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/BlogHow to set partial document editing restriction in templateshttps://www.mscrm-addons.com/Blog/PostId/9810/partial-document-editing-restriction-in-templatesDocumentsCorePack (DCP),DCP 2011,DCP 2013,DCP 4.0Wed, 08 Oct 2014 10:20:00 GMT<p>This blog article outlines how to use the MS Word <em>Restrict Editing</em><strong>-</strong>functionality. It supports restricted editing for the whole document, as well as editing specific paragraphs of the document only. <span style="color: #ff0000;">Please note: The functionality works with merged documents as well.</span></p> <p><span style="color: #ff0000;">&nbsp;</span></p> <p><strong>Requirements:</strong> <a href="http://www.mscrm-addons.com/Products/MSCRM2013/DocumentsCorePack/tabid/170/language/en-US/Default.aspx">DocumentsCorePack for MS CRM</a></p> <p><strong>Example</strong></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_679.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_679.png"></a><a title="Example template – only the areas highlighted in yellow can be edited." href="http://mscrm-addons.com/images/blog/files/image_679.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_652.png" alt="image" width="507" height="561" /></a></div> <br /> <em>Figure 1: Example template &ndash; only the areas highlighted in yellow can be edited.</em>&nbsp;</p> <p>You can find the <em><strong>[Restrict Editing]</strong>-button&nbsp;</em>in the <em>Review</em>-tab in Word.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_680.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_680.png"></a><a title="Restrict Editing-feature in MS Word" href="http://mscrm-addons.com/images/blog/files/image_680.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_653.png" alt="image" width="500" height="116" /></a></div> <br /> <em>Figure 2: Restrict Editing-feature in MS Word</em></p> <p>Once you have clicked on the button, an interface will open up to work with document restrictions. You can set the whole document to <em>Read Only</em> and select areas that will be excepted from the restriction (which will be editable for other users). You can also select which users are allowed to edit these areas. <br /> As soon as you have decided which settings fit best, click on the <em><strong>[Yes, Start Enforcing Protection]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_681.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_681.png"></a><a title="Restrict Editing-interface in Microsoft Word" href="http://mscrm-addons.com/images/blog/files/image_681.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_654.png" alt="image" width="222" height="509" /></a></div> <br /> <em>Figure 3: Restrict Editing-interface in Microsoft Word</em></p> <p>Now the <em>Protection Method</em>-dialog opens. You can select to protect the document either with a <em>Password </em>or by <em>user authentication</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_682.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_682.png"></a><a title="Select the protection method for your document in MS Word" href="http://mscrm-addons.com/images/blog/files/image_682.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_655.png" alt="image" width="380" height="286" /></a></div> <br /> <em>Figure 4: Select the protection method for your document in MS Word</em></p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9810How to upgrade DocumentsCorePack from MS CRM 4 to 2011 or 2013https://www.mscrm-addons.com/Blog/PostId/9796/how-to-upgrade-documentscorepack-for-ms-crm-4-to-2011-or-2013DocumentsCorePack (DCP),DCP 2011,DCP 2013,DCP 4.0Mon, 05 May 2014 09:57:00 GMT<p>This article outlines how to prepare DocumentsCorePack (DCP) for MS CRM 4 for an upgrade to CRM 2011 or CRM 2013!</p> <p><strong>Requirments:</strong> DocumentsCorePack&nbsp;</p> <p><strong>1) Export your templates from CRM 4</strong> <br /> Please open the DocumentsCorePack Server Config in the Start Pane. In the <em>General Settings</em>-tab, click on the <strong><em>[&hellip;]</em></strong>-button and save a copy of the saved templates folder.</p> <p><a href="http://mscrm-addons.com/images/blog/files/clip_image001_2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image001_2.png"></a><a title="General Settings-tab" href="http://mscrm-addons.com/images/blog/files/clip_image001_2.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="clip_image001" src="http://mscrm-addons.com/images/blog/files/clip_image001_thumb_2.png" alt="clip_image001" width="394" height="392" /></a></div> <br /> <em>Figure 1: General Settings-tab</em></p> <p><strong>2) Uninstall DocumentsCorePack in CRM 4.</strong> <br /> Before you can upgrade your CRM 4 to 2011 or 2013 version, you must uninstall the 3rd party addons and check that all buttons that have been deleted. <br /> After the migration, you can then install the latest version of each addon. If you skip this step, it is more complicated to get rid of the buttons and icons before you can install the CRM 2011 addons.