The Convergence 2014 (4 – 7 March) in Atlanta, GA exceeded all our expectations. To begin with, we would like to thank you for giving us your precious time and attention! It was a great pleasure meeting you at our booth!

Matching our good mood, the first day started with sunshine. We were more than ready to welcome our guests at the Georgia World Congress Center.

...

This year more than 12,000 attendees listened to the great key note speakers. After that magnificant start-up we were excited to get right into interesting conversations and to present our great addons for MS Dynamics CRM to the audience.

Our team was overwhelmed by the big interest in our products and booth! All six Team-members wanted to clone themselves (at least at one time) in order to present even more visitors on how our addons can simplify your daily business!

Thank you again for your interest in our products. We really enjoyed talking to you at this great Microsoft Event!

As we did not manage to clone ourselves, we would like to thank you for your patience if you had to wait. This years Convergence ended the same way as it started: eventful and packed with interesting people!

After some hard day’s work we rewarded ourselves (and our gustatory nerves) with the world’s most delicious spare-rips ever! (Sorry mum!)

Thumbs up for this years Convergence (and for the spare-rips)! We hope to see you again at the Convergence 2014 Europe (4 – 6 November) in Barcelona, Spain!

This blog article explains what to do when generating an AutoMerge Workflow and following error message appears: 

"AutoMergeWorkflow.Execute(),RetrieveMultiple Entities.count:0”

To see the whole error message, please click on …

AutoMerge Workflow Error:

Plugin Trace:
    [AutoMergeWorkflow: AutoMergeWorkflow.AutoMergeWorkflow]
    [AutoMergeWF: CreateDocument]
    Entered AutoMergeWorkflow.Execute(), Activity Instance Id: 36, Workflow Instance Id: 9f35be36-5c3a-4e2a-a642-b0fd917ac286
    AutoMergeTest.Execute(), Correlation Id: 8330486f-796a-4ce2-b085-10b4c38e56a4, Initiating User: f30d0c9e-1e48-dd11-a1c7-001f29c98458, Operationid:c87fcf3c-1aa9-e311-ac5f-005056905fd7, OperationTime: 12:39:53, RequestId:
    AutoMergeWorkflow.Execute(), Start generate DocX v1.3
    AutoMergeWorkflow.Execute(), before template
    AutoMergeWorkflow.Execute(), generate command
    AutoMergeWorkflow.Execute(), PrimaryEntityid:9c31f161-d388-e311-b9c9-005056905fd7
    AutoMergeWorkflow.Execute(), PrimaryEntityName:salesorder
    AutoMergeWorkflow.Execute(), TemplateId:98554dfa-01a9-e311-ac5f-005056905fd7
    AutoMergeWorkflow.Execute(), command: <AMPluginParameters><EnableSingleDebugging>false</EnableSingleDebugging>
<MessageType>Create</MessageType><PrimaryEntityId>9c31f161-d388-e311-b9c9-005056905fd7</PrimaryEntityId><PrimaryEntityLogicalName>salesorder</
PrimaryEntityLogicalName><TemplateId>98554dfa-01a9-e311-ac5f005056905fd7</TemplateId><SaveAs>pdf</SaveAs><WorkflowOperationId>c87fcf3c-1aa9-e311-ac5f005056905fd7</WorkflowOperationId><PrintTo /><SaveLocation>0</SaveLocation></
AMPluginParameters>
    AutoMergeWorkflow.Execute(),ConditionFormatted
  AutoMergeWorkflow.Execute(),RetrieveMultiple Entities.count:0
    Error Message:
    Unhandled Exception: Microsoft.Xrm.Sdk.InvalidPluginExecutionException: ERROR
       at AutoMergeWorkflow.AutoMergeWorkflow.Execute(CodeActivityContext executionContext)
       at System.Activities.CodeActivity.InternalExecute(ActivityInstance instance, ActivityExecutor executor, BookmarkManager bookmarkManager)
       at System.Activities.Runtime.ActivityExecutor.ExecuteActivityWorkItem.ExecuteBody(ActivityExecutor executor, BookmarkManager bookmarkManager, Location resultLocation)
    Inner Exception: System.Exception: ERROR NO RESULT
       at AutoMergeWorkflow.AutoMergeWorkflow.Execute(CodeActivityContext executionContext)

Solution:

Open your CRM and navigate to the “Solutions”. (See screenshots below):

The screenshots above shows where to find the "Solutions" in your CRM-system. Click to enlarge.

This action will open following window:

The screenshot above shows the solutions in your CRM-system.Click to enlarge.

Next display all installed solutions and search for the “AutoMergeServerCore”-solution.  (See next screenshot)

The screenshot above shows all available CRM-solutions. Click to enlarge.

Open the “AutoMergeServerCore”-solution with a double-click. Following window opens:

The screenshot above shows the AutoMergeServerConfig. Click to enlarge.

Now click on [Save] and try it again. The problem should be solved now.

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

INTRODUCTION

Content: This article explains how to run a macro

Addons: DocumentsCorePack v4.20 and higher, WordMailMerge v2.80 and higher

MACRO OVERVIEW

* These macros are obsolet!

NOTE: All macros only work for DocumentsCorePack client-side document generation!

…

Below you will find a step-by-step description of how to add such a macro to a new or an existing template.

HOW TO: Add a macro to a new or an existing template, step-by-step description

1. Open Microsoft Office Word
2. Press the „Open Template“ button of the WMM/DCP Add-on

Attention: If you are opening an existing template always use the „Open Template“ button, do not use the double click or „New document with this template“ button (which is the same) otherwise there could be problems with references of the documents.

