nbsp;QUO-01001-8NTM05 (21) </em>a new web client window opens allowing users to take a quick look at the document. There is no need to open MS Word.&nbsp;<br /> If the document is correct and no changes need to be done, close the preview window and finish the process with a click on the <em><strong>[Finish]</strong></em>-button (3).<strong><br /> </strong>&nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/image_850.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_850.png"></a><a title="Quote-document pdf.preview." href="http://mscrm-addons.com/images/blog/files/image_850.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_823.png" alt="image" width="396" height="301" /></a></div> </p> <p><em>Figure 6: Quote-document pdf.preview.</em></p> <p><strong>2 The&nbsp;<em>[Edit]</em>-button that enables you to edit your document<br /> </strong><span style="color: #ff0000;">Please note: This option is only enabled if you have a SharePoint integration. &nbsp;</span></p> <p>If you wish to make some corrections, click on the <em><strong>[Edit]</strong></em>-button within the dialog. This will open the document in MS Word. There, all MS Word formatting-options are available.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_851.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_851.png"></a><a title="Word document providing all MS Word formatting options." href="http://mscrm-addons.com/images/blog/files/image_851.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_824.png" alt="image" width="392" height="312" /></a></div> <br /> <em>Figure 7: Word document providing all MS Word formatting options.</em></p> <p>Make your changes. &nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_856.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_856.png"></a><a title="Changes applied are marked in green" href="http://mscrm-addons.com/images/blog/files/image_856.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_829.png" alt="image" width="397" height="266" /></a></div> <br /> <em>Figure 8: Changes applied are marked in green</em></p> <p>Once you have made your changes, close the document and save it with a click on the <em><strong>[Save]</strong></em>-button. Afterwards, you are redirected to the DocumentsCorePack dialog. There, click on the <em><strong>[Finish]</strong></em>-button in order to complete the process.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_857.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_857.png"></a><a title="Save changes" href="http://mscrm-addons.com/images/blog/files/image_857.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_830.png" alt="image" width="400" height="209" /></a></div> <br /> <em>Figure 9: Save changes&nbsp;</em></p> <p>A new CRM window opens that shows a new email with the attached pdf-quote. Scroll down to the <em>Atachments</em>-section&nbsp;to see the pdf.-document.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_859.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_859.png"></a><a title="Modified document as email attachment." href="http://mscrm-addons.com/images/blog/files/image_859.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_832.png" alt="image" width="406" height="229" /></a></div> <br /> <em>Figure 10: Modified document as email attachment.</em></p> <p>The document is now ready to go!</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>9838How to configure entities to show the [CreateDocument]-Buttonhttps://www.mscrm-addons.com/Blog/PostId/9837/documentscorepack-serverbased-how-to-configure-entities-to-show-the-“createdocument”-buttonDocumentsCorePack (DCP),DCP 2013,DCP 2015 / 2016Tue, 14 Apr 2015 14:08:00 GMT<p>This blog article outlines how to configure CRM entities to show the DCP ServerBased <em><strong>[CreateDocument]</strong></em>-Button.</p> <p><strong>Requirement: </strong>DocumentsCorePack ServerBased CRM 2013/2015</p> <p><strong>1)</strong>&nbsp;Go to <a href="http://www.mscrm-addons.com">www.mscrm-addons.com</a>&nbsp;and log in with your credentials&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Create Document Button Configuration" href="http://mscrm-addons.com/images/blog/files/2016%2f9%2fFigure%201_Mscrm_addons_login.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f9%2fFigure%201_Mscrm_addons_login.png" width="500" /></a></div> <br /> <em>Figure 1: www.mscrm-addons.com login</em></p> <p><strong>2)</strong> Next go to <em>My Account</em>&nbsp;and click on <em>My cloud services</em>&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Apply configuration" href="http://mscrm-addons.com/images/blog/files/2016%2f9%2fFigure%202_Login.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f9%2fFigure%202_Login.png" width="500" /></a></div> <br /> <em>Figure 2: My Account &gt; My Cloud Services</em></p> <p><strong>3)</strong> Mark the service and click on the <strong><em>[Configure Service]</em></strong>-button</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb%5B11%5D.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_thumb%5B11%5D.png"></a><a title="www.mscrm-addons.com login" href="http://mscrm-addons.com/images/blog/files/image_thumb%5B11%5D.