This blog article describes how to export/import existing Templates for DocumentsCorePack for MS CRM.

Templates can be imported/exported in the DocumentsCorePack Server Configuration. Open your DocumentsCorePack Server Configuration and choose the organisation for which you want to import/export the Templates. See screenshots below:

The screenshot above shows the Server Configuration for DocumentsCorePack
…

The screenshot above shows the CRM Connection setup where user credentials can be set.

Chose your organisation and click on [OK]. This action will open following window:

The screenshot above shows the organisation overview.

Select an organisation to access to the configuration. See screenshot above highlighted in yellow.
This action will open the DocumentsCorePack Server Configuration, there click on the General Settings tab. See next screenshot:

First click on [Export All Templates] to export all Templates from your CRM-test system on your local computer. See next screenshot highlighted in yellow:

Chose an existing folder or create a new one where all Templates will be exported out of CRM. See next screenshot highlighted in yellow:

This is necessary in order to import the templates. To do this click on the drop-down-button next to [Import DCP Templates] and select whether to import a folder or a file. See next screenshots:

This screenshot shows a Template-Folder to be selected.

This screenshot shows the files to be selected.

Once you selected a folder or a file, you will see the following window:

Please do not close this window! It will be closed automatically when the import was successful.

Now the Templates are imported in MS Word and ready to use with a click on “Open Template”. See next screenshot:

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

This article describes additional format and display functions for DocumentsCorePack field-templates (.docx) v6.10 and higher. These functions are available for every field in the functionalities listed and shown in the screenshots below (click to enlarge):

1) Document Name
2) Insert QR Code-Field
3) Insert Advanced String-Field

…
Additonal format and display functions:
Type in the following funtioncs directly after a field name to get the result listed below. The format and display functions only applies for the field before. 

The following funtionalities apply for a single document:

Please do not hesitate to contact us, should you require further information or our assistance!

This article describes the “Insert Advanced String-Field”-functionality within the “Computed Items”-button in Open Office XML template (.docx). Available vor DocumentsCorePack for MS CRM 2013, v6.10 and higher. All our addons come with a 14 days free trial! Please click here to download and test it!

The new“Computered Items”-button contains following new functionalities:

• The “Insert Advanced String-Field”-button: allows you to insert as many fields as you want in one single field. 
• The “Insert Computed Field”-button: allows you to make basic arithmetical operations with CRM-number-fields. 

…
As you can see in the screenshot above we have rearranged  the “Insert QR Code-Field”-button to be found unter “Computed Items”.

Click here to read more about the other useful functionalties of the “Insert”-button.

The “Insert Advanced String-Field”-button
The“Insert Advanced String-Field”-button allows you to insert as many fields als you want in one single fied. It 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, click to enlarge:

 

At the top of the “DocumentsCorePack Task Pane” we can choose an account type. In our case it’s “Quote”.
Click on the drop-down button within the [Insert]-button and choose the “Insert Advanced String”-function. See next screenshot:

In the next window, you have the possibility to insert as many fields as you want in one singlefield! Next to this an optional name can also be defined. Click on the next screenshot to enlarge!

Every field is 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 different fields as follows:

Specify field-name:
This setting predefines the name of the fields generated with this template. As mentioned above it’s possible to use data from fields out of CRM to be part of the field-name. With this it is possible to generate the field-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 field-name you have to choose the fields as described above or write the field-name (schemaname) surrounded by <<and>>. Some examples:

It is important that the inverted commas are also set!

Click here for more information about additional format and display functions for field-options.

Define field-name:
You can also define a name for this field e.g. “quote information” . See next screenshots. If no name is typed in the default name “Advanced String” will be set.

Next, save your template and merge it with data from CRM. See next screenshot, click to enlarge:

The result:

Please do not hesitate to contact us, should you require further information or our assistance!

This article describes the new “Insert”-functionalities within the “Computed Items”-button in Open Office XML template (.docx). Available vor DocumentsCorePack for MS CRM 2013,v6.10 and higher. All our addons come with a 14 days free trial! Please click here to download and test it!

The new“Computered Items”-button contains following new functionalities:

• The “Insert Advanced String-Field”-button:allows you to insert as many fields as you want in one single field. 
• The “Insert Computed-Field”-button: allows you to make basic arithmetical operations with CRM-number-fields. 

…
As you can see in the screenshot above we have rearranged  the “Insert QR Code-Field”-button to be found unter “Computed Items”.

Click here to read more about the other useful functionalties of the “Insert”-button.

