This blog article explains what to do if one of the certificates have changed in the IFD environment. If one of your certificates have changed in your IFD environment, our products require additional steps in order to work again.

This applies for two cases:
1) In the case of the SSL certificate
2) In the case of the Token Signing certificate

Please continue reading for a step-by-step description what to do in these cases:

…

1) In the case of the SSL certificate:

First, you need to rerun the IFD wizard and select the correct certificates (since in the web.config your old certificates are still cached). (See next screenshot)

Screenshot shows certificates in AD FS. Click to enlarge.

Then please update the “Relying Party Trust” with the new“Federation Meta Data URL” which was created in “IFD Wizard”.

If this doesn’t work correctly, you will need to delete and recreate the relying party trust for our product on the ADFS Server.

Next, specify the Federation Metadata URL, which was created by the IFD Wizard. (See next screenshot)

Screenshot shows specified Federation Metadata URL. Click to enlarge.

Next, please specify a display name. (See next screenshot).

Screenshot shows display name. Click to enlarge.

Now, select “Permit all users to access this relying party”. (See next screenshot)

Screenshot shows chosen “Permit all users to acess this relying party”. Click to enlarge.

Please check, if everything looks alright and finish the add relying party trust. (See next screenshot)

After this, you will have to add the following claim rules for this:

When the Rules Editor appears, click [Add Rule]. Otherwise, in the Relying Party Trust list, right-click the relying party object you have created before, click [Edit Claims Rules] and then click [Add Rule].

Important: Be sure, that the “Issuance Transform Rules” tab is selected. In the Claim rule template list, select the “Pass Through or Filter an Incoming Claim template” and then click [Next].

Create the following rule:

• Claim rule name: Pass Through UPN (or something descriptive)
• Add the following mapping:

1. Incoming claim type: UPN

2. Pass through all claim values

Click [Finish]

In the Rules Editor, click “Add Rule” and in the Claim rule template list, select the “Pass Through” or “Filter an Incoming Claim Template”. Click [Next] to proceed.

• Claim rule name: Pass Through Primary SID (or something descriptive)
• Add the following mapping:

1. Incoming claim type: Primary SID

2. Pass through all claim values

Click [Finish].

In the Rules Editor, click “Add Rule”

In the Claim rule template list, select the “Transform an Incoming Claim Template” and then click [Next] to continue.

Create the following rule:

• Claim rule name: Transform Windows Account Name to Name (or something descriptive)
• Add the following mapping:

1. Incoming claim type: Windows account name

2. Outgoing claim type: Name

3. Pass through all claim values

Click [Finish] and when you have created all three rules, click [OK] to close the Rules Editor.

2) In the case of the Token Signing certificate:

Please replace the old thumbprint of the “Token Signing Certificate” in the web.config with the thumbprint from your new “Token Signing Certificate”.

Here is how to find out the thumbprint. (See screenshot below)

Screenshot shows, where to find the Thumbprint. Click to enlarge.

IMPORTANT: Do not copy the thumbprint from here, type it of instead (there are hidden characters inside this string-value which can not be deleted).

This is the thumbprint in the web.config which you have to replace in this case:

Screenshot shows the “Token Signing thumbprint” in the web.config. Click to enlarge.

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

This blog article explains how to configure a printer service for DocumentsCorePack Server Based Online on www.mscrm-addons.com. 

Note: if you already installed DocumentsCorePack Server Based locally, please stop or uninstall the programm in order to use DCP Server Based Online Service appropriately and configure the print job.   

Addon:DocumentsCorePack Server Based Document Generation (former AutoMerge)

For detailed information, please continue reading.

…

HOW TO: configure a printer service for DCP Server Based Online, step-by-step description

Once a service for DCP Server Based Online is set up, users can create a Google Cloud Print to print the generated documents. The next screenshot shows where to find the Google Cloud Print Configuration button for DCP Server Based Online:

Screenshot shows the Google Cloud Printer Configuration Button for DocumentsCorePack Server Based Online. Click to enlarge.

Please ensure that you have already configured your Google Cloud Printers in the  Google Portal.   

When you have created your CRM Connection Profile, you could create your Google Cloud Print DocumentsCorePack Server Based Configurations to print the generated documents.

