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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 work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)https://www.mscrm-addons.com/Blog/PostId/10288/how-to-create-a-document-and-email-body-attach-it-to-an-email-and-send-the-email-using-the-documentscorepack-custom-connector-for-powerautomate-microsoft-flow*Features / News*,*General*,DocumentsCorePack (DCP)Wed, 11 Mar 2020 08:44:45 GMT<p><span style="font-size: 16px;"><span style="font-family: Arial;">This step-by-step tutorial outlines how to create a document and attach it to an email using the DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow).&nbsp;</span><span style="font-family: Arial;"><br /> </span></span></p> <br /> <h3><span style="color: #0077b3;">Overview of the Flow</span></h3> <p><span style="font-family: Arial; font-size: 16px;"><span style="font-size: 16px;">This flow is trig</span>gered on the update of a record (Account in our case), it then creates an Email using the &ldquo;Create new Record&rdquo; step from the common data services connector. Afterwards we are using our DocumentsCorePack custom connector to create an email body from a DCP Template and attach it to the email. Then we create an email attachment and attach it to the same email. The last step finally sends the email.</span></p> <p><span style="font-family: Arial; font-size: 16px;"> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Overview of the Flow " href="/Portals/0/Blog/How_to_create_doc_u_email_body_attach_to_email_u_send_using_custom_connector/Figure1.jpg"> <img alt=" Overview of the Flow " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_create_doc_u_email_body_attach_to_email_u_send_using_custom_connector/Figure1.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: Overview of the Flow </em> </div> </div> </span></p> <p>&nbsp;</p> <p><span style="font-family: Arial; font-size: 16px;">​<span style="color: #0077b3;">1.&nbsp;Trigger</span><br /> <br /> When you create a new flow, you have to decide which action will trigger the flow. In our case we have simply added a trigger on the update of the Account.</span></p> <p><span style="font-family: Arial; font-size: 16px;"> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Trigger" href="/Portals/0/Blog/How_to_create_doc_u_email_body_attach_to_email_u_send_using_custom_connector/Figure2.jpg"> <img alt=" Trigger" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_create_doc_u_email_body_attach_to_email_u_send_using_custom_connector/Figure2.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 2: Trigger</em> </div> </div> </span></p> <p>&nbsp;</p> <p><span style="font-family: Arial; font-size: 16px;"><span style="color: #0077b3;">2. Create Email</span><br /> <br /> In the second step we create an Email Message, you can leave the sender, recipient and regarding empty for now, as our DocumentsCorePack custom connector offers a very easy way to fill them later. You can still already fill the Subject and Description to your liking.&nbsp;<br /> &nbsp;</span></p> <p><span style="font-family: Arial; font-size: 16px;">&nbsp; <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Create Email " href="/Portals/0/Blog/How_to_create_doc_u_email_body_attach_to_email_u_send_using_custom_connector/Figure3.jpg"> <img alt=" Create Email " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_create_doc_u_email_body_attach_to_email_u_send_using_custom_connector/Figure3.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 3: Create Email </em> </div> </div> </span></p> <p>&nbsp;</p> <p><span style="font-family: Arial; font-size: 16px;"><span style="color: #0077b3;">3. Create Email Body</span><br /> <br /> To create the Email Body, we are using the DocumentsCorePack custom connector and choose the step &ldquo;Create Document Job (sync)&rdquo;. In this step it is mandatory to specify a template which shall be used to create the email body, and an Entity ID with which the Template shall be merged. (NOTE: The template needs to be created for the Entity Type specified in the Email ID) To create the Email Body we must choose the Filetype &ldquo;HTML&rdquo;.<br /> &nbsp;&nbsp;</span></p> <p><span style="font-family: Arial; font-size: 16px;">​ <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Create Email Body " href="/Portals/0/Blog/How_to_create_doc_u_email_body_attach_to_email_u_send_using_custom_connector/Figure4.jpg"> <img alt=" Create Email Body " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_create_doc_u_email_body_attach_to_email_u_send_using_custom_connector/Figure4.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 4: Create Email Body </em> </div> </div> </span></p> <p>&nbsp;</p> <p><span style="font-family: Arial; font-size: 16px;"><span style="color: #0077b3;">4. Attach Email Body&nbsp;</span><br /> <br /> After creating the Email Body, we need to attach it to the Email. For this we select the Document that was created in the previous Create Email Body step, this can be found under &ldquo;Document (Base 64 Encoded)&rdquo;. We also take the Filename from the previous step and the Email Message from the Create Email step.&nbsp;&nbsp;</span></p> <p><span style="font-family: Arial; font-size: 16px;"> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Attach Email Body " href="/Portals/0/Blog/How_to_create_doc_u_email_body_attach_to_email_u_send_using_custom_connector/Figure5.jpg"> <img alt=" Attach Email Body " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_create_doc_u_email_body_attach_to_email_u_send_using_custom_connector/Figure5.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 5: Attach Email Body </em> </div> </div> </span></p> <p>&nbsp;</p> <p><span style="font-family: Arial; font-size: 16px;">Here you can see what the &ldquo;Document (Base 64 Encoded)&rdquo; looks like:<br /> &nbsp;</span></p> <div><span style="font-family: Arial; font-size: 16px;"> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Document (Base 64 Encoded)" href="/Portals/0/Blog/How_to_create_doc_u_email_body_attach_to_email_u_send_using_custom_connector/Figure6.jpg"> <img alt=" Document (Base 64 Encoded)" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_create_doc_u_email_body_attach_to_email_u_send_using_custom_connector/Figure6.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 6: Document (Base 64 Encoded)</em> </div> </div> </span> <p>&nbsp;</p> </div> <p><span style="font-family: Arial; font-size: 16px;"><br /> </span></p> <p><span style="font-family: Arial; font-size: 16px;">​<span style="color: #0077b3;">5. Create Attachment</span><br /> <br /> In this step we want to create an additional attachment that shall be attached to the final email.&nbsp;<br /> <br /> Again, we have to choose a Template, an Entity ID and an output FileType. As we want an attachment this time we are choosing &ldquo;PDF&rdquo;:</span></p> <p><span style="font-family: Arial; font-size: 16px;"><br /> </span></p> <p><span style="font-family: Arial; font-size: 16px;"> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Create Attachment " href="/Portals/0/Blog/How_to_create_doc_u_email_body_attach_to_email_u_send_using_custom_connector/Figure7.jpg"> <img alt=" Create Attachment " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_create_doc_u_email_body_attach_to_email_u_send_using_custom_connector/Figure7.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 7: Create Attachment </em> </div> </div> </span></p> <p>&nbsp;</p> <p><span style="font-family: Arial; font-size: 16px;"><br /> </span></p> <p><span style="font-family: Arial; font-size: 16px;"><span style="color: #0077b3;">6. Attach Email Attachment</span><br /> <br /> Again, we have to attach the created document to the email. This time we select the &ldquo;Document (Base 64 Encoded)&rdquo; and the Filename from the Create Attachment Step.&nbsp; Additionally, we also need to fill Email ID with the &ldquo;Email Message&rdquo; from the &ldquo;Create Email &ldquo;Step.</span></p> <p><span style="font-family: Arial; font-size: 16px;"><br /> </span></p> <p><span style="font-family: Arial; font-size: 16px;"> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Attach Email Attachment " href="/Portals/0/Blog/How_to_create_doc_u_email_body_attach_to_email_u_send_using_custom_connector/Figure8.jpg"> <img alt=" Attach Email Attachment " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_create_doc_u_email_body_attach_to_email_u_send_using_custom_connector/Figure8.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 8: Attach Email Attachment </em> </div> </div> </span></p> <p>&nbsp;</p> <p><span style="font-family: Arial; font-size: 16px;"><br /> </span></p> <p><span style="font-family: Arial; font-size: 16px;">​<span style="color: #0077b3;">7. Send Email</span><br /> <br /> Now that the Email Body and Email Attachment are attached to our Email, we want to finally send the email. For the &ldquo;Email To Send&rdquo; we choose the &ldquo;Email Message&rdquo; from the Create Email step.&nbsp;<br /> <br /> Based on the trigger you have chosen you can either use the &ldquo;Owner&rdquo; or &ldquo;Modified By&rdquo; user to get the current user, if you have a trigger that allows it you can also get the current user using the &ldquo;User ID&rdquo; from the dynamic values. This user can be specified as the sender of the email. For Sender (Schema name) we choose the Entity Type &ldquo;User&rdquo;.&nbsp;<br /> <br /> Now we also have an option to specify the &ldquo;Regarding&rdquo; of the Email, for this we used the Regarding (Id) &ldquo;Account&rdquo; and the Regarding (Schema Name) Entity Type &ldquo;Account&rdquo;.&nbsp;<br /> For the To-Recipient we have chosen the To-ID &ldquo;Primary Contact&rdquo; and the To-Schema name Entity Type &ldquo;Contact&rdquo;.