The “Insert Computed-Field”-button
The “Insert Computed-Fields”-button allows you to make basic arithmetical operations with CRM-number-fields. Important: It is crucial that the CRM-fields contain a number! There are already predefined CRM-number-fields. See example screenshot below, top right corner:

Note: You can define other CRM-fields to be a number field. E.g: if you don’t need the “Middle Name”-field in the contact entity and rather prefere to type in any number, this field can also be inserted and calculated! In this case you will see next message box:

At the top of the “DocumentsCorePack Task Pane” we can choose an account type, e.g. “Invoice”. Click on the drop-down button within the [Insert]-button and choose the “Insert Computed-Field”-function. See next screenshot:

In the next window you have the possibility to make basic arithmetical operations with CRM-number-fields by inserting add +, subtract –, divide / and multiply * number-fields. You can also define a name for this field e.g. “Invoice Dec. 213”. If no name is typed in the default name “Computed Field” will be set.

See next screenshot:

The result: 

If the calculation can be performed you will see the result value in the merged document. See next screenshot, click to enlarge:

If the calculation can not be evaluated you will see this result in your document. This might be the case if you calculation uses a string field that does not contain a number as a value. See next screenshot, click to enlarge:

Please do not hesitate to contact us, should you require further information or our assistance!

The following table shows the different custom date and time format strings for displaying the DATETIME() function for DocumentsCorePack templates (.docx).

The following table shows the different culture information for displaying the DATETIME() function for DocumentsCorePack templates (.docx).

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.

This article explains how to configure a workflow with AutoMerge for Microsoft Dynamics CRM 2013 Online. The steps described below solely refer to AutoMerge for MS Dynamics CRM 2013 Online. For details about how to create a workflow with AutoMerge for MS Dynamics CRM On-Premise, please watch our demonstration videos on our Youtube channel. (Click here to watch the videos)

How to create a workflow with AutoMerge for Microsoft Dynamics CRM 2013 Online:
First of all, start in the settings of your CRM system and click on ’Processes’ in the Ribbon. (See screenshots below)

Following window appears:

Screenshot: ‘Processes’-area in CRM settings. Click to enlarge. 

...

Then click on ‘New’ to create a new workflow. A webpage dialog pops up (see screenshot below). Type in a name, determine an entity and choose ‘Workflow’ as the process category. Afterwards, click on ‘OK’. (See screenshot below)

Screenshot: Webpage dialog to create a new workflow/dialog. Click to enlarge.

After clicking on ‘OK’, you will see the following window. Start to define and add the steps you would like to have in your workflow. If you would like to e.g. create the document as a first step of your workflow, click on the ’Add Step’-drop-down menu and select ‘Create Record’. (See screenshot below)


Screenshot: window for workflow-configuration. Click to enlarge.

Now, the first step is added to your workflow. Type in a description of the step, e.g. create document. Afterwards, open the drop-down menu within this first step, select ‘MSCRM-ADDONS.com AutoMergeWorkingItems’ and click on ‘Set Properties’. (See screenshot below)

Screenshot: window for workflow configuration, creation of first workflow-step ‘CreateDocument’. Click to enlarge

The following window will open to configure the first step of your workflow. (See screenshot below) Type in a name and define the AutoMerge-action. In our example, we select the action ‘CreateDocument’.

Screenshot: window for workflow-step configuration, definition of a name and of the AutoMergeAction ‘CreateDocument’. Click to enlarge

After that, choose the template to be used within the workflow (see screenshot ellipse 1) and the file format the document should be saved as (see screenshot ellipse 2).

Furthermore, it is very important to insert the ‘PrimaryRecordUrl’. For that, set the cursor in the ‘PrimaryRecordUrl’-field and go to the ‘Look for’-area within the form assistant on the right side. Select ‘Record URL(Dynamics)’ from the second drop-down-menu (see screenshot below, ellipse 3 and 4), click on ‘Add’ and then on ‘OK’. After that, the ‘PrimaryRecordUrl’-field is filled out automatically. (see screenshot below, colored in yellow) Click on ‘Save and Close’.

Screenshot: window for workflow-step configuration, definition of the template to be used in the workflow, the file format the document should be saved as and the PrimaryRecordUrl.
Click to enlarge.

Screenshot: window for workflow-step configuration, configuration of first workflow-step finished. Click to enlarge.