3. Or create a new Template (see: DocumentsCorePack Client User Guide)
4. To access the Visual Basic Editor press [Alt] + [F11]
5. Now Select „ThisDocument“ of the document where you want to add the macro

Again here the two points where you can look up to WordMailMerge or DocumentsCorePack:

• If you merge a single document and automatically merge to new document is activated, or you confirm if you are asked for it. In this case you will have to call the macro „DocumentsCorePackMacro“
  
  Here is a short example:
  Public Sub DocumentsCorePackMacro()
  MsgBox ("Hello World - DocumentsCorePackMacro")
  End Sub

• If you press „Create CRM Activity“ in Word and the whole merge process is finished. In this case you will have to call the macro „DocumentsCorePackMacroAfterCreate“. 
  
  Here is a short example:
  Public Sub DocumentsCorePackMacroAfterCreate()
  MsgBox ("Hello World - DocumentsCorePackMacroAfterCreate")
  End Sub
  
  

• DocumentsCorePackMacroAfterDatasourceLoaded - Will be executed after the datasource of the .dot template was loaded
  
  Here is a short example:
  Public Sub DocumentsCorePackMacroAfterDatasourceLoaded()
  MsgBox ("Hello World - DocumentsCorePackMacroAfterDatasourceLoaded")
  End Sub
  
  

• DCPMacro - After the .docx file was sucessfully generated.
  
  Here is a short example:
  Public Sub DCPMacro()
  MsgBox ("Hello World - DCPMacro")
  End Sub

In these two methods you can define your own macros.

6.  Now just press the „Save Template“ button of the WMM/DCP Add-on and the template is ready for use.

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

INTRODUCTION

This blog article explains how to create Labels with DocumentsCorePack    

Addon: DocumentsCorePack

Example:

HOW TO: create labels with DocumentsCorePack, step-by-step description

The easiest way to create Labels with DocumentsCorePack is as follows:

1. First open a new Word document and switch to labels in the main document setup. This can be done with a click on the Mailings-tab –> Start MailMerge –> Labels…. See next screenshot:

 
Screenshot shows where to find Labels in MS Word. Click to enlarge

…

2. Next choose one of the existing label formats or create your own. See next screenshot:

Screenshot shows Label Option Dialog within MS Word. Click to enlarge.

3. Once the label format has been choosen, they will be displayed in your word document! See example screenshot below:

By pressing [ALT] + [F9] you will see following screen:

4. Now that basic template has been created and you can now choose the WordMailMerge fields! Insert the Merge fields is done as usual. Click on the www.mscrm-addons.com-tab and choose “Insert MailMerge Fields”. Answer the question with no and insert the requested merge fields. See next screenshot:

Before you merge your template you have to save it with a click on the [Save Template]-button. See next screenshot:

5. Save your template in order to continue. Next select the recipients. See next screenshot:

6. Now click on Finish & Merge and choose from the dropdown-list. See next screenshot:

7. The finished label could look like following:

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

INTRODUCTION

This article explains how to to deal with line items in a Word-Template.

Addon: DocumentsCorePack

Changes to the template for an order:
The only exception is that the fields for a quote have been changed to the attributes for the order. The explanation can be visualized with the “ QuotewithGrouping.dot” template which comes with the WordMailMerge-Server-Setup. After choosing the template that you want to use, make sure that you swith to directory in the main document setup! This is necessary as otherwise a new page will be used for every item.

…

To show the whole content of the document press [Alt] +[F9]. See next screenshot:

Basically we use if-statements and the MS Word field "mergesequence" to deal with multiple line items. The number of mergesequences is equal to the number of line items. so e.g if you have a quote with 9 products(line items), 9 mergesequences will run in MS Word.

Therefore, to place the header we ask if the Mergesequence = 1.
The syntax is {if  EXPRESSION1 operator EXPRESSION2 "if true - text" "if false-text"}

For example:

As you can see, the adress lines and customer-details (called "Lieferschein") in this case, will only be shown once.

IMPORTANT: Pay attention to the anchor of the objects you want to show in the header. All elements have to be anchored within the if-statement!!
e.g If you change the format, make sure that the anchor lies on the if-statement again afterwards.

The same counts for the footer! All objects in if (“LastItem” = 1 ) are anchored here

The LastItem automatically comes out of the CRM system with the last choosen data record.

Again,
ATTENTION : Always check that the anchor lies in the if-statement !! otherwise the object will be shown for every data set that’s chosen!

These anchors can be moved so that you can format all fields! (Also the columen width of the tables etc.)

For example : put in space between zip code and town/city

2; Now all that you have to do is find the position between the two fields and insert a <space>.

Should you want to format the date field(s) then please check the following link :http://www.gmayor.com/formatting_word_fields.htm

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

INTRODUCTION

Troubleshooting – This blog article explains, what to do if request failed wiht HTTP status 401: Unauthorized

Addon: WordMailMerge

Examples:

Screenshot shows: WordMailMerge Error “The request failed with HTTP status 401: Unauthorized.” after clicking on “SharePoint Documents”

…

or maybe this error could also be raised:

And when press “Create Document” you get following error message:

Cause
You receive this errors when you are in a Windows Server 2003 functional level domain and the CRM and SharePoint are installed on different servers. Because Windows default security doesn't allow delegation. This means, that the CRM server is not allowed to forward the users credentials to the SharePoint and so the SharePoint login failes for an anonymous user.
 
Workaround
At the moment it only exist a workaround to overcome this problem. You could choose one special user for this. All document and template related connections will be done over this user and so you have no control about template-security. All WordMailMerge users have the same permissions as the user you choose for impersonation. To set this user, open the WordMailMerge web.config in the installation directory (normally C:\Program Files\PTM EDV-Systeme GmbH\WordMailMerge Server for MS CRM 3\web.config) and add following line in the system.web-node: <identity impersonate="true" userName="domain\user" password="password"/>.