Before you can use this feature you have to add and configure printers to your google-account. You can connect any number of printers that you like to Google Cloud Print. Please read detailed information about Google Cloud Print before using DocumentsCorePack Server Based Online Service Configuration.

http://www.google.at/cloudprint/learn/
https://developers.google.com/cloud-print/

Google Cloud Print Overview

The screenshot below shows an overview of available printers, added to a Google Cloud Print account. First you have to add printers to your Google account. (See screenshot below).

Screenshot shows printer overview for a Google Cloud Print Account. Click to enlarge.

After successfully added Printers to your Google account (see screenshot above) you can start with the configuration.

Screenshot shows Google Cloud Printer Configuration window. Click to enlarge.

In the window above, Google Cloud Printers can be added to your account. Type in your credentials and click on [Get available printers]. This action will open following window:

Click on [Accept] to continue. See screenshot below:

Screenshot shows Google Cloud Print Settings. Click to enlarge.

Within this window the printer settings can be defined. Print a test page to verify that your settings are correct. If your test print was successful, following window appears:

If no test page is printed out, please open your Google Cloud Print account, go to “Print Jobs” and check the print status. See next screenshot:

Screenshot shows print status of printers of a Google Cloud Print Account, click to enlarge.

For detailed information, please take a look at our user guides. 

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

INTRODUCTION 

This blog article explaints, how  to install GroupCalendar for MS CRM 2013 Online. 

Addon: GroupCalendar for MS CRM 2013 Online

There are two different possibilities: 
1) For CRM Online with Office 365 authentication
2) For CRM Online with Live ID authentication

If you purchased GroupCalendar, you need to follow the instructions below. We'll not install GroupCalendar into your organization as a trial. For that, we have our own test organization environment where you can have a closer look at GroupCalendar for CRM Online.

Please click here to get details about how to connect to our CRM Online test-organization.

Important: after everything is set up and running please don't disable the user!

…

1) HOW TO: install GroupCalendar Online with Office 365 authentication, step-by-step description

1. You have to create a new user in your CRM organization / Office 365. The name is not that important. You could name it for example "mscrmaddonsservice" or something like that. The user must be system administrator within CRM so we could install GroupCalendar into your organization. If you don't have any users left, please disable temporary another user while the GC installation is finished.

2. Please send us the username for the organization and also the temporary password to support@mscrm-addons.com. We'll change this password for security reasons because it will be transfered plain text via mail. During the creation of the user you also have the possibility to specify a mail address where the password should be sent. Please specify support@mscrm-addons.com. We recommend to use this method.

3. We'll install GroupCalendar into your CRM Online organization. When we're finished, we'll send you an email so you could proceed with the next steps.

Now change the CRM access role in the office 365 portal. (See next screenshot)

Screenshot shows: where to change the CRM acess role in the office 365 portal. Click to enlarge.

Next, change the user settings as described in the screenshot below:

Screenshot shows: set sign-in status as “allowed” in office 365. Click to enlarge.

4. Remove the system administrator role from that user. Please verify, this just to make sure. We've created and assigned a new security role named MSCRMAddonsAzureService during the setup which covers the basic privileges for the service user.

5. Please open the GroupCalendar Service User (the user you created in step 1) under Settings -> Administration –> Users. Set MSCRMAddons Service User to non-interactive access mode (to do this, please follow this blog article). This will set the user to a non-interactive access-mode so the user will not be counted for the CRM licensing. If the user is still counted by CRM dynamics licensing after being set to non-interactive, you can now take away the CRM license from this user in Office 365 Portal.

6. Please open GroupCalendar in the CRM Navigation under Workplace -> My Work and verify if everything is working.

7. Enjoy the GroupCalendar for CRM Online :-) We will appreciate if you send us your comments regarding the performance, features, etc. to support@mscrm-addons.com

1) HOW TO: install GroupCalendar Online with Live ID authentication, step-by-step description

1. Please invite the Live ID mscrmaddonsazureservice@hotmail.com to your organization. The user must be system administrator so we could install GroupCalendar into your organization. If you don't have any users left, please disable temporary another user while the GC installation is finished.

2. We'll install GroupCalendar into your CRM Online organization. When we're finished, we'll send you an email so you could proceed with the next steps.

3. Please open the GroupCalendar Service User (the user you invited in step 1) under Settings -> Administration -> Users and run the workflow Set MSCRMAddons Service User to non-interactive for that user. This will set the user to a non-interactive access-mode so the user will not be counted for the CRM licensing..

