This article will show you how to prepare PowerSearch for MS CRM 2011 for an update of your CRM system to 2013!

First of all, make sure that you have a valid addon-licence for MS CRM 2013. NOTE: your actual PowerSearch for MS CRM 2011 licence is not valid for 2013. If you have a valid support contract, then you get a new CRM 2013 licence for free. For more information please contact our support-team

1) What to do before you upgrade your MS CRM system to 2013

IMPORTANT: in order to upgrade PowerSearch for MS CRM 2011 to 2013, the current PowerSearch version has to be 5.41 or higher! Otherwise you have to download and install the latest version from our download area at www.mscrm-addons.com.To verify the current PowerSearch version, 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). Please click here for more information about, how to verify the version number for each mscrm-addons product.

2) Now you are ready to upgrade your MS CRM system to 2013

After you have finished the upgrade from MS CRM 2011 to MS CRM 2013 you have to download the latest PowerSearch for MS CRM 2013 version. With starting the installation of PowerSearch for MS CRM 2013 the addon is updated automatically and ready to use for MS CRM 2013. For more information please read our PowerSearch installation guide.

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

When searching for big amounts of entities a SQL TimeOut Exception can occour. To minimize the amount of data you can specify additional filtering in the PowerSearch Configuration (This filter has to be inserted manually into the XML of the PowerSearch Config).

To do this navigate to CRM > Settings > MSCRM-ADDONS.com Products > PowerSearch > MSCRM-ADDONS.com Settingkeys > ServerConfig and edit the KeyValue like described below: 

Between the tags of the entity you are planning to filter add a <additionalfilter> tag. Inside of the "<![CDATA[" you can fill in your filter condition. (These are the same filter condition as in CRM.

Example: (Show only mails from last 10 weeks): 

<email>

    <searchfields>subject,description,regardingobjectid,torecipients,sender</searchfields>

    <resultfields>subject,regardingobjectid,torecipients,sender</resultfields>

    <activestate>1</activestate>

    <collapseonrow></collapseonrow>

    <sortorder></sortorder>

    <additionalfilter><![CDATA[<filter type="and"><condition attribute="createdon" operator="last-x-weeks" value="10" /></filter>]]></additionalfilter>

</email>

Finally click Save at the PowerSearch Settingskey to save your new filter on the entity.

Tip:

If you want to create your own filter conditions easier you can create the filter in CRM > Advanced Find and click "Download Fetch XMl". You will then see the filter inside of the XML file you will recieve. Just copy the filter condition and paste it into the additional filter of the PowerSearch Config entity.

This article will show you how to prepare AttachmentExtractor for MS CRM 2011 for an update of your CRM system to 2013!

First of all, make sure that you have a valid addon-license for MS CRM 2013. NOTE: your actual AttachmentExtractor for MS CRM 2011 license is not valid for 2013. If you have a valid support contract, then you can order a new CRM 2013 license for free. For more information please contact our support-team

1) What to do before you upgrade your MS CRM system to 2013
IMPORTANT: in order to upgrade AttachmentExtractor for MS CRM 2011 to 2013, the current AttachmentExtractor version has to be 5.26 or higher! You can download and install the latest version from our download area at www.mscrm-addons.com.    

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



Following window appears:

The screenshot above shows the current AttachmentExtractor version number (highlighted in yellow). Please click here for more information about, how to verify the version number for each mscrm-addons product.

2) Now you are ready to upgrade your MS CRM system to 2013     
Once you have finished upgrading MS CRM 2011 to MS CRM 2013 you have to downloadthe latest AttachmentExtractor for MS CRM 2013 version. With the installation of AttachmentExtractor for MS CRM 2013 the addon is updated automatically and ready to use for MS CRM 2013. All your settings are of course the same as before! For more information please read our AttachmentExtractor Installation Guide.

3) Install the new license     
AttachmentExtractor for MS CRM 2013 needs a new license. Please contact support@mscrm-addons.com to get your new license and install it with the LicenseManager.