</p> <p>For further information, please read our blog article <em><a href="http://www.mscrm-addons.com/Blog/PostId/9523/Upgrading CRM 4 to CRM 2011 with 3rd party addons.">Upgrading CRM 4 to CRM 2011 with 3rd party addons</a>.</em></p> <p><strong>3) Upgrade CRM</strong> <br /> You can upgrade your CRM system now.</p> <p><strong>4) Install DocumentsCorePack for MS CRM 2011 or 2013</strong> <br /> Next, install DocumentsCorePack for MS CRM 2011 or 2013 in the newly upgraded CRM environment.</p> <p><strong>5) Apply your 2011 or 2013 licenses</strong> <br /> DCP for MS CRM 2011 or 2013 requires a new license. Make sure you have a valid addon-license for MS CRM 2011 or 2013.<strong> <br /> </strong><span style="color: #ff0000;">Please note:&nbsp;Your actual DCP for MS CRM 4 license is not valid for 2011 or 2013. If you have a valid support contract, then you can order the new CRM 2013 license for free. For further information, please contact our <a href="http://www.mscrm-addons.com/Support/tabid/106/language/de-DE/Default.aspx">support-team</a> to get your new license and install it with the LicenseManager.&nbsp;</span></p> <p><strong>6) Import Templates</strong> <br /> Once the valid license is installed, import your templates into the new 2013 environment using the DocumentsCorePack Configuration utility. For more information, please read our blog article <em><a href="http://www.mscrm-addons.com/Blog/PostId/9740/How to export/import templates">DocumentsCorePack for MS CRM 2013: How to import/export Templates</a></em>. Now you can test your imported templates. If everything works correctly, go on to the next step.</p> <p><strong>7) Uninstall DocumentsCorePack Client for MS CRM 4 from the Client machine <br /> </strong>To uninstall DocumentsCorePack Client for MS CRM 4 select <em>Programs</em>&nbsp;in the ControlPanel. Search for the DocumentsCorePack Client for MS CRM 4 in <em>Uninstall or change a program.</em>&nbsp;Follow the instructions to uninstall the DocumentsCorePack Client.</p> <p><strong>8) Re-Install 2011 or 2013 DocumentsCorePack Client on Client machines</strong></p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9796How to enable debugging for the DCP UploadFile SharePoint webservicehttps://www.mscrm-addons.com/Blog/PostId/9651/how-to-enable-debugging-for-the-dcp-uploadfile-sharepoint-webserviceDocumentsCorePack (DCP),DCP 2011,DCP 2013,DCP 4.0Wed, 15 May 2013 17:02:00 GMT<p>1. Open the IIS on the SharePoint server and navigate to the SharePoint Site where DocumentsCorePack (DCP) is configured and the <em>UploadFile.asmx WebService</em> is installed. Select the IIS Website and click on <em>Explore</em>&nbsp;as marked in Figure 1.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_150.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_150.png"></a><a title="Click on explore" href="http://mscrm-addons.com/images/blog/files/image_150.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_147.png" alt="image" width="244" height="90" /></a></div> <br /> <em>Figure 1: Click on explore</em></p> <p>2. This brings up an explorer window. There you&rsquo;ll find a <em>web.config</em>. Please open that file.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_151.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_151.png"></a><a title="Open explorer window" href="http://mscrm-addons.com/images/blog/files/image_151.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_148.png" alt="image" width="244" height="209" /></a></div> <br /> <em>Figure 2: Open explorer window</em></p> <p>3. Please add <add key="debug" value="true"> to the <em>appSettings</em>-section.</add></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_152.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_152.png"></a><a title="Add&lt;add key=" value="true">" href="http://mscrm-addons.com/images/blog/files/image_152.png"&gt;<img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_149.png" alt="image" width="244" height="145" /></a></div> <br /> <em>Figure 3: Add<add key="debug" value="true"></add></em></p> <p>4. After the error is reproduced, you&rsquo;ll find the <em>debug.log </em>in that directory.&nbsp;</p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9651Insecure content warning in IE when using FileExplorer with IFDhttps://www.mscrm-addons.com/Blog/PostId/9617/insecure-content-warning-in-ie-when-using-fileexplorer-with-ifdDocumentsCorePack (DCP),DCP 2011,DCP 2013,DCP 2015 / 2016,DCP 365,DCP 4.0Mon, 17 Dec 2012 11:05:00 GMT<p>If you have configured your CRM for IFD and also have enabled our FileExplorer Integration, Internet Explorer (IE) will either not load the FileExplorer or show a message about insecure content.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_138.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_138.png"></a><a title="FileExplorer not visible" href="http://mscrm-addons.com/images/blog/files/image_138.png"><img class="img-responsive" style="background-image: none; margin: 0px; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_135.png" alt="image" width="244" height="175" /></a></div> <br /> <em>Figure 1: FileExplorer not visible</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_139.