The first step of your workflow is now added and fully configured. In case you want to stop your workflow at this point, you can click on ‘Save and Close’ and finish here. In case you want to add further steps to your workflow, define a condition to be fulfilled before adding further steps. For example, if you want to create a letter-activity with the previously generated document as an attachment, you need to make sure that the document creation is completed before attaching the document to the letter activity. To do so, open the ‘Add-Step’ drop-down menu again and select ‘Wait Condition’. (See screenshot below, blue elipse)

Screenshot: window for workflow configuration, ‘Wait condition’-step added. Click to enlarge.

The step is added to the workflow. Type in a step description and click on ‘<condition> (click to configure)’. (See screenshot below)

Screenshot: window for workflow configuration, ‘Wait Condition’-step added. Click to enlarge.

After that, a window pops up. In this window, you can define the condition to be fulfilled for workflow proceeding. In our case, we select ‘Create document (MSCRM-ADDONS.com AutoMergeWorkingItems)’ from the first drop-down menu, ‘Status’ from the second drop-down menu, ‘Equals’ from the third drop-down menu and ‘Inactive’ from the fourth drop-down menu. (see screenshots below). Click on save and close. Now, you have determined that step 2 of your workflow (in our example to attach the created document to a letter-activity) will only be executed if the first step, namely the document generation, has finished successfully.


Screenshot: window to configure ‘Wait Condition’-step. Click to enlarge.

Screenshot: window to configure ‘Wait Condition’-step. Click to enlarge.

Afterwards, your workflow configuration will look like in the following screenshot.

Screenshot: window for workflow configuration, ‘Wait condition’-step added and configured

To add another step, e.g. to create a letter-activity, click on ‘Select this row and click Add Step’ (see screenshot ellipse 1) and afterwards on ‘Add Step’. (see screenshot, ellipse 2)

Screenshot: window for workflow configuration, add workflow-step 2 ‘letter’

Then, select ‘Create Record’ from the drop-down menu. The new step is now added to your workflow and ready for configuration. Type in a step description (e.g. Attach document to letter), open the drop-down menu within this second step and select ‘Letter’. (See screenshot below)


Screenshot: window for workflow configuration, workflow-step ‘letter’ added. Click to enlarge.

Afterwards, click on ‘Set Properties’ and a letter-activity-window will open. (see screenshot below) Within this window, define a sender, a subject and type in your letter-text. Then, set the cursor in the ‘Recipient’-field to define the recipient. To do so, go to the ‘Look for’-area within the form assistant on the right side. Select ‘Account’ in both drop-down-menus, click on ‘Add’ and then on ‘OK’. Now the ‘Recipient’-field is filled out correctly (see screenshot below, colored in yellow).

Screenshot: window to configure letter-activity

Click on ‘Save and Close’. Now you are back in the general workflow-window again and you can see the added and completely configured letter-activity. In a next step, you have to define that the previously created document should be added to this letter-activity. For that, click on ‘Add Step’ and select ‘Create Record’ from the drop-down menu. (See screenshot below)


Screenshot: window for workflow configuration, add ‘AttachToLetter’-step. Click to enlarge.

Type in a step description and open the drop-down menu within this step. Select ‘MSCRM-ADDONS.com AutoMergeWorkingItems’. (See screenshot below) Then, click on ‘Set Properties’.

Screenshot: window for workflow configuration, add ‘AttachToLetter’-step. Click to enlarge.

A window will pop up to configure the ‘AttachToLetter’-workflow-step. Put a name and define the AutoMerge action (in this example choose ‘AttachToLetter’, see screenshot, ellipse 1) Within the ‘Attach to Letter’-section, determine the letter-activity to which the created document should be attached to (see screenshot ‘LetterToAttach-field, ellipse 2) and the document which should be attached (see screenshot ‘DocumentGUID_Letter’-field, ellipse 2).

Screenshot: window to configure workflow-step, configure ‘AttachToLetter’-step. Click to enlarge.

For determining the letter-activity the document should be attached to, set the cursor in the ‘LetterToAttach’-filed in the ‘Attach To Letter’-area (see screenshot, ellipse 1) and select the correct letter-activity from the drop-down menu in the ‘Look For’-area within the form assistant on the right side. (See screenshot, ellipse 2). After that, click on ‘Add’ and ‘OK’.

Screenshot: window to configure workflow-step, configure ‘AttachToLetter’-step. Click to enlarge.

To determine the document to be attached, set the cursor in the ‘DocumentGUID_Letter’-field (see screenshot, ellipse 1) and select the correct document from the drop-down box in the ‘Look For’-area within the form assistant on the right side. (See screenshot, ellipse 2) Click on ‘Add’ and ‘OK’.