4. We'll remove the system administrator role from that user. Please verify this just to make sure. We've created and assigned a new security role named MSCRMAddonsAzureService during the setup which covers the basic privileges for the service user.

5. Please open GroupCalendar in the CRM Navigation under Workplace -> My Work and verify if everything is working.

6. Enjoy the GroupCalendar for CRM Online :-). We will appreciate if you send us your comments regarding the performance, features, etc. to support@mscrm-addons.com

INTRODUCTION: This blog article explains how to add GroupCalendar to a specific ribbon location with XRM Tools.

Addon:GroupCalendar for MS CRM

Step-by-step description:

IMPORTANT: Before you start, make sure that you run the XRM Tools as administrator!

1) First, connect with your CRM-system (see next screenshot, highlighted in yellow)

Screenshot shows: CRM-connection window. Click to enlarge.

…

2) Next, select the SiteMap Editor (see next screenshot, click to enlarge)

3) Now, click on “Load Sitemap” to load your current CRM Sitemap (see next screenshot, highlighted in yellow, click to enlarge)

4) In the next window, choose the location where you want to store GroupCalendar in your CRM Ribbon. (See next screenshot)

Screenshot shows ToolBox-window where the location for the GroupCalendar can be defined. Click to enlarge.

5) In the following step, select the ptm-WebApplicationPreloaderGroupCalendar Web resource. (See next screenshot highlighted in yellow, click to enlarge).

Once selected, please add the titles shown in the next screenshots, highlighted in yellow (click to enlarge)

6) Now all you have to do is to update the SiteMap and refresh your Browser to see the changes in CRM.

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

INTRODUCTION: This blog article explains how to use the MS Word “Restrict Editing” functionality.

It is possible to restrict editing for the whole document as well as editing specific paragraphs of the document by using the MS Word function “Restrict Editing”.This is also be carried on with the merged documents, which makes this feature interesting for use with DocumentsCorePack

Addon:DocumentsCorePack for MS CRM

…

Example: The next screenshot shows a template, which has restricted editing. In this document, only the yellow marked areas can be edited:

Screenshot shows: Template – only areas highlighted in yellow can be edited. (Click to enlarge) 

You can find the “Restrict Editing”-feature in the “Review”-tab in Word. (See next screenshot)

Screenshot shows: Where to find the “Restrict Editing”-feature in MS Word. Click to enlarge.

Restrict Editing Interface: Once you have clicked the button, an Interface will open to work with document restriction. You can set the whole document to “Read Only” and select areas that will be excepted from restriction and which will be editable for other users. You can also select which users are allowed to edit these areas. To finish your restriction, click on [Yes, Start Enforcing Protection]. (See next screenshot)

Screenshot shows: “Restrict Editing”-window in MS Word. (Click to enlarge)

With a click on the [Yes, Start Enforcing Protection], the „Protection Method“- Dialog will open. There, you can select to protect the document either with a Password or by user authentication.(See next screenshot).

Screenshot shows: “Protection Method”-Dialog in MS Word. (Click to enlarge)

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

INTRODUCTION:This short blog article describes how to enable or disable the TelephoneIntegration PowerDialing functionality for MS CRM 2013.

Addon: TelehponeIntegration for MS CRM 2013

The TelephoneIntegration Power Dialing functionality can be enabled or disabled in Microsoft Dynamics CRM 2013 by setting a server side setting key.

If the KeyValue is "true", the TI client is able to use the Power Dialer functionality, else not.

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

INTRODUCTION

This article describes how to activate debugging for DocumentsCorePack ServerBased Document Generation & Processing for MS CRM 2013 (former AutoMerge) via the Configuration for On Premise and IFD. 

Addon: DocumentsCorePack ServerBased Document Generation & Processing for MS CRM 2013 (former AutoMerge) On Premise and IFD.

HOW TO: activate debugging for DocumentsCorePack ServerBased CRM 2013 (On Premise and IFD) step-by-step description

1. Open your CRM and navigate to “Settings” –> “Solutions”. See screenshots below, highlighted in yellow:

 
Screenshots show where to find the “Solutions” in CRM 2013. Click to enlarge.

…

2. In the next window, double-click the “AutoMergeServerCore”-solution:

3. Then the configuration page of AutoMerge will open. See next screenshot:

Check “Activate Debugging” and click on [Save]. Now debugging is activated and the log-files will be saved in the “log”-folder in your DocumentsCorePack ServerBased (AutoMerge) installation folder.