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_139.png"></a><a title="Internet Explorer shows insecure content warning" href="http://mscrm-addons.com/images/blog/files/image_139.png"><img class="img-responsive" style="background-image: none; margin: 0px; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_136.png" alt="image" width="244" height="172" /></a></div> <br /> <em>Figure 2: Internet Explorer shows insecure content warning</em></p> <p>If you run into this problem, please follow the steps below to resolve this issue. </p> <p><strong>There are two IE settings you need to modify</strong></p> <p>1. Add the DocumentsCorePack (DCP) Server FQDN DNS name to the trusted sites. <br /> Open the IE Settings and on the <em>Security-</em>tab page, switch to <em>Trusted Sites</em> and click on <em>Sites</em> to add the fully domain name of DocumentsCorePack (e.g. <a href="https://documentscorepackserver.c3.ptm-edv.at">https://documentscorepackserver.c3.ptm-edv.at</a>)</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_140.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_140.png"></a><a title="IE Settings showing how to add DocumentsCorePack to the trusted sites" href="http://mscrm-addons.com/images/blog/files/image_140.png"><img class="img-responsive" style="background-image: none; margin: 0px; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_137.png" alt="image" width="244" height="176" /></a></div> <br /> <em>Figure 3: IE Settings showing how to add DocumentsCorePack to the trusted sites</em></p> <p>2. Modify the <em>Local Intranet</em> zone to allow mixed content <br /> Open the IE Settings and on the <em>Security-</em>tab page, switch to <em>Local Intranet</em> and click on <em>Custom Level</em> to modify the settings.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_141.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_141.png"></a><a title="IE Settings showing Local Intranet options" href="http://mscrm-addons.com/images/blog/files/image_141.png"><img class="img-responsive" style="background-image: none; margin: 0px; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_138.png" alt="image" width="191" height="244" /></a></div> <br /> <em>Figure 4: IE Settings showing Local Intranet options</em></p> <p>Then you have to scroll down to <em>Miscellaneous</em>&nbsp;and enable <em>Display Mixed Content</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_142.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_142.png"></a><a title="Enable Display Mixed content" href="http://mscrm-addons.com/images/blog/files/image_142.png"><img class="img-responsive" style="background-image: none; margin: 0px; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_139.png" alt="image" width="203" height="244" /></a></div> <br /> <em>Figure 5: Enable Display Mixed content</em></p> <p>After you have applied these settings, please restart Internet Explorer. <br /> Hereafter, the FileExplorer documents will be shown without any prompt in the an IFD environment.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_143.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_143.png"></a><a title="FileExplorer Documents in IFD" href="http://mscrm-addons.com/images/blog/files/image_143.png"><img class="img-responsive" style="background-image: none; margin: 0px; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_140.png" alt="image" width="244" height="174" /></a></div> <br /> <em>Figure 6: FileExplorer Documents in IFD</em></p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an e-mail to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9617If/else-conditions in *.docx templateshttps://www.mscrm-addons.com/Blog/PostId/9603/if-else–conditions-in-docx-templatesDocumentsCorePack (DCP),DCP 2011,DCP 4.0Wed, 28 Nov 2012 07:25:00 GMT<p>It is often required to place conditional fields within a template like e.g. only print address lines when stored in the regarding CRM-record.</p> <p> <strong> Syntax <br /> <br /> </strong>The syntax needed is pretty simple: </p> <p><strong>{</strong>if<span style="background-color: #ffff00;">&rdquo;&lt;<crm_field>&gt;&rdquo;=&rdquo;XY&rdquo;</crm_field></span> &ldquo;<span style="background-color: #00ff00;">Content if condition is fulfilled</span>&rdquo; &ldquo;<span style="background-color: #ff0000;">Content if condition is not fulfilled</span>&rdquo;<strong>}</strong></p> <p>while the <span style="background-color: #ffff00;">yellow</span> part marks the condition, the <span style="background-color: #00ff00;">green</span> part marks the content that will be printed if the conditions is fulfilled and the <span style="background-color: #ff0000;">red</span> part marks the content that is printed if the condition is not met.