Possible Solution
There is another solution with full functionality. But ensure that you know what you're doing! You must have knowledge about your network infrastructure and security. Please read the article to end before you change anything!
At the moment it is only tested with SharePoint Server 2007 and SharePoint Services 3.0.

Configuration on Domaincontroller
On the Domaincontroller open "Active Directory Users and Computers" and find your CRM Server. Open the properties and go to the "Delegation"-tab. Change the setting to "Trust this computer for delegation to any services (Kerberos only)".

Configuration on CRM Server
You have to change the authentication provider to Kerberos. To do that, you can follow the Knowledge-Base article from Microsoft.

A short explanation of this step:
1. Open the ISS Manager and find out the Website-ID of the CRM application. See next screenshot:

2. Click on "Start", "Run ...", enter "cmd" and hit the enter key. Change to "C:\inetpub\adminscripts". Enter following line:
cscript adsutil.vbs set w3svc/##/root/NTAuthenticationProviders "Negotiate,NTLM"
## stands for the ID you found out in the previous step

Configuration on SharePoint
First you have to change the IIS Applicationpool User. Please ensure that "NetworkService" have enough rights to the SharePoint-Database! To change this, open IIS Manager and open the properties of the SharePoint Application Pool. Switch to the "Identity"-tab page and change the "Predefined" user to "Network Service"

After that you can change the SharePoint itself to Kerberos. To do that, open "Start", "Administrative Tools", "SharePoint 3.0 Central Administration". Go to the tabpage "Application Management" and click on "Authentication Providers".

There you must change the "Integrated Windows authentication" to "Negotiate (Kerberos)"

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

INTRODUCTION

This article describes different options to format fields inside a DocumentsCorePack or AutoMerge template. e.g.: Formatting date fields, format money-fields etc.

Addons: DocumentsCorePack for MS CRM 2011 and 2013, AutoMerge for MS CRM 2011

HOW TO: the following list provides an overview on the different options to format fields

a)"Field properties" to simplify formatting, most common formats of date and money fields can be directly set by selecting the content control and choosing "Field properties from the mscrm-addons.com ribbon in MS Word. For detailed information on how to show the different custom date and time strings for displaying the DATETIME() function for DocumentsCorePack templates (.docx) please click here. For more information about the different cultures which can be displayed, please click here.

...

b) The “Insert Computed-Field”-Functionality allows to make basic arithmetical operations with CRM money and number fields. Get the details here.

c)Performing Calculations in a Mail Merge Field. For detailed information please follow this link.

d) General Formatting in MS Word: Word provides different options to format fields. The following article provides a very good overview on possibilities provided: http://www.gmayor.com/formatting_word_fields.htm

For detailed product information, please visit our product page.
Please do not hesitate to contact us, should you require further information or our assistance.

INTRODUCTION

In general, TelephoneIntegration allows users to dial from related CRM-records. Users have the possibility to set restrictions for the related records to be displayed in the TelephoneIntegration balloon (e.g. In case of dialling out starting from an opportunity, you want accounts and to be displayed, but not the related contacts and leads). This means that they have the possibility to choose from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc.).

Addon: TelephoneIntegration

Example:

                    
Screenshot 1: shows an outgoing call from an opportunity without restrictions, displaying all available related phone numbers.
Screenshot 2: shows an outgoing call from an opportunity with restrictions, not displaying related contacts and leads.

…

HOW TO: set restrictions for dialing from related records, step-by-step drescription

In order to do so, you have to create a new settings key:

1. Open your CRM in the Internet Explorer

2. Navigate to the CRM Settings:

3. Choose MSCRM-ADDONS.com Products in the “Extension”-area:

4. Choose TelephoneIntegration with a double-click:

5. Next click on the TelephoneIntegration drop-down-button in the Ribbon and click on “MSCRM-ADDONS.com Settingskeys”:

6. A new CRM window will open. Within this window, click on “+ADD NEW MSCRM-ADDONS.com Settingskey”:

7. In the next window, put a name and a Key Value with the following structure:

name: DFR_Disable_{entity name}
cached value: entity name1;entity name2; entity name3
Furthermore, set ‘IsCached’ as ‘yes’

In our example (dialing out starting from an opportunity, accounts should be displayed, but not the related contacts and leads), we have to type in the following (see screenshot below):

< "DFR_Disable_opportunity", "contact;lead" >

If you want to disable all subrelated data records (meaning that you do not want any related record to be displayed), you have to set "*" within the ‘KeyValue’-field and ‘DFR_Disable_opportunity’ within the ‘Name’-field.

8. Result

If you now call out from “Opportunity” the TI balloon will only display accounts, but not the related contacts and leads.

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

INTRODUCTION

This short article explains where to find the Settingskeys for our products in MS CRM 2013.

Addon: TelephoneIntegration, DocumentsCorePack, SmartBar, PowerSearch, ActivityTools, GroupCalendar, AttachmentExtractor

Example:

Screenshot shows TelephoneIntegration Settingskeys in CRM. Click to enlarge.
…

HOW TO: find mscrm-addons.com Settingskeys in CRM, step-by-step description

First open your CRM-System and go to “Settings”. (See next screenshot)

Screenshot shows where to find the “Settings” in MS CRM. Click to enlarge.

Next click on the drop-down-button next to “Settings” and choose MSCRM-ADDONS.com Products in the Extension area. (See next screenshot)

Screenshot shows “MSCRM-ADDONS.com Products” in the CRM Extension area. Click to enlarge.

This action opens following window:

Screenshot shows “Active MSCRM-ADDONS.com Products”. Click to enlarge.

Choose the required product with a double-click to get to the Settingskeys. E.g. TelephoneIntegration. (See next screenshot)

Screenshot shows TelephoneIntegration Settingskeys in CRM. Click to enlarge.