Screenshot: window to configure workflow-step, configure ‘AttachToLetter’-step. Click to enlarge.

You have now completed the configuration of this step. Click on save and close. In case you want to stop your workflow at this point, you can click on ‘save and close’ within the general workflow-configuration-window and finish here. In case you want to add further steps to your workflow, you have to define a condition to be fulfilled before you add further workflow-steps. In that case, open the ‘Add-Step’ drop-down menu again and select ‘Wait Condition’. Click on ‘<condition> (click to configure)’ and a window will pop up. In this window, define which condition has to be fulfilled for further workflow proceeding. In our example, we want the workflow to proceed when the created document has been attached to the letter-activity. In our case, we select ‘Attach document to letter step 2 (MSCRM-ADDONS.com AutoMergeWorkingItems)’ from the first drop-down menu, ‘Status’ from the second drop-down menu, ‘Equals’ from the third drop-down menu and ‘Inactive’ from the fourth drop-down menu. (See screenshots below). Click on ‘Save and Close’.

Screenshot: window to configure ‘Wait Condition’-step. Click to enlarge.

Now you can add another workflow-step. In our example, we want the document to be deleted after it has been attached to the letter-activity. To do so, click on ‘Select this row and click’ and open the ’Add Step’-drop-down menu. Select ‘Create Record’. Afterwards, type in a step-description, choose ‘MSCRM-ADDONS.com AutoMergeWorkingItems’ from the drop-down box within the step and click on ‘Set Properties’. A window will pop up in which you can determine that the created document should be deleted after it has been attached to the letter-activity. For that, put a name and an AutoMerge activity (in our example ‘DeleteTempDocument’). Afterwards, click in the ‘DocumentGUID_Delete’-field within the ‘Delete Temp Document’-area (see screenshot, ellipse 1) and select the document to be deleted from the drop-down box in the ‘Look For’-area within the form assistant. (See screenshot, ellipse 2).


Screenshot: window to configure workflow-step, configure ‘Delete Temp Document’-step. Click to enlarge.

Click on ‘Save and Close’. After that, you have finished your workflow configuration and you can click on ‘Save and Close’.

Screenshot: window to configure workflow, workflow-configuration finished.

Please do not hesitate to contact us, should you require further information or our assistance!

When ordering licenses, you will be asked for the organisation unit name of your CRM-system. This information is mandatory in order to create a license. Below you can find a short description about how to get the necessary information for CRM 2013.

Open you CRM in any browser and navigate to "Settings".

Navigate to "Customizations" and "Developer Resources".

Here you will find the unique organisation name.

IMPORTANT: For CRM 2013, the Unique Organisation Name is required. Next to this, our key is case sensitive and will not work if the names don’t fit.

This article describes additional format and display functions for DocumentsCorePack field-templates (.docx) v6.10 and higher. These functions are available for every field in the functionalities listed and shown in the screenshots below (click to enlarge):

1) Document Name
2) Insert QR Code-Field
3) Insert Advanced String-Field

…
Additonal format and display functions:
Type in the following functions directly after a field name to get the result listed below. The format and display functions only applies for the field before. 

The following funtionalities apply for a single document:

Please do not hesitate to contact us, should you require further information or our assistance!

In some cases you may be asked to create a new settingskey for one of our products (e.g. if we developed a customization for you or if a special configuration is needed, etc.).

To do so, please follow the six easy steps below:

1. Open your CRM in the Internet Explorer.

2. Navigate to "Settings" within the CRM navigation. (see screenshot below)    

    
Screenshot: CRM Settings in the navigation

3. Within the settings, navigate to "MSCRM-ADDONS.com Products" in the ‘Extensions”-area of the sitemap. (see screenshot below)    

Screenshot: “MSCRM-ADDONS.com Products” in the CRM settings

4. (1) Open the product record for which you need to create a new settingskey for by double clicking on it (see screenshot).

 
Screenshot: View of “MSCRM-ADDONS.com Products”

5. A new window opens. Within this new window, navigate to the MSCRM-ADDONS.com settingskeys in the menu on top (see screenshot 1) and click on “Add New MSCRM-ADDONS.com Settingskeys” (see screenshot 2).

Screenshot 1: View of “MSCRM-ADDONS.com settingskeys” menu

Screenshot 2: View/add settingskeys of/to a MSCRM-ADDONS.com product

6. A new window opens. In this window you have to define the name of the settingskey in the “Name”-field and the value in the “KeyValue”-field. Afterwards, save and close the newly created key.