</p> <p> <span style="background-color: #ffffff; color: #ff0000;"> <br /> Please note </span>: The {} (brackets) are not just simple standard wavy-brackets but field-functions of MS Word and have to be inserted by pressing Ctrl+F9 or via&nbsp;<em>Insert-&gt; Quick-parts-&gt; Field </em>and selecting&nbsp;<em>if</em>. </p> <p>By default, field functions are not shown within MS Word. To switch views, you can simply press Alt + F9.</p> <p>&nbsp;</p> <p><strong>Examples</strong>&nbsp;</p> <p> Printing a gender-specific salutation: <br /> Dear <strong>{</strong>if<span style="background-color: #ffffff;">&rdquo;&lt;&lt;salutation&gt;&gt;&rdquo;=&rdquo;Mr.&rdquo; &ldquo;Mister&rdquo; &ldquo;Misses&rdquo;</span><strong>} </strong>&lt;&lt;lastname&gt;&gt; </p> <p> Showing fields only if available within CRM<strong> : <br /> </strong><strong>{</strong>if<span style="background-color: #ffffff;">&rdquo;&lt;&lt;emailaddress1&gt;&gt;&rdquo;&lt;&gt;&rdquo;&rdquo; &ldquo;Email: &lt;&lt;emailaddress1&gt;&gt;&rdquo; &ldquo;&rdquo;&lt;emailaddress1&gt;</span><strong> } <br /> </strong><strong>{</strong>if<span style="background-color: #ffffff;">&rdquo;&lt;&lt;mobilephone&gt;&gt;&rdquo;&lt;&gt;&rdquo;&rdquo; &ldquo;</span><span style="background-color: #ffffff;">&lt;&lt;mobilephone&gt;&gt;&rdquo;</span><strong>}</strong> </p> <p><span style="color: #ff0000;"><strong>This examples can also be found in the document attached to this article.</strong></span></p> <p><span style="color: #ff0000;"><strong>&nbsp;</strong></span></p> <p><strong>Common problems</strong></p> <ul> <li>Field &ndash; code brackets cannot be inserted inside a content control, so please ensure that the content control of the CRM-field you are using is not marked when trying to insert the <em>{}-brackets</em>. </li> <li> For some reasons it is not possible to insert the brackets even outside the content-controls once there is nothing else than the content-control in the whole line. To overcome this issue you can simply insert any text or a space after or before the field and than insert the {} brackets. <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_127.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_127.png"></a><a title="Field properties - change type" href="http://mscrm-addons.com/images/blog/files/image_127.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_124.png" alt="image" width="244" height="70" /></a></div> <br /> the {} cannot be inserted in the upper line of this picture without placing any kind of text. In the second line a space has been inserted after the name-field. </li> </ul> <p>Helpful link:</p> <p><a title="http://office.microsoft.com/en-us/word-help/insert-and-format-field-codes-in-word-2010-HA101830917.aspx" href="http://office.microsoft.com/en-us/word-help/insert-and-format-field-codes-in-word-2010-HA101830917.aspx">http://office.microsoft.com/en-us/word-help/insert-and-format-field-codes-in-word-2010-HA101830917.aspx</a></p> <p><a href="http://mscrm-addons.com/images/blog/files/2012%2f11%2fif_example.docx">if_example.docx (23.89 kb)</a></p> <p><span style="color: #ff0000;">Please note: </span>If you want to use money-fields in&nbsp;<em>if-statements</em>&nbsp;please change the type of the CRM field in the field properties.</p> <p><img alt="" src="http://mscrm-addons.com/images/blog/files/2013%2f8%2felse.PNG" width="500" height="300" /></p> <p><em>Figure 1: Field properties - change type</em></p> <p>&nbsp;</p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9603Repair WScript.Shell ActiveXhttps://www.mscrm-addons.com/Blog/PostId/9548/repair-wscriptshell-activexDocumentsCorePack (DCP),DCP 2011,DCP 4.0,TI 2011,TI 4.0Thu, 29 Sep 2011 12:09:00 GMT<p>In some rare cases the WScript.Shell ActiveX component is not correctly registered. This causes, that the DocumentsCorePack <em>Print in Word</em> and TelephoneIntegration <em>Call Number</em> buttons are not working properly. To resolve the issue open a command prompt and enter&nbsp;<span style="font-family: 'courier new', courier;"><strong>regsvr32.exe wshom.ocx</strong></span></p> <p><span style="font-family: 'courier new', courier;"><strong style="font-family: Verdana, Arial, Helvetica, sans-serif;">That&rsquo;s it!&nbsp;</strong><span style="font-family: Verdana, Arial, Helvetica, sans-serif;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="font-family: Verdana, Arial, Helvetica, sans-serif;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="font-family: Verdana, Arial, Helvetica, sans-serif;">.</span></span></p>9548Barring DocumentsCorePack Toolbar for non-DCP usershttps://www.mscrm-addons.com/Blog/PostId/9512/barring-dcp-toolbar-for-none-dcp-usersDocumentsCorePack (DCP),DCP 4.0Wed, 22 Dec 2010 11:38:00 GMT<p>If you want to <em>hide or block</em>&nbsp;the toolbar in MS Word for non-DCP users on a terminalserver, please check the following steps:</p> <p>1. You will have to create the following <em>Reg key </em>under <span style="color: #ff0000;">current user instead of local machine:</span></p> <p>&nbsp; <em>&nbsp; HKLM\software\Microsoft\Office\Word\Addins\WordMailMerge.Connect&nbsp;&nbsp;<br /> </em>&nbsp; &nbsp; (for example: HKCU\software\Microsoft\Office\Word\Addins\Wordmailmerge.connect)</p> <p>3. Once you have created the reg key you can change the load behaviour for each user. Change it to <em>2</em> to block the toolbar for the user.