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

This article will show you how to prepare AutoMerge for MS CRM 2011 for an update of your CRM system to 2013!

First of all, make sure that you have a valid addon-license for MS CRM 2013. NOTE: your actual AutoMerge for MS CRM 2011 license is not valid for 2013. If you have a valid support contract, then you can order a new CRM 2013 license for free. For more information please contact our support-team

1) What to do before you upgrade your MS CRM system to 2013
IMPORTANT: in order to upgrade AutoMerge for MS CRM 2011 to 2013, the current AutoMerge version has to be 5.41 or higher! You can download and install the latest version from our download area at www.mscrm-addons.com.

To verify the current AutoMerge version, 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). Please click here for more information about, how to verify the version number for each mscrm-addons product.

2) Now you are ready to upgrade your MS CRM system to 2013     
Once you have finished upgrading MS CRM 2011 to MS CRM 2013 you have to downloadthe latest AutoMerge for MS CRM 2013 version. With the installation of AutoMerge for MS CRM 2013 the addon is updated automatically and ready to use for MS CRM 2013. All your settings are of course the same as before! For more information please read our AutoMerge Installation Guide.

3) Install the new license     
AutoMerge for MS CRM 2013 needs a new license. Please contact support@mscrm-addons.com to get your new license and install it with the LicenseManager.

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

This article describes the main functionality and feature of the “Insert”-button in Open Office XML template (.docx).

The “Insert”-button - general introduction
This button allows to easily insert additional contents in your Open Office XML (docx). Within this dropdown-button you can simply insert every MS CRM field as a “special”-field. You can find the “Insert”-dropdown button in your “DocumentsCorePack Task Pane”.

  
Screenshot: “DocumentsCorePack Task Pane” with the “Insert”dropdown-button. Click to enlarge.

The “Insert”-button-functionalities 
The “Insert”-button contains different optional modes. Click on the dropdown-button next to the “Insert”-button to use these optional modes:

- Insert as Picture-Field
- Insert as Picture-Link-Field    
- Insert as Document
- Insert as HTML
- Insert as QR-Code
- Insert Static Item:

• Insert Static Document
• Insert PageBreak
• Insert Remove Empty Lines
• Insert Join Tables

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

This article applies only for GroupCalendar online!

After we're finished upgrading your GroupCalendar to CRM 2013, it is highly recommended to perform the following steps to ensure fully compatibility.

1. Please download the following CRM Solutions and import them into your CRM system in the following order
   • MSCRMADDONScomGeneral.zip (460.43 kb)
   • GroupCalendarServerCore.zip (6.19 kb)
2. To install the solutions, please open your CRM and navigate to Settings –> Solutions and click on “Import”
   
3. Select the files in the above order and follow the steps in the wizard to import the solutions.
4. After all solutions have been updated, please clear the browser cache and the cookies. To do this, hit CTRL+SHIFT+DEL (works in all browser) and select that the cache and cookies should be deleted.

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

This article describes how to upload sample templates with the DocumentsCorePack client. (Version 6.5 or higher)

Open MS Word and go to the www.mscrm-addons.com- tab. There, click on “Settings”:

the following window appears:

Within the DocumentsCorPack Settings window click on [Import] (see screenshot above highlighted in yellow). DocumentsCorePack will start to upload sample templates automatically. For the case that the sample templates have already been uploaded, you will receive an according message.

Once finished, the sample-templates are uploaded and ready for use. You can open them by a click on [Open Template], (see next screenshot)

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

Thank you for joining us at this year’s exhibitions at the eXtremeCRM in Anaheim, USAand the Convergence EMEA in Barcelona Spain! It was a pleasure meeting you there!

eXtremeCRM 2013 Anaheim, USA (November 3 – 6)
As we arrived two days earlier, we did not hesitate to start discovering the beautiful city during a sightseeing tour, visiting some of the most famous sights:

We didn’t miss to take a walk at the colorful Venice Beach where we enjoyed the special spirit of this part of L.A.
…

Driving around Los Angeles with nothing but sunshine and cloudless sky gave us a kind of holiday feeling.