Screenshot: create a new settingskey for a MSCRM-ADDONS.com product

NOTE: If the new key is intended for a client application like DocumentsCorePack or TelephoneIntegration you need to restart the client application. Otherwise the setting will not be applied to the client.

Should you require further assistance, please do not hesitate to contact us via support@mscrm-addons.com.

This article describes the formatting options for money fields within the “Insert Computed-field”-function (.docx). Available for DocumentsCorePack for MS CRM 2013, v6.11 and higher. All our addons come with an unlimited 14 days free trial. Please click here to download and test it!

The “Insert Computed-Field”-button allows you to make basic arithmetical operations with CRM-number and –money-fields. Click here for more information about this functionality.

Once you have finished, click into your ‘Computed Field’ and click on “Field properties” in the ‘'www-mscrm-addons.com”-ribbon at the top. See next screenshot:

…
Following window appears:

Screenshot shows the field properties of the computed field.

In this window, fields can be changed and an optional name can be defined. By clicking on [Change Format] following window appears: 

Type– this shows the inserted field type.
Name: this shows the name of the inserted field.
Example: this shows the actual display field format. 
Type– click on the drop down button to choose from different display options.
(See next screenshot, click to enlarge)

Culture: this shows the culture format.

Please do not hesitate to contact us, should you require further information or our assistance!

This article describes additional formatting options for splitting a tables header or footer. Available for DocumentsCorePack for MS CRM 2013, v6.11 and higher. All our addons come with an unlimited 14 days free trial. Please click here to download and test it!

With DocumentsCorePack for MS CRM, tables can easily be inserted in Word and merged with data from CRM. This is very useful for e.g. displaying a list with product information. Therefore click on “Insert MailMerge Fields” and select a type e.g. “Quote”. Then go to the “Additonal”-tab in the “DocumentsCorePack Task Pane” and click on “Quote Products”. (See next screenshot)

Screenshot shows the “Additional”-tab in DocumentsCorePack Task Pane 

...

This action will give you the look-up field:

Screenshot shows the look-up field for “Quote Product”.

With a double click on a field, following window appears:

Screenshot shows the display and formatting options for tables.

With the new feature you can split a tables header and/or footer. Just activate the checkbox “Split header” or “Split footer” and define how many columns shoud be created. The value goes from 1 up to 63. E.g. we want our table to be displayed with a header and 5 columns. The result looks as follows:

Now you can add some additional information:

Please do not hesitate to contact us should you require further information or our assistance.

This article describes, how to use TelephoneIntegration for MS CRM 2013 with MS Outlook only. Users have the possibility to use TelephoneIntegration without a browser, but with Outlook only, meaning that TelephoneIntegration will open all windows (e.g. the CRM-call-activity, etc.) in Outlook and not in an internet browser window. For being able to use TelephoneIntegration with Outlook only, you have to install TelephoneIntegration Client v.5.54 or higher (click here to download the latest version) and to create a new settingskey . Please follow the steps below to do so.

…

1. Open your CRM in the Internet Explorer

2. Navigate to the CRM Settings

Screenshot: CRM Settings in the CRM Navigation Bar.

3. Choose ‘MSCRM-ADDONS.com Products’ from the ‘Extensions’ in the Settings menu.

Screenshot: MSCRM-ADDONS.com Products in the CRM Settings, click to enlarge.

4. (1) Click the checkbox in front of ‘TelephoneIntegration’ and then click on ‘Edit’.

Screenshot: Edit TelephoneIntegration in the CRM Settings, click to enlarge

5. A new CRM window will open. Within this window, click on ‘MSCRM-ADDONS.com Settingskeys’ in the TelephoneIntegration dropdown-button and click on ‘MSCRM-ADDONS.com Settingskeys’.

Screenshot: How to open the TelephoneIntegration Settingskey window in CRM. Click to enlarge.

This action will open following window:

Screenshot: View and add settingskeys for TelephoneIntegration in the CRM settings, click to enlarge.
In this window click on “+ADD NEW MSCRM-ADDONS.com Settingskey”.

6. Within this window, put the name ‘UseOutlookOnly’ and the KeyValue ‘true’. Furthermore, set ‘IsCached’ as ‘yes’. (see screenshot below)

Screenshot: type in name and key-value of new settingskey. Click to enlarge.