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

INTRODUCTION
This blog article describes how to integrate new entries in the SmartBar Entity and SiteMap Entry search field.

Addon: SmartBar for MS CRM 2013

Example:

Screenshot shows SmartBar Entity and SiteMap Entry search field. Click to enlarge.

If you have added entities or sitemap-entries to  your CRM organization after the installation of SmartBar for MS CRM 2013, they won't be available in the entity-search box of SmartBar. Please follow the steps below to integrate them.

…

HOW TO: integrate new added entities in the SmartBar search box, step-by-step description.

Open "MSCRM-ADDONS.com Products" overview in CRM 
First open the SmartBar Dialog at the top of any CRM entity window. There type in “Products” to get to the “MSCRM-ADDONS.com Products” overview. (See next screenshot) 

Screenshot shows the SmartBar search field. (Click to enlarge)

This action will open the “Active MSCRM-ADDONS.com Products” overview. (See next screenshot)

Screenshot shows “Active MSCRM-ADDONS.com Products” in CRM. Click to enlarge.

Next, choose SmartBar with a double-click.

Delete "CBEntities" Settingskey
In the next window search for the “CBEntities” Settingskeys and delete it. (See next screenshot)

Screenshot shows SmartBar Settingskey. Click to enlarge.

Restart SmartBar Config
Now restart the SmartBar Config in the Start Pane. (See next screenshots)

 
Screenshot shows SmartBar Config. Click to enlarge.

Choose your profile to connect to the organisation for which the entities have been added. Therefore choose the appropriate organisation and click [OK]. (See next screenshot).

Screenshot shows CRM Connection setup window. Click to enlarge.

Again, as soon as the connection and user rights have been verified choose the right Organisation and click on the [Launch Config.]-button. (See example screenshot below)

Screenshot shows organization overview for SmartBar for MS CRM 2013. Click to enlarge.

This action will open the SmartBar Server Config. Window. As soon as this window has been loaded – the process is completed. Now click on [OK] to finish. (See next screenshot)

Screenshot shows the SmartBar Server Config. for MS CRM 2013. Click to enlarge.

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

INTRODUCTION

This article will show you how to prepare DocumentsCorePack for MS CRM 4 for an upgrade of your CRM system to 2011 or 2013!

Addon: DocumentsCorePack 

HOW TO: upgrade DocumentsCorePack for MS CRM 4 to CRM 2011 or 2013, step-by-step description

Export Templates from CRM 4
First export your Templates from CRM 4. To do this, please open DocumentsCorePack Server Config in the Start Pane. In the “General Settings”-tab, click on the […] button and save a copy of the saved Templates folder. (See screenshot below)

…

Screenshot shows “General Settings”-tab in the DCP for MS CRM 4 Server Config. Click to enlarge.

Uninstall DocumentsCorePack in CRM 4.
Before you can upgrade your CRM 4 to 2011 or 2013 version, you will need to uninstall the 3rd party addons and check that all buttons have been deleted. After the migration you can then install the latest version of each addon. Should you have not done this, then it will be more complicated to get rid of the buttons and icons before you can install the CRM 2011 addons.

For more information, please read our blog article “Upgrading CRM 4 to CRM 2011 with 3rd party addons”.

Upgrade CRM
Now you can upgrade your CRM system.

Install DocumentsCorePack for MS CRM 2011 or 2013
Next, do a fresh install of DocumentsCorePack for MS CRM 2011 or 2013 in the new upgraded CRM environment.

Apply your 2011 or 2013 licenses
DocumentsCorePack for MS CRM 2011 or 2013 needs a new license. Make sure you have a valid addon-license for MS CRM 2011 or 2013. NOTE: your actual DocumentsCorePack for MS CRM 4 license is not valid for 2011 or 2013. If you have a valid support contract, then you can order the new CRM 2013 license for free. For further information, please contact our support-team to get your new license and install it with the LicenseManager. 

Import Templates
Once the valid license is installed, import your Templates into the new 2013 environment using the DocumentsCorePack Configuration utility. For more information, please read our blog article “DocumentsCorePack for MS CRM 2013: How to import/export Templates”. Now you can test your imported templates. If everything works correctly, go on to the next step.

Uninstall DocumentsCorePack Client for MS CRM 4 from Client Maschine
To uninstall DocumentsCorePack Client for MS CRM 4 select “Programs” in the Control Panel. Search for the DocumentsCorePack Client for MS CRM 4 in “Uninstall or change a program” Follow the instructions to uninstall the DocumentsCorePack Client.

Re-Install 2011 or 2013 DocumentsCorePack Client on Client Maschines

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

INTRODUCTION

This article describes how to activate debugging for SmartBar for MS CRM 2013.

Addon: SmartBar

Basically there are two possibilities to enable debugging:

Solution 1) Activating debugging by using the SmartBar Settings (recommended way, only if the SmartBar Settings doesn’t work, use the second solution).

Solution 2) Activating debugging manually via MSCRM-ADDONS.com Settingskeys

…

Solution 1) HOW TO: activate debugging by using the SmartBar Configuration, step-by-step description

Open the Settings of SmartBar for MS CRM 2013. Please note, that only user owning at least one of the selected SecurityRoles listed in the SmartBar Config, are able to see the Settins-Icon. You can find the settings at the end of the SmartBar. (See next screenshot)

Screenshot shows: Settings of the SmartBar Dialog. Highlighted in green. Click to enlarge.

This action will open the SmartBar Settings. There choose the “General Settings”-tab and enable debugging. (See next screenshot)

Screenshot shows where to enable debugging in the SmartBar Settings. Click to enlarge.

If debugging is enabled, hit [Save]. Now debugging is activated. Please scroll down and read detailed information on how to access the log files.

Solution 2) HOW TO: activate debugging manually via the “MSCRM-ADDONS.com Settingskeys” step-by-step description

In CRM navigate to “Settings” (see next screenshot).

