News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogRecap: eXtreme365 & UG Summit in Orlando https://www.mscrm-addons.com/Blog/PostId/10281/recap-extreme365-ug-summit-in-orlando*General*,ActivityTools (AT),AttachmentExtractor (AE),DocumentsCorePack (DCP),GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI)Mon, 09 Dec 2019 16:44:47 GMT<p>In mid-October, we had the opportunity to be part of the eXtreme365 and the UG Summit in Orlando, Florida.Both events exceeded all of our expectations. Thank you for giving us your precious time and attention! It was a great pleasure meeting you at our booth.&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;">The week started with extreme365 with a lot of great content from Microsoft and partners. It offered us the opportunity to shape future strategies and was a high-energy event where we could gain a deep-dive understanding of Microsoft&acute;s roadmap, expert community insight on overcoming real-world challenges and exceptional relationship&nbsp;building.&nbsp;The value of eXtreme365 is entdless, which was due to&nbsp;the excellent speakers and truly informative sessions. The event was amazing&nbsp;and full of great people.</p> <p style="background-color: #fcfcfc; text-align: justify;">Followed by User Group Summit with crowds of people, great exhibitors and a lot of new contacts and customer meetings.&nbsp;Amazing keynote speakers, small group sessions, gripping speeches and lots of networking opportunities converted this event into a Microsoft Dynamics 365 festival. All in one we had great sessions and learned great Dynamics people!&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;</div> <div style="padding-right: 10px; text-align: center;" class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': true}, 'mainClass': 'mfp-with-zoom'}"> <p style="text-align: center;"> <a title="eXtreme365 - photo gallery" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365_Summit_Orlando/Figure1_team.jpeg"><img alt="eXtreme365 &amp; UG Summit - photo gallery" src="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365_Summit_Orlando/Figure1_team.jpeg" width="533,33" height="300" style="text-align: center;" /></a> <a title="Crowded booth" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365_Summit_Orlando/Figure2_crowded_booth.jpeg"></a> <a title="Crowded room at our showcase " href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365_Summit_Orlando/Figure3_Patrick_on_stage.jpeg"></a> <a title="Happy faces in Orlando" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365_Summit_Orlando/Figure4_happy_faces.jpeg"></a></p> <a title="Happy faces in Orlando" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365_Summit_Orlando/Figure4_happy_faces.jpeg"> </a></div> <a title="Happy faces in Orlando" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365_Summit_Orlando/Figure4_happy_faces.jpeg"> </a> <p style="text-align: center;">eXtreme365 &amp; UG Summit - photo gallery</p> <p style="background-color: #fcfcfc; text-align: justify;">Both events were amazing&nbsp;and full of great people. From the very first moment, we knew that being a sponsor had been a great decision.&nbsp;All in all, the events were a complete success for partners and customers. Being part was a great and really very special experience!&nbsp;We want to thank the organizers of that outstanding event for their commitment!&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;"><strong>&nbsp;There are no strangers here; only friends you haven&rsquo;t met yet.</strong><br /> - William Butler Yeats</p> <p style="background-color: #fcfcfc; text-align: justify;">​</p>10281Per User Licensing limitationshttps://www.mscrm-addons.com/Blog/PostId/10219/per-user-licenese-limitation*General*,ActivityTools (AT),AttachmentExtractor (AE),DocumentsCorePack (DCP),GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI)Wed, 05 Jun 2019 09:38:44 GMT<p style="text-align: justify;">For most of our products we do allow to either license all active users or only the subset of users that requires to use our solutions. This comes with certain limitations in functionality where usage of our Addon cannot be related back to a specific user.<br /> <br /> ​This blog article explains the limitations and considerations you need to be aware of when purchasing a "per User" license.&nbsp;<br /> <br /> <strong style="color: #0077b3;">DocumentsCorePack</strong></p> <ul> <li style="text-align: justify;"><span style="color: #0077b3;"><strong></strong></span>Workflow capabilities disabled: This means that document automation inside Worfklows is not possible. </li> </ul> <p style="text-align: justify;">​</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify; color: #0077b3;"><strong>ActivityTools, SmartBar, PowerSearch: (Elements embedded into Entity - forms)</strong><br /> </span><span style="background-color: #fcfcfc; text-align: justify;"></span></p> <ul> <li style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;">Form Element shows "no license" message: Users without a license will see a "license error" message instead of our AddOn. As this can take a severe amount of space on your form we do recommend to create separate forms for users with/without a license for our solutions.</span></li> </ul> <p style="text-align: justify;">More information about how to activate per User Licensing in Dynamics 365 can be found in this&nbsp;<a href="https://www.mscrm-addons.com/Blog/PostId/10147/how-to-activate-per-user-licensing-in-dynamics-365" style="background-color: #ffffff;">blog article</a>.</p>10219How licenses are countedhttps://www.mscrm-addons.com/Blog/PostId/10217/how-licenses-are-counted*General*,ActivityTools (AT),AttachmentExtractor (AE),DocumentsCorePack (DCP),GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI)Tue, 28 May 2019 06:59:52 GMT<p style="text-align: justify;">This blog article outlines how licenses are counted in our system. The counting mechanism varies depending on the type of license being used. We differentiate here between two types of licenses &ndash; the Normal licenses and the TeamMember licenses. Below &nbsp;are the two different license types and a description of how the count works for each. You will also find a description on where to find information about your counted licenses.&nbsp;</p> <p style="text-align: justify;"><span style="text-align: justify;"></span><span style="color: #0077b3;"><span style="font-size: 24px;">❶ </span><span style="font-size: 18px;">Normal licenses</span></span><span style="font-size: 18px;">&nbsp;</span><br /> <span style="text-align: justify;">For the required licenses, all users that are activated and have as Access Mode &ldquo;Read-Write&rdquo; in Dynamics 365, are counted.</span><span style="text-align: justify;">&nbsp; </span><span style="text-align: justify;">Users with &ldquo;Administrative&rdquo; as Access Mode are not counted.</span></p> <p style="text-align: justify;">There is the possibility to count only users with a security role for licensing. <strong>Important:</strong> We are counting user licensing assigned to the user directly or via team membership. To activate this feature the only thing you need to do is to create a new settingsKey for AutoMerge called &ldquo;CountUsersWithSecurityRolesOnly&rdquo; with value &ldquo;true&rdquo; as you can see in the figure below. More information about how to create<span>&nbsp; </span>settingsKeys can be found <a href="https://www.mscrm-addons.com/Blog/PostId/10031/how-to-create-a-settingskey-manually-in-ms-dynamics-365" target="_blank">here</a>.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="New SettingsKey - CountUsersWithSecurityRolesOnly " href="/Portals/0/Blog/How_licenses_are_counted/Figure1.png"> <img alt="New SettingsKey - CountUsersWithSecurityRolesOnly" width="411,5" height="160,5" class="img-responsive" src="/Portals/0/Blog/How_licenses_are_counted/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: New SettingsKey - CountUsersWithSecurityRolesOnly</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 8pt; text-align: justify;"><span> Additionally, there are users who have app access security roles as you can see highlighted in the figure below. App access security roles are predefined roles by Microsoft and are automatically assigned to users. &nbsp;These security roles will not be counted by DCP until you modify them.</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="App access security roles " href="https://www.mscrm-addons.com/Portals/0/Blog/How_licenses_are_counted/Figure2.png" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; font-size: 14px; font-family: 'Open Sans', Arial, sans-serif; background-color: #ffffff; text-decoration-line: underline;"><img alt="App access security roles" width="572" height="237,5" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/How_licenses_are_counted/Figure2.png" /></a></div> <div><span style="text-decoration: underline; color: #0077b3;"><br /> </span><a title="App access security roles " href="/Portals/0/Blog/How_licenses_are_counted/Figure2.png"> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: App access security roles</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="color: #0077b3;"><span style="font-size: 24px;">❷ </span><span style="font-size: 18px;">TeamMember licenses<br /> </span></span>&nbsp;If you have TeamMember licenses, please notice that these are counted different. TeamMember are assigned to specific license groups in Azure Active Directory and only two types are counted &ndash; the &ldquo;DYN365_ENTERPRISE_TEAM_MEMBERS" and the "DYN365_TEAM_MEMBERS".</p> <p style="margin-bottom: 8pt; text-align: justify;"><span>Find more information on how to activate TeamMember licenses </span><a href="https://www.mscrm-addons.com/Blog/PostId/10094/how-to-activate-aad-teammember-licensing" target="_blank"><span>here</span></a><span>.</span></p> <p style="margin-bottom: 8pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 8pt; text-align: justify;"><span style="font-size: 18px; color: #0077b3;">Where to find information about counted licenses?<br /> </span>Sometimes it may be unclear how we count the amount of relevant Dynamics 365 users for licensing.&nbsp; In order to show which Dynamics 365 users are counted, we have included the "User Count Info" overview.&nbsp; It can be accessed via the Web License Manager (Dynamics 365 &gt; Settings &gt; MSCRM-ADDONS area &gt; DocumnetsCorePack (or any other addon).&nbsp;</p> <p style="margin-bottom: 8pt; text-align: justify;">In the configuration window, please navigate to the <span style="font-size: 24px; color: #0077b3;">❶</span>&nbsp;<strong>Licensing server</strong>-tab. Here you can see the number of site licenses - in this case&nbsp;<span style="font-size: 24px; color: #0077b3;">❷</span> 22 users. For detailed information please hit the&nbsp;<span style="font-size: 24px; color: #0077b3;">❸</span><strong> [User Count info]</strong>-button at the bottom <span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">(required &ldquo;MSCRM-ADDONS.com General&rdquo; solution version 2017.53 or 2018.53)</span>.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Count users info " href="/Portals/0/Blog/How_licenses_are_counted/Figure3.png"> <img alt="Count users info" width="603" height="384" class="img-responsive" src="/Portals/0/Blog/How_licenses_are_counted/Figure3.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: User count info</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 8pt; text-align: justify;">​For DocumentsCorePack Online services you can access via the <a href="https://www.mscrm-addons.com/Products/DocumentsCorePack/ServiceConfiguration">Service Configuration</a> as well. Click on the <strong>[View &amp; Install license]</strong>-button and navigate to <strong>Users </strong>as you can see in the figure below.&nbsp;<span style="text-align: justify;">No matter which way you choose this will open the User count info overview.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="User count info overview " href="/Portals/0/Blog/How_licenses_are_counted/Figure4.png"> <img alt="User count info overview" width="468" height="332,5" class="img-responsive" src="/Portals/0/Blog/How_licenses_are_counted/Figure4.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: User count info overview</em></div> </div> <p style="text-align: justify;">&nbsp;&nbsp;</p> <p style="text-align: justify;">In the so openend window, you can see four sections:&nbsp;</p> <ul> <li><strong>Summary</strong>: Displays basic information as you can see in the figure above</li> <li><strong>Full licenses Users:</strong>&nbsp;Provides you with a list of all users which require a full license</li> <li><strong>Licensing Relevant Roles</strong>: If a user has assigned such a security role, he is counted for licensing</li> <li><strong>Licensing Unrelevant Roles</strong>: These are automatically assigned app access roles. If a user has these roles assigned only, he is not counted for licensing</li> </ul> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span>Open the <strong>Full licenses Users</strong> by hitting the plus symbol on the left side. Here y</span>ou can use the search box to look for specific users by their &ldquo;User Name&rdquo;. Hit on &ldquo;Click to see the Roles&rdquo;&nbsp; on the right side in order to see the relevant roles assigned to that user. &ldquo;(User)&rdquo; means the role is directly assigned, &ldquo;(Team)&rdquo; means the role is assigned to a team that user is a member of.