5. Now please reproducte the error!

4. Once this is done, access the log files. To do this please navigate to the installation-path of DocumentsCorePack ServerBased and send the files in the “log” folder with an error description to support@mscrm-addons.com

Example: C:\Program Files (x86)\PTM EDV-Systeme GmbH\AutoMerge for Microsoft CRM 2013\log

See next example screenshots:

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

INTRODUCTION

This article describes how to activate debugging for DocumentsCorePack ServerBased Document Generation & Processing for MS CRM 2013 (former AutoMerge) Online

Addon: DocumentsCorePack ServerBased Document Generation & Processing for MS CRM 2013 (former AutoMerge) Online

HOW TO: activate debugging for DocumentsCorePack ServerBased Online, step-by-step description

1. First open and log in on our web site www.mscrm-addons.com:

Screenshot shows, where to log in on www.mscrm-addons.com. Click to enlarge.

…

On the main page click on DocumentsCorePack. (See next screenshot)

In the Next window chose, Start Trial/Configure Service. (See next screenshot)

2. Now the DocumentsCorePack Online Configuration window appears:

There chose the service you want to generate the log files with a double-click. (See screenshot above).

3. In the next window click on [Show Advanced Options] (see next screenshot)

Now the “Enable Debugging” option appears:

As highlighted in the screenshot above, activate the “Enable Debugging” checkbox and click on [Save Service]. Following window appears:

Please do not close this window or navigate away! Click on [Ok] to continue.

4. While your service is updating following window appears:

When this is done the Service Configuration of the selected service appears.

5. Now please reproduce the error!

6. When this is done,  chose your service with a double click again and open the [Show Advance Options] as shown above in steps 2-3.

7. Now all you have to do is click on [Download Logs]:

8. Please send the log file folder with a short error description to support@mscrm-addons.com

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

This article provides a step-by-step upgrade path of our solutions to the new MS CRM 2015 release!

From MS CRM CRM 2013

1. Request License: To run our addons on MS CRM 2015 you need to request a license for the CRM 2015 version of our solution!
   Upgrades of MS CRM are covered with our support & maintenance.
   Thus, every customer with a valid support contract can go ahead and request a license by sending an email including the unique CRM organization unit name
to support@mscrm-addons.com

How to get the unique CRM organization unit name? 
Link:Get Unique Organization unit name


2. Check currently installed version
   DocumentsCorePack: If you are using DocumentsCorePack please ensure that the server component is on v 6.8 or higher.
   How to check the version number?
   Link: Version number guide
   You can download the most current version for CRM 2013 from “Downloads”
   
   All other addons are fine to upgrade from any CRM 2013 version!
   
   
   
3. Upgrade your CRM instance to MS CRM 2015!
   
   
4. Download the CRM 2015 version of our solution
   You can download the versoin for CRM 2015 from our Download – center (Login required)
    http://www.mscrm-addons.com/Downloads.aspx
   
   
5. Install CRM 2015 version of our solution
   Once you start the installer it will detect the currently installed version and perform an upgrade automatically. You will not loose any configuration during this process!
   
   
6. Install new License
   Finally you will need to install the new license using the LicenseManager that comes with the installation of our solution (accessible via the Start Menu or Installation folder)

That’s it! 
We appreciate your feedback about the upgrade path and your CRM 2015 user experience. Please share your thoughts by sending an email to office@mscrm-addons.com

FROM CRM 2011

Microsoft requires to upgrade to CRM 2013 prior to being able to upgrade to CRM 2015. This being said you will need to upgrade our solutions to CRM 2013 too before you can proceed with your Upgrade to CRM 2015 as described above.

Upgrade paths from MS CRM 2011 to MS CRM 2013

• DocumentsCorePack
• GroupCalendar
• TelephoneIntegration
• PowerSearch
• AttachmentExtractor
• ActivityTools
• AutoMerge

FAQ

• How do I upgrade form CRM 4.0?
  Upgrading from CRM 4.0 requires to uninstall our solutions and reinstall the solutions for CRM 2015 after performing the upgrade. If you need assistance – please contact support@mscrm-addons.com
• What if my CRM Online instance was upgraded without checking the current version of our addon?
  Please send an email to support@mscrm-addons.com– we will check the status and help you get going asap!