Screenshot shows the Settings in CRM. Click to enlarge.

In the Settings choose “MSCRM-ADDONS.com Products” in the Extension area. (See next screenshot)

Screenshot shows the “MSCRM-ADDONS.com Products” in the Extension area. Click to enlarge.

This action will open a list of active MSCRM-ADDONS.com Products. (See next screenshot)

Screenshot shows active MSCRM-ADDONS.com Products in CRM. Click to enlarge.

Next choose SmartBar with a double-click. In the next window search for “debugPlugin” (See next screenshot)

Screenshot shows the SmartBar debugPlugin in CRM. Click to enlarge. 

If a result is found double click on it and set the KeyValue on true. (See next screenshot)

Screenshot shows general information of SmartBar debugPlugin. Click to enlarge.

If no setting with this name is found. You have to create a new Settingskey. To do this, please click on the drop-down-button next to SmartBar in the CRM ribbon and select “MSCRM-ADDONS.COM Settingskey”. (See next screenshot).

Screenshot shows where to find the Settingskeys in the CRM ribbon. Click to enlarge.

In the following window, click on “+ADD NEW MSCRM-ADDONS.com Settingskey”. (See next screenshot).

Screenshot shows where to add a new Settingskey in CRM. Click to enlarge.

Now create a new Settingskey with the following value and save your settings. (See next screenshot).

 
Screenshot shows new MSCRM-ADDONS.com Settingskey. Click to enlarge.

HOW TO: acces the log files, step-by-step description 

The log files will be stored in the “MSCRM-ADDONS.com Debug”-entity. The easiest way to access it, is by using the “Advanced Find”. (See next screenshot).

Screenshot shows “Advanced Find” in CRM. Click to enlarge.

This action will open the “Advanced Find”. There select the “MSCRM-ADDONS.com Debug”-entity and include the following condition “Name” must “Contain” “PTMSmartBar”. This ensures that only SmartBar log files will be retrieved. Then hit “Results”. (See next screenshot).

 
Screenshot shows Advanced Find window in CRM. Click to enlarge.

Next delete all retrieved debug records. Another way is to select the debug file by the “Created On” date. Then reproduce the error and refresh the result list of this Advanced Find. This ensures that you only have the latest and relavant log files. Select all records and hit “Export MSCRM-ADDONS.com Debug”. (See next screenshot)

Screenshot shows where to “Export MSCRM-ADDONS.com Debug” in CRM Advanced Find. Click to enlarge.

The following dialog will open:

Check “Dynamic worksheet” and click on [Next >]. In the following “Edit Columns” dialog select “Add Columns”. (See next screenshot).

Use the “Add Columns” functionality of this dialog and add the “ptm_message”-field to the grid. Hit [OK] to continue. (See next screenshot)

Then the column “Message” has been added to this view. Next hit [Export] to continue. (See next screenshot)

Save the Excel file locally and send it with a short error description and a screenshot to our support address (support@mscrm-addons.com). (See next screenshot).

 
Screenshot shows exported debug logfile. Click to enlarge.

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

INTRODUCTION

This short blog article explains how to hide the "Create Document"-button for specific entities.

Addon: DocumentsCorePack server-based document generation & processing 

Example:

Screenshot shows “Create Document” button in the CRM grid for the entity account. Click to enlarge.

…

HOW TO: how to hide the "Create Document"-button for specific entities, step-by-step description

At the moment we only have the possibility to hide the button for specific entities. To do this, please create a new settingskey for AutoMerge as described here. The name has to be “AMCreateDocumentButtonEntities”.

This is a comma-seperated list of entities e.g. “account,contact,lead” to show it only for these 3 entities.

You could also specify to show the button only on the grid or only on the form for each entity. E.g. "account,contact|grid,lead|form" to show it on the account grid and form, for the contact only in the grid and for the lead only on the form.

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

INTRODUCTION

Content: This article explains how to run a macro

Addons: DocumentsCorePack v4.20 and higher, WordMailMerge v2.80 and higher

MACRO OVERVIEW

* These macros are obsolet!

NOTE: All macros only work for DocumentsCorePack client-side document generation!

…

Below you will find a step-by-step description of how to add such a macro to a new or an existing template.

HOW TO: Add a macro to a new or an existing template, step-by-step description

1. Open Microsoft Office Word
2. Press the „Open Template“ button of the WMM/DCP Add-on

Attention: If you are opening an existing template always use the „Open Template“ button, do not use the double click or „New document with this template“ button (which is the same) otherwise there could be problems with references of the documents.

3. Or create a new Template (see: DocumentsCorePack Client User Guide)
4. To access the Visual Basic Editor press [Alt] + [F11]
5. Now Select „ThisDocument“ of the document where you want to add the macro

Again here the two points where you can look up to WordMailMerge or DocumentsCorePack:

• If you merge a single document and automatically merge to new document is activated, or you confirm if you are asked for it. In this case you will have to call the macro „DocumentsCorePackMacro“
  
  Here is a short example:
  Public Sub DocumentsCorePackMacro()
  MsgBox ("Hello World - DocumentsCorePackMacro")
  End Sub

• If you press „Create CRM Activity“ in Word and the whole merge process is finished. In this case you will have to call the macro „DocumentsCorePackMacroAfterCreate“. 
  
  Here is a short example:
  Public Sub DocumentsCorePackMacroAfterCreate()
  MsgBox ("Hello World - DocumentsCorePackMacroAfterCreate")
  End Sub
  
  

• DocumentsCorePackMacroAfterDatasourceLoaded - Will be executed after the datasource of the .dot template was loaded
  
  Here is a short example:
  Public Sub DocumentsCorePackMacroAfterDatasourceLoaded()
  MsgBox ("Hello World - DocumentsCorePackMacroAfterDatasourceLoaded")
  End Sub
  
  

• DCPMacro - After the .docx file was sucessfully generated.
  