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_thumb[11]" src="http://mscrm-addons.com/images/blog/files/image_thumb%5B11%5D_thumb.png" alt="image_thumb[11]" width="435" height="87" /></a></div> <br /> <em>Figure 3: Configure the service</em></p> <p><strong>4)</strong>&nbsp;Here, you can configure on which entities the <strong><em>[CreateDocument]</em></strong>-button should be visible. To do so, click on the <em><strong>[Select Entities]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_842.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_842.png"></a><a title="My Account &gt; My Cloud Services" href="http://mscrm-addons.com/images/blog/files/image_842.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_815.png" alt="image" width="436" height="405" /></a></div> <br /> <em>Figure 4: Create Document Button Configuration<br /> &nbsp;</em></p> <p><strong>5)</strong> In the following window, select the appropriate entities by activating the checkbox and a click on the <em><strong>[Apply]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_843.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_843.png"></a><a title="Configure the service" href="http://mscrm-addons.com/images/blog/files/image_843.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_816.png" alt="image" width="438" height="357" /></a></div> <br /> <em>Figure 5: Apply configuration&nbsp;</em></p> <p><strong>6)</strong> Now click on the <em><strong>[Save Service]</strong></em>-button and try it again!</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>9837SharePoint ErrorMessage: No part of the path in DCP SB Onlinehttps://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9836/dcp-sb-(online)-troubleshooting–sharepoint-errormessage-no-part-of-the-path.aspxDocumentsCorePack (DCP),DCP 2013,DCP 2015 / 2016Tue, 14 Apr 2015 13:28:00 GMT<p>This blog article explains what to do when you receive the following error message while saving documents to SharePoint.</p> <p><em><span style="background-color: #ffffff;">DocumentsCorePack failed to generate the document </span></em></p> <p><em><span style="background-color: #ffffff;">ERROR:|CHECKLICENSE|SUCCEEDED|new AutoMerge|StartMerge|ErrorMessage:No part of the path</span></em></p> <p><strong>Addon:</strong> DocumentsCorePack ServerBased (Online) <br /> <br /> Please find here the&nbsp;<a href="http://www.mscrm-addons.com/Blog/PostId/9835/SharePoint ErrorMessage: No part of the path in DCP SB (OnPremise)">OnPremise</a>&nbsp;version of this blog-post.</p> <p><span style="color: #ff0000;">Please note: The error usually <g class="gr_ gr_38 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="38" data-gr-id="38">occurrs</g> because of missing or false SharePoint user credentials/rights.</span></p> <p>It is mandatory that you have administrative access to SharePoint if you want to correct this error.</p> <p>&nbsp;</p> <p><strong>1)</strong>&nbsp;Go to&nbsp;<a href="http://www.mscrm-addons.com">www.mscrm-addons.com</a>&nbsp;and <g class="gr_ gr_36 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="36" data-gr-id="36">log in</g> with your credentials&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Open the service configuration" href="http://mscrm-addons.com/images/blog/files/2016%2f9%2fFigure%201_Mscrm_addons_login.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f9%2fFigure%201_Mscrm_addons_login.png" width="500" /></a></div> <br /> <em>Figure 1: www.mscrm-addons.com login</em></p> <p><em>​</em></p> <p><strong> 2)</strong>&nbsp;<g class="gr_ gr_37 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="37" data-gr-id="37">Next</g> go to&nbsp;<em>My Account</em>&nbsp;and click on&nbsp;<em>My cloud services</em>&nbsp;</p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Check your credentials" href="http://mscrm-addons.com/images/blog/files/2016%2f9%2fFigure%202_Login.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f9%2fFigure%202_Login.png" width="500" /></a></div> <em>Figure 2: My Account &gt; My Cloud Services&nbsp;<br /> &nbsp;</em></p> <p><strong>3)</strong> The DocumentsCorePack Online Configuration appears. Please mark the service and click on the <em><strong>[Configure Service]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_839.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_SB/Figure_Configure_Service.png"></a><a title="www.mscrm-addons.com login" href="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_SB/Figure_Configure_Service.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="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_SB/Figure_Configure_Service.png" alt="image" width="435" height="87" /></a></div> <em>Figure 3: Open the service configuration</em></p> <p><strong>4)</strong>&nbsp;Please check if username and password are correct, as well as if the user has administrative access to the configured SharePoint.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_840.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_SB/Figure_modify_DCP.png"></a><a title="My Account &gt; My Cloud Services" href="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_SB/Figure_modify_DCP.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="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_SB/Figure_modify_DCP.png" alt="image" width="437" height="358" /></a></div> <em>Figure 4: Check your credentials&nbsp;</em></p> <p><strong>5)</strong>&nbsp;If everything is alright, click on the <em><strong>[Save Service]</strong></em>-button&nbsp;and try it again!