INTRODUCTION: This article shows upgrade steps for GroupCalendar Online for MS CRM 2015. This article applies only for GroupCalendar online!

Addon: GroupCalendar Online for MS CRM 2015

After we’re finished upgrading your GroupCalendar to CRM 2015, it is highly recommended to perform the following steps to ensure fully compatibility.

1. Please download the following CRM Solutions and import them into your CRM system in the following order
   • MSCRMADDONScomGeneral.zip (447.98 kb)
   • GroupCalendarServerCore.zip (7.40 kb)
2. To install the solutions, please open your CRM and navigate to “Settings”:
   
    
   “Solutions”:
    
   and click on “Import”:
    
3. Select the files in the above order and follow the steps in the wizard to import the solutions.
4. After all solutions have been updated, please clear the browser cache and the cookies. To do this, hit [CTRL]+[SHIFT]+[DEL] (works in every browser) and select that the cache and cookies should be deleted.

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

If you receive the following error when creating a label template in DCP for CRM 2013, your DCP Server Component is very likely not up to date.

Please make sure that the DCP Server component version v2013.44 or higher is installed.

We are very excited about the new CRM 2015 release and would like to provide you with some important information.

At the moment we are very busy working on our addons to make them ready for MS CRM 2015. All addons will be available for CRM 2015 soon.
...

Our Addons for MS CRM 2015

^*1To upgrade GroupCalendar for MS CRM 2015 online please follow the post-upgrade steps described in this blog article.

Addons Upgrade Information
To get ready to upgrade for CRM 2015 version you have to consider following:

- please make sure that you have a valid support-contract
- the latest addon-version has to be installed.

Click here for  upgrade details for MS CRM 2015.  

Addons 2015 Beta Versions
Our team is working at the beta-versions of our addons. Click here to log in on our homepage and download the first beta-versions for

• ActivityTools
• AttachmentExtractor
• DocumentsCorePack Server and/or ClientBased
• GroupCalendar
• SmartBar
• TelephoneIntegration

IMPORTANT:
Do not install this versions in production environments! We will keep you up to date about the final releases of our addons.

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

In this article, you can find a compatibility chart for all our addons for Microsoft Dynamics CRM 2015. It shows which of our addons are compatible with

• MS Dynamics CRM 2015 On-Premise/Hosted (IFD)/Online
• MS SharePoint 2010/2013/Online
• MS Office (x86, x64) 2007/2010/2013
• and which of them support cross-browsing.
  …

*1) At the moment, FileExplorer-documents, SharePoint-documents and the Document Summary are not compatible.   
*2) All browser windows created by the client application will open in the InternetExplorer. The Server Side will use the current browser.     

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

Introduction:
This blog article explains what to do if the TIUpdateService is still processing data from previous previous configuration (see next screenshot)

Addon: TelephoneIntegration for MS CRM 2013

In this case users can not modify and save any new configuration.

... 

To avoid this, the systemadmin needs to follow the following instructions:

1. stop the TIUpdateService from "services.msc".
2. run "regedit" and go to HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\TelephoneIntegrationserver
3. delete all sub registry keys in HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\TelephoneIntegrationserver\Configurations
4. delete all sub registry keys in HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\TelephoneIntegrationserver\History
5. Empty values from Strings "ActiveService" and "ServiceQueue" in HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\TelephoneIntegrationserver
6. Start the TelephoneIntegration Server Configuration Tool and make sure that for the connection with the CRM organisation, you explicitly set the user credentials, not the IntegratedSecurity.
7. After doing changes to the configuration and pressing the OK button, the service "TIUpdateService" will be automatically started.

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

Introduction

This article explains how to add images, product photos, company logos etc. in MS CRM 2011/2013/2015. In our example we add an image to a CRM contact.

Addon:DocumentsCorePack for MS CRM 2011/2013/2015

Examples:

Screenshot shows CRM contact with picture. Click to enlarge.

The added pictures can also be used to create templates with our DocumentsCorePack Client addon to create e.g. a list with full name and picture:

…

Step-by-step description

First open for your CRM-contact you want to add the picture for:

Screenshot shows contact in CRM. Click to enlarge.