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Full license users" href="/Portals/0/Blog/How_licenses_are_counted/Figure5.png"> <img alt="Full license users" width="591,5" height="354" class="img-responsive" src="/Portals/0/Blog/How_licenses_are_counted/Figure5.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 5: Full license users</em></div> </div> <p style="text-align: justify;">&nbsp;&nbsp;</p> <p style="text-align: justify;"><span style="text-align: justify;">Via the Web License Manager,&nbsp;</span>&nbsp;you also have the <span>possibility&nbsp;</span>to download the whole overview by hitting the <strong>[Download]</strong>-button at the bottom (e.g. to send it to our support).&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Download user count info " href="/Portals/0/Blog/How_licenses_are_counted/Figure6.png"> <img alt="Download user count info " width="504" height="286,5" class="img-responsive" src="/Portals/0/Blog/How_licenses_are_counted/Figure6.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 6: Download user count info </em></div> </div> <p style="text-align: justify;">&nbsp;&nbsp;</p> <p style="text-align: justify;"><strong style="font-size: small;"><br /> ​<span style="background-color: #fcfcfc;">That's it!</span></strong><span style="font-size: small; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a class="ApplyClass" href="mailto:support@mscrm-addons.com" style="font-size: small; background-color: #ffffff;">support@mscrm-addons.com</a><span style="font-size: small; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">.&nbsp;</span></p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">​ </p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">&nbsp;</p>10217AttachmentExtractor move email bodyhttps://www.mscrm-addons.com/Blog/PostId/10209/attachmentextractor-move-email-bodyAttachmentExtractor (AE),AE 365Tue, 30 Apr 2019 14:31:48 GMT<p><span style="font-size: 16px; color: #ff0000;"><strong>NOTE! This feature is still considered BETA and is used at own risk! </strong></span></p> <p><strong>Overview</strong> </p> <p>Starting with AE version 2017.26, AE is offering a new feature, allowing you to remove the email body text from within CRM and replace it with a text-only and line break conserving representation of the former email body. The complete email body content is moved to an azure blob storage and streamed into CRM on accessing the email.</p> <p>CRM Timeline and CRM Activity overview will per default only show the shortened text to allow for more information in less space.&nbsp; </p> <p><strong>Why?</strong></p> <p> Emails are often consisting of mostly HTML formatting information. Inlcuding header, footer and maybe an embedded company logo, the content of an EMPTY email can be up to 30 kilobytes in size. In most companies, an email conversation usually consists of several replies and each reply will replicate the full HTML content of the previous emails, adding those 30 kilobytes AGAIN on every answer you write and possibly the same sized formatting information from the recipient of the email. </p> <p>Asuming the above, a conversation, that contains an email being answered 4 times is generating a total overhead of 550kb. Still not much, but it adds up.</p> <p>If you have 100.000 emails in your system and only half of them would be part of a conversation as sketched above, those emails add up to 10.000 conversations at 5 emails, occupying up to 5 Gb of space in the ActivityPointerBase table without containing any information yet. Also the actual email text is being replicated in each answer, growing the size even further. Not to mention that nearly all of the one-direction emails will contain a certain amount of HTML information on their own.</p> <p>Remember, as of Q2 2019, the maximum table size of the WHOLE CRM database (excluding attachments) is 10 GB without additional cost. </p> <p><strong>How?</strong></p> <p> </p> <p>AttachmentExtractor is inspecting each email in CRM and looks for known seperators of emails. If any is found, the email is cut and then all HTML tags except linebreaks are removed from the email body. The original body is stored in an AzureBlobStorage and the plaintext representation of the email body is left in CRM. When you are opening an email, a plugin will retrieve the unchanged emailbody from the AzureBlobStorage and replace the stripped down version with the full content.</p> <p><strong>What is not&nbsp; supported?</strong></p> <p>AttachmentExtractor preserves both, the original modified by and modified on, therefore not all emails might be processed.</p> <ul> <li>The email must habe a valid state/status combination<br /> (e.g. you cannot have a completed (state) draft (status) email, as CRM does not support this combination<br /> NOTE! As email state/status code pairs can be customized, AttachmentExtractor will only process emails, where those are still defined in CRM! </li> <li>All activityparties of the email (from, to, cc, bcc) must be resolved to an existing entity in CRM</li> <li>All activityparties of the email (from, to, cc, bcc) must have the "allow email" property set to allow.</li> <li>Alternative email body storage options are NOT supported (due to accesstime) (Only AzureBlobStorage)</li> </ul> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p>10209AttachmentExtractor plugin file access behavior https://www.mscrm-addons.com/Blog/PostId/10201/attachmentextractor-plugin-file-access-behaviorAttachmentExtractor (AE),AE 365Tue, 02 Apr 2019 14:47:12 GMT<p>This blog article outlines the AttachmentExtractor plugin file access behavior if your service stops running. Please consider the following information:&nbsp;</p> <p>The plugins are license independent and will&nbsp;work regardless of the service's license state.&nbsp;</p> <p><strong>SharePoint:</strong><br /> The plugin will always return a file as a .url&nbsp;link if it cannot access the stream.&nbsp;</p> <ul> <li>For<strong> Server2Server</strong> authentification the file access to stream the content&nbsp;of a file is requiring the service to run. The reason is that a new JWT token has to be created once every hour, which is not possible from within the plugin. <br /> <strong>Please notice:&nbsp;<span>You must switch to Office 365 to have access to your attachments after stopping a service.&nbsp;</span></strong>&nbsp;</li> </ul> <ul> <li>Using Online <strong>Office 365</strong> login is independent&nbsp;of the AttachmentExtractor service and will be able to access the file streams, as long as the credentials are valid.&nbsp;</li> </ul> <p>​​</p> <p><strong>AzureBlobStorage (ABS):</strong></p> <ul> <li><strong></strong>ABS is independent of the AttachmentExtractor service and will be able to access the file streams, as long as the SAS-Token is valid.&nbsp;</li> </ul> <p>​</p> <p><span style="font-size: 13px;"> <span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong></span><span style="background-color: #fcfcfc;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.</span><span style="background-color: #fcfcfc;"> </span></span></p> <p>&nbsp;</p> <p>&nbsp;</p>10201SharePoint Redirectinghttps://www.mscrm-addons.com/Blog/PostId/10196/sharepoint-redirectingAttachmentExtractor (AE),AE 365Wed, 20 Mar 2019 14:03:18 GMT<p>AttachmentExtractor v.2017.21 and newer support redirecting the SharePoint access to a different server.<br /> <br /> All Attachments moved to Sharepoint are saved as a link in Dynamics CRM. If you are moving to a new Sharepoint, AE can redirect the Sharepoint access for its AccessOnDemand-plugins to a different server.</p> <p>To enable this behavior, you need to manually create a setting for the AttachmentExtractor product as described here (<a href="https://www.mscrm-addons.com/Blog/PostId/10031/how-to-create-a-settingskey-manually-in-ms-dynamics-365">Link</a><a></a><a name="Link"></a>)</p> <p><strong>Name: </strong>SharepointRedirects</p> <p><strong>Value</strong>: A pipe (|) separated pair of strings defining the original Sharepoint location and the replacement one.</p> <p>Example:&nbsp; https://old_sharepoint<strong>|</strong>https:/new_sharepoint</p> <p>&nbsp;If required, multiple redirects can be defined, separated by semicolons (;)</p> <p>Example:&nbsp; https://old_sharepoint/account<strong>|</strong>https:/new_sharepoint/account<strong>;</strong>https://old_sharepoint/contact<strong>|</strong>https:/new_sharepoint/other_contact</p> <p>​<strong>IMPORTANT:</strong></p> <ul> <li>This does NOT move the actual files on SharePoint, but only redirects the links saved in CRM, when using the retrieve plugins of AttachmentExtractor.</li> </ul> <ul> <li>Multiple redirects are evaluated in order of definition and will stop on the first match</li> </ul> <p>&nbsp;</p> <p><span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong></span><span style="background-color: #fcfcfc;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.</span>​​</span></p> <p>&nbsp;</p> <p> <br /> <br /> </p>10196Dynamics 365 Unified Interface limitationshttps://www.mscrm-addons.com/Blog/PostId/10192/dynamics-365-unified-interface-limitations*General*,ActivityTools (AT),AttachmentExtractor (AE),DocumentsCorePack (DCP),GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI)Thu, 14 Feb 2019 13:04:11 GMT<p>The current version of this article can be found via the following link:</p> <p><a href="https://support.mscrm-addons.com/knowledgebase/dynamics-365-unified-interface-limitations">https://support.mscrm-addons.com/knowledgebase/dynamics-365-unified-interface-limitations</a><br />  </p> 10192AttachmentExtractor Online Scheme https://www.mscrm-addons.com/Blog/PostId/10190/attachmentextractor-online-scheme*General*,AttachmentExtractor (AE),AE 365Wed, 30 Jan 2019 15:53:20 GMT<p style="text-align: justify;">This blog article outlines how the Cloud service structure for AttachmentExtractor works. AttachmentExtractor will retrieve documents from Dynamics 365 instance, move it to an alternative storage location and deliver it back to Dynamics 365 upon user request.</p> <p style="text-align: justify;">As you can see the figure below shows the Data Flow of AttachmentExtractor in the Cloud:&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Data flow of AttachmentExtractor in the Cloud " href="/Portals/0/Blog/AE_Online_Scheme/Figure_AE.png"> <img alt="Data flow of AttachmentExtractor in the Cloud " class="img-responsive" src="/Portals/0/Blog/AE_Online_Scheme/Figure_AE.png" width="642" height="269" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure: Data flow of AttachmentExtractor in the Cloud</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><strong><span style="color: #0077b3;">Setup:</span><br /> </strong></em><em>The AttachmentExtractor Service is hosted in our Azure account and placed in the same datacenter the Dynamics 365 environment is hosted to ensure high performance.&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> </div> <p style="text-align: justify;"><strong><span style="color: #0077b3;">Data flow:</span>&nbsp;</strong></p> <ul> <li style="text-align: justify;">Document Extraction: Based on configuration, the AttachmentExtractor-service checks for new documents in notes or e-mail attachments every X seconds and moves them to the alternative storage (SharePoint or Azure Blob Storage). At the same time, a 2nd query starts working towards historic entries.&nbsp;</li> <li style="text-align: justify;">If an attachment is found, the service moves the file to the corresponding storage location and replaces the reference inside Dynamics 365. <br /> <strong><span style="color: #7f7f7f;">Please note:</span> </strong>For users access inside Dynamics&nbsp; 365 is unchanged. <br /> ​</li> </ul> <p style="text-align: justify;"><strong><span style="color: #0077b3;">Data flow on Retrieval:</span></strong><br /> Please have a look at the corresponding <a href="https://www.mscrm-addons.com/Blog/PostId/10097/the-new-attachment-extractor-plugin-for-transparent-attachment-access" target="“_blank“" style="background-color: #ffffff;">blog article</a>.&nbsp;</p> <p style="text-align: justify;"><strong><span style="color: #0077b3;">Security:</span></strong><br /> All communication between the Dynamics 365 organization and the AttachmentExtractor service is done using the Dynamics 365 web-services and thus is secured communication using https and authenticated likewise to Dynamics 365 itself supporting Server2Server authentification (which prevents you from providing user&nbsp;credentials to us) or access via Office 365 credentials. Documents never get stored on the Service engine.&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;"><span><strong><span style="color: #0077b3;">IMPORTANT:</span></strong>&nbsp;<br /> </span>Customers with security concerns regarding our document generation services are eligible to install AE either on their&nbsp;own Azure VM or on local hardware. Please note that for performance reasons an installation in the VM is recommended.&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;">For Dynamics 365 Online customers the document generation service will be hosted in our Azure account. To ensure high performance it will be located in the same datacenter the Dynamics 365-instance itself is located. The installation can be done directly from our website&nbsp;<a href="http://www.mscrm-addons.com/Home">http://www.mscrm-addons.com</a>.