</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>9836SharePoint ErrorMessage: No part of the path in DCP SB (OnPremise)https://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9835/dcp-sb-(onpremise)-troubleshooting-–-sharepoint-errormessageno-part-of-the-path.aspxDocumentsCorePack (DCP),DCP 2013,DCP 2015 / 2016Tue, 14 Apr 2015 12:44:00 GMT<p>This blog article outlines what to do if you receive the following error message while saving documents to SharePoint.</p> <p><span style="background-color: #ffffff;">DocumentsCorePack failed to generate the document </span></p> <p><span style="background-color: #ffffff;">ERROR:|CHECKLICENSE|SUCCEEDED|new AutoMerge|StartMerge|ErrorMessage:No part of the path</span></p> <p><strong>Addon:</strong> DocumentsCorePack ServerBased CRM 2013/2015 (OnPremise)<br /> Please find here the&nbsp;<strong><a href="http://www.mscrm-addons.com/Blog/PostId/9836/SharePoint ErrorMessage: No part of the path in DCP SB Online">Online</a></strong>&nbsp;version of this blog-post.</p> <p><span style="color: #ff0000;">Please note: The error usually occurs because of missing or false SharePoint user credentials/rights.</span></p> <p>It is mandatory that you have administrative access to SharePoint if you want to correct this error.​</p> <p><span><strong>Minimum permission of SharePoint user:&nbsp;</strong></span><br /> <span>Able to&nbsp;</span><g class="gr_ gr_508 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="508" data-gr-id="508">logon</g><span>&nbsp;to the root site of SharePoint</span><br /> <span>Read access on the site</span><br /> <span>Read and write on the document library and all subfolders (create folders and upload files)&nbsp;</span></p> <p>For impersonation and SharePoint attributes: Site admin rights</p> <p>​</p> <p><strong>1)</strong>&nbsp;Open your Dynamics 365 and navigate to <em>Settings&nbsp;<br /> </em><a title="CRM &gt; Settings" href="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_OnPremise/Figure1_Dynamics_Settings.png" style="background-color: #ffffff;"><img class="img-responsive" style="background-image: none; display: inline;" title="image" src="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_OnPremise/Figure1_Dynamics_Settings.png" alt="image" width="416" height="59" /></a><br /> <em style="font-family: 'Open Sans', Arial, sans-serif; font-size: 14px;">Figure 1: Dynamics 365 - Settings<br /> </em></p> <p>&nbsp;</p> <p><strong>2)</strong> In the <em>Settings</em>, click on <em>Solutions<br /> </em><a title="Solutions" href="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_OnPremise/Figure2_Solutions.png" style="background-color: #ffffff;"><img class="img-responsive" style="background-image: none; display: inline;" title="image" src="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_OnPremise/Figure2_Solutions.png" alt="image" width="415" height="57" /></a><br /> <em style="font-family: 'Open Sans', Arial, sans-serif; font-size: 14px;">Figure 2: Solutions<br /> </em></p> <p>&nbsp;</p> <p><strong>3)</strong> There, double-click the <em>DocumetsCorePackServerCore</em>&nbsp;Solution.<br /> <a title="DocumetnsCorePackServerCore Solution" href="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_OnPremise/Figure_DCP_ServerCore.png" style="background-color: #ffffff;"><img class="img-responsive" style="background-image: none; display: inline;" title="image" src="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_OnPremise/Figure_DCP_ServerCore.png" alt="image" width="416" height="95" /></a><br /> <em style="font-family: 'Open Sans', Arial, sans-serif; font-size: 14px;">Figure 3: DocumetsCorePackServerCore&nbsp;Solution<br /> </em></p> <p>&nbsp;</p> <p><strong>4)</strong> Please enter the credentials for your SPS user, the SPS password and the SPS domain.<br /> <a title="Enter the credentials for the SPS user, password and domain" href="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_OnPremise/Figure4_DCP_SB.png" style="background-color: #ffffff;"><img class="img-responsive" style="background-image: none; display: inline;" title="image" src="/Portals/0/Blog/SharePoint_ErrorMessage_DCP_OnPremise/Figure4_DCP_SB.png" alt="image" width="417" height="330" /></a><br /> <em style="font-family: 'Open Sans', Arial, sans-serif; font-size: 14px;">Figure 4: Enter the credentials for the SPS user, password and domain<br /> </em></p> <p>&nbsp;</p> <p><strong>5)</strong> Now click on the <em><strong>[Save]</strong></em>-button and try again.</p> <p><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>9835Skype plugin is not showing call infohttps://www.mscrm-addons.com/Blog/PostId/9834/telephoneintegration-skype-plugin-is-not-showing-call-infoTelephoneIntegration (TI),TI 2013,TI 2015 / 2016Tue, 14 Apr 2015 09:44:00 GMT<p>This blog article explains what to do if your desktop TelephoneIntegration (TI) Client is not working.</p> <p>Please check your current Skype desktop Client version and make sure that is not higher than version 6.21.</p> <p>The Skype desktop API commands for calls are broken in both 6.22 and 7.0. Skype developers are working to fix the problem. In the meantime, please use Skype <a href="http://web.archive.org/web/20141213144457/http:/download.skype.com/msi/SkypeSetup_6.21.0.104.msi">version 6.21</a>.</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9834