<br /> </span> <div><span style="font-family: Arial; font-size: 16px;">&nbsp;</span></div> </p> <p><span style="font-family: Arial; font-size: 16px;">&nbsp;</span></p> <p><span style="font-family: Arial; font-size: 16px;"><strong><span style="color: red;">In Short:</span></strong><span style="color: red;"> </span>It is important that the &ldquo;Schema name&rdquo; points to the Entity Type of the ID that is specified. </span></p> <p><span style="font-family: Arial; font-size: 16px;"><br /> </span></p> <p><span style="font-family: Arial; font-size: 16px;"> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Send Email " href="/Portals/0/Blog/How_to_create_doc_u_email_body_attach_to_email_u_send_using_custom_connector/Figure9.jpg"> <img alt=" Send Email " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_create_doc_u_email_body_attach_to_email_u_send_using_custom_connector/Figure9.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 9: Send Email </em> </div> </div> </span></p> <p>&nbsp;</p> <p><strong><span style="color: #000000;">That&rsquo;s it!</span></strong><span style="background: white; color: black;"> We appreciate your feedback! Please share your thoughts by sending an email to</span><span style="background: white; color: #777777;"> </span><a href="mailto:support@mscrm-addons.com"><span style="background: white; padding: 0cm; border: 1pt none windowtext;">support@mscrm-addons.com</span></a></p> <p>&nbsp;</p>10288How to disable the user button order configuration for SmartBarhttps://www.mscrm-addons.com/Blog/PostId/10228/how-to-disable-the-user-button-order-configuration-for-smartbar*General*,RecordCounter (RC),SmartBar (SB)Mon, 29 Jul 2019 13:58:12 GMT<p><span>If you need a static order of the buttons in the SmartBar Ribbon,<br /> disable the &bdquo;Enable Drag Option&ldquo; in the <strong>CRM &gt; Settings &gt; SmartBar &gt; General Settings</strong>:</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" General Settings " href="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure1.jpg"> <img alt=" General Settings " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure1.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: General Settings </em> </div> </div> <p>&nbsp;</p> <p><span>Afterwards delete the user specific button order in the <strong>CRM &gt; Settings &gt; SmartBar &gt; Global Settings</strong>:</span></p> <p><a title=" Global Settings " href="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure2.jpg" style="background-color: #ffffff;"><img alt=" Global Settings " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure2.jpg" /></a></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" Global Settings " href="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure2.jpg"> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: Global Settings </em> </div> </div> <p>&nbsp;</p> <p><strong><span>That&rsquo;s it!</span></strong><span style="background: white; color: black;"> We appreciate your feedback! Please share your thoughts by sending an email to</span><span style="background: white; color: #777777;"> </span><a href="mailto:support@mscrm-addons.com"><span style="background: white; padding: 0cm; border: 1pt none windowtext;">support@mscrm-addons.com</span></a></p> <p>&nbsp;</p>10228How to improve the quality of pictures in DCP Templates by using picture optionshttps://www.mscrm-addons.com/Blog/PostId/10220/how-to-improve-the-quality-of-pictures-in-dcp-templates-by-using-picture-options*General*,AutoMerge (AM),DocumentsCorePack (DCP),DocumentsCorePack 2015/2016,e-SignaturesFri, 07 Jun 2019 09:49:43 GMT<p><span>Should you face problems with the quality of Pictures in DCP, please try the following settings:</span></p> <p><span>In the <span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span>&ldquo;Advanced Template Settings&rdquo; navigate to the&nbsp;</span><span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">&ldquo;General&rdquo; tab and activate the&nbsp;</span><span style="font-size: 24px; color: #0077b3;">❸&nbsp;</span>&ldquo;Do not compress inserted images&rdquo; option.</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Template Settings" href="/Portals/0/Blog/How_to_improve_the_quality_of_pictures_in_DCP_Templates_by_using_picture_options/Figure1.jpg"> <img alt="Template Settings" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_improve_the_quality_of_pictures_in_DCP_Templates_by_using_picture_options/Figure1.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: Template Settings</em> </div> </div> <p>&nbsp;</p> <p><span>If you insert a picture from a note, there are further options to specify:<br /> <span style="white-space: pre;"> </span></span><span style="font-size: 24px; color: #0077b3;">❹&nbsp;</span>If the image shall be scaled to fit to the container on the template</p> <p><span> <span style="white-space: pre;"> </span>or</span></p> <p><span style="white-space: pre;"> </span><span style="font-size: 24px; color: #0077b3;">❺</span>&nbsp;If the template should be scaled to fit the image from the note.</p> <p><span>​</span></p> <p><span>These can be found under &ldquo;Field Properties&rdquo; after clicking on the image in Word.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Field properties" href="/Portals/0/Blog/How_to_improve_the_quality_of_pictures_in_DCP_Templates_by_using_picture_options/Figure2.jpg"> <img alt="Field properties" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_improve_the_quality_of_pictures_in_DCP_Templates_by_using_picture_options/Figure2.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 2: Field properties</em> </div> </div> <p>&nbsp;</p> <p>&nbsp;</p> <p><strong><span>That&rsquo;s it!</span></strong><span style="background: white;"> We appreciate your feedback! Please share your thoughts by sending an email to<span style="color: #777777;"> </span></span><a href="mailto:support@mscrm-addons.com"><span style="background: white; padding: 0cm; border: 1pt none windowtext;">support@mscrm-addons.com</span></a></p> <p>&nbsp;</p>10220Application Permissions – Why we need themhttps://www.mscrm-addons.com/Blog/PostId/10218/application-permissions-why-we-need-them*General*,AutoMerge (AM),DocumentsCorePack (DCP)Tue, 04 Jun 2019 11:12:29 GMT<p>This article outlines why DocumentsCorePack need Application Permissions.</p> <p>If you're creating a service and you have to choose the connection profile, there are several options.<br /> If you use the <span style="color: #0077b3;">Server2Server-connection</span>, you need to activate the following:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Permissions requested " href="/Portals/0/Blog/Application_Permissions/Figure1.jpg"> <img alt=" Permissions requested " width="40%" class="img-responsive" src="/Portals/0/Blog/Application_Permissions/Figure1.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: Permissions requested </em> </div> </div> <p>&nbsp;</p> <p><span style="color: #0077b3;"><strong>1.)</strong> Access to common data service</span><br /> <br /> <span style="white-space: pre;"> </span>This means, that we can read the CRM data in your name<br /> <span style="white-space: pre;"> </span>(so we can ensure, that user specific settings are applied to the data retrieved, like number &amp; datetime<br /> <span style="white-space: pre;"> </span>formats)</p> <p>&nbsp;</p> <p><span style="color: #0077b3;"><strong>2.) </strong>Read and Write your files &amp;<br /> &nbsp; &nbsp; &nbsp; Read and write items in all site collections &amp;<br /> &nbsp; &nbsp; &nbsp; Read and write items and lists in all site collections</span></p> <p><span style="white-space: pre;"> </span>These are the SharePoint security requirements to be able to fully use the Dynamics SharePoint integration.<br /> <span style="white-space: pre;"> </span>When DCP is linked with Dynamics SharePoint Integration, DCP will create lists, folders &amp; files in the<br /> <span style="white-space: pre;"> </span>SharePoint location as Dynamics would create them.</p> <p>&nbsp;</p> <p><span style="color: #0077b3;"><strong>3.)</strong> Sign in and read user profile</span></p> <p><span style="white-space: pre;"> </span>This is required to login as the user in dynamics and also for some of our licensing options.&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p><strong><span>That&rsquo;s it!</span></strong><span style="background: white;"> We appreciate your feedback! Please share your thoughts by sending an email to<span style="color: #777777;"> </span></span><a href="mailto:support@mscrm-addons.com"><span style="background: white; padding: 0cm; border: 1pt none windowtext;">support@mscrm-addons.com</span></a></p> <p>&nbsp;</p>10218How to get debug information from DocumentsCorePack-Dialoghttps://www.mscrm-addons.com/Blog/PostId/10204/how-to-copy-dcp-dialog-network-traces*General*,DocumentsCorePack (DCP)Wed, 17 Apr 2019 14:42:08 GMT<p>If you have any issues when using One-Click-Actions-Dialogue, this article outlines how to get debug information from&nbsp;DocumentsCorePack-Dialog so you can send it to us.</p> <p>Open your CRM in this entity, where the error happens.<br /> <br /> The <strong><span style="color: #ff0000; font-size: 18px;">very first thing</span></strong> you need to do to create the correct<br /> logging info is&nbsp;<strong><span style="color: #ff0000; font-size: 18px;">please press F12</span></strong><br /> <br /> <strong><span style="background-color: #ff7171; color: #000000; font-size: 18px;">After pressing F12</span></strong>, a new Window opens.</p> <p>Now please <span style="text-decoration: underline;">reproduce the problem/error</span> that happened, when you want to create a Document.</p> <p><span style="color: #0077b3;">Further steps depends on what ​Browser you are using:</span><br /> <span style="white-space: pre;"> </span>If you are using <strong><span style="color: #0077b3;">Chrome</span></strong>, please click <span style="text-decoration: underline; color: #0077b3;"><a href="#chrome">here</a></span>.