In the screenshot above (marked in yellow) you can see the MS CRM placeholder image, next to the contact name. Images can only be added to the left corner of a form. You can only add one image on the form at a time. For example, if you want to add product pictures, you can only add one picture per form. To go on, click on “CONTACT”. (See screenshot below, click to enlarge)

Screenshot shows different views for the entity Contact.

With a click on the placeholder image. Following window appears (click to enlarge)

Here you can browse an image to be inserted to the contact. Click on [Open] to upload the required picture (see next screenshot, click to enlarge)

In the following window click [OK] to confirm. (see next screenshot, click to enlarge)

Now you can see that the picture has been added to your account. (See next screenshot click to enlarge).

Note: The image size is limited to 144 x 144 pixels. If you upload an image larger than the standard allowed in CRM 2013, it will scale it automatically for you.

Now you can easily create a new template and export the user information e.g. Name and Picture into MS Word.

Therefore our DocumentsCorePack Client addon is required. Open MS Word and insert MailMerge fields by a click on the “www.mscrm-addons.com” tab, “Insert MailMerge fields” and answer the following question with [Yes].

The DocumentsCorePack Task Pane appears. There choose the Entity from which you want to generate the Template for.

In our example we want to generate a list with all contacts from the account MSCRM-ADDONS.com. Therefore click on account, and switch to the “Additional”-tab. There choose “All Contacts”. (See next screenshot, click to enlarge)

The “Insert new table” appears. There you can modify the table. In our example we want to create a table with two columns. (For additional table formatting options, please read our blog article). (See next screenshot, click to enlarge).

In the first row we insert the “Full Name”-field with a double click. Next we want to insert the regarding pictures we added before. To do so click on the “Entity Image”-field and click on the [Insert]-button-drop down and choose “Insert as Picutre-Field”. (See next screenshots, click to enlarge)

(Here you can find detailed information about the different functionalities of the [Insert]-button in Open Office XML template (.docx)).

The mscrm-addons.com placeholder picture appears. Now you can edit the picture.

When this is done, please save your template with click on “Save Template”. Type in a name and click on [Save] (see next screenshot, click to enlarge)

Next click on “Choose CRM Data” and search for the appropriate account. In our case it’s MSCRM-ADDONS.com. Click on [Select] to finish the process. (See next screenshot, click to enlarge).

As a result you get a list with the full name and picture of all contacts saved in this account.

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

Introduction:

This article explains how you can add the DocumentsCorePack “Export to Word”-button manually.

Addon: DocumentsCorePack

The button created in this example will be visible on the account-form for web clients only.

Step by step description:

First create a new CRM solution (CRM -> Settings -> Solutions -> New). Then add the entity to which the DCP-button should be added. This can be done via “Add Existing” -> “Entity”. In this example we take the entity Account (See next screenshot)

Screenshot shows “Solution” in CRM. Click to enlarge.

…

In the pop-up dialog select “No, do not include required components”.

Here is the result:

At this point we recommend to do an unmanaged export of this solution to be on the save side and have a backup.

Afterwards add the following components to the solution (“Add Existing” -> “web Resource”):

· Web Resource: “ptm_dcp_icon_exportword16x16”
· Web Resource: “ptm_dcp_js_jslibrary”
· Web Resource: “ptm_dcp_js_templatebutton”

Next open the RibbonWorkBench and select this solution.

When loaded, drag and drop a “Split Button” from the “Toolbox” to your “Form”-ribbon:

Hit on the “Split Button” therewith the flyout opens -> right-click on the flyout-element -> “Delete”

Next define its properties on the right side:

· Id: any unique id (“new.account.Button.form.ptm_dcpExportToWordFlyOutCustom”)
· Image16by16: select the included “:ptm_dcp_icon_exportword16x16”-webresource´
· Sequence: position of your button (100)
· Label Text: Any text (“Export to Word”)
· ToolTipDescriptionText: any text (“Starts the document generation of DCP client”)
· ToolTipTitleText: any text (“Export to Word”)
· All other properties can be left as they are

Next right-click on “Commands” -> “Add New”.

Then select the new command.

Define its properties on right.

Id: any unique id (new.account.command.form.ptm_dcpExportToWordFlyOutBase)

After that, hit the lookup-icon of “Actions” and in the popping up dialog click on “Add”.

In the next dialog choose “Javascript Function Action” and hit “OK”

Define the properties of the next dialog like this:

· FunctionName:“DCP.Lib_Registry.printInWord”
· Library: select “ptm_dcp_js_jslibrary”
· Parameters: can be empty

Hit “OK” to complete the process.