Never the less we started very early the next day and set up our booth at the eXtremeCRM to present our addons to new customers and already known business-partners!

It was great fun to exchange ideas and to network with other experts.Thank you for spending time at our mscrm-addons.com booth and your interest in our products and business!

Convergence EMEA 2013 Barcelona, Spain (November 4 – 6)  
mscrm-addons.com also exhibited als a bronze sponsor at the Convergence EMEA in beautiful Barcelona!

The next stop after checking in at the hotel was visiting the famous basilica Sagrada Família. We where stunned by this World Cultural Heritage and also by the endless queue around it.

After that experience we wanted to go somewhere less crowded so we decided to walk throug the fabulous Güellparc – Gudís well-made tribute to the nature. After getting to know the city, we were excited about joining and enjoying the Convergence.

Next day we started to set up our booth and to prepare for presenting our powerful addons for MS CRM 2011 and the brandnew CRM 2013 to the audience.

Being part of this event was a great experience for us! We had the change to meet and talk with our partners and a lot of other interesting people. We are very exited to discover the potential of Microsofts CRM 2013! Thank you for coming by and we hope to meet you again at the next event!

This article describes how to use the “Insert as Document”-function within the “Insert”-button in Open Office XML template (.docx). This feature allows you to insert a document that is stored as a note in your CRM system. Available for v5.97 and higher, click on www.mscrm-addons.com for download and test it!

Click here to read more about the functionalities of the “Insert”-button.

Add Document as a note to your record – step by step description
First select a document to be inserted dynamically into your template. Once selected add this as a note to your CRM-record. Save your changes and return to your DocumentsCorePack. Now you are able to insert the document anywhere in your template.

1 Step: Open your selected CRM-record

Screenshot: "CRM-record” click to enlarge

2 Step: Go to Notes & Activities

Screenshot: Notes & Activities within your CRM 2011 click to enlarge

3 Step: Click “Attach”

Screenshot: the attach-field within “Notes and Activities”, click to enlarge

4 Step: Attach Document

Screenshot: Select a document and click “Attach”, click to enlarge

Screenshot: Next click on “Close”, click to enlarge

5 Step: The result

Screenshot: Attached DOCX file within your CRM, click to enlarge

6 Step: Open DocumentsCorePack-Template
Return to your previous template in Word to insert the newly attached document. Now you can insert this document via the “Insert as Document” into your template. Click at “Insert MailMerge Fields” and wait until the Task Pane appears

Screenshot: DocumentsCorePack Template, click to enlarge

7 Step: Resolve an additonal relationship to the Note entity
To access the annotation field in which you have previously inserted your document, you need to resolve an additional relationship to the Note entity. (For more information please read our DocumentsCorePack User Guide.)

Screenshot: Note Entity, click to enlarge
Select the “Note”-field and proceed

8 Step: Click the Arrow next to the “Insert”-button
The following box appears (see screenshot below). Here you have the opportunity to chose one of several insert options, in our case we chose “Insert as Document”.

9 Step: The Insert as Document Window
Once you click at “Insert as Document” following window appears:

10 Step: Click “OK” to insert the selected field as document into your template

Now you have to merge the template. For more information about “How to merge a document” please click here.

11 Step: The merged Document
After the merge your document looks like in the next screenshot:

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

This article describes how to use the “Insert asPicture-Field”-button within the “Insert”-button in Open Office XML template (.docx). This feature allows you to: 

a) insert a picture that is stored in your CRM system or
b) a path to a FileShare.

Available for v5.97 and higher, click here for download and test it!

Click here to read more about the functionalities of the “Insert”-button.