<br /> <span style="white-space: pre;"> </span>If you are using <strong><span style="color: #0077b3;">Edge</span></strong>, please click <span style="text-decoration: underline; color: #0077b3;"><a href="#edge">here</a></span>.<br /> <span style="white-space: pre;"> </span>If you are using <strong><span style="color: #0077b3;">Firefox</span></strong>, please click <span style="text-decoration: underline; color: #0077b3;"> <a href="#firefox">here</a></span>.</p> <p>**************************************************************************</p> <p><strong><span style="color: #0077b3;"></span></strong> </p> <div id="chrome"><strong><span style="color: #0077b3;">Steps for Chrome</span></strong><span style="color: #0077b3;">:</span></div> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Please find the Tab "Console" and open this view.<br /> <br /> <a title=" Console Chrome " href="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure5.jpg"><img alt=" Console Chrome " width="40%" class="img-responsive" src="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure5.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 5: Console Chrome</em></div> </div> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Now click with right Mousebutton somewhere into the ​Console and select "save as" in the&nbsp;Contextmenue.</em></p> <p> </p> <div class=" data-plugin-options="> </div> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Chrome Console Save " href="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure6.jpg"> <img alt=" Chrome Console Save " width="20%" class="img-responsive" src="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure6.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 6: Chrome Console Save </em> </div> </div> <p>&nbsp;</p> <p>&nbsp;</p> <p>Please check the ending of the Filename, it must be ".log" and save it.</p> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Chrome File ending " href="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure7.jpg"> <img alt=" Chrome File ending " width="40%" class="img-responsive" src="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure7.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 7: Chrome File ending </em> </div> </div> <p>&nbsp;</p> <p>&nbsp;</p> <p><span>Now please find the Tab "Network" and open this view.</span></p> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Chrome Network Save " href="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure8.jpg"> <img alt=" Chrome Network Save " width="40%" class="img-responsive" src="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure8.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 8: Chrome Network Save </em> </div> </div> <p>&nbsp;</p> <p>&nbsp;</p> <p>Here please&nbsp;<span>click with right Mousebutton on a record and select "save all as har with content" in the&nbsp;Contextmenue.</span></p> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Chrome Network Save all as har " href="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure9.jpg"> <img alt=" Chrome Network Save all as har " width="40%" class="img-responsive" src="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure9.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 9: Chrome Network Save all as har </em> </div> </div> <p>&nbsp;</p> <p>&nbsp;&nbsp;</p> <p>Now please attach both files to an e-mail and send it to <span style="text-decoration: underline; color: #0077b3;">support@mscrm-addons.com</span></p> <p><span>**************************************************************************</span></p> <p><span></span></p> <p> </p> <div id="edge"><strong><span style="color: #0077b3;">Steps for&nbsp;Edge:</span></strong></div> <p>&nbsp;</p> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span>Please find the Tab "Console" and open this view.</span>&nbsp;<br /> <br /> <a title=" Console Edge " href="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure1.jpg"> <img alt=" Console Edge " width="40%" class="img-responsive" src="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure1.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: Console Edge </em> </div> </div> <p>&nbsp;</p> <p>&nbsp;</p> <p>Please mark the whole Text and copy it in a Word document or a Editor file and save it.</p> <p>Now please find the Tab "Network" and open this view.</p> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Network Edge " href="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure2.jpg"> <img alt=" Network Edge " width="40%" class="img-responsive" src="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure2.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 2: Network Edge</em></div> </div> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em> </p> <p>Please find the "save" button on top.</p> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Edge Button to save " href="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure3.jpg"> <img alt=" Edge Button to save " width="40%" class="img-responsive" src="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure3.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 3: Edge Button to save </em> </div> </div> <p>&nbsp;</p> <p>&nbsp;</p> <p><span>Please check the Filetype, it must be ".har" and save it.</span></p> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Edge save " href="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure4.jpg"> <img alt=" Edge save " width="40%" class="img-responsive" src="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure4.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 4: Edge save </em> </div> </div> <p>&nbsp;</p> <p>&nbsp;&nbsp;</p> <p><span>Now please attach both files to an e-mail and send it to&nbsp;</span><span style="text-decoration: underline; color: #0077b3;">support@mscrm-addons.com</span>​</p> <p><span>**************************************************************************</span></p> <p><span></span></p> <p> </p> <div id="firefox"><strong><span style="color: #0077b3;">Steps for&nbsp;Firefox:</span></strong></div> <p>&nbsp;</p> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span>Please find the Tab "Console" and open this view.<br /> </span><br /> <a title=" Console Firefox " href="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure10.jpg"><img alt=" Console Firefox " width="40%" class="img-responsive" src="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure10.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 10: Console Firefox </em> </div> </div> <p>&nbsp;</p> <p>&nbsp;</p> <p><span>Please mark the whole Text and copy it in a Word document or a Editor file and save it.</span></p> <p>&nbsp;</p> <p><span>Now please find the Tab "Network" and open this view.</span></p> <p> </p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Network Firefox " href="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure11.jpg"> <img alt=" Network Firefox " width="40%" class="img-responsive" src="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure11.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 11: Network Firefox</em></div> </div> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span>Here please&nbsp;</span>click with right Mousebutton on a record and select "save all as har " in the&nbsp;Contextmenue.</p> <p> </p> <div class=" data-plugin-options="> </div> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Firefox Network Save all as har " href="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure12.jpg"> <img alt=" Firefox Network Save all as har " width="20%" class="img-responsive" src="/Portals/0/Blog/how_to_copy_dcp_dialog_network_traces/Figure12.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 12: Firefox Network Save all as har </em> </div> </div> <p>&nbsp;</p> <p>&nbsp;</p> <p><span>Now please attach both files to an e-mail and send it to&nbsp;</span><span style="text-decoration: underline; color: #0077b3;">support@mscrm-addons.com</span></p> <p><span>**************************************************************************<br /> <br /> </span></p> <p><span>That&rsquo;s it!</span>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><br /> <br /> </p>10204How to add GroupCalendar to the Sitemaphttps://www.mscrm-addons.com/Blog/PostId/10195/how-to-add-groupcalendar-to-the-sitemap*General*,GroupCalendar (GC)Tue, 19 Mar 2019 12:11:08 GMT<p>This article outlines how to add your GroupCalendar to the Sitemap.</p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">Per default GroupCalendar tries to add the application to the "Sales" area. <br /> If you do not have this Area, you can add the GroupCalendar manually, here is how to do that:</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">1. </span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">Navigate to: <strong>CRM &gt; Settings &gt; Customizations &gt;&nbsp;&nbsp;Customize the System</strong></span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">Click on it and a new Window opens. Navigate further to</span><strong style="color: #1f497d;">&nbsp;Client Extensions &gt;&nbsp;Site Map</strong></p> <p style="margin-bottom: 0.0001pt;"><strong style="color: #1f497d;">​</strong></p> <p style="margin-bottom: 0.0001pt;"><strong style="color: #1f497d;"></strong></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Customize " href="/Portals/0/Blog/How_to_add_GroupCalendar_to_the_Sitemap/Figure1.jpg"> <img alt=" Customize " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_add_GroupCalendar_to_the_Sitemap/Figure1.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: Customize </em> </div> </div> <p>&nbsp;</p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">Do a double c<span style="color: #1f497d;">lick on it and the sitemap designer opens</span></span><span style="color: #1f497d;">.