&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;">​</p> <p style="text-align: justify;"><span style="font-size: 13px;">​<span style="background-color: #fcfcfc; text-align: justify;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify;">.</span></span></p>10190Non-interactive users as service accounthttps://www.mscrm-addons.com/Blog/PostId/10159/non-interactive-users-as-service-account*Features / News*,*General*,AttachmentExtractor (AE),DocumentsCorePack (DCP)Tue, 20 Nov 2018 10:37:17 GMT<p style="text-align: justify;">This blog article outlines that it is possible to use non-interactive users to create services for our add-ons. Please find more information about how to set up the online service configuration for our solutions by using the links below:</p> <ul> <li style="text-align: justify;"><strong>AttachmentExtractor:</strong> <a href="https://www.mscrm-addons.com/Blog/PostId/10026/attachmentextractor-service-configuration">step-by-step tutorial</a>, <a href="https://www.youtube.com/watch?v=EB_KtvHMet8&amp;feature=youtu.be">video</a></li> <li style="text-align: justify;"><strong>DocumentsCorePack:</strong> <a href="https://www.mscrm-addons.com/Blog/PostId/10149/documentscorepack-online-service-configuration">step-by-step tutorial</a>, <a href="https://www.youtube.com/watch?v=J-9RXqlSx04">video</a></li> </ul> <p style="text-align: justify;">As you may know, a non-interactive user is not a typical user, it is more an access mode that is created with a user account.&nbsp; A non-interactive user account&nbsp;does not require a Dynamics 365 license and can be used to set up services for our add-ons.&nbsp;</p> <p style="text-align: justify;">More information about how to create a non-interactive user account and how to assign online security roles can be found in the corresponding <a href="https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/create-users-assign-online-security-roles#create-a-non-interactive-user-account">Microsoft Dynamics 365 guide</a>.&nbsp;</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></p> <p>​</p>10159How to check the installation status on Microsoft AppSourcehttps://www.mscrm-addons.com/Blog/PostId/10158/how-to-check-the-installation-status-on-microsoft-appsource*Features / News*,*General*,ActivityTools (AT),AttachmentExtractor (AE),DocumentsCorePack (DCP),GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI)Thu, 15 Nov 2018 15:29:43 GMT<p>This blog article outlines how to check the installation status on Microsoft AppSource. For example, if you started the installation of <a href="https://appsource.microsoft.com/en-gb/product/dynamics-365/mscrm-addons.76452909-8f8e-40af-a910-947178f18c38?tab=Overview" target="_blank">GroupCalendar </a>form Microsoft AppSource. At a later time, you want to check if the installation is completed or if there were any problems. This article explains how this can be done.</p> <p>First, go to the Microsoft 365 Admin Center. Within Dynamics 365 hit on <span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span>"Navigate to other applications" and hit <span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span>"Admin".&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Microsoft 365 Admin Center" href="/Portals/0/Blog/How_to_check_the_installation_status_on_MS_AppSource/Figure1.png"> <img alt="Microsoft 365 Admin Center" class="img-responsive" src="/Portals/0/Blog/How_to_check_the_installation_status_on_MS_AppSource/Figure1.png" width="120,5" height="329,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Microsoft 365 Admin Center</em></div> </div> <p>&nbsp;</p> <p>Next, please navigate within Microsoft 365 admin center to the section "Admin centers" as you can see below.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Admin Centers" href="/Portals/0/Blog/How_to_check_the_installation_status_on_MS_AppSource/Figure2.png"> <img alt="Admin Centers" class="img-responsive" src="/Portals/0/Blog/How_to_check_the_installation_status_on_MS_AppSource/Figure2.png" width="132,5" height="287" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Admin Centers</em></div> </div> <p>&nbsp;</p> <p>In the so opened management console select the correct <span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span>organization and hit on <span style="font-size: 24px; color: #0077b3;">❷</span>"Solutions".&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Dynamics 365 management console" href="/Portals/0/Blog/How_to_check_the_installation_status_on_MS_AppSource/Figure3.png"> <img alt="Dynamics 365 management console" class="img-responsive" src="/Portals/0/Blog/How_to_check_the_installation_status_on_MS_AppSource/Figure3.png" width="410" height="295,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: Dynamics 365 management console (in the German language here)&nbsp;<br /> <br /> </em></div> </div> <p>&nbsp;</p> <p>Next, please select the product for which you want to get more information - in this case, GroupCalendar.</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Installation status of GroupCalendar" href="/Portals/0/Blog/How_to_check_the_installation_status_on_MS_AppSource/Figure4.png"> <img alt="Installation status of GroupCalendar" class="img-responsive" src="/Portals/0/Blog/How_to_check_the_installation_status_on_MS_AppSource/Figure4.png" width="515,5" height="345,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: Installation status of GroupCalendar</em></div> </div> <p>&nbsp;</p> <span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:office@mscrm-addons.com" style="background-color: #ffffff;">office@mscrm-addons.com</a>.&nbsp;</span><span style="background-color: #fcfcfc;">&nbsp;</span></span>10158Upgrade to Dynamics 365 Online Version 9.0.2.751 & higherhttps://www.mscrm-addons.com/Blog/PostId/10140/upgrade-to-dynamics-365-online-version-902751*General*,ActivityTools (AT),AT 365,AttachmentExtractor (AE),AE 365,PowerSearch (PS),PS 365,SmartBar (SB),SB 365Tue, 17 Jul 2018 13:27:03 GMT<p>&nbsp;If your&nbsp;Dynamics 365 Online will be upgraded to the <strong>version 9.0.2.751</strong>, you will have to switch to the latest versions of ActivityTools, AttachmentExtractor, PowerSearch <g class="gr_ gr_34 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="34" data-gr-id="34">and</g> SmartBar.&nbsp;</p> <p>After the upgrade, you will face the problem, that ActivityTools, AttachmentExtractor, PowerSearch <g class="gr_ gr_27 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="27" data-gr-id="27">and</g> SmartBar are no longer loading, nothing is displayed and the license indicator remains blank.&nbsp;</p> <p>To avoid this problem, please upgrade our solutions to the versions below. More details about how to find the <strong>version number for each <g class="gr_ gr_28 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling" id="28" data-gr-id="28">mscrm</g>-addons products</strong> can be found <a href="http://www.mscrm-addons.com/Blog/PostId/10020/mscrm-addons-for-microsoft-dynamics-365-version-number-guide" target="_blank">here</a>.&nbsp;&nbsp;</p> <ul> <li>ActivityTools: version&nbsp;2017.21</li> <li>AttachmentExtractor:<br /> <span style="white-space: pre;"> </span>General version to 2018.37<br /> <span style="white-space: pre;"> </span>AttachmentExtractorCore Version to 2017.13 - <a href="http://www.mscrm-addons.com/Portals/0/MSDynamics365/AE/AttachmentExtractorCore.zip?ver=2018-07-24-125653-977">Download here</a><br /> <span style="white-space: pre;"> </span><strong>Please notice:</strong> If it still does not work - Disable all plugins starting with PTM.AE.Storage.&nbsp;</li> </ul> <ul> <li>PowerSearch: version 2017.14</li> <li>SmartBar: version 2017.8<br /> ​</li> </ul> <p>All versions can be found in our <a href="http://www.mscrm-addons.com/Downloads" target="_blank">Download Center</a>.</p> <p>Please note that the zip files contain an installer executable and a subfolder containing the solutions only. If you do not have a local Installation, please update the solutions in your Dynamics 365 manually. You only need to update the solutions, that are already present in your system.</p> <p>The mscrmaddons.com general solution only needs to be updated once per organization.</p> <p>​</p> <p><span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!&nbsp;</strong></span><span style="background-color: #fcfcfc;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.</span></span> </p> <p>&nbsp;</p> <p>​</p> <p>​​</p> <p>&nbsp;</p>10140Add Config SiteMap entries manually https://www.mscrm-addons.com/Blog/PostId/10099/add-config-sitemap-entries-manually*General*,ActivityTools (AT),AttachmentExtractor (AE),AutoMerge (AM),DocumentsCorePack (DCP),GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI)Mon, 02 Jul 2018 08:44:34 GMT<p style="text-align: justify;">This blog article outlines how to manually add SiteMap entries linking to our product config pages.&nbsp;</p> <p style="text-align: justify;">After installing our products you normally get an entry for our product entity "Products" and an entry for each of our products linking to its configuration page. By default, these entries can be found in <strong>Dynamics 365</strong> under&nbsp;<strong>Settings </strong>as you can see in the figure below.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="'Default settings: MSCRM-ADDONS Products " href="/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure1_Settings_mscrmaddons_products.png"> <img alt="Default settings: MSCRM-ADDONS Products" class="img-responsive" src="/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure1_Settings_mscrmaddons_products.png" width="451,5" height="345,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Default settings: MSCRM-<g class="gr_ gr_51 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="51" data-gr-id="51">ADDONS</g> Products</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Unfortunately, it can happen that these entries do not appear like the following figure shows.</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em></em></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><a title="Missing SiteMap entries " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure2_Missing_SiteMap_Entries.png"><img alt="Missing SiteMap entries" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure2_Missing_SiteMap_Entries.png" width="542,5" height="255" /></a></em></div> <em> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Missing SiteMap entries<br /> <br /> <br /> </div> </em> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>A reason for this issue can be a customized SiteMap. In this case, you can add these entries manually bis using the SiteMap editor. The following steps <g class="gr_ gr_54 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="54" data-gr-id="54">describe</g> you how this can be done for example for DocumentsCorePack.&nbsp;</em><em> </em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Please click on <strong>Customizations</strong> in the Settings area and select <span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span><strong>Customize the System</strong>. In the so opened window, please search for&nbsp;<span style="font-size: 24px; color: #0077b3;">❷</span> <strong>Client Extensions</strong> and choose&nbsp;<span style="font-size: 24px; color: #0077b3;">❸&nbsp;</span><strong>Site Map</strong> which opens the SiteMap Designer.&nbsp;</em></p> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Customize the System " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure3_Customize_system.png"><img alt="Customize the System" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure3_Customize_system.png" width="569,5" height="334" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 3: Customize the System</div> <p style="text-align: justify;">&nbsp;</p> <p>In the SiteMap Designer please&nbsp;select the SiteMap entry you want to customize - in this case, <span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span><strong>Settings</strong>. Next, hit the&nbsp;<span style="font-size: 24px; color: #0077b3;">❷</span><strong> [Add]</strong>-button and select <span style="font-size: 24px; color: #0077b3;">❸</span> <strong>Group</strong>.&nbsp;&nbsp;</p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="SiteMap Designer - Add Group " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure4_Add_Group.png"><img alt="SiteMap Designer - Add Group" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure4_Add_Group.png" width="543,5" height="340" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 4: SiteMap Designer - Add Group<br /> <br /> <br /> On the right side please enter the <strong>Title </strong>of your Group - MSCRM-ADDONS in this case (highlighted in yellow). The Id is automatically generated.&nbsp;</div> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Set group title " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure5_Group_title.png"><img alt="Set group title" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure5_Group_title.png" width="803,5" height="230,5" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 5: Set group title</div> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Next, please add a new <strong>Subarea </strong>as you can see highlighted in yellow in the figure below.