</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9512WordMailMerge Add-on Errorhttps://www.mscrm-addons.com/Blog/PostId/9510/info-wordmailmerge-security-settingsDocumentsCorePack (DCP),DCP 4.0Fri, 10 Dec 2010 09:39:00 GMT<p><strong>Problem</strong></p> <hr /> <p><img alt="" src="/portals/0/blog/wordmailmerge%20Add-on%20error/f4f12e43-2ce1-4d6a-bfbf-5789.BMP" width="506" height="506" style="margin-left: 0px; margin-right: 0px; border-width: 0px; border-style: solid;" /></p> <p><em>Figure 1: Security Issue: WordMailmErge Add-On Error</em></p> <p>[more]...</p> <p>&nbsp;</p> <p><strong>Solution</strong></p> <hr /> <p>To solve this issue, you first have to set the Internet Explorer Security, to enable mail merge from the CRM web client.</p> <p><span style="background-color: #ffffff; color: #ff0000;">Please note: The tasks below are done on each client machine or on the terminal server. These settings apply for all versions of the Internet Explorer (including IE 7).</span></p> <p >WordMailMerge will run under the standard security settings pre-defined for the&nbsp;<em>Trusted sites</em>. However, as part of the IE security, you will be prompted if you want to activate the WordMailMerge ActiveX add-in.</p> <p>In order to run WordMailMerge without being prompted, follow the steps below.</p> <p>&nbsp;</p> <p>First, you need to check which Security Zone the CRM system runs on the client machine.</p> <p>To do so, follow the below steps:</p> <p>1. Start the Internet Explorer<br /> 2. Type the CRM Server address in the <em>Address Bar</em><br /> 3. Check the Zone Setting on the right side of the Internet Explorer Status Bar</p> <p>Example of the Zone Settings:</p> <p><img alt="" src="/portals/0/blog/wordmailmerge%20Add-on%20error/496c2c4f-acc6-4c1f-984a-2a9b.gif" style="margin-left: 0px; margin-right: 0px; border-width: 0px; border-style: solid;" /></p> <p><em>Figure 1: Example of zone setting</em></p> <p >Figure Nr 2 shows you how to change the security zone of MS CRM.</p> <p><img alt="" src="http://support.mscrm-addons.com/instantkb/Attachments/2d8f5f57-e9ce-4da8-93a8-568a.jpg" width="319" height="402" style="margin-left: 0px; margin-right: 0px; border-width: 0px; border-style: solid;" /></p> <p><em>Figure 2: Internet Options window</em></p> <p>&nbsp;</p> <p><span style="color: #ff0000;">Please enter your CRM-site to this list on every client!<br /> &nbsp;</span></p> <p>Now setup the Internet Explorer to allow the WordMailMerge ActiveX controls to run:</p> <p>Doubleclick on the <em>Zone Setting Icon</em> (Local Intranet in this example). The following dialog box will appear:</p> <p><a href="http://blogs.mscrm-addons.com/image.axd?picture=01.png"><img style="display: inline;" title="01" src="http://blogs.mscrm-addons.com/image.axd?picture=01_thumb.png" alt="01" width="319" height="409" /></a></p> <p><em>Figure 3: Internet Options - Security dialog box</em></p> <p>&nbsp;</p> <p>Now make sure, that the highlighted checkbox is deactivated:</p> <p><img alt="" src="http://support.mscrm-addons.com/instantkb/Attachments/26a6b8c2-079d-4ce2-b550-2c97.jpg" width="319" height="410" align="textTop" style="vertical-align: top; margin-left: 0px; margin-right: 0px; border-width: 0px; border-style: solid;" /></p> <p><em>Figure 4: Security dialog box</em></p> <p >Now click on the <strong><em>[Custom Level]</em>-</strong>button to see the current <em>Security Zone Settings</em>. <br /> You must now set the following settings, to either <em>Enable</em> or <em>Prompt</em> (<em>Enable</em> is recommended):</p> <p><a href="http://blogs.mscrm-addons.com/image.axd?picture=02.png"><img style="display: inline;" title="02" src="http://blogs.mscrm-addons.com/image.axd?picture=02_thumb.png" alt="02" width="319" height="365" /></a></p> <p><em>Figure 5: Security Settings - Trusted Sites Zone</em></p> <p><a href="http://blogs.mscrm-addons.com/image.axd?picture=03.png"><img style="display: inline;" title="03" src="http://blogs.mscrm-addons.com/image.axd?picture=03_thumb.png" alt="03" width="319" height="363" /></a></p> <p><em>Figure 6: Security Settings - Trusted Sites Zone1</em></p> <p><a href="http://blogs.mscrm-addons.com/image.axd?picture=04.png"><img style="display: inline;" title="04" src="http://blogs.mscrm-addons.com/image.axd?picture=04_thumb.png" alt="04" width="319" height="363" /></a></p> <p><em>Figure 7: Security Settings - Trusted Sites Zone2</em></p> <p><em><br /> </em></p> <p>Click twice on the <em><strong>[OK]</strong></em>-button in order to accept and close the <em>Security Zone Settings</em>.</p> <p>The WordMailMerge Client is now setup and ready to mail merge from both Microsoft Word and the Microsoft CRM Web Client.