</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">​</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;"></span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Sitemap Designer " href="/Portals/0/Blog/How_to_add_GroupCalendar_to_the_Sitemap/Figure2.jpg"> <img alt=" Sitemap Designer " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_add_GroupCalendar_to_the_Sitemap/Figure2.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 2: Sitemap Designer </em> </div> </div> <p>&nbsp;</p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">2. </span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">Select a Area (in grey row with arrow) and a Group (Column) where you want to add the GroupCalendar.</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">Mark the last entry (e.g. Powersearch).</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;"></span></p> <p style="margin-bottom: 0.0001pt;"><span style="text-decoration: underline; color: #1f497d;">Please note:<br /> If there is no entry marked, you can not go to the next step!!</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;"></span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">3.</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">In the windows left side (corner on top) you can find the [Add]-Button.</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">Select "Subarea" in the Menue and a new entry next to PowerSearch appears.</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">​</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;"></span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Add Subarea " href="/Portals/0/Blog/How_to_add_GroupCalendar_to_the_Sitemap/Figure3.jpg"> <img alt=" Add Subarea " width="20%" class="img-responsive" src="/Portals/0/Blog/How_to_add_GroupCalendar_to_the_Sitemap/Figure3.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 3: Add Subarea </em> </div> </div> <p>&nbsp;</p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">&nbsp;&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">4.</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">Mark "New Subarea" and press the pencil to edit. Now the right side of the window changes.</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">​</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;"></span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Add Parameters " href="/Portals/0/Blog/How_to_add_GroupCalendar_to_the_Sitemap/Figure4.jpg"> <img alt=" Add Parameters " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_add_GroupCalendar_to_the_Sitemap/Figure4.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 4: Add Parameters </em> </div> </div> <p>&nbsp;</p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;"><br /> Please enter the following parameters:</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><strong><span style="color: #1f497d;">Type = Web Ressource&nbsp;</span></strong></p> <p style="margin-bottom: 0.0001pt;"><strong><span style="color: #1f497d;">URL&nbsp; =&nbsp;ptm_WebApplicationPreloaderGroupCalendar</span></strong></p> <p style="margin-bottom: 0.0001pt;"><strong><span style="color: #1f497d;">Title = GroupCalendar</span></strong></p> <p style="margin-bottom: 0.0001pt;"><strong><span style="color: #1f497d;">Icon = ptm_Icon32x32_White.png</span></strong></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: #1f497d;">3. Save and publish your new SiteMap</span></p> <p>&nbsp;</p> <p><span style="background-color: #fcfcfc;">That&rsquo;s it!</span><span style="background-color: #fcfcfc;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><span style="border: 1pt none windowtext; background-color: #fcfcfc; padding: 0cm; color: #0077b3;"><a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p> <p>&nbsp;</p>10195How to repair DocumentsCorePack Client using the DCP Diagnostics Toolhttps://www.mscrm-addons.com/Blog/PostId/10194/how-to-repair-documents-core-pack-client-using-the-dcp-diagnostics-tool*General*Mon, 18 Mar 2019 16:44:21 GMT<p>This article outlines how to repair a DocumentsCorePack Client using the Diagnostics Tool.</p> <p><span>Please navigate to the installation path of DocumentsCorePack Client, for example:<br /> </span><strong>C:\Program Files (x86)\PTM EDV-Systeme GmbH\Documents Core Pack Client for Dynamics 365&nbsp;</strong></p> <p><span>In there, run the "<strong>DCPDiagnostics.exe</strong>" tool with right click "Open as administrator"(<strong><span style="color: red;">IMPORTANT</span></strong>), in the "<strong>Diagnostics</strong>" tab, click on "<strong>Repair</strong>" once.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Diagnostic Tool " href="/Portals/0/Blog/How to repair Documents Core Pack Client using the DCP Diagnostics Tool/Figure1.png"> <img alt=" Diagnostic Tool " width="40%" class="img-responsive" src="/Portals/0/Blog/How to repair Documents Core Pack Client using the DCP Diagnostics Tool/Figure1.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: DCP Diagnostic Tool </em> </div> </div> <p>&nbsp;</p> <p><span>Afterward, close and restart Word and DCP once.</span></p> <p><span style="font-size: 13px;"><span style="background-color: #fcfcfc;">That&rsquo;s it!</span>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<span style="border: 1pt none windowtext; padding: 0cm; color: #0077b3;"><a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></span></p>10194How to enable debugging - The overviewhttps://www.mscrm-addons.com/Blog/PostId/10161/how-to-enable-debugging-the-overview*General*Thu, 22 Nov 2018 10:40:40 GMT<p>Please select the product and CRM version form the table below and&nbsp;follow the link to get redirected to a description of how to debug.</p> <div> <table class="MsoTable15Plain1" border="1" cellspacing="0" cellpadding="0" style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; border: none;"> <tbody> <tr> <td style="border: 1pt solid #bfbfbf; width: 176.95pt; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><strong>Product</strong></p> </td> <td style="width: 163pt; border-top: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: none; padding: 0cm 5.4pt;" colspan="2" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><strong>CRM&nbsp;</strong></p> </td> <td style="width: 80pt; border-top: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: none; padding: 0cm 5.4pt;"><strong>&nbsp;<span style="text-align: center;">Version</span></strong></td> </tr> <tr> <td style="width: 176.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>&nbsp;</strong></p> </td> <td style="width: 77.95pt; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><strong>2011</strong></p> </td> <td style="width: 5cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: url('ia') #f2f2f2; padding: 0cm 5.4pt;"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><strong>2013 and 2015/2016</strong></p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: url('ia') #f2f2f2; padding: 0cm 5.4pt;">&nbsp;<strong>MS Dynamics 365</strong></td> </tr> <tr> <td style="width: 176.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>SmartBar</strong></p> </td> <td style="width: 77.95pt; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;">x</p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><a href="http://www.mscrm-addons.com/Blog/PostId/9797/How to enable debugging for SmartBar">Click here</a></p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;"><a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f10001%2fhow-to-enable-debugging-for-smartbar-in-ms-dynamics-365&amp;tabid=165&amp;portalid=0&amp;mid=2185">&nbsp;Click here&nbsp;</a></td> </tr> <tr> <td style="width: 339.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; background: #f2f2f2; padding: 0cm 5.4pt;" colspan="3" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>&nbsp;</strong></p> </td> <td style="width: 339.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top">&nbsp;</td> </tr> <tr> <td style="width: 176.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>RecordCounter</strong></p> </td> <td style="width: 77.95pt; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><a href="http://www.mscrm-addons.com/Blog/PostId/9575/How to enable debugging for the RecordCounter">Click here</a></p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;">x</p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top">&nbsp;x</td> </tr> <tr> <td style="width: 339.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; background: #f2f2f2; padding: 0cm 5.4pt;" colspan="3" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>&nbsp;</strong></p> </td> <td style="width: 339.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top">&nbsp;</td> </tr> <tr> <td style="width: 176.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>TelephoneIntegration</strong></p> </td> <td style="width: 77.95pt; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><a href="http://www.mscrm-addons.com/Blog/PostId/9518/How to enable debugging for TelephoneIntegration ">Click here</a></p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><a href="http://www.mscrm-addons.com/Blog/PostId/9518/How to enable debugging for TelephoneIntegration ">Click here</a></p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"><a href="http://www.mscrm-addons.com/Blog/PostId/9518/how-to-enable-debugging-for-telephoneintegration">&nbsp;Click here&nbsp;</a></td> </tr> <tr> <td style="width: 176.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>&nbsp;</strong></p> </td> <td style="width: 77.95pt; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;">&nbsp;</p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;">&nbsp;</p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top">&nbsp;</td> </tr> <tr> <td style="width: 176.