This article describes, the option, to make a table invisible, when there is no data available. Just mark or click into your table and then click right. After this, you will see the “table properties” (as you can see below in the screenshot). Now you have the opportunity to activate “Delete whole table if rowcount is zero”. When you activate this button, you will not have any blank tables in your document.

With this reworked feature of ActivityTools, you again have a quick and clear preview
of your e-mail content via ActivityTools print preview. (see screenshots below)

As you can see in the screenshot below, CRM Rollup 13 did prevent you from easily previewing and printing the whole e-mail content.

This blog article describes the new feature, sending “dtmf” signals directly from the TI balloon. This new feature is available from version 5.56 or higher.

With the new feature you no longer need to do that over your telephone handset. You can use the “dtmf” button to send the dtmf signals directly from your TI Client balloon. (see screenshots below)

Examples of using dtmf functionality:

• authentication by conference calls
• interacting with IVR systems

That means, when you call e.g. a support telephonenumber, or you like to start a conference call, you maybe have to enter a access password or some digital numbers. With the new feature 5.56 of TI, you don't need to use your telephone handset, to enter your access password. Now you have the chance to choose direclty the “dtmf” function in TI.

For example that we want to call mscrm call center (+386 41 967 600) and discus license issues, we would have to do the following:

1. Call the phone number you have chosen via TAPI.

2. After dialing, you get the phone connection with the callee party (in this case with mscrm call center). With the new feature, we are able to select the “dtmf” directly from TI.(Screenshot below).

3. Now we should choose our option:

• 1 for technical questions
• 2 for license questions 
• 3 for sales.

In our case, we choose option 2:
After pressing the “dtmf” button on the right, we should get connected to the agent in the license departement.

If you want to change the date format of GroupCalendar you have to change the cultureinfo.

The cultureinfo represents information about a specific culture including the names of the culture, the writing system, and the calendar used, as well as access to culture-specific objects that provide information for common operations, such as formatting dates and sorting strings.

To change the cultureinfo in Group Calendar navigate to the localization folder in the GC installation path:

for example: C:\Program Files (x86)\PTM EDV-Systeme GmbH\GroupCalendar for MS CRM 2011\localization

Then open the XML-Document which concerns your language settings(for example en.xml).

Replace the Value of the culture key with the wished cultureinfo. (for example "en-US" could be replaced with "en-GB").

For more Information about CultureInfo-Class please read this article.

This article describes the new features of TOPDOWN view, which are available in the version 5.55 and higher (click here to download the latest GC version).
In detail, this article explains, how you:

1. change the user and time, by drag and drop

2. create and save an appointment directly in CRM, by double-click into the selected time-slot

3. delete activities directly

4. see all details of activities (multiple row able)

5. create an activity by just clicking right into your selected time-slot

6. click right into your activities to open, delete or copy them

7. change  between the view “show 24 hours” and “show business hours”. Business hours-view is preset from 08:00-17:00 and also configurable

8. determine how many minutes a time-slot should have (in general 30 min.)

Let us peruse all points:

1.
In TOPDOWN view, you are able, to change your activities by drag and drop. That means, that you just have to select your activity, and then you are able to drag it away and drop it down to your new chosen time and user. Because of the new feature, you can also change the user for your activities, by drag and drop.

2.
As you can see in the screenshot below, you just have to doubleclick into the time-slot, where you want to create and save (in CRM) an appointment. This gives you the chance, to create an appointment quickly, by just one easy double-click.

3.
You can also delete your activities by clicking on the “delete-button”-see screenshot.

You will be asked again, if you're sure to delete your activity. When you click “OK”, your activity will be deleted.

4.
TOPDOWN view, enables also the multiple-row view of your activities. Read more about the settings here.

This screenshot shows you “multiple-row” in TOPDOWN view.

5.
When you like to create an activity, you just have to click right into the time-slot, where you like to create your activity. (see more details in the screenshot below)

You can also define the time of your activity. Just click into the time-slot, where you like to start your activity and drag (depending on the length of the activity) it down, then click right. Now you are able to create a new activity.

6.
If you like to open, copy or delete your activity, you just have to click right in your activity and then you can choose between copy, open, or delete. (see screenshot below)

7.
In TOPDOWN view, you also are able to configure the hours-view. You can choose between “show 24 hours” and “show business hours”. When you choose “show 24 hours”, then you will see the whole day from 00:00 to 24:00 o’clock. When you choose “show business hours” in general you’ll see a business day from 08:00 to 17:00 o’clock. If you like to change the hours of your “show business day” setting, click here for more information.