After that, you have to restart the TelephoneIntegration client. To do this open it with right click on the TelephoneIntegration Client Sign in the Taskbar and close it with right click! Afterwarts search for “TelephoneIntegration Client” in your Start menu and restart the Client again.

Screenshot: shows the TelephoneIntegration Client Icon in the Taskbar. Click to enlarge.

From now on, TelephoneIntegration will open all windows in Outlook and without using a browser.

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

This article explains how TelephoneIntegration Client works with Outlook client. Available for TelephoneIntegration Client v5.54 and higher.

TelephoneIntegration can popup CRM forms also in Outlook client instead in Internet Explorer browser.

This feature is activated with a CRM server-side settingkey.
(For detailed information, please read more about "Using TelephoneIntegration for MS CRM 2013 for Outlook only: http://blogs.mscrm-addons.com/post/2014/01/27/Using-TelephoneIntegration
-for-MS-CRM-2013-with-MS-Outlook-only.aspx

Using TelephoneIntegration for MS CRM 2011 for Outlook only: http://blogs.mscrmaddons.com/post/2013/04/03/Using-TelephoneIntegration
-with-MS-Outlook-only.aspx  )

...

Please note, that TelephoneIntegration client is not accessing the Outlook client over any API, since Outlook does not provide suitable API interfaces.

It is simply opening the Outlook client process with a parameter that resembles a CRM entity URI.

For example, the following URI address represents a PhoneCall URL in an online CRM organisation

https://pkdemo12.crm4.dynamics.com/main.aspx?etn=phonecall&pagetype=entityrecord&extraqs=phonenumber%3D0321321

In the past the TI client opened the form in Internet Explorer by calling the iexplore.exe process with the URL address as parameter.

C:\Program Files\iexplore.exe URL

C:\Program Files\iexplore.exe

https://pkdemo12.crm4.dynamics.com/main.aspx?etn=phonecall&pagetype=entityrecord&extraqs=phonenumber%3D0321321

Instead of passing the URL to iexplore.exe process, we pass it now to outlook.exe process

C:\ProgramData\Microsoft\Windows\Start Menu\Programs\Microsoft Office 2013\outlook.exe URL

C:\ProgramData\Microsoft\Windows\Start Menu\Programs\Microsoft Office 2013\outlook.exe

https://pkdemo12.crm4.dynamics.com/main.aspx?etn=phonecall&pagetype=entityrecord&extraqs=phonenumber%3D0321321

You can verify this by simply starting Command Prompt window and starting the Outlook client with CRM URL record.

Attention!

Customized CRM Ribbons might interfere with the way outlook opens CRM Related URLs via external calls (As we open the CTI windows). If you face troubles of that kind, please contact your Microsoft support, as the ribbon integration is beyond our control.

Please do not hesitate to contact us, should you require further information or our assistance.

This article describes how to solve the description field problem in DocumentsCorePack. If you try to create an activity and it fails with the soap Exception you see below, it is due to the limitation of lenght of the “CRM description-field”. (See next screenshot)

Screenshot above shows SOAP EXception error. Click to enlarge.

There are three possibilities to solve this problem:
1) By customizing the “letter”-entity
2) By disabeling DCP description
3) By cutting the DCP description
…

1) Customize “letter”-entity
To do this, open CRM, click on "Settings" ---> "Customizations" ---> “Customize the System”.  (See next screenshots, click to enlarge)

The screenshots above shows, where to find customization within your CRM system. Click to enlarge.

In the next window, search for the entity “lettter” in the tree view on the left, chose “Fields” in the drop-down list and scroll down to “description”. (See next screenshot)

Open “description” with a double-click. Now you can change the value of the field “Maximum Length”. (See screenshot below)

Next, click on “Save and Close”. Once you changed the value, click on “Publish All Customizations”.

2) Disable DCP description
The second option would be, disabeling DCP description. This can be done by a new "Settings-key". (Only possible since DCP Client v4.53). To do this open your CRM and go to “Settings” –> “MSCRM-ADDONS.com Products” and select “DocumentsCorePack”. (See next screenshots)

Open DocumentsCorePack with a double-click and click on the DocumentsCorePack drop-down at the top and select “MSCRM-ADDONS.com Settingskey”. (See next screenshot)

 
The Screenshot above shows where to find the MSCRM-ADDONS.com Settingskeys in CRM. Click to enlarge.

Now "+ADD NEW MSCRM-ADDONS.com Settings-key" with the name "DoNotFillDescriptionField", set “IsCached” with “No” and give it a value "true" (field blank) and “Save” your settings. (See next screenshots)

Now you have disabled the DocumentsCorePack description field.