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>PowerSearch</strong></p> </td> <td style="width: 77.95pt; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><a href="http://www.mscrm-addons.com/Blog/PostId/9524/How to enable debugging for PowerSearch (Silverlight)">Click here</a></p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9914%2fhow-to-enable-debugging-for-powersearch&amp;tabid=165&amp;portalid=0&amp;mid=2185">Click here</a></p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"><a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f10002%2fhow-to-enable-debugging-for-powersearch-in-ms-dynamics-365&amp;tabid=165&amp;portalid=0&amp;mid=2185">&nbsp;Click here&nbsp;</a></td> </tr> <tr> <td style="width: 339.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; background: #f2f2f2; padding: 0cm 5.4pt;" colspan="3" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>&nbsp;</strong></p> </td> <td style="width: 339.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top">&nbsp;</td> </tr> <tr> <td style="width: 176.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>GroupCalendar</strong></p> </td> <td style="width: 77.95pt; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><a href="http://www.mscrm-addons.com/Blog/PostId/9520/How to enable debugging for GroupCalendar">Click here</a></p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><a href="http://www.mscrm-addons.com/Blog/PostId/9520/How to enable debugging for GroupCalendar">Click here</a></p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"><a href="http://www.mscrm-addons.com/Blog/PostId/9520/how-to-enable-debugging-for-groupcalendar">&nbsp;Click here&nbsp;</a></td> </tr> <tr> <td style="width: 339.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; background: #f2f2f2; padding: 0cm 5.4pt;" colspan="3" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>&nbsp;</strong></p> </td> <td style="width: 339.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top">&nbsp;</td> </tr> <tr> <td style="width: 176.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>DocumentsCorePack Client</strong></p> </td> <td style="width: 77.95pt; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><a href="http://www.mscrm-addons.com/Blog/PostId/9527/How to enable debugging for DocumentsCorePack Client (CRM 2011)">Click here</a></p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><a href="http://www.mscrm-addons.com/Blog/PostId/9739/How to enable debugging for DocumentsCorePack Client ">Click here</a></p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"><a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9739%2fhow-to-enable-debugging-for-documentscorepack-client&amp;tabid=165&amp;portalid=0&amp;mid=2185">&nbsp;Click here&nbsp;</a></td> </tr> <tr> <td style="width: 339.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; background: #f2f2f2; padding: 0cm 5.4pt;" colspan="3" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>&nbsp;</strong></p> </td> <td style="width: 339.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top">&nbsp;</td> </tr> <tr> <td style="width: 176.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>DocumentsCorePack Server Based </strong></p> </td> <td style="width: 77.95pt; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;">&nbsp;</p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;">&nbsp;</p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top">&nbsp;</td> </tr> <tr> <td style="width: 176.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>ON PREMISE/IFD</strong></p> </td> <td style="width: 77.95pt; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;">x</p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><a href="http://www.mscrm-addons.com/Blog/PostId/9741/How to enable debugging for DocumentsCorePack Server Based (ON PREMISE/IFD)">Click here</a></p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top">&nbsp;<a href="https://www.mscrm-addons.com/Blog/PostId/10044/how-to-enable-debugging-for-documentscorepack-serverbased-in-dynamics-365-on-premise">Click here</a><br /> </td> </tr> <tr> <td style="width: 176.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>ONLINE</strong></p> </td> <td style="width: 77.95pt; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;">x</p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><a href="http://www.mscrm-addons.com/Blog/PostId/9813/How to enable debugging for DocumentsCorePack Server Based (Online)">Click here</a></p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"><a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9813%2fHow%2520to%2520enable%2520debugging%2520for%2520DocumentsCorePack%2520Server%2520Based%2520(Online)&amp;tabid=165&amp;portalid=0&amp;mid=2185">&nbsp;Click here&nbsp;</a></td> </tr> <tr> <td style="width: 176.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>&nbsp;</strong></p> </td> <td style="width: 77.95pt; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;">&nbsp;</p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;">&nbsp;</p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top">&nbsp;</td> </tr> <tr> <td style="width: 176.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>AutoMerge</strong></p> </td> <td style="width: 77.95pt; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><a href="http://www.mscrm-addons.com/Blog/PostId/9618/How to enable debugging for AutoMerge ">Click here</a></p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;">x</p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top">&nbsp;x</td> </tr> <tr> <td style="width: 176.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>&nbsp;</strong></p> </td> <td style="width: 77.95pt; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;">&nbsp;</p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;">&nbsp;</p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top">&nbsp;</td> </tr> <tr> <td style="width: 176.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>AttachmentExtractor</strong></p> </td> <td style="width: 77.95pt; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;">&nbsp;</p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;">&nbsp;</p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top">&nbsp;</td> </tr> <tr> <td style="width: 176.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>&nbsp;ON PREMISE/IFD</strong></p> </td> <td style="width: 77.95pt; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9846%2fhow-to-enable-debugging-for-attachmentextractor&amp;tabid=165&amp;portalid=0&amp;mid=2185">Click here&nbsp;</a></p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9846%2fhow-to-enable-debugging-for-attachmentextractor&amp;tabid=165&amp;portalid=0&amp;mid=2185">Click here&nbsp;</a></p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top"><a href="http://www.mscrm-addons.com/Blog/PostId/9846/how-to-enable-debugging-for-attachmentextractor">&nbsp;Click here&nbsp;</a></td> </tr> <tr> <td style="width: 176.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top">&nbsp;<strong>Online</strong></td> <td style="width: 77.95pt; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt; text-align: center;" valign="top">&nbsp;x&nbsp;</td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt; text-align: center;" valign="top">&nbsp;x</td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top"><a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9813%2fHow%2520to%2520enable%2520debugging%2520for%2520DocumentsCorePack%2520Server%2520Based%2520(Online)&amp;tabid=165&amp;portalid=0&amp;mid=2185">&nbsp;Click here&nbsp;</a></td> </tr> <tr> <td style="width: 176.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top">&nbsp;</td> <td style="width: 77.95pt; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top">&nbsp;</td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top">&nbsp;</td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; background: #f2f2f2; padding: 0cm 5.4pt;" valign="top">&nbsp;</td> </tr> <tr> <td style="width: 176.95pt; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: 1pt solid #bfbfbf; border-top: none; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><strong>ActivityTools </strong></p> </td> <td style="width: 77.95pt; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><a href="http://www.mscrm-addons.com/Blog/PostId/9519/How to enable debugging for ActivityTools ">Click here</a></p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"> <p class="MsoNormal" style="margin-bottom: 0.0001pt; text-align: center;"><a href="http://www.mscrm-addons.com/Blog/PostId/9845/How to enable debugging for ActivityTools (CRM 2015/2016)">Click here</a></p> </td> <td style="width: 3cm; border-top: none; border-left: none; border-bottom: 1pt solid #bfbfbf; border-right: 1pt solid #bfbfbf; padding: 0cm 5.4pt;" valign="top"><a href="http://www.mscrm-addons.com/Blog/PostId/9999/how-to-enable-debugging-for-activitytools-in-ms-dynamics-365">&nbsp;Click here&nbsp;</a></td> </tr> </tbody> </table> <br /> <br /> </div> <div> <div><span style="font-size: 11pt; font-family: Calibri;"><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px; white-space: normal;">&nbsp;</strong></span></div> </div> <div> <div><span style="font-family: Calibri; font-size: 13px;"><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;">That&rsquo;s it!</strong><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif;">.