Setting-NAME for business day- START: “TopDownDefaultWorkingHourStart”
KeyValue: 6

Setting-NAME for business day-END: ”TopDownDefaultWorkingHourEnd”
KeyValue: 18

In the screenshot below, you will see the example for business day-START at 6 a.m.:

8.
You also have the chance, to determine, how many minutes a time-slot should have.
In general, every time-slot has a presetting of 30 minutes.
If you like to chance this, you have to create a new setting.

In the screenshot below, you will see the presetting example for time-slot setting “fifteenMinutes”.

Setting-NAME for time-slot presetting change: “hourSections”

Possible Values:
FifteenMinutes, FiveMinutes, FourHours, FourMinutes, OneMinute, SixMinutes, SixtyMinutes, TenMinutes, ThirtyMinutes, ThreeHours, ThreeMinutes, TwelveMinutes, TwentyMinutes, TwoHours, TwoMinutes
For more information ,read more on page nr.:11;chapter 7

Please do not hesitate to contact support@mscrm-addons.com should you require further assistance.

This feature requires AttachmentExtractor 5.24 or higher.

Outline :

1.) Enables AttachmentExtractor to create custom folder structures based on entity data from the regarding (email) or parent entity (annotation) .

2.) Enables AttachmentExtractor to create custom attributes on the sharepoint and fill them with data from regarding (email) or parent entity (annotation) .

HowTo:

The customization is requiring two new settings in the registry.

Create you configuration in the servicemanagement as usual and save it. Open the registry editor and find the configuration node :

HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\AttachmentExtractorserver\Configurations

Find the Key, that is names identical to the configurationname you chose, eg. "crmonline"

You need to create two new string setting in that branch:

HaldenGroupCustomization_ConfiguredEntitiesAsCSV

and

HaldenGroupCustomization_MetaDataMappingAsCSV

Data structure for HaldenGroupCustomization_ConfiguredEntitiesAsCSV

the configured entities are a semicolon separated list following this schema :

entity_schema_name|attribute.attribute.attribute

entity_schema_name is the unique name of the entity, that would trigger a custom path, when a regarding (email) or parent (annotation) entity of the specified type is being identified.

the "." separated value list is a list of the attributes, that should be evaluated for path generation. Supported field types are entityreference, optionsets and value fields (Text or number)

Example:

account|createdby.name.territorycode;new_policy|new_policyholder.new_policyyear.new_policytype

The above setting will create a folder path with createby name , account name and territorycode optioenset value.

myusername/mycustomername/territorycodeoption1

Custom entities are supported.

Data structure for HaldenGroupCustomization_MetaDataMappingAsCSV

the configured entities are a semicolon seperated list following this schema :

attributename|attributefield;attributename|attributefield;

Example

HGCName|name;HGCAttrib1|territorycode;HGCCustomer|customerid

AttachmentExtractor will create a new attribute and try to identify a field on the regarding (email) or parent (annotation) entity, which is named as defined and copy the content of that field into the attribute on the sharepoint. Supported field types are entityreference, optionsets and value fields (Text or number)

Custom fields are supported

This article is only relevant if you are using SharePoint Folders or SharePoint Sites integration of DocumentsCorePack. It does not concern DocumentsCorePack in combination with the CRM integrated SharePoint.

It describes how to use MS CRM 2011 list components to show and manage SharePoint documents of your DCP Folder or Site configuration.
It is available from DCP Server version 5.43 on and works with SharePoint 2010 and 2013.

Activating

First you have to install the MS CRM List Components for SharePoint. The installer can be downloaded by using this Link.

Next create a new Product setting for DocumentsCorePack.
Name: SPSUseCRMListComponents
IsCached: Yes
Value: true
This article explains how this can be done.

To test whether MS list components were enabled successfully, close all Internet Explorer instances, reopen IE and click on “SharePoint Documents”.

The result should look like the following:

Sometimes when phone numbers are not being resolved, the cause for it can be an incomplete phone number index table in CRM.
The full name of this table is "MSCRM-ADDONS.com CTI CallInfos".

In this case it is advisable to rebuild this table from scratch, that includes removing all existing data in that table. For this we are using the Telephone Integration update service.

We do this with following steps:

1. Start TI Server Configuration Tool and choose your CRM organization and then press Launch config button.

2. After [Launch config] you choose [Configure Service]

3. After [Configure Service] a new window appears

4. Check the [Delete existing data] option

5. In [Crm Connection Setup] tab make sure that you have a valid CRM connection to the right CRM Organization and that the service is authenticated as a CRM user that has System Admin security role.