  Here is a short example:
  Public Sub DCPMacro()
  MsgBox ("Hello World - DCPMacro")
  End Sub

In these two methods you can define your own macros.

6.  Now just press the „Save Template“ button of the WMM/DCP Add-on and the template is ready for use.

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

INTRODUCTION

The Lead Qualifier Plugin is a small solution that changes the process of creating a contact and account from the information within a lead. The main difference to the “out-of-the-box” solution for this scenario within CRM 2013 is that no opportunity is automatically created within the process. 

This allows the user to qualify a new lead at any time during the CRM working process. Moreover, the plugin allows the association of the lead to already existing contacts or accounts in addition to creating new entities of said types, which saves time and avoids duplicates. (See next screenshot)

Screenshot shows the “Qualify Lead”-dialog box, click to enlarge.

...

INSTALLATION

In order to use the Lead Qualifier plugin ( Click here for free download) , the MSCRM-ADDONS General solution needs to be installed on the CRM 2013 system first. This solution is included with all the MSCRM-ADDONS server products. If no other products are installed please contact our support team and they will gladly help install the MSCRM-ADDONS General solution.

Once the MSCRM-ADDONS General solution has been imported, the Lead Qualifier solution can be installed like any other solution via the “Solutions” section of the “Settings” area within your CRM 2013 system. To get there, click on “Settings” –> “Customizations” –> “Solutions”. (See next screenshot)

Screenshot shows where to find the Solutions in MS CRM 2013. Click to enlarge.

HOW TO: use the Lead Qualifier Plugin, step-by-step descpription

First open your CRM-system and choose any entity you want to work with e.g. Test TestContact1. (See next screenshot)

Screenshot shows an active lead within CRM which we want to qualify. Click to enlarge.

Next: with a click on the [QUALIFY]-button at the top of the form (see screenshot above, highlighted in green), the “Qualify Lead”-window appears. (See next screenshot).

Screenshot shows “Qualify Lead”-dialog box within CRM. Click to enlarge.

Using the email adress provided in the lead, the following steps are carried out:

1. Find exact email address in existing contacts. NOTE: Following email domains will be ignored during the search, as they are to general and will lead to incorrect results. (This often concerns online email hoster). 

• "gmail"
• "yahoo"
• "mail.ru"
• "hotmail"
• "trash-mail"
• "mailtrash"
• "mailinator"
• "freemail"
• "rediffmail"
• "mail2000"
• "citromail"
• "maildistiller"
• "damailbox"

2. Find accounts associated with exact matches from step 1

3. If no exact matches are found in step 1, the “Qualify Lead”-plugin will search for email addresses in the contacts that contain the domain-part of the lead’s email address. (In our example: TestCompanyABC.com)

4. From the matches found in step 3, this plugin will find the associated accounts and add them to the suggested accounts drop down box. (See next screenshot)

Screenshot shows found account that is associated with contacts with a similar email adress. Click to enlarge.

5. If an existing account/contact is found within CRM, you can click on […] to open that entity in a new tab/window. (See screenshot above “Account” box)

6. If none of the searches returns any results (either for contacts or accounts) then the respective drop down box remains empty and only the “create new” option is available.

7. After making the selections and clicking [OK], the correct account and contact are opened (newly created or existing, depending on selection made in the dialog, see screenshot above highlighted in red) and the entities are associated in the correct fashion. Naturally, the available information in the lead is also transferred to those entities.

Screenshot shows that the related account and contact of the lead have been opened in CRM.

If existing contacts or accounts have been previously associated with the lead (eg by using the "Existing Contact/Account?" fields - see screenshot below, top left corner) then these are added and pre-selected in the respective drop-down boxes, even if they would normally not have been found by the email-based search.

Screenshot shows: using predefined existing contact (in our example, “Horst Testa” has a completely differnet email address, however he was manually defined, hence the suggestion in the dialog). Click to enlarge.

The plugin replaces the standard “Qualify” button within CRM 2013 (Both within the Lead Form and the Leads Grid View).

Screenshot shows the modified mscrm-addons.com CRM "Qualify"-button tool-tip. Click to enlarge.

Due to the nature of the plugin (using a dialog), the possibility of qualifying multiple leads from the grid view is disabled. The “Qualify” button within the lead form and the lead list view uses the same process. (See next screenshot)

Screenshot shows that a single selection makes “Qualify”-button visible. Click to enlarge.

Screenshot shows that muliple or no selection makes “Qualify”-button invisible. Click to enlarge.

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

INTRODUCTION

This blog article explains how to install DocumentsCorePack for MS CRM on a terminal server for CRM Online. 

Addon: DocumentsCorePack

HOW TO: Install DocumentsCorePack on a terminal server, step-by-step description

When installing DocumentsCorePack on a terminal server for CRM Online, you have to provide your “Login Credentials” for the initial installation. Enter a valid Username, and Password (see next screenshot).

Now you have to modify the registry so other users are able to create a connection with their own login credentials easily when they start using DocumentsCorePack for the first time on the Terminal Server.

…

1) First of all, please run „regedit“ in the Start Pane (see next screenshot)

Screenshot shows “regedit” in the Start Pane, click to enlarge.

Now browse to “HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDVSysteme\" and choose the configured profile (you can see the profile used in the "HKLM\SOFTWARE\PTM EDV Systeme\DocumentsCorePackclient2011\ActiveProfileSetting") (see next screenshot)

Dependent on the architecture of your server (x86 or x64) the location may vary  “HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\PTM EDVSysteme\". If this node is present please also perfrom the following modification for these registry keys.

2) Next, select the correct profile and search for the CrmUserName key (see next screenshot).