</span></span></div> </div> <br /> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 556px; top: 235px; width: 1px; height: 1px;"> <table class="MsoTable15Plain1" border="1" cellspacing="0" cellpadding="0" style="background-color: #ffffff; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; border: none;"> <tbody> <tr> <td style="padding: 0cm 5.4pt; border-top: none; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: none; width: 3cm;">&nbsp;Click here&nbsp;</td> </tr> </tbody> </table> </div> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 556px; top: 235px; width: 1px; height: 1px;"> <table class="MsoTable15Plain1" border="1" cellspacing="0" cellpadding="0" style="background-color: #ffffff; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; border: none;"> <tbody> <tr> <td style="padding: 0cm 5.4pt; border-top: none; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: none; width: 3cm;">&nbsp;Click here&nbsp;</td> </tr> </tbody> </table> </div> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 556px; top: 235px; width: 1px; height: 1px;"> <table class="MsoTable15Plain1" border="1" cellspacing="0" cellpadding="0" style="background-color: #ffffff; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; border: none;"> <tbody> <tr> <td style="padding: 0cm 5.4pt; border-top: none; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: none; width: 3cm;">&nbsp;Click here&nbsp;</td> </tr> </tbody> </table> </div> <br /> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 298px; top: 694px; width: 1px; height: 1px;"> <table class="MsoTable15Plain1" border="1" cellspacing="0" cellpadding="0" style="background-color: #ffffff; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; border: none;"> <tbody> <tr> <td valign="top" style="padding: 0cm 5.4pt; border-top: none; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: none; width: 77.95pt; background: #f2f2f2;"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><a href="http://www.mscrm-addons.com/Blog/PostId/9598/How%20to%20enable%20debugging%20for%20AttachmentExtractor%20for%20MS%20CRM%202011%20and%202013" style="background-color: #ffffff; text-align: center;">Click here</a></p> </td> </tr> </tbody> </table> </div> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 298px; top: 694px; width: 1px; height: 1px;"> <table class="MsoTable15Plain1" border="1" cellspacing="0" cellpadding="0" style="background-color: #ffffff; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; border: none;"> <tbody> <tr> <td valign="top" style="padding: 0cm 5.4pt; border-top: none; border-right: 1pt solid #bfbfbf; border-bottom: 1pt solid #bfbfbf; border-left: none; width: 77.95pt; background: #f2f2f2;"> <p class="MsoNormal" style="margin-bottom: 0.0001pt;"><a href="http://www.mscrm-addons.com/Blog/PostId/9598/How%20to%20enable%20debugging%20for%20AttachmentExtractor%20for%20MS%20CRM%202011%20and%202013" style="background-color: #ffffff; text-align: center;">Click here</a></p> </td> </tr> </tbody> </table> </div>10161How to specify a DCP SharePoint Save-Location for entities with multiple Save-Locationshttps://www.mscrm-addons.com/Blog/PostId/10155/how-to-specify-a-dcp-sharepoint-save-location-for-entities-with-multiple-save-locationsDocumentsCorePack (DCP)Thu, 22 Nov 2018 08:52:53 GMT<p>This article outlines how to specify a DCP SharePoint Save-Location for entities with multiple Save-Locations</p> <p><span>If you have multiple Save-Locations configured for an entity, you need a way to specify, which one should be chosen by DCP to save the documents.<br /> </span>This can be done with a little customization of your Entity in CRM.</p> <p><span>Add a new Field to your Entity with the DataType &ldquo;Lookup&rdquo; <br /> and the Record Type &ldquo;Document Location&rdquo;:</span></p> <p><a title=" Add new Field " href="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure1.png" style="background-color: #ffffff;"><img alt=" Add new Field " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure1.png" /></a></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" Add new Field " href="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure1.png"> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: Add new Field</em></div> </div> <p>&nbsp;</p> <p><span>Add the SaveLocation Lookup to the Form:</span></p> <p><a title=" SaveLocation Lookup " href="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure2.png" style="background-color: #ffffff;"><img alt=" SaveLocation Lookup " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure2.png" /></a></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" SaveLocation Lookup " href="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure2.png"> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 2: SaveLocation Lookup </em> </div> </div> <p>&nbsp;</p> <p><span>Make sure you &ldquo;Publish All Customizations&rdquo; in CRM.<br /> </span>Select the Save Location for the Record in the lookup of your entity:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" Account Information " href="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure3.png"><img alt=" Account Information " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure3.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 3: Account Information</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>​</em></p> </div> <p><span>In the DCP Template navigate to<br /> </span>&ldquo;Advanced Template Settings&rdquo; -&gt; &ldquo;Create Activities For&rdquo; and activate &ldquo;Enable Advanced Settings&rdquo;.</p> <p><span>In the &ldquo;Save Location&rdquo; specify the lookup field to the Document Location and save your template.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Template Settings " href="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure4.png"> <img alt=" Template Settings " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_specify_a_DCP_SharePoint_Save-Location_for_entities_with_multiple_Save-Locations/Figure4.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 4: Template Settings </em> </div> </div> <p>&nbsp;</p> <p><span>Your generated document will now be saved into the specified document location. </span></p> <p><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">&nbsp;</span></p> <p><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">That&rsquo;s it!</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #ffffff;">support@mscrm-addons.com</a><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">.</span></p>10155How to configure an Onpremise Service with CRM Onlinehttps://www.mscrm-addons.com/Blog/PostId/10151/how-to-create-a-settingskey-manually-in-dynamics-365-online-with-service-running-onpremise*General*,DCP 2016,DocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365,DocumentsCorePack 2015/2016Thu, 04 Oct 2018 14:18:37 GMT<p>This article outlines how to create a SettingsKey manually.<br /> It is <span style="text-decoration: underline;">specifically designed</span> to use <strong>Dynamics 365 online</strong> and&nbsp;to run the <strong>Service for DCP-<span style="text-decoration: underline;">Serverbased</span> onpremise.<br /> </strong><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">To configure a service properly for such a scenario you have to create an additional settings key</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">.</span></p> <p>To get knowledge how to create a SettingsKey manually <strong>in general</strong>,&nbsp;please click&nbsp;<a href="https://www.mscrm-addons.com/Blog/PostId/10031/how-to-create-a-settingskey-manually-in-ms-dynamics-365?ver=2018-02-16-104722-347" target="_blank">here</a>.</p> <p> <div>Please open your Dynamics 365 in your Browser.&nbsp;</div> </p> <p>Navigate to&nbsp;<span style="text-decoration: underline;">Settings -&gt; MSCRM-ADDONS -&gt; Products</span>.<br /> Open the Link to DocumentsCorePack and AutoMerge&nbsp;and display&nbsp;all records associated with this view (Button on the right side, next to the "+")</p> <p>Please also deactivate the LBConfig Setting, if you are not using LoadBalancing.&nbsp;</p> <p style="text-align: justify;">After clicking the button, you can see a list of all settingskeys.<br /> By clicking the <strong>[ADD NEW MSCRM-ADDONS.com Settingkeys]</strong>-button you can&nbsp;create a new settingskey.&nbsp;</p> <p class="lightbox" style="text-align: justify;" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #777777;">After clicking,&nbsp; a new window opens. <br /> In this window, you have to&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-family: inherit; color: #777777;">define the name of the <g class="gr_ gr_53 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="53" data-gr-id="53">settingskey</g> in the&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-family: inherit; color: #777777;">Name</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-family: inherit; color: #777777;">-field.</span></p> <p class="lightbox" style="text-align: justify;" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: inherit; font-style: inherit; font-weight: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-family: inherit; color: #777777;"></span>The name of the key has to be "<strong>AzureServiceName</strong>" and the value has to be &ldquo;<strong>none</strong>&rdquo;.<br /> If this settingskey has a different value, please replace it with &ldquo;none&rdquo; as well.</p> <p class="lightbox" style="text-align: justify;" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; color: #777777;">Once this is done, save and close your settings.&nbsp;</span></p> <p class="lightbox" style="text-align: justify;" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; color: #777777;">​</span></p> <span> </span> <strong>That&rsquo;s it!</strong><span style="color: #777777;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>. <p class="lightbox" style="text-align: justify;" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;</p>10151How to open the fields.xml settings in Dynamics 365?https://www.mscrm-addons.com/Blog/PostId/10150/how-to-open-the-fieldsxml-settings-in-dynamics-365*General*,TelephoneIntegration (TI),TI 2015 / 2016,TI 365Tue, 02 Oct 2018 12:58:37 GMT<p>This article outlines how to open the fields.xml Settings.</p> <p>The fields.xml Settings are server-side Dynamics 365-Settings.