6. Press [Save Changes] and then [Activate Job]. After few moments you will see an update service status:

7. After configuring the service, press [Cancel] and [Close].

8. Check now if the phone number is being resolved. How to

The GroupCalendar side pane which holds the view settings etc is per default unpinned. With a manual user-based setting it is possible to change the default behavior so that the GroupCalendar is opened with a pinned side pane.

To do so, please open a advanced find.

Select the entity “MSCRM-ADDONS.com User/Temp Settings”

Then click on “Results”. From there you have the option “New MSCRM-ADDONS.com User/Temp Settings”.

In this dialog you create a new user/temp setting. The “Name” must be “OverviewPinned_[USERGUID]”

[USERGUID] is the unique user id of the CRM user for which you’re configuring this setting. The GUID must entered without the “{“ “}” brackets e.g. “OverviewPinned_0a19dcc6-b470-e011-b77f-00155dc8ae09”

The “Value” could be either true (for pinned) or false (for unpinned)

After that please restart all browser windows to clear the session cache.

Thank you for joining us at the WPC 2013 in Houston! It was great meeting you there!

The WPC 2013 was an awesome experience for us and a great opportunity to establish new contacts, networks and connections.

At this annual get-together we had the chance to share our best practices, to exchange ideas and to get to know a lot of interesting people. Thank you for visiting our booth and for your interest in our product and business!

Furthermore, we were pleased by the great framework programme, including very interesting keynotes and sessions provinding us with essential and highly valuable information regarding Dynamics CRM and other topics.

MSCRM-ADDONS.COM announced today that itsDocumentsCorePack for MS CRM 2011, has successfully passed the Software Solution Test for Microsoft Dynamics.

This achievement is a major requirement for Certified for Microsoft Dynamics® status, which is Microsoft Corporation’s highest standard for partner-developed software. Solutions with a successful software test have demonstrated development quality and compatibility with the Microsoft Dynamics product.

DocumentsCorePack provides the possibility to create documents (Doc, DocX, PDF…) with data from CRM and to manage them in a structured and comfortable way. The addon is capable of resolving any relationship and works with standard, as well as custom entities. Therefore, it is a useful tool to create and manage for example quotes, invoices and other complex documents.

When calling over TAPI line, you sometimes need to predial a specific number to be able to make an external call. In some cases the TAPI driver is also passing this number to the TI client. If the TI client balloon shows the 0xyz phone number instead of xyz phone number, then you need to set 2 CRM server-side setting keys.

a.)  removeLeadingCharacterOnNumber with a cached value "true"

b.) removeLeadingChars with a cached value "0"

The "removeLeadingChars" value can vary from case to case. Most often the outside access numbers are 0 (zero) or the 9 (nine).

Our AutoMerge Printing is now available in version 5.38. Additional to starting local print jobs via AutoMerge Local Printer Configuration, the new version now also supports internet-based print jobs via Google CloudPrint Configuration to start print jobs globally.

For more information please download AutoMerge at our Download Area.

Get the details of our AutoMerge Printing Documentation.

After an intense preperation time we proudly announce the opening of our new US-office in Atlanta, GA which is an important step in line in our growth plan and for future success.

Accordingly, we are able to offer our USA partners and customers rapid on-site support and sales. Overall this results in our support department being occupied and providing instant help 17 hours a day!

If you have any questions, feel free to get in touch with us:
Tel.: +1 404.720.6066
Support: support@mscrm-addons.com or visit our Help-Center!
Sales: debbie.darcy@mscrm-addons.com or call +1 404.720.6067

Our US-team is looking forward to working with you!

Issue:

AttachmentExtractor fails to upload files exeeding two megabytes of size (The actual size being blockes depends on various paramteres and might actually be lower than the set value)

Check, if you see a message similar to the following in the event log or the log overview of the service configuration:

The request message is to big. The server does not allow messages larger than 2097152 bytes.

This is indicating, that the default upload method is not working due to server side message size restrictions.

Solution:

• Note your servicename, as you have entered it, when creating the service. (e.g. MyService)

• Open the registry editor on the machine, where the AttachmentExtractor service is installed.