3) Now change the existing key from your actual username to e.g. “EnterYourUsername@mw.onmicrosoft.com”. It is important that the domain is still the same as for your login (see next screenshot)

After his step your new profile should look like this:

Screenshot shows new string. Click to enlarge.

That’s it! If a different user logs on for the first time on the server, he will be presented this dialog, as soon as he tries to use DocumentsCorePack and can enter their user specific credentials. (See next screenshot)

Screenshot shows dialog which appears when a different user logs in for the first time on a terminal server using DCP. Click to enlarge.  

ATTENTION: These steps will only work, if the actual users do not have an acutal profile yet, which is only the case on initial installation.

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

INTRODUCTION 

This short blog article explains how to use the TelephoneIntegration Client for MS CRM with a default web browser instead of Internet Explorer. 

Addon: TelephoneIntegration for MS CRM 

HOW TO: open TelephoneInegration with the default web browser instead of Internet Explorer 

Primary the TelephoneIntegration client opens CMR records only in Internet Explorer web browser.

By setting a server-side settingKey  "UseDefaultBrowserOnly" with a cached value "true", the TI client will pop CRM records in the windows default browser.

However in this mode we can not control the size and position of the opened browser window, neither the automatic authorization of CRM users.

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

INTRODUCTION

This article describes how you can add the DocumentsCorePack “Create Document”-button for MS CRM 2011 to your form. This can be done manually via the Ribbon Work Bench for CRM 2011.

Addon: DocumetnsCorePack for MS CRM 2011

Result: In the sceenshow below you can see the new added DocumentsCorePack “Create Document”-button for the entity account:

Screenshot shows “Create Document”-button for account entity

General Information

RibbonWorkBench can be downloaded here. 

Manuals (please have a look at them before using):

• Getting started with the Ribbon Workbench
• Video: Ribbon Workbench for Dynmics CRM 2011

…

HOW TO: add the DocumentsCorePack for MS CRM 2011 “Create Document”-button in CRM, step-by-step description

First in In CRM create a new Solution. To do so, please navigate to “Settings” and choose “Solutions” in the Sidebar. You can give it any name you want. (See next screenshot).

Screenshot shows new solution form in CRM. Click to enlarge.

After saving, the form will reload. Hit on “Add Existing” -> “Entity”. See next screenshot.

Screenshot shows where to find the “Add Existing” button in CRM. Click to enlarge.

In the popping up window, choose the entity to which the DCP-Button should be added.

In this example I choose “Account” and hit [OK]. (See next screenshot).

Screenshot shows choosen entity where the DCP “Create Document”-button should be added. Click to enlarge.

On the next page choose “No, do not include required components” and hit [OK]. (See next screenshot).

Screenshot shows “Missing Required Components” window in CRM. Click to enlarge.

Then hit on “Add Existing” again. But this time, please select “Web Resource”.

The popping up window will show you all installed web resources. Select “ptm_Icon16x16”, “ptm_Icon32x32” and “ptm_dcp_js_jslibrary”. (See next screenshots).

Screenshots show the web resources to choose. Click to enlarge.

Your solution window will look like this:

Screenshot shows finished solution in CRM. Click to enlarge.

Next go to the solution section of CRM again.

Only to be on the safe side, I would recommend creating a backup. To do this, mark your newly created solution and hit “Export”.

Screenshot shows, how to create a solution backup in CRM. Click to enlarge.

Click through the dialog. It is important, that you let “Unmanaged” selected on the last page:

Screenshot shows “Export Solution – Webpage Dialog” – window in CRM. Click to enlarge.

Hit [Export] and save it.

Now you can start creating the button.

In the solution-section of CRM double-click on the “RibbonWorkbench”-solution. (See next screenshot).

Screenshot shows “Ribbon Workbench”-solution in CRM. Click to enlarge.

Then the ribbon work bench will open. First you have to select your before created solution, containing the entity and the DCP web resources. (See next screenshot).

Screenshot shows opened ribbon work bench in CRM. Click to enlarge.

The loaded RibbonWorkBench will look like the following:

Sceenshot shows loaded Ribbon WorkBench in CRM. Click to enlarge.

Now chose “Form” in the dropdown-box in the right upper corner.

Next select “Group” and bring it to any place on your form via drag and drop.

Thereafter, select the newly added group in the form and you will see its properties on the right side. You can give your group a specific Id. (See next screenshot).

Your selected “Template” may be different.

Next add a button to your group, again via drag and drop.

Change the Id, select the images and give it a name. (See next screenshot)

Now you have to add the command of the button. In the middle of the screen you can find “Commands”. Right-click on it -> “Add new”. (See next screenshot).

Screenshot shows, where to add the command of the newly created button. Click to enlarge.

On the right-side you can see all properties of the new command.

I would recommend giving it a meaningful Id.

Then Hit on the lookup next to “Actions”. In the popping up window hit [Add]. (See next screenshot)

In the next window choose “Javascript Function Action” and [OK]. (See next screenshot).

In “FunctionName” type in “DCP.Lib_Registry.printInWord” and for “Library” choose “ptm_dcp_js_jslibrary”. Hit [OK]. (See next screenshot).

Back in the WorkBench mark your button, to see its properties on the right side.

For “Command” choose the newly created command via the id. (See next screenshot).

Now the configuration is done, hit on “Publish Solution” to import and publish the new solution containing the button. (See next screenshot).

Screenshot shows, where to publish the new solution in CRM. Click to enlarge.

After the process has finished, your button will be available and ready to use on the Accounts’ form. (See next screenshot).

Sceenshot shows newly added “Create Document”-button in CRM for the entity account. Click to enlarge.