Insert as Picture-Field to your record – step by step description  
a) How to store a picture in your CRM-system
To use the “Insert as Picture-Field”-functionality we have to prepare our CRM-entry and insert the picture. Open the entity you want to add the picture for and upload the picture. In our example we insert the picutre as a note. See next screenshot, highlighted in yellow:

The screenshot above shows the CRM-entity “Account” where we added a picture as a note.
…

b) How to store a path to a FileShare in your CRM-system
Just type in the path to the FileShare you want to store, in any prefered CRM-field. In our example we stored the path to the FileShare in the “Description”-field. See next screenshot highlighted in yellow: 


The screenshot above shows the path to your FileShare in the “Despription”-field. You can store the path to the FileShare in any field you want.
…

1 Step: Select a Field
In case you stored a picture as a note to your CRM, you have to resolve an additional relationship to the “Note” entity. To do so please follow the steps in the next screenshots, highlighted in yellow:

Click on the “Additional”-tap and next on “New Relationship/Entity”.

In the opened window click on the drop-down-button and check “Note” as the new entity to be shown. Click ok. See next screenshot highlighted in yellow:


The screenshot above shows the DocumentsCorePack Task Pane window where extra entities can be defined.

The next screenshot shows the new added entity highlighted in yellow: 
 


In case you stored the path of the FileShare, open a template or create a new one. Click on “Insert MailMerge Fields” to get to the “DocumentsCorePack – Task Pane” and select a field to be inserted. In our case it’s “Description”. Click once on its name so that it’s highlighted in blue. See next screenshot:

2 Step: Insert Option
Now click on the arrow next to the [Insert]-button. In our case we insert the field “Description” as Picture-Field. See next screenshots highlighted in yellow:

Once clicked, a placeholder-picture appears in your document. See next screenshot:

3 Step: The Result
As you can see in the screenshot below, if you merge this template, DocumentsCorePack resolved the path to your picture and inserted it into the document.

For more information about how to include pictures in templates, please click here and watch our product video.

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

This article describes how to use the “Insert asPicture-Link-Field”-button within the “Insert”-button in Open Office XML template (.docx). This feature allows you to insert a picture directly from a web link which is stored in any CRM-field. Available for v5.97 and higher, click here for download and test it!

Click here to read more about the functionalities of the “Insert”-button.

How to insert a Picture-Link-Field to your record – step by step description  
To use this functionality, open an entity in CRM. You can open any entity you prefere. In our example its “Account”. We prepared our CRM-entry and inserted the picture link in the website-field. See screenshot below:

 
The screenshot above shows the inserted picture link in the website-field. The picture link can be inserted in any entity and any field you prefere!
...

1 Step: Select a Field
Open a template or create a new one. Click on “Insert MailMerge Fields” to get to the “DocumentsCorePack – Task Pane”  and select the type and the field to be inserted. In our case we choose “Account” (select type) and the CRM-field “Website”. Click once on its name so that it’s highlighted in blue. See next screenshot highlighted in yellow:

The screenshot above shows the DocumentsCorePack Task Pane where we can select the required type and field to be inserted.

2 Step: Insert Option
Now click on the arrow next to the [Insert]-button. In our case we insert the field “Website” as Picture-Link-Field. See next screenshots highlighted in yellow:

Once clicked, a placeholder-picture appears in your document. See next screenshot:

3 Step: The Result
As you can see in the screenshot below, if you merge this template, DocumentsCorePack resolved the URL to your picture and inserted it into the document.

For more information about how to include pictures in templates, please click here and watch our product video.

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

This article describes how to use the “Insert Static Document”-function within the “Insert”-button in Open Office XML template (.docx). This feature allows to insert a static document that is located in a save location of your CRM. Available for v5.97 and higher, click on www.msrmc-addons.com for download and test it.

Click here to read more about the functionalities of the “Insert”-button.

The difference between [Insert as Document] and [Insert Static Document]:

• [Insert as Document]:every document added as an annotation within your CRM-record can be added in your Open Office XML template (.docx).
• [Insert Static Document]: every document in your DocumentsCorePack Save Location can be inserted in your Open Office XML template (.docx).