• Open the following key : HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\AttachmentExtractorserver\Configurations

• Find the key, named euqal to your servicename (e.g. HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\AttachmentExtractorserver\Configurations\MyService)

• Find the following StringValue "UseSP15Upload"
• Change the value to "True"   (Do NOT include the quotes)
• Stop and Restart the service

As the new Microsoft Dynamics CRM 2013 Orion is expected to be released soon, we would like to provide you with some important information.

At the moment we are very busy working on our addons to make them ready for MS CRM 2013. All addons except the RecordCounter will be available for CRM 2013 soon. See the details below:       

^*1 To upgrade GroupCalendar for MS CRM 2013 online our support team needs to know the date you want to change to MS CRM 2013 online, in order to prepare the proper Windows Azure Server.
^*2 We are working on a replacement product for RecordCounter for CRM 2013. The prozess will take some time and we will inform you as soon as the new RecordCounter version is available.

To get ready to upgrade for CRM 2013 version you have to consider following:
- please make sure that you have a valid support-contract
- the latest addon-version has to be installed.
- our team is working at the beta-versions of our addons. Click here to download the first beta-version of DocumentsCorePack for CRM 2013! IMPORTANT: Do not install this versions in production environments!

As soon as the official CRM 2013 Version is released, we will provide you with detailed information for each addon.

We will exhibit as a bronze sponsor at the eXtremeCRM 2013 (3 – 6 November) in Anaheim, California.

For this reason it’s a pleasure for us to make all eXtremeCRM attendees following offer:
If you haven’t subscribed for this event yet, you can get a $100 discount on the converence pass if you register prior to September 20th! Just type in our discount code “mscrmaddons” and take the advantage!

Please clickhere, to take part at the eXtremeCRM.

It would be great seeing you at our booth nr.: 5

This article describes, how to insert QR-code fields in Office Open XML template (.docx). Our new DocumentsCorePack v5.94 can be now downloaded from our homepage. For more information about QR-codes please click here.

The new function of DocumentsCorePack v5.94 now provides the possibility to:

1) insert QR-code fields in your Office Open XML (.docx) and to
2) change QR-code settings after saving the document
 
1) Insert QR-code field
The “Insert as QR Code”-function is available on every selected template type and for every inserted field.

You can find the new function in the “DocumentsCorePack Task Pane”. To get there, please open an existing or create a new template. Click on “Insert MailMerge Fields” in the toolbar and create a “Office Open XML (.docx)“-document by answering the question with [Yes]. (See screenshot below)

The “DocumentsCorePack Task Pane” appears:

Choose the required type in the “Select type”-dropdown box in our example “Quote”. Next click on the drop-down button within the [Insert]-button and choose the “Insert as QR Code”-function. Following window appears:

Now the required QR-code field(s) can be inserted with a double-click. NOTE: The displayed tree contains the same fields as you have choosen before in the “DocumentsCorePack Task Pane” under “Select type”. If you want to insert e.g.: account related fields, close the “field properties”-window displayed above, go back to the “DocumentsCorePack Task Pane” and choose "account".

You can insert as many fields as you want. Fields are displayed with angle brackets and  separated with a “+”-sign in between. E.g.: <<description>>+<<subject>>
Additionally you have also the possibility to specify the name of the QR-code as follows:

Specify QR-code-name:
This setting predefines the name of the QR-code generated with this template. As mentioned above its possible to use data from fields out of CRM to be part of the QR-code name. With this it is possible to generate the QR-code-name dynamically, based on constant characters and/or values of fields.

Constant characters have to be in single quotes.
To use field values in the QR-code-name you have to choose the fields as described above or write the fieldname (schemaname) surrounded by <<and>>. Some examples:

It is important that the inverted commas are also set!
Functions:
".pos(x,y)" will insert y signs from the xth position.
".left(x)" will insert the first x – signs
".right(x)" will insert the last x signs of the string

Afterwards all the selected types and fields will now be inserted as a QR Code:

Now the QR-code is ready to be merged with data from CRM (you can do this by clicking on the “Choose CRM Data”-button in your www.mscrm-addons.com tab). The QR-code can be a link, a visit-card-contact, contact, product information… etc.

NOTE: The information that the QR-code contains has to be plain text information!

2) Change QR-code settings
QR-code settings can be changed by clicking on the [Field properties]-button in the www.mscrm-addons.com-tab. 

· Type: showsthe inserted field type. In our case it is “qrcode”.
· Name: shows the name of the inserted field.
· QR Code Level: shows the displayed level of the QR-Code. The default-setting detects the smallest value. If e.g.: the value of this option is set with 5 with a maximum sign-length of 108, then only 108 signs will be displayed. All the signs which exceeds this maximum length is cut. By clicking on the dropdown-button the level can be set from 1-20.
· Max Length: shows the maximum length of the information the QR-code contains. The maximal length changes automatically with the chosen QR-code level.