3) Cut DCP description
The third option would be by cutting the DCP description. The number of character is either the same (in our example its “2000”) or smaller than the actual length attribute. For example if you type in a value of “1000”, then “1000” character will be filled into the description field and the rest is cut.

This can be done in the products settings key. Follow the steps described in the second option, to generate a new settings key. Set the name with “DoNotFillDesciptionField”, set “IsCached” with “No” and give it a value “1000” and “Save” your settings. (See next screenshot).

Now you have set the option to only show 1000 signs and cut the rest.

Please do not hesitate to contact us, should you require further information or our assistance.

This blog article describes how to create a document and attach it to an email in a single AutoMerge workflow-step for MS CRM 2013 Online. First open your CRM and go to “Settings”



--> “Processes”


and create a “New” workflow: 

…

In the next window type in a “Process Name” e.g. “Test_Workflow”, choose the “Entity” for which you want to create the workflow for e.g. “Account”. Set the “Category” to “Workflow” in order to create a new workflow process. Click on “OK” to confirm. (See next screenshot, click to enlarge)

The screenshot above shows the window where a new process can be created. Click to enlarge.

First, the email has to be created. Therefore click on the “Add Step”-drop-down-button and choose “Create Record”. Type in a name for your step e.g. “Create Email” and set the “Create:” to “Email”. Then click on “Set Properties”. (See screenshot below)

Screenshot above shows how to create a record in AutoMerge Workflows. (Click to enlarge).

An email activity opens. In this window, a sender, a subject and an email text has to be defined. Set the cursor in the “Recipient”-field to define the recipient. To do so, select “Look for: Account” in the “Form Assistant”-area on the right sight, click on “Add” and then on “OK”. Now the “Recipient”-field is filled out correctly. Follow the same instructions for the “Regarding”-field, in order to set the regarding entity. E.g: “Account”. (See next screenshot)

Screenshot: window to configure an email activity.

Click on “Save and Close”.

The second step would be to create a new MSCRM-ADDONS.com AutoMerge Working item, where the document is generated and attached to the email. To do this, add a new step with click on “Add Step” and choose “Create Record”. Type in a step description and set “Create:” to “MSCRM-ADDONS.com AutoMergeWorkingItems” (See next screenshot)

Screenshot: Add a MSCRM-ADDONS.com AutoMerge Working item.step

Click on “Set Properties”. In the next window type in a name and define the AutoMerge-action. E.g. “CreateDocument”. It it important to insert the “PrimaryRecordsUrl”. For that, set the cursor in the “PrimaryRecordUrl”-field and go to the “Look for:”-area within the form assistant on the right side and select “Record URL(Dynamics) from the second drop-down-menu, click on “Add” and “OK”.

To determine the Template to be executed, set your curser in the “TemplateToExecute” field and look for it. Next to this, a file format has do be defined. E.g “pdf”. In the “TemplateToExecute”-field search for the document that should be attached. E.g. “Account_Overview_DOCX.docx”. Next set the cursor in the “EmailToAttach”-field and go to the “Look for:”-area within the form assistant on the right side and select “Create Email (Email)”. Click on “Save and Close”. (See next screenshot)

The screenshot above shows the window for workflow-step configuration. E.g. Create and attach a document to an email message.

Now your workflow is finished and ready to be used. The possible result could look like this:

Screenshot: Shows email workflow with pdf-document attached. Click to enlarge.

Please do not hesitate to contact us, should you require further information or our assistance.

This article describes the new “Insert Hyperlink”-button within the “Insert”-button in Open Office XML template (.docx). This feature allows you to insert a dynamic hyperlink in your template (docx). Available for DocumentsCorePack v.6.15 and higher.

All our addons come with a 14-day trial license, click here to download and test it.

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

“Insert Hyperlink” 
In order to insert a hyperlink, open your template or create a new one. Click on “Insert MailMerge Fields” to get to the DocumentsCorePack Task Pane. (See next screenshot)
…

Screenshot: DocumentsCorePack Task Pane. Click to enlarge.

Click on the “Insert”-button –> “Computed Items” –> “Insert Hyperlink”.

Following window appears:

Screenshot: Insert As Hyperlink window to configure the Name and the Link for the Hyperlink seperately. Click to enlarge.