<br /> There are 2 ways to open the Settings.</p> <p>&nbsp;</p> <p>1)</p> <p>This tab focuses on the advanced functionalities of the TelephoneIntegration Configuration.<br /> Use it to view, copy and send the fields XML for support purposes.​</p> <p><span>Navigate to Settings &gt; MSCRM-ADDONS &gt;&nbsp; TelephoneIntegration in Dynamics 365.&nbsp;</span>​</p> <p><a title=" MSCRM-ADDONS overview " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure1.png" style="background-color: #ffffff;"><img alt=" MSCRM-ADDONS overview " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure1.png" /></a></p> <p><a title=" MSCRM-ADDONS overview " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure1.png" style="background-color: #ffffff;"></a></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" MSCRM-ADDONS overview " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure1.png"> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: MSCRM-ADDONS overview</em> </div> </div> <p>&nbsp;</p> <p>When GetStarted-page of TelephoneIntegration opens, please switch to the Advanced-Tab.</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" TI GetStarted " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure2.png"> <img alt=" TI GetStarted " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure2.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 2: TI GetStarted </em> </div> </div> <p>&nbsp;</p> <p>To view the Field.xml-settings,&nbsp;select the [Show]-button</p> <p><a title=" TI Advanced Settings " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure3.png" style="background-color: #ffffff;"><img alt=" TI Advanced Settings " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure3.png" /></a></p> <p><a title=" TI Advanced Settings " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure3.png" style="background-color: #ffffff;"></a></p> <p><a title=" TI Advanced Settings " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure3.png" style="background-color: #ffffff;"></a></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" TI Advanced Settings " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure3.png"> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 3: TI Advanced Settings </em> </div> </div> <p>&nbsp;</p> <p>The Fields.xml-window opens and displays the Settings-Code, highlighted in yellow in the figure below.<br /> Now you can copy this text for example to send it to our Support-Team.</p> <p><a title=" Fields XML " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure4.png" style="background-color: #ffffff;"><img alt=" Fields XML " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure4.png" /></a></p> <p><a title=" Fields XML " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure4.png" style="background-color: #ffffff;"></a></p> <p><a title=" Fields XML " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure4.png" style="background-color: #ffffff;"></a></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" Fields XML " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure4.png"> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 4: Fields XML<br /> <br /> </em></div> </div> <p><span style="color: #ff0000;">Please note: Do not change the value manually.</span><br /> Instead, use the TelephoneIntegration Server Configuration Tool in order to change the value.</p> <p>To close the window, please click the [Cancel]-button.</p> <p>&nbsp;</p> <p><strong><span style="color: #0077b3;">If you have not received the desired result, please try the other way:​</span></strong></p> <p>​</p> <p>2)</p> <p>Navigate to Settings &gt; MSCRM-ADDONS &gt; Products &gt; TelephoneIntegration in Dynamics 365.&nbsp;<br /> <br /> Then open the SettingKeys.&nbsp;&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" MSCRM-ADDONS.com Products TelephoneIntegration Settingskeys " href="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure5.png"> <img alt=" MSCRM-ADDONS.com Products TelephoneIntegration Settingskeys " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_open_the_fields-xml_settings_in_Dynamics_365/Figure5.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 5: MSCRM-ADDONS.com Products TelephoneIntegration <g class="gr_ gr_20 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="20" data-gr-id="20">Settingskeys</g> </em> </div> </div> <p>&nbsp;</p> <p>There, you will find the fields.xml value.<br /> <br /> <span style="color: #ff0000;">Please note: Do not change the value manually.</span><br /> Instead, use the TelephoneIntegration Server Configuration Tool in order to change the value.</p> <p><span style="font-size: 13px;"><span style="background-color: #fcfcfc; text-align: justify; color: #7f7f7f;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to</span><span style="background-color: #fcfcfc; text-align: justify; color: #000000;">&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify; color: #000000;">.</span></span><br /> <br /> <br /> </p>10150How to activate per User Licensing in Dynamics 365https://www.mscrm-addons.com/Blog/PostId/10147/how-to-activate-per-user-licensing-in-dynamics-365*General*,ActivityTools (AT),DCP 2016,DocumentsCorePack (DCP),DCP 365,GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI),TI 365Fri, 24 Aug 2018 10:24:43 GMT<p style="text-align: justify;">This article outlines how to activate a per User License in Dynamics&nbsp;365 for <strong>ActivityTools, GroupCalendar, PowerSearch, SmartBar <g class="gr_ gr_80 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="80" data-gr-id="80">and</g> TelephoneIntegration.</strong></p> <p style="text-align: justify;"><span style="color: #777777;">For <strong>DocumentsCorePack</strong> the first steps are the same. Please follow the link when you will be asked for.</span></p> <p style="text-align: justify;"><span>When using &ldquo;per User&rdquo; licensing, it is mandatory to enable all users that should be licensed within Dynamics&nbsp;365.&nbsp;Licenses for TelephoneIntegration are always per User. It is also possible to have per User licenses for ActivityTools, GroupCalendar, PowerSearch <g class="gr_ gr_77 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="77" data-gr-id="77">and</g> SmartBar.<br /> This example concerns the TelephoneIntegration license.</span></p> <p style="text-align: justify;"><span>To check the license after installing via the License Manager please go to <strong>CRM-&gt;Settings-&gt;MSCRM-<g class="gr_ gr_71 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="71" data-gr-id="71">ADDONS</g>-Tab.</strong><br /> Now choose the Addon you want to check the License for. In this case, we select&nbsp;TelephoneIntegration.<span style="white-space: pre;"> </span></span></p> <p style="text-align: justify;"><span><span style="white-space: pre;"></span>If you want to select&nbsp;<strong>DocumentsCorePack</strong><span style="text-decoration: underline;"><strong>,</strong></span><strong>&nbsp;</strong><strong><a href="#Figure4">please click here</a></strong><strong><span style="color: #0077b3;"></span></strong>.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Addon overview " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure0.png"> <img alt=" Addon overview" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure0.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: <g class="gr_ gr_268 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins doubleReplace replaceWithoutSep" id="268" data-gr-id="268">MSCRM-<g class="gr_ gr_267 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="267" data-gr-id="267">ADDONS</g></g> overview</em></div> </div> <p><span>&nbsp;</span></p> <p style="text-align: justify;"><span>When the Get Started-page of&nbsp;TelephoneIntegration opens, please navigate to the Licensing-Tab.&nbsp;</span>It often occurs, that after installing the license via the License Manager a window appears that looks like in the figure below:&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Activate per User license " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure1.png"> <img alt=" Activate per User license" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure1.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 2: Activate per User license</em> </div> </div> <p>&nbsp;</p> <p style="text-align: justify;"><span>After installing the new license, the </span><span style="font-size: 24px; color: #0077b3;">❶</span><span> access is denied. This is due to the fact, that the user, that is running the license manager (usually an admin) itself is not a licensed user at this point. Click on the </span><span style="font-size: 24px; color: #0077b3;">❷</span><span> <strong>[Activate Users]</strong>-button to enable specific users.</span></p> <p style="text-align: justify;"><span><br /> </span>In the window below, you can select the users, that should be licensed within Dynamics 365.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Select the users you want to activate " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure2.png"> <img alt="Select the users you want to activate " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure2.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 3: Select the users you want to activate </em> </div> </div> <p>&nbsp;</p> <p style="text-align: justify;"><span>After enabling users to use our addon, the red cross is gone, and the user account has changed due to the number of activated users. As you can see below, there are three <g class="gr_ gr_75 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="75" data-gr-id="75">of ten</g> users enabled to use TelephoneIntegration.