</p> <p>&nbsp;</p> <p><span style="font-size: small;"><strong>If this still not resolves the issue:</strong></span></p> <p>Please have a look at <a href="http://blogs.mscrm-addons.com/post.aspx?id=414e97ea-370b-49cd-b420-e5b24464596c">this article</a></p> <p>&nbsp;</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9510DocumentsCorePack IFD configurationhttps://www.mscrm-addons.com/Blog/PostId/9507/documents-core-pack-ifd-configurationDocumentsCorePack (DCP),DCP 4.0Thu, 18 Nov 2010 15:45:00 GMT<p>When using DocumentsCorePack (DCP) in different environments (office, home, etc.) it is necessary to configure 2 profiles for the client.</p> <p>One <span style="color: #ff0000;">for the IFD connection</span> and one <span style="color: #ff0000;">for the standard connection</span>. <br /> These profiles are configured via the DCP dataprovider on the client.</p> <p>Please open the registry and add the the following string value to<br /> <em>Hkey_Current_User\Software\PTM EDV-Systeme\WordMailMergeClient</em><strong>.</strong></p> <p><strong>String value= failoverprofile </strong><br /> <strong>Value for failover profile = GUID of&nbsp; the IFD profile.</strong></p> <p>Adding this setting to the current user will ensure that DCP switches between the profiles as soon as one of the connection types is not available.</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9507Error message: 1327.Invalid Drive: Z:\ during Installationhttps://www.mscrm-addons.com/Blog/PostId/9493/e2809cerror-1327invalid-drive-z5ce2809d-during-installationActivityTools (AT),AM 4.0,DCP 4.0,GC 4.0Tue, 27 Jul 2010 13:12:00 GMT<ol> <li>Verify that the values under HKEY_CURRENT_USER\Software\Microsoft\Windows\CurrentVersion\Explorer\User Shell Folders use valid drive letters.</li> <li>If there are invalid drive letters, change them to point to valid drives.&nbsp;</li> <li>Try to install the software and check if that helps.</li> </ol> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9493How to configure DCP FileExplorer in an IFD Environment with WebDrivehttps://www.mscrm-addons.com/Blog/PostId/9491/how-to-configured-dcp-fileexplorer-in-an-ifd-environment-with-webdriveDocumentsCorePack (DCP),DCP 2011,DCP 2013,DCP 4.0Fri, 09 Jul 2010 12:17:00 GMT<p>In an IFD Environment it is hard to implement a FileShare which is available through the Internet. We found a product named WebDrive where you could configure, for example an FTP which will be mapped to a local drive.</p> <p>Here is a link to the product website: <em><a title="http://www.southrivertech.com/products/webdrive/winindex.html" href="http://www.southrivertech.com/products/webdrive/winindex.html">http://www.southrivertech.com/products/webdrive/winindex.html</a>&nbsp;</em></p> <p>You are able to connect to FTP, WebDAV, FrontPage, GroupDrive, SFTP (ssh) and Amazon-S3.</p> <p>We tested the tool and in combination with DCP FileExplorer Integration it works really fine.</p> <p>To configure WebDrive, please follow the user guide of <em>WebDrive</em>. The important thing is, that you have to install <em>WebDrive </em>on the CRM Server and on all Clients. And the <em>WebDrive </em>must be mapped on all machines to the same local drive letter. E.g. <em>W:\</em></p> <p>Per default settings the <em>WebDrive </em>caches the files. So when one user creates a document and another user opens the file location, it could be possible that the file doesn&rsquo;t exist for the second user because of the cache. In the <em>WebDrive </em>settings you have to set the Cache options to <em>None</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_53.png" target="_blank"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_53.png" target="_blank"></a><a title="WebDrive settings" href="http://mscrm-addons.com/images/blog/files/image_53.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_53.png" alt="image" width="244" height="217" /></a></div> </p> <p><em>Figure 1: WebDrive settings<br /> &nbsp;</em></p> <p>After you have configured <em>WebDrive </em>to e.g. <em>W:\</em> you have to configure the FileShare for the FileExplorer Documents in the DCP Config also to <em>W:\</em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_54.png" target="_blank"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_54.png" target="_blank"></a><a title="WebDrive settings - FileShare" href="http://mscrm-addons.com/images/blog/files/image_54.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_54.png" alt="image" width="244" height="166" /></a></div> </p> <p><em>Figure 2: WebDrive settings - FileShare</em>&nbsp;</p> <p>&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_55.png" target="_blank"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_55.png" target="_blank"></a><a title="DCP Server Config Setting" href="http://mscrm-addons.com/images/blog/files/image_55.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_55.png" alt="image" width="239" height="244" /></a></div> </p> <p><em>Figure 3: DCP Server Config Setting</em></p> <p>After these steps you should be able to use FileExplorer integration in an IFD environment.