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Add new Subarea " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure6_Add_Subarea.png"><img alt="Add new Subarea" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure6_Add_Subarea.png" width="705,5" height="395,5" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 6: Add new Subarea</div> <p>&nbsp;</p> <p>Arrange your Subarea by setting the values below:<br /> <span style="font-size: 24px; color: #0077b3;">❶</span>&nbsp;Type = Entity <br /> ​<span style="font-size: 24px; color: #0077b3;">❷</span> Entity = MSCRM-ADDONS.com Products <br /> <span style="font-size: 24px; color: #0077b3;">❸</span> Title = Products&nbsp;</p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Configure Subarea " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure7_Configure_Subarea.png"><img alt="Configure Subarea" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure7_Configure_Subarea.png" width="716" height="294" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 7: Configure Subarea<br /> <br /> <br /> </div> <div>As <span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">explained&nbsp;</span>before, please add another Subarea and set the values below:<br /> <br /> <span style="color: #0077b3;"><strong>DocumentsCorePack:&nbsp;</strong></span></div> <p> <span style="font-size: 24px; color: #0077b3;">❶</span><span>&nbsp;Type = Web Ressource&nbsp;</span><br /> <span> </span><span style="font-size: 24px; color: #0077b3;">❷</span><span>&nbsp;URL&nbsp; = AutoMergeConfig <span style="color: #7f7f7f;">(ptm_AutoMerge/AutoMergeConfig.html)</span></span><br /> <span style="font-size: 24px; color: #0077b3;">❸</span><span>&nbsp;Title = DocumentsCorePack<br /> </span><span style="font-size: 24px; color: #0077b3;">❹</span> Icon =&nbsp;<span style="color: #7f7f7f;">ptm_Icon32x32_White.png</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Add DocumentsCorePack to the MSCRM-ADDONS area " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure8_Configure_Subarea.png"><img alt="Add DocumentsCorePack to the MSCRM-ADDONS area" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure8_Configure_Subarea.png" width="712,5" height="342" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 8: Add DocumentsCorePack to the MSCRM-ADDONS area</div> <p>&nbsp;</p> <p>Now you can see your first product in the MSCRM-ADDONS area - in this case DocumentsCorePack. This process is the same for all our other products.&nbsp;</p> <p>Below please&nbsp;find the right values for each product. As <strong>Type</strong> always please select <strong>Web Resource </strong>and the Icon value is always the same:&nbsp;<span><strong>Icon =&nbsp;</strong></span><span style="color: #7f7f7f;"><strong>ptm_Icon32x32_White.png</strong></span></p> <p><span style="color: #0077b3;"><strong>AttachmentExtractor:&nbsp;</strong></span><br /> <span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;">URL&nbsp; =&nbsp;<span style="color: #7f7f7f;">ptm_attachmentextractor/solutionconfig/SolutionConfig.html</span><br /> </span><span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;">Title = AttachmentExtractor&nbsp;</span></p> <p><span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;"><strong><span style="color: #0077b3;">ActivityTools<br /> </span></strong>URL&nbsp; =<span style="color: #7f7f7f;">&nbsp;</span></span><span style="color: #7f7f7f;">ptm_ActivityTools/config/Settings.html</span><span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;"><br /> Title =&nbsp;ActivityTools</span></p> <p><span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;"><strong><span style="color: #0077b3;">GroupCalendar</span></strong><br /> URL&nbsp; =&nbsp;<span style="color: #7f7f7f;">ptm_groupcalendar/solutionconfig/SolutionConfig.html</span>&nbsp;<br /> Title =&nbsp;GroupCalendar</span></p> <p><span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;"></span><strong><span style="color: #0077b3;">PowerSearch</span></strong><br /> UR<span style="color: #7f7f7f;">L&nbsp; =&nbsp;ptm_PowerSearch/html/Config.html<br /> Title =&nbsp;PowerSearch</span></p> <p><strong><span style="color: #0077b3;">SmartBar</span></strong><br /> URL&nbsp; =&nbsp;<span style="color: #7f7f7f;">ptm_SmartBar/solutionconfig/SolutionConfig2.html</span>&nbsp;<br /> Title =&nbsp;<span>SmartBar</span></p> <p><strong><span style="color: #0077b3;">TelephoneIntegration</span></strong><br /> URL&nbsp;<span style="color: #7f7f7f;"> =&nbsp;ptm_telephoneintegration/solutionconfig/SolutionConfig.html&nbsp;</span><br /> Title = <span>TelephoneIntegration<br /> <br /> </span></p> <p style="background-color: #fcfcfc;"><span style="font-size: 13px;"><span style="text-align: justify; color: #565656;"><strong>That&rsquo;s it!</strong>&nbsp;</span><span style="text-align: justify;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="text-align: justify;">.</span></span></p> <span> </span> <p>&nbsp;</p>10099The new Attachment Extractor Plugin for transparent attachment accesshttps://www.mscrm-addons.com/Blog/PostId/10097/the-new-attachment-extractor-plugin-for-transparent-attachment-access*Features / News*,AttachmentExtractor (AE),AE 365Tue, 12 Jun 2018 11:31:19 GMT<p>AttachmentExtractor now features a new Plugin which streams the actual attachments instead of the SharePoint link on every file access.</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="CRM Default " href="/Portals/0/Blog/The_new_AE_Plugin_for_transparent_attachment_access/Figure1_CRM_Default.png"><img alt="CRM Default" height="207" class="img-responsive" src="/Portals/0/Blog/The_new_AE_Plugin_for_transparent_attachment_access/Figure1_CRM_Default.png" width="374,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: CRM Default<br /> <br /> <br /> </em></div> </div> <p>With older AttachmentExtractor versions, the attachment was moved to SharePoint and replaced with a link in CRM. When users or programs tried to access the attachments, they were only able to get a link file that pointed to the same new save location.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Older version of CRM and AttachmentExtractor " href="/Portals/0/Blog/The_new_AE_Plugin_for_transparent_attachment_access/Figure2_CRM_AE_older_version.png"><img alt="Older version of CRM and AttachmentExtractor" height="147" class="img-responsive" src="/Portals/0/Blog/The_new_AE_Plugin_for_transparent_attachment_access/Figure2_CRM_AE_older_version.png" width="405" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Older versions of CRM and AttachmentExtractor</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>With the new versions of AttachmentExtractor, the actual file is returned on file access, without&nbsp;having to save the file back to CRM. This means that end users and programs experience the file access as if the attachment was never extracted, while CRM database itself is still compact.&nbsp;</em></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><a title="igure 3: New versions 2017.8 onwards of CRM and AttachmentExtractor" href="http://www.mscrm-addons.com/Portals/0/Blog/The_new_AE_Plugin_for_transparent_attachment_access/Figure3_new_versions.png"><img alt="igure 3: New versions 2017.8 onwards of CRM and AttachmentExtractor" height="147" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/The_new_AE_Plugin_for_transparent_attachment_access/Figure3_new_versions.png" width="405" /></a></em></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: New versions 2017.8 onwards of CRM and AttachmentExtractor</em></div> <p><span style="font-size: 13px;"><br /> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="font-size: 13px;"> <span style="background-color: #fcfcfc; text-align: justify; color: #565656;"><strong>That&rsquo;s it!</strong>&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify;">.</span></span><br /> </em></p> </div>10097Licensing Guide for Microsoft Dynamics 365https://www.mscrm-addons.com/Blog/PostId/10090/licensing-guide-for-microsoft-dynamics-365*General*,ActivityTools (AT),AT 365,AttachmentExtractor (AE),AE 365,DocumentsCorePack (DCP),DCP 365,GroupCalendar (GC),GC 365,PowerSearch (PS),PS 365,SmartBar (SB),SB 365,TelephoneIntegration (TI),TI 365Tue, 29 May 2018 16:59:03 GMT<p style="text-align: justify;">This blog article is intended to guide you through the usage of the License Manager for Dynamics 365. The License Manager allows you to manage your existing licenses and is part of the MSCRM-ADDONS installation.</p> <p style="margin-bottom: 10pt; text-align: justify;">There are two ways to get the License information:</p> <p style="text-align: justify;"><span>1) T</span><span>he Web License Manager<br /> </span>&nbsp; &nbsp; The web license manager has been designed to facilitate the installation of license keys within Dynamics 365.</p> <p style="text-align: justify;"><span>2)&nbsp;</span><span>The Local License Manager<br /> </span>&nbsp; &nbsp;The local license manager is accessible as a standalone application or from the main configuration tool of&nbsp;<g class="gr_ gr_129 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace" id="129" data-gr-id="129">the</g><br /> <g class="gr_ gr_129 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Style multiReplace" id="129" data-gr-id="129">&nbsp; &nbsp; addon</g>.&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 24px;"><strong><br /> </strong></span></p> <p style="text-align: center;"><span style="font-size: 24px; color: #0077b3;"><strong><span style="font-size: 24px;">1. The Web License Manager</span></strong></span></p> <p style="text-align: justify;">Open your Dynamics 365 Settings, navigate to MSCRM-ADDONS-section and click on the addon you want to manage the license for e. g. ActivityTools.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Dynamics 365 Settings – MSCRM-ADDONS-section " href="/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure1_mscrm_section.png"> <img alt="Dynamics 365 Settings – MSCRM-ADDONS-section" width="686" height="178,5" class="img-responsive" src="/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure1_mscrm_section.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Dynamics 365 Settings &ndash; MSCRM-ADDONS-section</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">The main configuration window provides you with a few tabs that allow you to configure your addon in general, in this example ActivityTools. Please navigate to the Licensing-tab (highlighted in yellow below).&nbsp;</p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Licensing - ActivityTools" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure2_Licensing_tab.png"><img alt="Licensing - ActivityTools" width="408" height="80" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure2_Licensing_tab.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Licensing - ActivityTools</div> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">In the so opened ActivityTools Web License Manager, you are provided with all information regarding your license.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Licensing window - ActivityTools " href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure3_AT_Licensing_window.png"><img alt="Licensing window - ActivityTools" width="455,5" height="370" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure3_AT_Licensing_window.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 3: Licensing window - ActivityTools</div> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span><span style="color: #0077b3;"><strong><span style="font-size: 16px;">Product information&nbsp;</span></strong></span><br /> Provides you with the current version number of your selected addon, in this case, ActivityTools.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;"><span style="font-size: 24px;">❷</span><span style="font-size: 16px;">&nbsp;</span></span><strong><span style="font-size: 16px; color: #0077b3;">Current system information</span></strong><br /> Summary of your current license state. The red background indicates an issue with your license. In this example, your license has expired. For more information to possible license state, have a look at the corresponding&nbsp;<a href="http://www.mscrm-addons.com/Portals/0/Licensing_Guide_February2018.pdf?ver=2018-03-30-102054-620">Licensing Guide</a> documentation.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;"><span style="font-size: 24px;">❸</span><span style="font-size: 16px;">&nbsp;</span></span><strong><span style="font-size: 16px; color: #0077b3;">License status</span></strong><br /> Provides you with a deeper insight into your license status.&nbsp; In this case, it is invalid because the license has expired.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;">❹&nbsp;</span><strong><span style="font-size: 16px; color: #0077b3;">General license information</span></strong><br /> Displays details about the expiration date, version <g class="gr_ gr_137 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="137" data-gr-id="137">and</g> user count.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;"><span style="font-size: 24px;">❺</span><span style="font-size: 16px;">&nbsp;</span></span><strong><span style="font-size: 16px; color: #0077b3;">Install license</span></strong><br /> Please click the<strong> [Install license]</strong>-button to install a new license.