Possibilities to use “Insert Static Document”
There are two different ways to use “Insert Static Document”:
1) Insert as “Just Text – Document”
2) Insert a “DCP-Template Document” which must be filled with CRM-Data

1) Insert as “Just Text – Document” – step by step
Select a Document and save it into your CRM-Save location. You can do this by add it directly into the SharePoint/Fileshare or you can save it via the “Save Template” within the “www.mscrm-addons.com”-tab in the ribbon.

1 Step: Open DCP-Template
Open your previously created Template and click on the “Insert MailMerge Fields” to get to the DocumentsCorePack Task Pane.

Screenshot: DocumentsCorePack Task Pane, click to enlarge

2 Step: Choose from several Insert options
Now click on the arrow besides the insert button. This action will open the window you see in the screenshot below. In our case we chose “Insert Static Document”.

3 Step: The Insert Static Document Window
Once you click “Insert Static Document” the following window appears (see next screenshot). In This window click on the “Select the document to insert…” field.

4 Step: Select a document
Now select your previous saved document and click on ok. After that your template will be inserted.

Now you have to merge the template. For more information about “How to merge a document” please click here.

2) Insert a DocumentsCorePack-Template Document into a Template – step by step

1 Step: Open DocumentsCorePack-Template
Open your previously created template and click at “Insert MailMerge Fields” to get to the DocumentsCorePack Task Pane.

2 Step: Choose from several Insert options
Now click on the arrow next to the insert button. This action will open the window you see in the screenshot below. In our case we chose “Insert Static Document”.

3 Step: The Insert Static Document Window
Once you click “Insert Static Document” the following window appears (see next screenshot). In this window click on the “Select the document to insert…” field.

4 Step: Select a document
Now select your previous saved document and click on ok. After that your template will be inserted.

Click ok and your template will be merged with CRM-Data and inserted into the final document.

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

This article describes how to use the “Insert PageBreak”-button within the “Insert”-button in Open Office XML template (.docx). This feature allows you to insert a dynamically PageBreak into your document. Available for v5.97 and higher, click on www.mscrm-addons.comfor download and test it!

Click here to read more about the functionalities of the “Insert”-button.

“Insert Page Break” – step by step
1 Step: Open DCP-Template  
Open your template or create a new one. Click on the “Insert MailMerge Fields” to get to the DocumentsCorePack Task Pane. See screenshot below:

Screenshot: DocumentsCorePack Task Pane

2 Step: Chose from several Insert options
Now click on the arrow besides the insert button. This action will open the window you see in the screenshots below. In our case we chose “Insert PageBreak”.



3 Step: “Insert PageBreak”
Place the “Insert PageBreak”-field in your Open Office XML template (.docx). Before the merge-process a placeholder is displayed. Once a document is merged it is a PageBreak. See screenshots below:

Before:

After:

The "Insert PageBreak"-functionality also works in tables. For example, if you have a table with product information and you insert a “PageBreak” you get an extra page for each product as a result.

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

This article describes how to use the “Insert Remove Empty Lines”-function within the “Insert”-button in Open Office XML template (.docx). This feature allows you to insert dynamically “Remove Empty Lines” into your document. Available for v5.97 and higher, click on www.mscrm-addons.com for download and test it!

Click here to read more about the functionalities of the “Insert”-button.

Introduction
“Remove Empty Lines”-fields are a simple way to dynamically structure your document after a merge process. For example if you want to delete unnecessary lines between contacts and opportunities, just insert a “Remove Emtpy Lines”-field. This is very useful, if you e.g. insert sub documents or HTML-content.

“Insert Remove Empty Lines” step by step
1) Step: Open DCP-Template
Open your template or create a new one. Click on the “Insert MailMerge Fields” to get to the DocumentsCorePack Task Pane. See screenshot below:

Screenshot: DocumentsCorePack Task Pane

2 Step: Chose from several Insert options
Now click on the arrow besides the insert button. This action will open the window you see in the screenshots below. In our case we chose “Insert Remove Empty Lines”.