</p> <p><strong>That&rsquo;s it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9491Licensing detailshttps://www.mscrm-addons.com/Blog/PostId/9489/licensing-detailsAT 4.0,AM 4.0,DB 4.0,DCP 4.0,GC 4.0Fri, 02 Jul 2010 10:14:00 GMT<p><strong>Basics:</strong><br /> License-checks are done each time the application is accessed by a user.</p> <p>Having an invalid license stops the whole product from working.</p> <p>An invalid license will never have any impact on Dynamics 365, it only limits the addon itself.</p> <p><strong>Reasons for an invalid license :</strong></p> <ul> <li>Wrong license OrganizationUnit</li> <li>Usercount has exceeded the granted licenses (Stops whole product, not only for the excessive users on all license models)</li> <li>Upgrading the product after having the support contract expired</li> <li>In case of a time limited license (and a trial): Reached the end of the license lifetime.</li> </ul> <p>​</p> <p><strong>Licensetype normal license (aka perSite license)<br /> </strong>Requires a license for each active Dynamics 365 user, no matter if he uses the product or not. If new Dynamics 365 users are added, the license needs to be extended with more users as well.<strong><br /> </strong></p> <p>Disabled, ReadOnly users and Administrative users do not require a license.</p> <p>Users without any security role can be exempted. Find more information about how to count only users with security roles for licensing <a href="https://www.mscrm-addons.com/Blog/PostId/10103/only-count-users-with-security-role-for-licensing" target="_blank">here</a>.</p> <p>Service app security roles are excludet.&nbsp;<br /> <br /> </p> <p><strong>Licensetype perUser license<br /> </strong>Requires only as many licenses as you actually want to have, but starts at a minimum of 10 licenses and is double the price of a site license.<strong><br /> </strong></p> <p>The license is a named user license and the license is activated via a checkbox on the Systemuser entity for a specific user.</p> <p>You may activate as many users for the access as you have licenses.</p> <p>Exceeding the granted license count stops the product for all users.</p> <p>​</p> <p><span style="font-size: 13px;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p>9489AttachDocumentToEachCreatedActivityhttps://www.mscrm-addons.com/Blog/PostId/9479/attachdocumenttoeachcreatedactivityDocumentsCorePack (DCP),DCP 4.0Mon, 10 May 2010 15:03:00 GMT<p>This function allows DocumentsCorePack users to add a document to every created activity (only when using the file explorer or SharePoint setup).</p> <p>For example, when you send a mail to a marketing lists, an activity will be created for each member of the marketing list.</p> <p>This extra setting will ensure that the activity also has the document attached in CRM.</p> <p>This article will show you how to work with this function.&nbsp;</p> <p><strong><span style="font-size: small;">Create a new Settingskey&nbsp;</span></strong></p> <p>To do so, &nbsp;you first have to open the <em>CRM&nbsp;Settings. </em>Then,&nbsp;click on the&nbsp;<em>mscrm-addons settings</em>.</p> <p>Select <em>DocumentsCorePack</em>&nbsp;and open it.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_25.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_25.png"></a><a title="Open DocumentsCorePack" href="http://mscrm-addons.com/images/blog/files/image_25.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_25.png" alt="image" width="528" height="386" /></a></div> </p> <p><em>Figure 1: Open DocumentsCorePack</em></p> <p>&nbsp;</p> <p>Click on <em>SettingsKey</em>. To&nbsp;create a new SettingsKey, you have to click on <em>New mscrm-addons key</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_23.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_23.png"></a><a title="New mscrm-addons key" href="http://mscrm-addons.com/images/blog/files/image_23.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_23.png" alt="image" width="528" height="317" /></a></div> &nbsp;</p> <p><em>Figure 2: New mscrm-addons key</em></p> <p>&nbsp;</p> <p>In the following window, you can set the mscrm-addons key settings.&nbsp;</p> <p><strong>KeyName:</strong> Enter <em>AttachDocumentToEachCreatedActivity</em>. (Allows CRM to add the document to every created Activity in CRM [Bulkmail].)</p> <p><strong>KeyValue:</strong> Enter <em>true</em>&nbsp;(to activate) or <em>false </em>(to deactivate) the function.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_24.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_24.png"></a><a title="mscrm-addons key settings" href="http://mscrm-addons.com/images/blog/files/image_24.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_24.png" alt="image" width="525" height="317" /></a></div> </p> <p><em>Figure 3: mscrm-addons key settings</em></p> <p>&nbsp;</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9479What to do if no toolbar is visible in Office 2007, 2010, 2013 and/or 2016?https://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9477/fix-no-toolbar-visible-(office-2007).aspxActivityTools (AT),DocumentsCorePack (DCP),DCP 2011,DCP 2013,DCP 2015 / 2016,DCP 365,DCP 4.0Mon, 19 Apr 2010 14:32:00 GMT<p>After WordMailMerge has been installed on your computer, it is possible that our toolbar does not appear in Microsoft Word. For newer versions of Microsoft Word, please have a look at this <a href="https://www.mscrm-addons.com/Blog/PostId/10221/what-to-do-if-no-toolbar-is-visibel-in-office-2016" target="“_blank“">blog article</a>.