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #0077b3;"><strong><span style="font-size: 16px;">How to install a license</span></strong></span><br /> By clicking the [Install license]-button, you are provided with the Install license dialog (Figure 4). Follow the instructions carefully and insert your license key, which can be found in the email you have received from our support team.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Install license window " href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure4_Install_license_window.png"><img alt="Install license window" width="439,5" height="358,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure4_Install_license_window.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 4: Install license window</div> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">There are two different kinds of licenses&nbsp; - the paid license and the subscription license. Depending on which license you choose, please follow the instructions. More information about the different licenses can be found in the&nbsp;<a href="http://www.mscrm-addons.com/Portals/0/Licensing_Guide_February2018.pdf?ver=2018-03-30-102054-620" style="background-color: #ffffff;">Licensing Guide</a><span>&nbsp;documentation in the corresponding chapter.</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span><br /> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: center;"><span style="font-size: 24px; color: #0077b3;"><strong>&nbsp;<span style="font-size: 24px;">The Local License Manager&nbsp;</span></strong></span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span>&nbsp;The local license manager is accessible as a standalone application or from the main configuration tool of&nbsp;the addon. There are two ways to open the License Manager:&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">1) Search for "License Manager - Dynamics 365" in the start pane and press <strong>[Enter]</strong> to start the program.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Start Pane – Search for License Manager" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure5_start_pane.png"><img alt="Start Pane – Search for License Manager" width="300,5" height="182,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure5_start_pane.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 5:&nbsp;<span>Start Pane &ndash; Search for License Manager</span></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">OR</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">2) Open the Organization overview, select an organization and click on License Manager (highlighted in yellow).</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Organization overview" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure6_Organization_overview.png"><img alt="Organization overview" width="544,5" height="276,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure6_Organization_overview.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 6: Organization overview&nbsp;</div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">&nbsp; &nbsp;</p> <p style="margin-bottom: 10pt; text-align: justify;">Anyway, after the starting process, the window (see screenshot below) pops up:&nbsp;</p> <p style="margin-bottom: 10pt; text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="License Manager Overview" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure7_LM_Overview.png"><img alt="License Manager Overview" width="470,5" height="348" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure7_LM_Overview.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 7: License Manager Overview<br /> <span style="color: #0077b3;"><br /> </span></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #0077b3;"><span style="font-size: 24px; color: #0077b3;">❶</span><span style="font-size: 16px;">&nbsp;</span></span><span style="color: #0077b3;"><strong><span style="font-size: 16px;">Installed products</span></strong></span><br /> <span>This list provides you with an overview of all the MSCRM-<g class="gr_ gr_138 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="138" data-gr-id="138">ADDONS</g> products you have installed. Select a product to get the license details on the right side. In this case for ActivityTools.&nbsp;A green check, next to an add-on icon, means that its license is valid. A cross symbolizes an invalid license.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;">❷</span><span style="font-size: 16px;">&nbsp;<strong><span style="color: #0077b3;">Current system information</span></strong></span><br /> Summary of your current license state. The&nbsp;<span>green background indicates a valid license.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #4f81bd;"><span style="font-size: 24px; color: #0077b3;">❸</span><strong><span style="font-size: 16px;">&nbsp;</span><span style="color: #0077b3;"><span style="font-size: 16px;">General license information</span><br /> </span></strong></span>Displays details about the expiration date, version&nbsp;<g class="gr_ gr_143 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="143" data-gr-id="143">and</g>&nbsp;user count.&nbsp;&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: left;"><span style="font-size: 24px; color: #0077b3;">❹</span>&nbsp;<span style="color: #0077b3;"><strong><span style="font-size: 16px;">License status</span></strong></span><br /> <span>Provides you with a deeper insight into your license status.&nbsp;&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #4f81bd;"><span style="font-size: 24px; color: #0077b3;"><g class="gr_ gr_145 gr-alert gr_tiny gr_gramm gr_inline_cards gr_run_anim Grammar only-ins doubleReplace replaceWithoutSep" id="145" data-gr-id="145">❺</g>&nbsp;</span><strong><span style="font-size: 16px; color: #0077b3;">Select license file</span></strong></span><br /> <span>On click, a file dialog will open which allows you selecting a license file.&nbsp;</span><span style="text-align: justify;">After selecting a file, the License Manager will analyze the license and show its information in a new dialog, like you can see below. To finish the installation, click on the </span><strong style="text-align: justify;">[Install this]</strong><span style="text-align: justify;">-button.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="License preview" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure8_License_preview.png" style="background-color: #ffffff; text-align: justify;"><img alt="License preview" width="318" height="327,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure8_License_preview.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 8: License preview</div> <p><strong style="color: #0077b3; font-size: 2.2em; letter-spacing: -1px; text-align: justify;"><span style="font-size: 16px;">&nbsp;<br /> </span></strong><strong style="color: #0077b3; font-size: 2.2em; letter-spacing: -1px; text-align: justify;"><span style="font-size: 16px;">Upgrading your license</span></strong></p> <p style="text-align: justify;">To update or upgrade your license, you have two options:</p> <p style="text-align: justify;">1) <strong>Purchase a new license</strong> <strong>or an upgrade license</strong> directly in our online shop:<br /> <a href="http://www.mscrm-addons.com/OnlineShop/tabid/80/language/de-DE/Default.aspx" style="background-color: #ffffff;">http://www.mscrm-addons.com/OnlineShop/tabid/80/language/de-DE/Default.aspx</a></p> <p style="text-align: justify;">OR</p> <p style="text-align: justify;">2) <strong>Contact our support</strong>&nbsp;</p> <p style="text-align: justify;">​</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="font-size: 13px;"><span style="color: #565656;"><strong>That&rsquo;s it!</strong>&nbsp;</span>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p> <div>&nbsp;</div> <br /> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p>10090Recap: Summit EMEA in Dublin https://www.mscrm-addons.com/Blog/PostId/10084/recap-summit-emea-in-dublin*General*,ActivityTools (AT),AttachmentExtractor (AE),DocumentsCorePack (DCP),GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI)Wed, 02 May 2018 08:29:21 GMT<p style="text-align: justify;">Thank you for joining us at Summit EMEA in Dublin! It was a pleasure for us to be part of such a great experience!&nbsp;</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;">The atmosphere at Summit EMEA was perfect, which was not only due to the well-selected&nbsp;location but also to the excellent speakers and truly informative sessions.&nbsp;<span style="background-color: #fcfcfc;">Amazing keynote speakers, small group sessions, gripping speeches and lots of networking opportunities converted this event into a Microsoft Dynamics 365 festival.&nbsp;</span></span></p> <div style="padding-right: 10px; text-align: center;" class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': true}, 'mainClass': 'mfp-with-zoom'}"> <a title="Summit EMEA - photo gallery" href="http://www.mscrm-addons.com/Portals/0/Blog/summit_EMEA/Summit_Photo_Gallery.png"><img alt="Summit EMEA - photo gallery" src="http://www.mscrm-addons.com/Portals/0/Blog/summit_EMEA/Summit_Photo_Gallery.png" width="621" height="376" style="text-align: center;" /></a> <a title="Beautiful Dublin" href="http://www.mscrm-addons.com/Portals/0/Blog/summit_EMEA/Dublin3.jpeg"></a> <a title="Exploring Dublin" href="http://www.mscrm-addons.com/Portals/0/Blog/summit_EMEA/Dublin1.jpeg"></a> <a title="Our booth at Summit EMEA" href="http://www.mscrm-addons.com/Portals/0/Blog/summit_EMEA/Booth.jpeg"></a> <a title="Convention Centre Dublin" href="http://www.mscrm-addons.com/Portals/0/Blog/summit_EMEA/Dublin_Convention_Center.jpeg"></a> <a title="Our solutions" href="http://www.mscrm-addons.com/Portals/0/Blog/summit_EMEA/products.jpeg"></a> <a title="Exploring Dublin" href="http://www.mscrm-addons.com/Portals/0/Blog/summit_EMEA/Dublin4.jpeg"></a></div> <p style="text-align: center;">Figure 1: Summit EMEA Dublin 2018</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;">Summit EMEA was amazing&nbsp;and full of great people. From the very first moment, we knew that being a Silver Sponsor had been a great decision.&nbsp;</span>All in all, the event was a complete success for partners and customers. B</span><span style="background-color: #fcfcfc; text-align: justify;">eing part of this event was a great and really very special experience!&nbsp;We want to thank the organizers of that outstanding event for their commitment!&nbsp;</span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;<span style="background-color: #fcfcfc;">There are no strangers here; only friends you haven&rsquo;t met yet.</span><br style="background-color: #fcfcfc;" /> <span style="background-color: #fcfcfc;">- William Butler Yeats</span></span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;">​</span></p>10084SharePoint path limitation avoidance for AttachmentExtractorhttps://www.mscrm-addons.com/Blog/PostId/10049/sharepoint-path-limitation-avoidance-for-attachmentextractorAttachmentExtractor (AE),AE 2015 / 2016,AE 365Wed, 28 Mar 2018 14:03:14 GMT<p><span style="background-color: #fcfcfc;">SharePoint paths limitations are hard coded. The maximum path length is 260 characters. If that limit is exceeded, you get the SharePoint error 414.&nbsp;This article outlines how to avoid this error.&nbsp;</span></p> <p><span style="color: #ff0000;"><strong><span style="color: #4f81bd;">Minimum requirements:</span></strong> <span style="color: #777777;">AttachmentExtractor v.124 or higher&nbsp;</span></span></p> <p><span style="background-color: #fcfcfc; color: #777777;">&nbsp;mscrm-addons products offer several default ways to shorten SharePoint paths:</span></p> <p><span style="background-color: #fcfcfc; color: #777777;">1) We provide you with a</span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;"><strong>default shortening to a maximum of 30 characters + GUID for each folder name</strong></span><span style="background-color: #fcfcfc; color: #777777;">.</span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;<br /> </span><span style="background-color: #fcfcfc; color: #777777;">2) We provide you with a&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;"><strong>default shortening to a maximum of 128 characters for each file name</strong></span><span style="background-color: #fcfcfc; color: #777777;">.&nbsp;<br /> </span><span style="background-color: #fcfcfc; color: #777777;">3) ShortIDs: We create a</span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;"><strong>6-characters ID alternatively to the well-known 36 GUIDs</strong></span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;">of Microsoft Dynamics 365.</span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;&nbsp;<br /> </span><span style="background-color: #fcfcfc; color: #777777;">4) Use an alternative field for the generation of paths (e.g. instead of account name we can use a unique account number field).</span></p> <p><span style="background-color: #fcfcfc; color: #4f81bd;"><strong>Please note:</strong>&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;">Even though the creation of short paths is a very valuable feature, existing paths cannot be shortened anymore, unless very specific criteria are met. Manual interaction is always required.