Basic functionality: Create a dynamic Hyperlink

Basic knowledge: A hyperlink consists of a Link (address to a website) and a Display Name (name to be displayed in the document). With a click on the Display Name, the Link will be activated in the background. To keep track of the hyperlink-elements in a template, users are able to define an individual Name which will be displayed in the template.

Structure and functionalities of the “Insert as Hyperlink” window:

Screenshot: Insert as Hyperlink window. Click to enlarge.

With a click on any node (field in the lists) it will be inserted in the textbox below. The Link has to be defined. The Individual Display Name and Template Name are optional settings. The additional format and display functions for field-templates apply to all fields. See example below:

In the screenshot above shows an individual Display Name e.g. ‘Click here’ and a defined Link. It is crucial that the Link starts with http:\\. In the screenshot above we have added ‘http:\\’+ as the stored CRM link doesn’t contain http:\\. (See screenshot at the end of the document)

The possible result looks like this:

Screenshot: shows inserted Hyperlink with an defined field-name to be displayed in the template. Click to enlarge.

Screenshot: shows inserted Hyperlink with an individual Display Name once you merged it! Click to enlarge.

Please do not hesitate to contact us, should you require further information or our assistance.

We are back from our journey from the eXtremeCRM 2014 from Barcelona Spain where we exhibited as bronze sponsor. Thank you for visiting our booth, it was great meeting you there!

The eXtremeCRM was an awesome experience for us. After arriving in beautiful Barcelona, we checked into the Senator Barcelona Hotel, stored our luggage in our hotel room, and did not hesitate to start discovering the city during a sightseeing tour.

...

We visited the famous basilica Sagrada Família, where we left a short prayer for the austrian olympic team. 

The day ended with a walk through the city.

The next day started with good news as Matthias Mayer of Austria won the men’s downhill. Highly motivated we set up our booth and where ready to meet known customers and many other interesting people.

We really enjoyed showing our mscrm-addons.com solutions to you. Thank you for visiting us and hope to see you (again) at the Convergence in Atlanta, GA (March 4-7).

This article describes how to configure unmanaged entities for SmartBar for MS CRM 2013! Available for SmartBar for MS CRM 2013, v2013.4 and higher. All our addons come with an unlimited 14-day free trial. Please click here to download and test it!

To successfully enable SmartBar for MS CRM 2013 for unmanaged entities, please follow the instructions listed below: 
…
1 Step: Enable SmartBar (SB) for the custom entity
This can be done by enabling the checkbox of the SmartBar Server Config. Open your SmartBar Server Config from the Start menu. Check the unmanaged entity in the Server Configuration window and save your settings. 

2 Step: Open Customizations within CRM
Then open CRM and navigate to "Settings" and click on “Customizations” (see next screenshots).

The screenshots above show the navigation to “Customizations” in your CRM. Click to enlarge.

Next click on “Customize the System” (see next screenshot).

The screenshot above shows where to find “Customize the System” in your CRM. Click to enlarge.

3 Step: Open the entitiy’s main form:
In the next window open the “Main”-Forms of the entity in the tree view on the left. This example is for the entity “Account” (see next screenshot).

The screenshot above shows the “Main”-Form of the entity “Account”. Click to enlarge.

This action will open following window:

The screenshot above shows where to find the “Form Properties” of the entity “Account”. Click to enlarge.

In this new window click on the “Form Properties”-button (see screenshot above). This will open the “Form Properties – Webpage Dialog” (see next screenshot).

 
The screenshot above shows the “Form Properties – Webpage Dialog”. Click to enlarge.

4 Step: Add SmartBar library in the “Form Libraries”-section
This can be done by clicking on the [+Add]-button in the "Form Properties -- Webpage Dialog" and selecting the “ptm_SmartBar/js/OnLoadCommandBar.js"-web resource. (See next screenshot)

5 Step: Focus the “Event Handler”-section
Ensure that the “Control”-list box is set to “Form” and “Event” to “OnLoad”. Then click on the [Add]-button. The following window will appear:

In this window, select the “ptm_SmartBar/js/OnLoadCommandBar.js”-library and fill in “ptm_SmartBarStart” in the textbox next to “Function”. Ensure that “Enabled” is checked. (See screenshot above).

To finish, please click on [OK] and [Save] and [Publish] the customization. (See next screenshot).

NOTE: When you chose to uninstall the product, those links have to be removed manually als well. They do not harm the CRM but will redirect to dead links if you leave them in place.

Result:
As a result the number of related entities is now displayed in the bracket. (See next screenshot)

Please do not hesitate to contact us, should you require further information or our assistance.