3 Step: Now “Insert Remove Empty Lines” into your document. See next screenshots:

As a result every empty line is deleted and the document is structured in a proper way. See next screenshot:

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

This article describes how to send emails, set the recipient, subject, CC und BCC and other different settings in Open Office XML template (.docx). Available vor v5.97 and higher. Click on www.mscrm-addons.com to download and test it.

DocumentsCorePack allows you to send emails with following functionalities:
1) “Send as …”
2) “Create CRM Activities”

You can find these functionalities in the www.mscrm-addons.com ribbon. See next screenshots:


Screenshot: the www.mscrm-addons.com ribbon within Open Office XML templates (.docx). Click to enlarge.

Screenshot: send emails with “Create CRM Activity” or “Send as …”. Click to enlarge.  
…
1)“Send as …” 
The “Send as ..” functionality provides the possibility to send templates per emails directly with one click out of DocumentsCorePack in different file formats, see screenshot below (pdf, scp, doc, docx or odt). Depending on your settings, this functionality can be used with a preconfigured Outlook client or with the CRM integrated Web client. Fore more information please read chapter 4 “DocumentsCorePack Settings (WordMailMerge Settings) of our DocumentsCorePack Client User Guide.  

        
Screenshot: different file formats within the “Send as …”-button. Click to enlarge.

How to send templates with Outlook client/Web client – step by step
Following settings can be specified within the DocumentsCorePack Task Pane:

a) Specify the Subject
First open your “ready to merge” document and start the DocumentsCorePack Task Pane. Then, click on the “Template Settings”-tab and click on the “Document Name”-button. To specify the Subject, click on the “Advanced Settings”. See screenshot below, highlighted in yellow/orange:

           
Screenshot: where to specify the Subject within the DocumentsCorePack Task Pane. Click to enlarge.

Following window appears:


Screenshot: shows the “Advanced Settings for Document Name”

Here you can select fields for the “Document Name” and for the “Subject Name” of your email. Click [Apply] to confirm. For more information, please read our blog article about “DocumentsCorePack: Advanced Settings for save Documents Name seperately”.

b) Specify the Recipient
First open your “ready to merge” document and start the DocumentsCorePack Task Pane and click on the “Template Settings”-tab. Within this tap click on the “Create Activities for”-button. To specify the recipients click on the “Advanced Settings”. See screenshot below, highlighted in yellow/orange: 


Screenshot: where to specify the recipient within the DocumentsCorePack Task Pane. Click to enlarge.

Following window appears:



Here you can select fields for the “Recipient” of your email, “Regarding” and “SaveLocation” of your record. Click [Apply] to confirm.

2) Create CRM Activities
Next to the “Send as …”-option, DocumentsCorePack provides the possibility to create letter-, email-, and fax-activities with the document attached. Click the “Create CRM Activity”-button within the ribbon to get to the option. See screenshot below. For more information, please download our DocumentsCorePack Client User Guide and read chapter 2.1.2.2 “Crate CRM Activity”.

Following window appears:

Here you can type in a subject for the activity you want to create and select one of the three activity options (Letter, Email, Fax). Besides the direction, you can also select whether the activity should be completed or not. Please note, that the merged template will be inserted as a content - not as an attachment. Click [OK] to continue.

How to send a template with Create CRM Activity – step by step
Following settings can be specified within the DocumentsCorePack Task Pane:  

a) Specify the Subject
Please follow the step a) “Specify the Send as-Subject” described above.

b), c), d) Specify TO, CC and BCC
First open your “ready to merge” document and start the DocumentsCorePack Task Pane and click on the “Template Settings”-tab. Within this tap click on the “Email (Create CRM Activity)”-button. Here you can select fields for TO, CC, and BCC. See screenshots below, highlighted in yellow/orange: 


Screenshot: select fields for TO, CC and BCC. Click to enlarge.  

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

· MS Dynamics CRM 2013 On-Premise/Hosted (IFD)/Online
· MS SharePoint 2010/2013/Online
· MS Office (x86, x64) 2007/2010/2013
· and which of them support cross-browsing.
...