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

INTRODUCTION

This blog article explains how to build an address block and format it properly with DocumentsCorePack for MS CRM 2013 Templates (.docx). With the DocumentsCorePack “Field Properties”-functionality users can easily format every address line and define how the specific line should behave in case the information is not stored in CRM.

Addons: DocumentsCorePack for MS CRM 2013

Example:

Screenshot shows DocumentsCorePack “Field properties”-functionaltiy. Click to enlarge

…

HOW TO: build an address block, step-by-step description

An address block can easy be created with DocumentsCorePack Template Designer. Therefore, open MS Word and navigate to the “www.mscrm-addons.com”-tab. Click on “Insert MailMerge Fields” and answer the following question with [Yes] to get to the DocumentsCorePack Task Pane. (See next screenshot).

Screenshot shows: how to get to the DocumentsCorePack Task Pane. Click to enlarge.

This action will open the DocumentsCorePack Task Pane. (See next screenshot)

Screenshot shows DocumentsCorePack Task Pane for MS CRM 2013. Click to enlarge.

Once you have selected the “Entity Type” to work with (e.g. Account), you can start to insert the proper “MailMerge Fields” for your address block. To do that, double-click on the required field to insert it in the document. (See example address block below).

Screenshot shows example address block. Click to enlarge.

Now save your template in order to merge it. This can be done with a click on the “Save Template”-button at the top. (See next screenshot)

Screenshot shows where to save the template. Click to enlarge.

In the next window, define a name for the template e.g. “Accounting_AddressBlock” and click on [Save] to continue.

Screenshot shows “Save Template”-window. Click to enlarge.

Once your template is saved, you can go on and choose the appropriate CRM Data. Type in the “Name” for the Entity you are looking for and [Search] for it. Choose the right result with a click on it, so it is highlighted in blue and click on [Select] to continue. See next screenshot.

Screenshot shows Dialog where users can choose the appropriate CRM data. Click to enlarge.

In the first screenshot below, you can see the possible result after the document merge. On the right side you can see the template.

Screenshot 1 shows merged address block. Click to enlarge.

 
Screenshot 2 shows inserted “Mailmerge Fields”.
Click to enlarge. 

As you can see, there are several address information missing, as the data is not saved in CRM. In order to format the address block properly click in the appropriate field, to define what should happen in case that the information is missing in CRM. The String Properties window will pop up. (See next screenshot).

Screenshot shows “String Properties” window. Click to enlarge. 

Now you have two different possibilities to choose from. (See next screenshot).

• Activating the first chechbox will: delete the line/row if the whole line/row is empty. 
  If the whole line is empty after the merge process, then the whole line will be deleted.

Please note: all characters like hyphens, colons, commas as well as words or additional text (e.g. version #:<<versionnumber>>) are also counted as signs and therefore the whole line will not be deleted. In this case you have to choose the second option.

• Activating the second checkbox will: delete the line/row if the selected field is empty.
  E.g. If you select <<adress1_postalcode>> and activate this checkbox the line will be deleted if there is no postalcode stored in the chosen record. No matter if there is still data information in the remaining line.

Addional formatting information:
We recommend to activate the Show/Hide formatting marks symbol  . This is very useful to show paragraph marks and other hidden formatting symbols. (See next screenshot).

Screenshot shows activated “Show/Hide” formatting marks symbol. Click to enlarge.

In order to avoid line distance users can press [Shift] + [Enter]. (See example below)

In this case the line ends where the Show/Hide formattings marks symbol is placed. Then the two lines are joined together and will be treated as one line/row. E.g if you mark the <<adress1_line1>> content control and click on the second checkbox, <<name>> as well as <<adress1_line1>> will be deleted.

Please do not hesitate to contact us, if you require furhter information or our assistance.

For removing blank lines except for address blocks, please read our blog article about the DocumentsCorePack “Insert Remove Empty Line”-button.

INTRODUCTION

This blog article explains how to group tables in DocumentsCorePack (.docx) Templates properly. The DocumentsCorePack Grouping functionality gives users the possibility to define an optical sorting and seperation for a specific field.

Addons: DocumentsCorePack for MS CRM 2011 and 2013

Example:

 
Screenshot shows DocumentsCorePack (.docx) table, grouped by e.g. the same job title. Click to enlarge.

…

HOW TO: group tables for DocumentsCorePack templates properly, step-by-step description

1) First open MS Word and click to the “www.mscrm-addons.com”tab in order to create your table with the “DocumentsCorePack” task Pane. (See next screenshot)

Screenshot shows “www.mscrm-addons.com”-tab in Word. Click to enlarge.

2) Answer the following question with [Yes] and click on “Insert MailMerge Fields” to get to the “DocumentsCorePack Task Pane”. (See next screenshot)

Screenshot shows how to get to the “DocumentsCorePack Task Pane”. Click to enlarge.

3) Now create your table by inserting the appropriate MailMerge fields. (See next example screenshot).

Screenshot shows DocumentsCorePack table with inserted MailMerge fields. (Click to enlarge).

4) Next select the field for which you want to define the grouping for. In our example we want to group our table for the row “Job”. (See next screenshot). Therefore select the field <<jobtitle>>. (See next screenshot)

Screenshot shows selected field for grouping. Click to enlarge. 

5) Go to the "www.mscrm-addons.com"-tab at the top, click on the “Grouping”-button and select “Mark Groupingfield”. (See next screenshot)

Screenshot shows where to find the grouping for (.docx) templates. (Click to enlarge).

6) As you can see in the next screenshot, highlighted in blue, a header and a footer will be inserted automatically.

Screenshot shows automatically inserted table header and footer. Click to enlarge.

Once you saved your template and merged it with CRM data the table looks like following: 

Screenshot shows merged table, grouped by the same job title. Click to enlarge.

As you can see, all contacts with the same job title have been grouped with the equal header and footer. Highlighted in blue. (See next screenshot).

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