&nbsp;</p> <p>To sort this problem out, please follow the steps of this article.</p> <p><strong><span style="color: #ff0000;">Please note: <br /> Although the below example displays Word 2007 only, the steps are similar for all other Word versions. ​</span></strong></p> <p><strong>Microsoft Word 2007:</strong></p> <p>First you have to open the Word-Options.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_10.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_10.png"></a><a title="Open the Word-Options" href="http://mscrm-addons.com/images/blog/files/image_10.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_10.png" alt="image" width="305" height="343" /></a></div> </p> <p><em>Figure 1: Open the Word-Options</em></p> <p>&nbsp;</p> <p>Then you have to click on the <em>Add-ins-</em>tab. Here, you get an overview on all the active add-ins and all the inactive add-ins.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_18.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_18.png"></a><a title="Add-in overview in MS Word" href="http://mscrm-addons.com/images/blog/files/image_18.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_18.png" alt="image" width="505" height="408" /></a></div> </p> <p><em>Figure 2: Add-in overview in MS Word</em></p> <p>&nbsp;</p> <p>Open the <em>Manage</em> drop-down menu and select <em>disabled items</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_19.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_19.png"></a><a title="Manage drop-down menu - Disabled Items" href="http://mscrm-addons.com/images/blog/files/image_19.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_19.png" alt="image" width="478" height="95" /></a></div> </p> <p><em>Figure 3: Manage drop-down menu - Disabled Items</em></p> <p>&nbsp;</p> <p>In the window that opens now, you would see the disabled items, if there were any. &nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_13.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_13.png"></a><a title="Disabled Items" href="http://mscrm-addons.com/images/blog/files/image_13.png"><img class="img-responsive" style="display: inline; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_13.png" alt="image" width="330" height="205" /></a></div> </p> <p><em>Figure 4: Disabled Items</em></p> <p><em><br /> </em></p> <p>If there are no deactivated elements, open the <em>Templates and Word-Add-Ins</em>.</p> <p>Here you have to select <em>wordmailmerge.dot</em> and save the changes with a click on the <em><strong>[OK]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_17.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_17.png"></a><a title="Templates and Add-ins window" href="http://mscrm-addons.com/images/blog/files/image_17.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_17.png" alt="image" width="318" height="370" /></a></div> </p> <p><em>Figure 5: Templates and Add-ins window</em></p> <p><em><br /> </em></p> <p>When you start Microsoft Office Word 2007 the next time, the www.<em>mscrm-addons.com toolbar</em> will appear.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_15.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_15.png"></a><a title="www.mscrm-addons.com toolbar" href="http://mscrm-addons.com/images/blog/files/image_15.png"><img class="img-responsive" style="display: inline; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_15.png" alt="image" width="461" height="36" /></a></div> </p> <p><em>Figure 6: www.mscrm-addons.com toolbar</em></p> <p>&nbsp;</p> <p><span style="font-size: 13px;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p> <p><em><br /> </em></p> <p>&nbsp;</p> <p><em><br /> </em></p>9477Error message 401: Unauthorized when trying to access after deploying a custom web-applicationhttps://www.mscrm-addons.com/Blog/PostId/9471/error-statuscode-401-unauthorized-when-trying-to-access-after-deploying-a-custom-web-application-within-ms-crmActivityTools (AT),DB 4.0,DCP 4.0,GC 4.0Fri, 09 Apr 2010 11:45:00 GMT<p>The problem occurs because MS CRM is using an HttpModule for multitenancy scenarios. This http module is called with an anonymous user account. This is why it fails when trying to request, i.e. the metadata webservice.</p> <p><strong>Solution:</strong> To make it work, a new entry (<em>remove CrmAuthentication</em>) has to be specified within the <em>web.config file </em>of the specific Add-On.</p> <div><strong style="white-space: normal;">That&rsquo;s it!&nbsp;</strong><span style="white-space: normal;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="white-space: normal;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="white-space: normal;">.</span></div>9471