IMPORTANT: It is recommended to choose the default value to ensure that the information is resolved properly! Standard QR-code readers are able to dissolve the QR-code properly if the level has a maximul value 8. Otherwise the QR-code reader has to provide a higher quality.

· ERROR Correction: defines the capacity and fault tolerance of the QR-code. The value shows the amount that can be restored in percent. Please find in the list below the common level.

Capacity of the different error correction levels:

IMORTANT: It is recommended to choose the default value. Otherwise data may be lost by trying to resolve the code!

If you have any questions about this product, please send an Email to support@mscrm-addons.com

This article describes how to find out the version number for each mscrm-addons product.

ActivityTools
To verify the current ActivityTools version number, start “Configuration – ActivityTools for MS CRM 2011” from the start menu.

Following window appears:

 

The screenshot above shows the current ActivityTools version number (highlighted in yellow).

AttachmentExtractor
To verify the current AttachmentExtractor version number, start “Installation– AttachmentExtractor for MS CRM 2011” from the start menu.

Following window appears:

The screenshot above shows the current AttachmentExtractor version number (highlighted in yellow).

AutoMerge
To verify the current AutoMerge version number, start “Install – AutoMerge for MS CRM 2011” from the start menu.

Following window appears:

The screenshot above shows the current AutoMerge version number (highlighted in yellow).

DocumentsCorePack Server
To verify the current DocumentsCorePack Server version number, start “Configuration – DocumentsCorePack Server for MS CRM 2011” from the start menu.

Following window appears:

The screenshot above shows the current DocumentsCorePack Server version number (highlighted in yellow).

DocumentsCorePack Client
To verify the current DocumentsCorePack Client version number, start MS Word, click on the “www.mscrm-addon.com”-tab and open “DocumentsCorePack Settings”.

In the settings window select the “About Documents Core Pack”–tab and you will see the Version number. See next screenshot.

GroupCalendar
To verify the current GroupCalendar version number, start “Configuration – GroupCalendar for MS CRM 2011” from the start menu.

Following window appears:

The screenshot above shows the current GroupCalendar version number (highlighted in yellow).

PowerSearch
To verify the current PowerSearch version number, start “Configuration PowerSearch – for MS CRM 2011” from the start menu.



Following window appears:

The screenshot above shows the current PowerSearch version number (highlighted in yellow).

Following window appears:

The screenshot above shows the current RecordCounter version number (highlighted in yellow).

TelephoneIntegration Server
To verify the current TelephoneIntegration Server version number, start “Configuration – TelephoneIntegration Server for MS CRM 2011” from the start menu.

Following window appears:

TelephoneIntegration Client
Right click on the TelephoneIntegration icon in the taskbar.

This action will open the TelephoneIntegration Ballon. The TelephoneIntegration Client version number can be found on the head of the Ballon. (See screenshot below, highlighted in yellow)

Please do not hesitate to contact us via support@mscrm-addons.com should you require further information.

Synopsis:

This article explains the steps required to synchronize the actual call duration as recorded in the TelephoneIntegration history with actual phone calls in CRM.

Prerequisite:

This will only work for phonecalls, that are created with the "always store" option enabled in the CTI clients options.

Procedure:

You will need to create a workflow, to trigger the required plugin. Import the attached workflow to your CRM.

SynchronizationTemplate.zip (4.76 kb)

Or create a new one as follows:

Start with creating a new workflow and attaching it to the entity "MSCRM-Addons.com CTI CALL History".

On the next page make sure, the "start when" option is set to "Record is created".

Add a new step of type "Wait Condition".

Make sure all values are set as above BEFORE selecting the "Created On" attribute (highlighted in gray).

The timeout suggested with 2 hours should be adapted to your needs. If your processing time for a phonecall is exceeding two hours, you should increase this timeout to a more appropriate value.

Your workflow is now containing a wait condition. You will have to add another step to update the record and trigger the workflow now.

Click on the highlighted row and add an "Update Record" step.

Activate the workflow after having saved and close it and the duration will be synced to the phonecalls after the set period of timeout.

Please note, that the timeout must be sufficiently long to ensure the users are no longer editing the record, as the users saving the record would overwrite the duration again, if the sync has already taken place.

Please do not hesitate to contact us via support@mscrm-addons.com should you require further information.