</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;">&nbsp;</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;"><strong><span style="color: #4f81bd;">How to activate a ShortID for AttachmentExtractor</span></strong></span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">1) First, you must activate ShortID for AttachmentExtractor. To do so, please follow the below path in order to get to the ShortID settings.&nbsp;<br /> <br /> <span style="color: #ff0000;"><span style="color: #4f81bd;"><strong>Please note:</strong></span>&nbsp; <span style="color: #777777;">You must replace <strong>[YourServiceName] </strong>with your individual service name:&nbsp;</span></span><br /> &nbsp;</p> <p style="background-color: #fcfcfc;">HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\AttachmentExtractorserver\Configurations\[YourServiceName]</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">2) Next, set UseShortID to true.</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">&nbsp;</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">3) To define the cutting, you will have to create a new <g class="gr_ gr_54 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="54" data-gr-id="54">settingskey</g>. If you have not created a <g class="gr_ gr_55 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="55" data-gr-id="55">settingskey</g> yet, please have a look at&nbsp;<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9754%2fhow-to-create-a-settingskey-manually-in-ms-dynamics-crm-2013-crm-2015&amp;tabid=165&amp;portalid=0&amp;mid=2185">this article</a>.&nbsp;<br /> <br /> </p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">Depending on which item you would like to customize, please enter the following settings:&nbsp;<br /> <br /> For the <strong>maximum SharePoint folder name length</strong>:&nbsp;<br /> SPMaxFolderLength: [number of characters that should remain]</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">&nbsp;</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">For the <strong>maximum SharePoint file name length</strong>:<br /> SPMaxFileLength: [number of characters that should remain]</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">&nbsp;</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">For the <strong>minimum SharePoint file name length</strong>:</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">SPMinFileLength: [minimum number of characters that should remain]<br /> <br /> <span style="color: #777777;"><strong><span style="color: #4f81bd;">Please note: </span></strong>The file extension is never cut!&nbsp;</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">&nbsp;&nbsp;</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0.0001pt;">For the <strong>SharePoint folder name attribute</strong>:</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0.0001pt;">SPFolderNameAttribute: enittyschemaname;attributename|</p> <p><span style="background-color: #fcfcfc; color: #000000;"><br /> </span></p> <p><span style="color: #000000;"> </span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">For further information on how to correct SharePoint paths exceeding the limitations, please have a look at<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f10012%2fhow-to-change-the-sharepoint-path-logic-advanced&amp;tabid=165&amp;portalid=0&amp;mid=2185">&nbsp;this blog article</a>.&nbsp;<br /> <br /> </p> <p style="background-color: #fcfcfc;"><span style="font-size: 13px;"><strong>That's it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>!</span></p> <div>&nbsp;</div>10049Recap: eXtreme365 in Dubrovnik https://www.mscrm-addons.com/Blog/PostId/10079/recap-extreme365-in-dubrovnik*General*,ActivityTools (AT),AttachmentExtractor (AE),DocumentsCorePack (DCP),GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI)Tue, 27 Mar 2018 11:13:29 GMT<p style="text-align: justify;">The eXtreme365 event in Dubrovnik, Croatia exceeded all our expectations. To begin with, we would like to thank you for giving us your precious time and attention! It was a great pleasure meeting you at our booth!</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc;"> </span><span style="background-color: #fcfcfc;">The atmosphere at eXtreme365 was perfect, which was not only due to the well-selected&nbsp;location but also to the excellent speakers and truly informative sessions. The event was amazing&nbsp;and full of great people. From the very first moment, we knew that being a Silver Sponsor for this event had been a great decision.&nbsp;</span><span style="background-color: #fcfcfc;">There is no better town for an event like Dubrovnik - the vibrant city reflects the spirit of Microsoft Dynamics 365 like no other.</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;</div> <div style="padding-right: 10px;" class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': true}, 'mainClass': 'mfp-with-zoom'}"> <a title="eXtreme365 - photo gallery" href="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/Foto_Gallery2.png"><img alt="eXtreme365 - photo gallery" src="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/Foto_Gallery2.png" width="562" height="256" /></a> <a title="Beautiful Dubrovnik" href="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/Dubrovnik2.jpeg"></a> <a title="Exploring Dubrovnik" href="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/Dubrovnik1.jpeg"></a> <a title="Our team at eXtreme365" href="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/booth.jpeg"></a> <a title="There is a lot going on at booth #8" href="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/booth2.jpeg"></a> <a title="Relaxed atmosphere" href="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/Dubrovnik3.jpeg"></a> <a title="Dubrovnik" href="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/Dubrovnik5.jpeg"></a></div> <p>Figure 1: eXtreme365 Dubrovnik photo gallery</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc;">Also, we had the chance to present our solutions and ideas in front of a responsive audience. Michael Dohr outlined excellently how our solutions guarantee higher productivity in Dynamics 365 and why working with partners is the key to success. He highlighted the values and benefits of our partner network, as well as the main advantages of our solutions for Microsoft Dynamics 365.&nbsp;</span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc;"> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="background-color: #fcfcfc;"><a title=" Live showcase on how simple solutions guarantee higher productivity in Dynamics 365" href="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/Live_showcase.jpeg"><img alt=" Live showcase on how simple solutions guarantee higher productivity in Dynamics 365" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/Live_showcase.jpeg" width="562" height="256" /></a></span></div> <span style="background-color: #fcfcfc;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Live showcase on how simple solutions guarantee higher productivity in Dynamics 365</div> </span> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">​</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc;">​<span style="background-color: #fcfcfc;">All in all, the event was a complete success for partners and customers. B</span></span><span style="background-color: #fcfcfc;">eing part of this event was a great and really very special experience!&nbsp;We want to thank the organizers of that outstanding event for their commitment!&nbsp;</span></p>10079Delete files on SharePoint, when the owning attachment in CRM is deletedhttps://www.mscrm-addons.com/Blog/PostId/10047/cascading-deletion-of-attachments-in-crm-to-sharepointAttachmentExtractor (AE),AE 365Thu, 02 Nov 2017 13:49:09 GMT<p>Following the european unions GDPR requirements, AttachmentExtractor version 2017.5 and later are introducing a new plugin/workflow tracing note and email deletion, allowing for removal of the files moved to sharepoint with AttachmentExtractor, when the note or email containting the link file in CRM is being deleted.</p> <p>&nbsp;Please note, that the deletion tracking is disabled per default.</p> <p>How to enable the deletion of Sharepoint items:</p> <p>&nbsp;Download and import AttachmentExtractorCore solution version 2017.5 or later (<span>&nbsp;</span><a href="http://www.mscrm-addons.com/Portals/0/Blog/cascading-deletion-of-attachments-in-crm-to-sharepoint/AttachmentExtractorCore.zip?ver=2017-11-02-094120-000" style="background-color: #ffffff;">Download AttachmentExtractorCore 2017.5</a>)</p> <p>Create two settings as described in this article :&nbsp;<a href="http://www.mscrm-addons.com/Blog/PostId/10031/how-to-create-a-settingskey-manually-in-ms-dynamics-365">Link</a></p> <p>&nbsp;</p> <p>"EnableCascadeDelete" </p> <p>A value of "true" enables the plugin/workflow in general.</p> <p><span>A value of "false" will not remove any file on sharepoint.</span>​</p> <p><span>&nbsp;&nbsp;</span>​</p> <p><span>"T</span>hrowOnCascadeDeleteFailure"&nbsp;</p> <p>Value of "true" means, that you will not be able to delete the item in CRM, if the plugin fails to remove the linked file(s) on Sharepoint</p> <p><span>Value of "false" means, that the item in CRM will be deleted, regardless if the plugin fails to remove the linked file(s) on Sharepoint</span>​.&nbsp;</p> <p>​&nbsp;</p> <p>&nbsp;</p> <p>​</p> <p>&nbsp;​</p>10047How to upgrade your AttachmentExtractor Online Service license?https://www.mscrm-addons.com/Blog/PostId/10027/how-to-upgrade-your-attachmentextractor-online-service-licenseAttachmentExtractor (AE),AE 2015 / 2016,AE 365Wed, 12 Jul 2017 12:30:14 GMT<p><span style="background-color: #fcfcfc;">Our AttachmentExtractor&nbsp;(AE) Online Service Configuration allows users to configure AE&nbsp;easily online. For further information on how to configure AE&nbsp;Online, please have a look at our&nbsp;<a href="https://youtu.be/EB_KtvHMet8">AE</a><a href="https://youtu.be/EB_KtvHMet8">&nbsp;Online Configuration</a></span><a href="https://youtu.be/J-9RXqlSx04" style="background-color: #fcfcfc;">&nbsp;</a><span style="background-color: #fcfcfc;">video.&nbsp;</span>&nbsp;</p> <p>The minute your AttachmentExtractor (AE) license is invalid, it is recommended to check your license status and to react properly. This article outlines</p> <ul> <li>how to view the license state of your service and</li> <li>how to upgrade your license online.</li> </ul> <p>&nbsp;</p> <p><span><strong>A) How to view the license state of your AttachmentExtractor Online Service?</strong></span></p> <p><span>&nbsp;&nbsp;1) Go to our website<a href="http://www.mscrm-addons.com/LoginPage?returnurl=%2fHome"> </a><a href="http://www.mscrm-addons.com/LoginPage">www.mscrm-addons.com</a> and enter your credentials.&nbsp;</span></p> <p><span> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;"><span><a title="Figure 1: Login to mscrm-addons.com" href="/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure1_LoginPage.png"><img alt="Login to mscrm-addons.com" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure1_LoginPage.png" width="400" height="261" /></a></span></div> <span> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;">Figure 1: Login to mscrm-addons.com</div> </span> <p>&nbsp;</p> <p style="background-color: #fcfcfc;">&nbsp;</p> <p style="background-color: #fcfcfc;">2) Once registered, click on the<strong>&nbsp;<span>[My Account]</span></strong>-button in the right upper corner.&nbsp;&nbsp;</p> <p><span> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;"><span><a title="Figure 2: Open your account" href="/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure2_MyAccount.png"><img alt="Open your account" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure2_MyAccount.png" width="420" height="40" /></a>Figure 2: Open your account&nbsp;</span></div> <span> </span> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;">​</p> <p style="background-color: #fcfcfc;">3) Now click on <g class="gr_ gr_129 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-del replaceWithoutSep" id="129" data-gr-id="129">the&nbsp;my</g> cloud services-section in order to get an overview on your subscriptions.</p> <p><span> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;"><span><a title="Figure 3: My Cloud Services" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/2_My_Cloud_Service.png"><img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/2_My_Cloud_Service_thumb.png" /></a>Figure 3: My Cloud Services&nbsp;</span></div> <span> </span> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;">​</p> <p style="background-color: #fcfcfc;">4) You are redirected to the window below, where you can select between DocumentsCorePack and AttachmentExtractor. After choosing AttachmentExtractor, please mark your service and click on the&nbsp;<span><strong>[View and Install License]</strong></span>-button.</p> <p><span> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;"><span><a title="Figure 4: DCP Online Configuration" href="/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure3_View_license.png"><img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure3_View_license.png" width="658" height="385" /></a>Figure 4: AttachmentExtractor Online Configuration</span></div> <span> </span> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;">​</p> <p style="background-color: #fcfcfc;">&nbsp;<span style="background-color: #fcfcfc;">5) The license information window appears. A red cross always signalizes that a license is invalid. There are numerous reasons for an invalid license.