Next hit on the lookup-icon of “DisplayRules” and the following window will open. Then hit “Add New”

Define a unique ID (“new.account.displayrule.form.ptm_dcpExportToWordFlyOut”) and hit “Add Step”

Select “Client Type Rule” and continue with “OK”.

In the next dialog specify the following:

· Default:“False”
· InvertResult:“False”
· Type:“Web”

Finish it with “OK” and “OK” again.

Now the functionality of the main button is ready.

The next step is to include a command for the population of the flyout-menu. Therefore right-click on “Commands” -> “Add New”

Give it an Id (“new.account.command.form.ptm_dcpExportToWordFlyOutPopulate”)

And hit the lookup of “Actions”

Add the following “Javascript Function Action”:

· FunctionName:“ptmDcpTemplateButton.DynamicMenuDCPTemplate”
· Library: select “ptm_dcp_js_templatebutton”

Next hit on “Parameters” and “Add” the following:

· Type:“CrmParameter” Name: <empty> Value: “CommandProperties”
· Type:“CrmParameter” Name: <empty> Value: “SelectedEntityTypeName”
· Type:“StringParameter” Name: <empty> Value: “mscrmaddons.dcp.grid.printinword.all.Command.ClickMenu”
· Type:“CrmParameter” Name: <empty> Value: “SelectedEntityTypeCode”
· Type:“BoolParameter” Name: <empty> Value: “true”

Complete with “OK”.

Back in the main-window of RibbonWorkBench select the button in the ribbon and choose the recently created commands in the dropdown-boxes “Command” and “PopulateQueryCommand”:

To complete the button, hit “Publish”.

When you open an account record, you will be able to find the “Export to Word”-button.

The main button and the flyout should work.

The result Xml of the RibbonWorkBench should look like this:

You could try to use this Xml for other entities as well.

For example replacing “.account.” with “.contact.” and changing the location of the “CustomAction”

BUT we cannot guarantee that this is working!!!

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

In some circumstances it could happen that you receive the following error message when you upgrade your DCP Server.

Error importing solution AutoMergeServerCore.zip

When you click on retry you get following details:

Error: A managed solution cannot overwrite the Attribute component with Id=07b55925-4b04-4bfa-900f-4e20744f784c which has an unmanaged base instance. The most likely scenario for this error is that an unmanaged solution has installed a new unmanaged Attribute component on the target system, and…

If your error message looks similar to the screenshot, please check the following details:

• Go to Settings->Customization->Customization
• Select the entity MSCRM-ADDONS.com AutoMergeWorkingItems ->Fields
• Search for the field ptm_impersonatinguser
• Check if the State of this field is unmanaged
• In the case it is unmanaged, please remove the field

• please click on Publish All Customizations
• try to upgrade again.
• If you get the import error again, please contact support@mscrm-addons.com

It is not recommendet to use integrated security for Telephone Integration.

How to change:

1. uncheck 'Use default Credentials' in the Groupbox 'Authenticated as:' as seen in the screenshot below 
2. enter User, Domain and Passwort (user should have access to CRM)

Introduction:

This article explains how you can add the TelephoneIntegration “Call Number”-button manually.

Addon: TelephoneIntegration for MS CRM 2013/2015

The button created in this example will be visible on the contact-form for web clients only.

Step by step description:

First, create a new CRM solution (CRM -> Settings -> Solutions -> New). Then add the entity to which the TI-button should be added. This can be done via “Add Existing” -> “Entity”. In this example we take the contact.

…

In the pop-up dialog select “No, do not include required components”.

Here is the result:

At this point we recommend to do an unmanaged export of this solution to be on the save side and have a backup.

Afterwards add the following components to the solution (“Add Existing” -> “web Resource”):

· Web Resource:“ptm_CallStart_32x32”
· Web Resource:“ptm_TelephoneIntegration_JSLibrary”
· Web Resource:“ptm_ti_js_CallButton”

Next open the RibbonWorkBench and select this solution.

When loaded, drag and drop a “Split Button” from the “Toolbox” to your “Form”-ribbon:

Hit on the “Split Button” therewith the flyout opens -> right-click on the flyout-element -> “Delete”

Next define its properties on the right side.