This article describes how to use the “Insert Join Tables”-button in Open Office XML template (.docx). Available for v5.97 and higher, click on www.msrmc-addons.com for download and test it.

Click here to read more about the functionalities of the “Insert”-button.

Introduction
The “Join Tables”-functionality combines two tables with each other. As a result you get a single table.
...

“Insert Join Tables” – step by step
1 Step. Open DCP-Template
Open your template or create a new one. Click on the “Insert MailMerge Fields” to get to the DocumentsCorePack Task Pane. See screenshot below:

Screenshot: DocumentsCorePack Task Pane

2 Step: Chose from several Insert options
Now click on the arrow besides the insert button. This action will open the window you see in the screenshots below. In our case we chose “Insert Join Tables”.

3 Step: “Insert Join Tables”
In our example we have a document with two tables from an additional entity and we want these fields grouped together in one table. Just insert a “Join Tables”-field between the tables. See next screenshot: 

 
The screenshot above shows the inserted “Join Tables”-field highlighted in yellow.

As a result, this template is one single table with all merged field from above. See next screenshot:

 

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

This blog article gives you a detailed description about how to activate debugging for DocumentsCorePack client-side.

First open MS Word and go to the “www.mscrm-addons.com”-tab and click on the “DocumentsCorePack Settings”. See screenshot below highlighted in yellow:

Following window appears:

…
Activate debugging by checking the regarding combobox. See screenshot above highlighted in yellow.
In some cases it is not possible to open the “DocumentsCorePack Settings”, in this case you have to active debugging by searching for the Registry Editor by typing in “regedit” in the start pane.

Next, open the Registry and go to HKEY_LOCAL_MASCHINE\SOFTWARE\PTM EDV-Systeme\Wordmailmergeclient\…
See next screenshot highlighted in yellow:

Go to “DocumentsCorePackclient” in the registry-tree, press the right mouse button and create a new string value called “debug”, set the value on “true” and click [OK]. See next screenshots:

Please restart the DocumentsCorePack dataprovider aswell! To do this search for the dataprovider in the right corner of the start pane. Close it with right-click on the symbol. See next screenshot highlighted in yellow. The dataprovider will start automatically when using DocumentsCorePack.

The log files can now be found in the“log”subdirectory in the DocumentsCorePack temporary directory under %temp%\DCP\log
See next screenshots. Please send all files in this case!

The screenshot above shows the DocumentCorePack log-files

IMPORTANT: Before sending the log files to support@mscrm-addons.com you have to repeat all steps you took until the error occours! This is necessary to capture the error in our log-files.

Send these files and a short description on which steps were taken to: support@mscrm-addons.com .

This article shows, how to activate per User Licensing for our addons for MS CRM 2013!

When using “per User” licensing, it is mandatory to enable all users that should be licensed within CRM. It often occurs, that after installing the license via the License Manager a screen like following appears:

...

This is due to the fact, that the user that is running the license-manager (usually an admin) itself is not a licensed user at this point.

To enable specific users you have to:

1) Open the User via CRM –> Settings –> Administration –> Users:

Choose the required user:

Click on the drop-down-button next to user and choose “Information” and scroll down until you see the “Per User Licensing for [PRODUCT NAME] for MS CRM 2013. See next screenshot:

2) Set the “Per User Licensing for [PRODUCT NAME]” bit value for “YES”:

Depending on the installed addons “Per User Licensing”-field will be visible on the User form. Here it is possible to enable users to use our addon. Click on the disk-symbol in right corner at the bottom of the screen to save your setting. See next screenshot, click to enlarge:

That’s it. When restarting the License Manager, we will see that the user-account has changed due to the number of activated users AND, if the admin has been enabled too, the red cross will be gone:

INFO: It’s possible to install the license although the red cross appears in the [Number of user licenses]-row. Therefore it’s not mandatory to set the admin user itself to “true”.

Do not hesitate to contact us via support@mscrm-addons.com should you require further information or our assistance.