&nbsp;</span></p> <p style="background-color: #fcfcfc;"><span style="background-color: #fcfcfc;">In this example, the reason why, is that the user owns <g class="gr_ gr_59 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Grammar multiReplace" id="59" data-gr-id="59">less</g> site licenses than he actually needs.&nbsp;</span>To overcome this issue, the user has to upgrade the license.</p> <p><span> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;"><span><a title="Figure 5: License information overview" href="/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure5_Licenseinfo.png"><img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure5_Licenseinfo.png" width="631" height="395" /></a>Figure 5: License information overview&nbsp;</span></div> <span> </span> <p>&nbsp;</p> <p style="background-color: #fcfcfc;">​</p> <p style="background-color: #fcfcfc;"><span><strong>B) How to upgrade an AE Online license?</strong></span></p> <p style="background-color: #fcfcfc;">1) Please log in to your account on our website and open the Account Overview. Next, click on the&nbsp;<span><strong>[Modify package size]</strong></span>-button.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;"><a title="Figure 6: Modify your package" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/5_Modify_package%20size.png"><img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/5_Modify_package%20size_thumb.png" /></a></div> <p style="background-color: #fcfcfc;">Figure 1: Modify your package&nbsp;</p> <p style="background-color: #fcfcfc;">​</p> <p style="background-color: #fcfcfc;">2) Now you are redirected to the UpgradeSubscription-section. Please click on the&nbsp;<span><strong>[Upgrade]</strong></span>-button in the right lower corner.&nbsp;</p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;"><a title="Figure 2: Upgrade your license" href="/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure2_Upgrade_license.png.png"><img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure2_Upgrade_license.png" width="450" height="250" /></a>Figure 2: Upgrade your license<br /> <br /> </div> <p>&nbsp;</p> <p style="background-color: #fcfcfc;"><span><strong>That&rsquo;s it!</strong></span>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>!</p> <p> </p> <div>&nbsp;</div> <p>&nbsp;</p>10027AttachmentExtractor Online Service Configurationhttps://www.mscrm-addons.com/Blog/PostId/10026/attachmentextractor-service-configurationAttachmentExtractor (AE),AE 2015 / 2016,AE 365Fri, 07 Jul 2017 14:50:36 GMT<p style="text-align: justify;">We have all been there. Working with Microsoft Dynamics 365 (CRM) is really great, but sometimes, the data storage costs go through the roof. And yes, saving data in Microsoft Dynamics 365 can be cost-intensive. Consequently, we solved this problem by creating AttachmentExtractor.<br /> <br /> This blog article outlines how easy it is to setup the AttachmentExtractor Online Service Configuration. Additionally please also find our video tutorial for AttachmentExtractor that shows how to start the AE Online Configuration, <a href="https://youtu.be/EB_KtvHMet8">here</a>.&nbsp;<br /> <br /> <strong>The main advantages of the AttachmentExtractor Online Service are:</strong><br /> - There is no need for a local server anymore.<br /> - All AttachmentExtractor features are available<br /> - The configuration is easy<br /> - The service is hosted and updated by our support team</p> <p style="text-align: justify;">Please follow the below step-by-step tutorial in order to start an AttachmentExtractor Online Service properly.</p> <p style="text-align: justify;"><strong>Step 1: Open the Online Configuration Service</strong></p> <p style="text-align: justify;">One possible way to start a new AttachmentExtractor Online Service Configuration is via our website <a href="http://www.mscrm-addons.com">www.mscrm-addons.com</a>. On our website, please navigate to Products, select AttachmentExtractor and then, click on the Configure Service button.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <a title="Open the Online Configuration Service" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_1_8.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_1_thumb_8.png" width="244" height="85" /></a></div> <p style="text-align: justify;"><em>Figure 1: Open the Online Configuration Service</em><em> </em></p> <p style="text-align: justify;">Next, login or register to mscrm-addons.com.</p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <a title="Login or register to mscrm-addons.com" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_2_7.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_2_thumb_7.png" width="244" height="100" /></a></div> <p style="text-align: justify;"> <em>Figure 2: Login or register to mscrm-addons.com<br /> </em> </p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">The registration is quick and free. Once logged in, you will</p> <p style="text-align: justify;">- have access to all our free 14-days trial versions<br /> - be able to request full support on all trial versions<br /> - be allowed to purchase licenses<br /> - receive our newsletter<br /> - be able to upgrade free trial versions to licensed products<br /> <br /> <a href="http://www.mscrm-addons.com/language/en-US/My-Account?returnurl=%2Flanguage%2Fen-US%2FMy-Account">So &ndash; if you haven&rsquo;t registered yet &ndash; it&rsquo;s worth a try! </a></p> <p style="text-align: justify;"><strong>Step 2: The Online Configuration window</strong></p> <p style="text-align: justify;">Once you have logged in, you will be provided with the Online Configuration window.&nbsp;</p> <p style="text-align: justify;"><span style="color: #ff0000;">Please note:</span> If you have already configured a service, you get an overview of your hosted service(s)&nbsp;<span style="font-size: 24px; color: #4f81bd;">❶</span>.&nbsp;</p> <p style="text-align: justify;">&nbsp;If there is no service configured, &nbsp;you can setup a service with a click on the <strong>[Add]</strong>-button <span style="font-size: 24px; color: #4f81bd;">❷</span>.</p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Online Configuration window" href="/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure3_Online_Configuration_window.png"><img alt="Online Configuration window" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure3_Online_Configuration_window.png" width="685" height="217" /></a></div> <p style="text-align: justify;"><span>Figure 3: Online Configuration window</span></p> <p style="text-align: justify;"><span> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><strong>&nbsp;<span>Step 3: Setup a Service</span></strong></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span>Please click on the<strong> [Add]</strong>-button in order to add a new service. Next, click on the <strong>[Connection Profile]</strong>-button.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><strong><span> </span></strong></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><strong><span><a title="Create a new AE Service​" href="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure4_Connection_Profile.png"><img alt="Create a new AE Service​" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure4_Connection_Profile.png" width="593" height="371,5" /></a></span></strong></div> <p style="text-align: justify;"> <span>Figure 4: Create a new AE Service </span> </p> <p style="text-align: justify;">&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">&nbsp;Next, the below window appears. Here, you may select:&nbsp;</div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="white-space: pre;"> </span>- your&nbsp;<span>Microsoft Dynamics 365 type &nbsp;<span style="font-size: 24px; color: #4f81bd;">❶</span>:&nbsp;</span>Server2Server, Office 365, Live ID or IFD (hosted) and&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="white-space: pre;"> </span>-&nbsp;type in your CRM URL&nbsp;<span style="font-size: 24px; color: #4f81bd;">❷&nbsp;</span>and your&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="white-space: pre;"> </span>-&nbsp;<span>user credentials&nbsp;<span style="font-size: 24px; color: #4f81bd;">❸&nbsp;</span></span>(in that case your username and your password).&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span>To finish the process, click on the&nbsp;</span><span><strong>[Retrieve Organizations]</strong></span><span>-button&nbsp;</span><span style="font-size: 24px; color: #4f81bd;">❹</span><span>.</span><span> </span>​</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Create a CRM Connection Profile" href="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure5_Create_Connection_Profile.png"><img alt="Create a CRM Connection Profile" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure5_Create_Connection_Profile.png" width="668" height="189,5" /></a>Figure 5: Create a CRM Connection Profile</div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span>As soon as your organization appears in the Available Organizations section <span style="font-size: 24px; color: #4f81bd;">❶</span>, click on the <strong><em>[Verify Connection &amp; Save Profile]</em></strong>-button <span style="font-size: 24px; color: #4f81bd;">❷</span>.</span></p> <p style="text-align: justify;"><span><a title="Verify your connection and save your profile" href="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure6_Create_Connection_Profile2.png" style="background-color: #ffffff;"><img alt="Verify your connection and save your profile" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure6_Create_Connection_Profile2.png" width="570" height="352" /></a>Figure 6: Verify your connection and save your profile</span></p> <p style="text-align: justify;"><span> &nbsp;</span></p> <p style="text-align: justify;"><span>Now the following window appears. It is important that you do not close this window or navigate away.&nbsp;</span></p> <p style="text-align: justify;"><span><a title="Verify connectivity and permissions" href="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure7_Verify_connectivity_permissions.png" style="background-color: #ffffff; text-align: justify;"><img alt="Verify connectivity and permissions" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure7_Verify_connectivity_permissions.png" width="570" height="352" /></a><span style="text-align: justify;">Figure 7: Verify connectivity and permissions</span></span></p> <p style="text-align: justify;">You are now back on the same window as before. This window supports you creating a new service.</p> <p style="text-align: justify;"><a title="Create new AttachmentExtractor Online Service" href="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure8_Create_new_Service.png" style="background-color: #ffffff; text-align: justify;"><img alt="Create new AttachmentExtractor Online Service" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure8_Create_new_Service.png" width="700" height="420" /></a>Figure 8: Create new AttachmentExtractor Online Service</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❶ </span><span style="color: #4f81bd;">Service Name<br /> </span><span style="color: #7f7f7f;">Please enter your service name here. But choose wise, because the </span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; color: #ff0000;">name cannot be changed anymore</span><span style="color: #000000;">!&nbsp;</span>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</p> <p style="text-align: justify;"> <span style="color: #4f81bd;">AttachmentExtractor Instance<br /> </span>Please select on which instance the AttachmentExtractor Service should run. The instance with the highest bandwidth is automatically selected for you.&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❷ </span><span style="color: #4f81bd;">SharePoint Integration</span><br /> Please choose, if you would like to use the CRM integrated SharePoint or a specific SharePoint. If you want to use a specific SharePoint, you must enter a SharePoint path, which means you must enter a SharePoint URL that includes the library.</p> <p style="text-align: justify;"><span style="color: #548dd4;">Storage Option for Entities without Document Management enabled</span><br /> Entities without document management may be stored daily or weekly on a specific SP library. Else, you may decide which entities not to extract.&nbsp;<br /> <br /> <span style="color: #4f81bd;">SharePoint Credentials</span> <br /> Please insert the credentials of a SharePoint user with administrative access to your configured SharePoint here.</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❸ </span><span style="color: #4f81bd;">Extract<br /> <span style="color: #7f7f7f;">Using the drop-down menu of this option, allows you to decide what you would like to extract with AttachmentExtractor. Please select all options or only some of these options. The available options are:</span><span style="color: #7f7f7f;"><br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; - Email Attachments<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; - Note Attachments<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; - Email Body <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; - Note Body&nbsp;</span><br /> <br /> </span><span style="color: #000000;"><span style="color: #ff0000;">Please note:<span style="color: #7f7f7f;"> </span></span><span style="color: #7f7f7f;">This section also allows you to configure an <span style="color: #4f81bd;">email or note subfolder</span>, where your extracted emails or notes will be saved.