· Id: any unique id (“new.contact.Button.form.ptm_tiCallNumberFlyOutCustom”)
· Image16by16: select the included “:ptm_CallStart_32x32”-webresource
· Sequence: position of your button (110)
· Label Text: Any text (“Call Number”)
· ToolTipDescriptionText: any text (“Use this button to start calling out”)
· ToolTipTitleText: any text (“Call Number”)
· All other properties can be left as they are

Next right-click on “Commands” -> “Add New”.

Then select the new command.

Define its properties on right.

Id: any unique id (new.contact.command.form.ptm_tiCallNumberFlyOutBaseCustom)

After that, hit the lookup-icon of “Actions” and in the popping up dialog click on “Add”.

In the next dialog choose “Javascript Function Action” and hit “OK”

Define the properties of the next dialog like this:

· FunctionName:“WriteRegistryBasedCallOutEntity”
· Library: select “TelephoneIntegrationJSLibrary” (“ptm_TelephoneIntegration_JSLibrary”)
· Parameters: can be empty

Hit “OK” to complete the process.

Next hit on the lookup-icon of “DisplayRules” and the following window will open. Then hit “Add New”

Define a unique ID (“new.contact.displayrule.form.ptm_tiCallNumberFlyOutCustom”) and hit “Add Step”

Select “Client Type Rule” and continue with “OK”.

In the next dialog specify the following:

· Default:“False”
· InvertResult:“False”
· Type:“Web”

Finish it with “OK” and “OK” again.

Now the functionality of the main button is ready.

The next step is to include a command for the population of the flyout-menu. Therefore right-click on “Commands” -> “Add New”

Give it an Id (“new.contact.command.form.ptm_tiCallNumberFlyOutPopulateCustom”)

And hit the lookup of “Actions”

Add the following “Javascript Function Action”:

· FunctionName:“ptmTICallButton.PopulateItem”
· Library: select “ptm_ti_js_CallButton”

Next hit on “Parameters” and “Add” the following:

· Type:“CrmParameter” Name: <empty> Value: “CommandProperties”
· Type:“CrmParameter” Name: <empty> Value: “SelectedControlSelectedItemIds”
· Type:“CrmParameter” Name: <empty> Value: “SelectedEntityTypeName”
· Type:“StringParameter” Name: <empty> Value: “new.contact.command.form.ptm_tiCallNumberFlyOutItemCustom”

Complete with “OK” -> “OK”.

The next step is creating the final command. It will be executed when a user hits on a flyout-item.

Right-click on “Command” -> “Add New”

Give it the ID “new.contact.command.form.ptm_tiCallNumberFlyOutItemCustom” and hit on the lookup of “Actions”

In the popping-up dialog hit “Add”, in the next select “Javascript Function Action” and hit “OK”.

Define its properties:

· FunctionName:“ptmTICallButton.onClickMenuItem”
· Library: select “ptm_ti_js_CallButton”

Next hit on “Parameters” and “Add” the following:

· Type:“CrmParameter” Name: <empty> Value: “CommandProperties”

· Type:“CrmParameter” Name: <empty> Value: “SelectedEntityTypeName”

· Type:“CrmParameter” Name: <empty> Value: “SelectedControlSelectedItemIds”

· Type:“CrmParameter” Name: <empty> Value: “PrimaryEntityTypeName”

· Type:“CrmParameter” Name: <empty> Value: “SelectedEntityTypeCode”

Complete with “OK” -> “OK”.

Back in the main-window of RibbonWorkBench select the button in the ribbon and choose the recently created commands in the dropdown-boxes “Command” and “PopulateQueryCommand”:

To complete the button, hit “Publish”.

When you open a contact record, you will be able to find the “Call Number”-button.

The main button and the flyout should work.

Tje result Xml of the RibbonWorkBench should look like this:

You could try to use this Xml for other entities as well.

For example replacing “.contact.” with “.lead.” and changing the location of the “CustomAction”

BUT we cannot guarantee that this is working!!!

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

Here are a few troubleshooting steps you can check if the Service Based Printing does not work as expected:

1. Make sure the service is running and configured for both document generation and printing jobs.
2. Make sure to specify a service user on the first configuration tab (General).
3. Make sure that the specified user is the same as the user that is configuring the printer.
4. Make sure the printer is added to the server as a local printer and that it has been added by the same user which is running the service.
5. Make sure that the Printer has been added to the service and that it is possible to print a test page with it from the service.