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <a title=" Valid license " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure3.png"> <img alt=" Valid license " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure3.png" id="Figure4" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 4: Valid license </em> </div> </div> <p>&nbsp;</p> <p><strong style="text-align: justify;"><span style="color: #0077b3;"><br /> How to activate a per User License in Dynamics&nbsp;365 for</span></strong><span style="text-align: justify;">&nbsp;</span><strong style="text-align: justify;"><span style="color: #0077b3;">DocumentsCorePack</span></strong></p> <p style="text-align: justify;">Here we select&nbsp;<span>DocumentsCorePack.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Addon overview - DCP " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure5.png"> <img alt=" Addon overview - DCP" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure5.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 5: Addon overview - DCP</em></div> </div> <p><span>&nbsp;</span></p> <p>Licenses for DocumentsCorePack-ClientBased are usually per User.<br /> It is also possible to have per User licenses for DocumentsCorePack_ServerBased (from <span>Small to Enterprise&nbsp;</span>package).</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" DCP - Get Started-page " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure6.png"> <img alt=" DCP - Get Started-page " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure6.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <em>Figure 6: DCP - Get Started-page </em> </div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">When the Get Started-page of DocumentsCorePack opens, please choose, if you want to activate Client license or Server license and go to the accordingly tab.<br /> It often occurs, that after installing the license via the License Manager a window appears that looks like 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=" DCP - Activate per User license" href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure7.png"> <img alt=" DCP - Activate per User license" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure7.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 7: DCP - Activate per User license</em> </div> </div> <p>&nbsp;</p> <p style="text-align: justify;">After installing the new license, the <span style="font-size: 24px; color: #0077b3;">❶</span> access is denied. This is due to the fact, that the user, that is running the license manager (usually an admin) itself is not a licensed user at this point. Click on the<span style="font-size: 24px; color: #0077b3;"> ❷</span><strong> [Activate Users]</strong>-button to enable specific users.<br /> In the window below, you can select the users, that should be licensed within Dynamics 365.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Select the users you want to activate " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure2.png"> <img alt="Select the users you want to activate " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure2.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 8: DCP - Select the users you want to activate</em></div> </div> <p>&nbsp;</p> <p style="text-align: justify;">After enabling users to use our addon, the red cross is gone, and the user account has changed due to the number of activated users. As you can see below, there are three <g class="gr_ gr_74 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="74" data-gr-id="74">of ten</g> users enabled to use TelephoneIntegration.</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" DCP - Valid license" href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure9.png"> <img alt=" DCP - Valid license" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure9.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 9: DCP - Valid license</em> </div> </div> <p>&nbsp;</p> <p><span style="font-size: 13px;"><strong><span>That&rsquo;s it!</span></strong><span style="background: white;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to<span style="color: #777777;">&nbsp;</span><span style="padding: 0cm; border: 1pt none windowtext; color: #0077b3;"><a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></span></span></p>10147How to shorten an alias (Alias is longer than 128 characters)https://www.mscrm-addons.com/Blog/PostId/10148/how-to-shorten-an-alias-alias-is-longer-than-128-characters*General*,DCP 2016,DocumentsCorePack (DCP)Fri, 24 Aug 2018 08:51:44 GMT<p style="text-align: justify;">This article outlines how to shorten an alias in DocumentsCorePack-TemplateDesigner when&nbsp;an error message appears that says: "<span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">Alias is longer than 128 characters"</span></p> <p style="text-align: justify;">Should you get an error that your alias is longer than 128 characters, please do the following steps.<br /> Please note that the 128 character limitation is not from our side but is a standard limitation from CRM.</p> <p style="text-align: justify;">Open your relationships by editing them using the pencil symbol and navigate to <g class="gr_ gr_24 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="24" data-gr-id="24">fetchXML</g>:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" configure relationship" href="/Portals/0/Blog/How_to_shorten_an_alias/Figure1.png"> <img alt=" configure relationship " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_shorten_an_alias/Figure1.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: Configure the relationship </em> </div> </div> <p>&nbsp;</p> <p><span>In the FetchXML View search for the long alias names that need to be shortened due to the character limitation from Dynamics 365:</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" FetchXML View " href="/Portals/0/Blog/How_to_shorten_an_alias/Figure2.png"> <img alt=" FetchXML View " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_shorten_an_alias/Figure2.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 2: FetchXML View </em> </div> </div> <p>&nbsp;</p> <p><span>Give it a short, descriptive name, only change the alias tag:</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" changed FetchXML View " href="/Portals/0/Blog/How_to_shorten_an_alias/Figure3.png"> <img alt=" changed FetchXML View " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_shorten_an_alias/Figure3.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 3: changed FetchXML View</em></div> </div> <p>&nbsp;</p> <p><span>Switch back to the Designer View and click OK.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Designer View " href="/Portals/0/Blog/How_to_shorten_an_alias/Figure4.png"> <img alt=" Designer View " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_shorten_an_alias/Figure4.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 4: Designer View </em> </div> </div> <p>&nbsp;</p> <p style="margin-bottom: 0.0001pt;"><span style="color: #777777;">Afterward,&nbsp;it is necessary to reinsert all fields from that relationship.</span></p> <p>&nbsp;</p> <p><span style="font-size: 13px;"><strong><span>That&rsquo;s it!</span></strong><span style="background: white;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to<span style="color: #777777;">&nbsp;</span><span style="padding: 0cm; border: 1pt none windowtext; color: #0077b3;"><a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></span></span></p> <p>&nbsp;</p>10148How to add fields from the current userhttps://www.mscrm-addons.com/Blog/PostId/10146/how-to-add-a-current-user*General*,DocumentsCorePack (DCP),DCP 365,DocumentsCorePack 2015/2016Mon, 20 Aug 2018 12:16:59 GMT<p><span style="font-size: 16px;">This article outlines how to add fields from the current / executing user to a Template.</span></p> <p><span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span><span style="font-size: 16px;">Click on &ldquo;Insert MailMerge Fields&rdquo;</span></p> <div class="data-plugin-options"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Insert MailMerge Fields" href="/Portals/0/Blog/How_to_add_fields_from_the_current_user/Figure1.png" style="background-color: #ffffff;"> <img alt="Insert MailMerge Fields" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_add_fields_from_the_current_user/Figure1.png" /> </a> </div> <em>Figure 1: Insert MailMerge Fields</em> </div> <p>&nbsp;</p> <p><span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span>Navigate to &ldquo;Additional&rdquo; and select &ldquo;User Info&rdquo; in the DropDown-Menu for &ldquo;Add Relationship / Entity&rdquo;</p> <div class="data-plugin-options"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Navigate to “User Info”" href="/Portals/0/Blog/How_to_add_fields_from_the_current_user/Figure2.png"> <img alt="Navigate to “User Info" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_add_fields_from_the_current_user/Figure2.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 2: Navigate to &ldquo;User Info&rdquo;</em> </div> </div> <p>&nbsp;</p> <p><span style="font-size: 24px; color: #0077b3;">❸&nbsp;</span>You have now added a new relationship to the &ldquo;User&rdquo; record, which presents fields from the current user /executing user</p> <div class="data-plugin-options"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="New relationship" href="/Portals/0/Blog/How_to_add_fields_from_the_current_user/Figure3.png"> <img alt="New relationship" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_add_fields_from_the_current_user/Figure3.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 3: New relationship</em> </div> </div> <p>&nbsp;</p> <p>&nbsp;</p> <p><span style="font-size: 13px;"><strong><span>That&rsquo;s it!</span></strong><span style="background: white;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to<span style="color: #777777;">&nbsp;</span><span style="padding: 0cm; border: 1pt none windowtext; color: #0077b3;"><a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></span></span></p>10146