&nbsp;</span><br /> </span> </p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❹ </span><span style="color: #4f81bd;">Data processing<br /> <span style="color: #7f7f7f;">Please</span></span><span style="color: #7f7f7f;"> specify if you only want to copy your attachments to SharePoint or if you want to extract them completely. Once extracted files will be replaced with a .url file which points to the extracted file on SharePoint. However, if you click on the <strong><em>[Extract &ndash; Replace data in CRM]</em></strong>-button, you will receive a warning. Please read it carefully, check the corresponding checkbox and select&nbsp;whether you want to copy or extract the files by clicking on the corresponding button.&nbsp; </span><span style="font-size: 24px; color: #4f81bd;"><br /> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <a title="AttachmentExtractor Service Setup Warning" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_8_3.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_8_thumb_3.png" width="244" height="192" /></a></div> <p style="text-align: justify;"> <em>Figure 9: AttachmentExtractor Service Setup Warning<br /> </em> </p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❺ </span><span style="color: #4f81bd;">Minimum Attachment Size Filter</span> <br /> Please insert the minimum size a file should have in order to be extracted by your AttachmentExtractor Service here.</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❻ </span><span style="color: #4f81bd;">Only extract attachments older than</span><span style="font-size: 24px; color: #4f81bd;"><br /> </span>If you only want to extract attachments older than a certain amount of time, you can specify this here.</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❼ </span><span style="color: #4f81bd;">Show Advanced Options<br /> </span>A click on this button expands some options for the advanced configuration.<span style="color: #4f81bd;"><br /> <br /> </span><span style="color: #000000;"><span style="color: #ff0000;">Please note:</span> <span style="color: #7f7f7f;">If you feel that the configuration so far satisfies your needs, you can save your service now with a click on the <strong><em>[Save Service]</em></strong>-button in the right lower corner and proceed with Step 6. But of course, the service can as well be configured on an advanced level, which can be done in the Advanced Configuration-section. This optional part of the configuration will be explained below. </span></span></p> <p style="text-align: justify;"><span style="color: #000000;"><span style="color: #7f7f7f;"></span><br /> </span></p> <p style="text-align: justify;"><strong>Step 4: Set the Advanced Options (optional)</strong></p> <p style="text-align: justify;">With a click on the <strong><em>[Show Advanced Options]</em></strong>-button, the settings of your new service can be refined.</p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <a title="Advanced Configuration Options" href="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure10_Advanced_AE_Options.png"> <img alt="Advanced Configuration Options" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure10_Advanced_AE_Options.png" width="594" height="200" /></a></div> <p style="text-align: justify;"> <em>Figure 10: Advanced Configuration Options</em> </p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❶ </span><span style="color: #4f81bd;">Enable debugging<br /> </span><span style="color: #7f7f7f;">In case of any issues during the extraction, we would recommend you to enable debugging by selecting this option. The log files will be available for download as soon as the service is saved.&nbsp;</span></p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❷ </span><span style="color: #4f81bd;">Stop service on critical errors<br /> </span>If you select this option, the service will automatically stop if a critical error occurs. This option is activated by default.&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❸ </span><span style="color: #4f81bd;">Create SharePoint attributes<br /> <span style="color: #7f7f7f;">Enabling this option will create SharePoint attributes for transferred files. </span><br /> </span> </p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❹&nbsp;</span><span style="color: #4f81bd;">New folder per <br /> </span><span style="color: #7f7f7f;">Please select if new folders should be created on a weekly or a daily basis here. This option only applies to CRM Integrated SharePoint.&nbsp;<br /> </span> </p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❺ </span><span style="color: #4f81bd;">Blacklist or Whitelist</span><br /> <span>Please decide whether you would like to use a black- or a whitelist here. Entities on the blacklist will NOT be extracted, while entities on the whitelist will be extracted.<br /> <br /> </span><span style="font-size: 24px; color: #4f81bd;">❻&nbsp;</span><span style="color: #4f81bd;">Notify on service changes&nbsp;</span><br /> Select this option in order to get an eMail every time there is a service change.&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❼&nbsp;</span><span style="color: #4f81bd;">Skip solution import<br /> </span><span style="color: #7f7f7f;">If you select this option, the setup will assume that you have already imported all solutions that are necessary for the creation of an AttachmentExtractor service. If any solution is missing, the&nbsp;</span><span style="color: #7f7f7f;">creation of the new service will fail.</span></p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❽&nbsp;</span><span style="color: #4f81bd;">Skip role assignment<br /> </span>If you select this option, you will either have to create a custom role covering the required rights or you will have to manually assign the security roles.<span style="color: #4f81bd;">&nbsp;</span></p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❾&nbsp;</span><span style="color: #4f81bd;">Server Version<br /> </span><span style="color: #7f7f7f;">This field informs you about the current AttachmentExtractor version on your instance.&nbsp;</span></p> <p style="text-align: justify;"> </p> <p style="text-align: justify;"><strong>Step 5: Save your service<br /> </strong>No matter how detailed you have configured your service, please click on the <strong><em>[Save Service]</em></strong>-button in the right lower corner in order to proceed.&nbsp;</p> <p style="text-align: justify;">Click on the <strong><em>[OK]</em></strong>-button in the window that appears now. <br /> <br /> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <a title="AttachmentExtractor Service Setup" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_10.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_10_thumb.png" width="244" height="123" /></a></div> <p style="text-align: justify;"> <em>Figure 11: AttachmentExtractor Service Setup<br /> </em> </p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="color: #ff0000;">Please note:</span> Do not close the following window or navigate away as long as the serivce is saved. Instead, have a break and enjoy some coffee or tea.</p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <a title="Saving the service" href="//www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_11.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_11_thumb.png" width="244" height="141" /></a></div> <p style="text-align: justify;"> <em>Figure 12: Saving the service</em> </p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><strong>Step 6: Service Configuration Completed</strong></p> <p style="text-align: justify;">As soon as the service configuration is completed, you will be informed about the next steps you can take. Click on the License Status-option in order to check your license status. Please read the instructions carefully and click on the <strong><em>[OK]</em></strong>-button in order to proceed.</p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <a title="Service Configuration Completed" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_12.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_12_thumb.png" width="244" height="177" /></a></div> <p style="text-align: justify;"> <em>Figure 13: Service Configuration Completed<br /> </em> </p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><strong>Step 7: Start your service</strong> </p> <p style="text-align: justify;">Congratulation! You have finished the configuration of your service. You are now redirected to the service configuration overview. Using the buttons at the end of the service overview, you can define which steps you would like to take next. Please find a brief description of the buttons below.</p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">&nbsp;</div> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Configuration buttons" href="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure14_AE_Configurtation_buttons.png"><img alt="Configuration buttons" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure14_AE_Configurtation_buttons.png" width="594" height="200" /></a></div> <p style="text-align: justify;"> <span>Figure 14: Configuration buttons</span> </p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❶ </span><span style="color: #4f81bd;">The <strong><em>[Add service]</em></strong>-button<br /> </span><span style="color: #7f7f7f;">Simply click on the&nbsp;<strong><em><span>[Add]</span></em></strong>-button (+) in order to create a new AttachmentExtractor Service.&nbsp;</span></p> <p style="text-align: justify;"><span>Please click on the <strong><em>[Configure Service]</em></strong>-button (monkey wrench) in order to modify the DocumentsCorePack Service settings. A double click on the service you would like to modify has the same effect.&nbsp;</span></p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❷&nbsp;</span><span style="color: #4f81bd;">The <strong><em>[View &amp; Install License]</em></strong>-button <br /> <span style="color: #7f7f7f;">Click this button in order to check your license state or to install a new license.</span></span></p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❸&nbsp;</span><span style="color: #4f81bd;">The <strong><em>[View Service Logs]</em></strong>-button <br /> </span><span style="color: #7f7f7f;">A click on this button will provide you with an overview of the latest event log entries for your service. Double-click a certain row in order to see details.&nbsp; </span> </p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❹&nbsp;</span><span style="color: #4f81bd;">The <strong><em>[View Version Info]</em></strong>-button</span><br /> Click this button in order to receive information on your CRM version and the AttachmentExtractor version.</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;"> ❺&nbsp;</span><span style="color: #4f81bd;">The <strong><em>[Play Service]-</em></strong>button</span><span style="font-size: 24px; color: #4f81bd;"><br /> </span>Click on this button in order to start your service.&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❻&nbsp;</span><span style="color: #4f81bd;">The <strong><em>[Stop Service]-</em></strong>button<br /> </span><span style="color: #7f7f7f;">Click on this button in order to stop your service. </span></p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❼&nbsp;</span><span style="color: #4f81bd;">The <strong><em>[View Progress &amp; history]</em></strong>-button</span><span style="font-size: 24px; color: #4f81bd;"><br /> </span>A click on this button will provide you with an overview of the extraction progress and failed extractions.</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❽&nbsp;</span><span style="color: #4f81bd;">The <strong><em>[Reset extraction]</em></strong>-button</span><span style="color: #4f81bd;"><br /> </span><span style="color: #7f7f7f;">Click on this button in order to reset all previous extractions. </span></p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❾</span><span style="color: #4f81bd;">The <strong>[Move Service]</strong>-button and&nbsp;<br /> <span style="color: #7f7f7f;">A click on this button enables yout to move the service to another instance.&nbsp;</span>&nbsp; &nbsp; &nbsp;&nbsp;</span></p> <p style="text-align: justify;"><span style="color: #4f81bd;"><span style="font-size: x-large; color: #2c79ae;">❿</span><span style="font-size: 13px; color: #4f81bd;">The<strong> [Delete Service]</strong>-button&nbsp;&nbsp; </span><br /> </span><span style="color: #7f7f7f;">With a click on the Garbage bin, you have the possibility to delete a services. </span></p> <p style="text-align: justify;"><span style="color: #000000;"><span style="color: #7f7f7f;"></span><br /> <span style="color: #ff0000;">Please note, that this step will delete the service configuration and the AttachmentExtractor Service, but it will NOT delete the CRM solutions referring to AttachmentExtractor. These solutions must be deleted manually. <br /> <span style="color: #7f7f7f;"><br /> </span></span><span style="color: #7f7f7f;"><br /> <br /> <strong>That&rsquo;s it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to</span> <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>. </span></p>10026