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

ActivityTools
To verify the current ActivityTools version number, start “Configuration – ActivityTools for MS CRM 2015” from the start menu:

Following window appears:

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

…

AttachmentExtractor
To verify the current AttachmentExtractor version number, start “Installation– AttachmentExtractor for MS CRM 2015” from the start menu:

Following window appears:

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

DocumentsCorePack ServerBased
To verify the current DocumentsCorePack Server version number, start “Configuration – DocumentsCorePack for MS CRM 2015” from the start menu:

Following window appears:

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

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

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

The screenshot above shows the current DocumentsCorePack Client version number.

GroupCalendar
To verify the current GroupCalendar version number, start “Configuration – GroupCalendar for MS CRM 2015” from the start menu:

Following window appears:

The screenshot above shows the current GroupCalendar version number.

PowerSearch
To verify the current PowerSearch version number, start “Configuration PowerSearch – for MS CRM 2015” from the start menu:

Following window appears:

The screenshot above shows the current PowerSearch version number.

SmartBar
To verify the current SmartBar version number, start “Configuration SmartBar for MS CRM 2015” from the start menu:

Following window appears:

The screenshot above shows the current SmartBar version number.

TelephoneIntegration Server
To verify the current TelephoneIntegration Server version number, start “Configuration – TelephoneIntegration Server for MS CRM 2015” from the start menu:

Following window appears:

The screenshot above shows the current TelephoneIntegration Server version number.

TelephoneIntegration Client
To verify the current TelephoneIntegration Client version number, click on the TelephoneIntegration icon in the taskbar:

This action will ipen the TelephoneIntegration balloon. The TelephoneIntegration Client version number can be found on the head of the balloon. See next screenshot:

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

INTRODUCTION:
This blog article describes how to customize the TelephoneIntegration Context Menu to create new activities and/or entities.

Addon: TelephoneIntegration Client v.6.20 and higher

Examples: Several CRM-functionalities are available in the context menu of a phone call.

• As default following CRM-standard Activity Types are available:

 
Screenshot shows: Standard Activity types in the context menu of TI Client. Click to enlarge.

• The next screenshot shows two new added custom activities,“Create Lynch Chat” and “Create Campaign Response”. Click to enlarge.

Screenshot shows: Custom entity types in the context menu of TI Client. Click to enlarge.

…

How To: create custom activites and/or entities, step-by-step-description

To create a new custom activity and/or entity, you have to add a new “Settingskey”. To do so please open CRM and navigate to:

“Settings”:

and choose “TelephoneIntegration” with a double-click:

In the main navigation section at the top, click on the TelephoneIntegration drop-down and choose “MSCRM-ADDONS.COM Settingskeys”:

In the next window, click on ”+ADD NEW MSCRM-ADDONS.com Settingskey”:

Next, type in following:
- Name*: customentities.xml (This is the key value Name)
- IsCached*: Yes
- KeyValue: (e.g. “Create Lync Chat” and “Create Campaign Response”)

(see next screenshot, click to enlarge):

Detailed explanation:

Please take a look at the screenshot below to get call item details. Click to enlarge:

B) Custom Entities KeyValue:

In order to create custom entities, please use the following KeyValue. In our example for the custom Entities “Goal” and “Currency”. 

customentities.xml

<?xml version="1.0" encoding="utf-8"?>
<customentities>

  <transactioncurrency>   
    <displayname>Currency</displayname>
    <phonefield>currencyname</phonefield>
  </transactioncurrency>

  <goal>   
    <displayname>Goal</displayname>
    <phonefield>title</phonefield>
  </goal>

</customentities>

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

INTRODUCTION

This blog article explains how to create Label Templates with DocumentsCorePack DocX.

Addon: DocumentsCorePack for MS CRM 2013 and higher

In general there are two options to create and merge your label template:

Option A) By choosing various records at once
Each label equals one record from the main entity of the template.
(e.g. if you want to merge an “account lable template” you have to select different companies at once. As result you get one label per selected account) 

Example (click to enlarge)

Option B) By choosing one record and set relations

Each label equals one record from the predefined relationship.
(e.g. if you want to merge an “account lable template” you have to select one company to receive all related contacts. As result you get one label per related contact).

NOTE: by choosing this way it is mentadory to set a regarding relationship when creating the template in advance.

Example: (click to enlarge)

…

Option A) How to create a template with various records at once
First Step: create your Label Template with DocumentsCorePack (DocX)

In General: All MS Word formatting options are supported!

1) Please note that the label tamplate should be created in advance and saved as  DocX. Therefore open MS Word and navigate to “www.mscrm-addons.com”-tab and click on “Insert MailMerge Fields”. (See next screenshot, click to enlarge)

Screenshot shows “www.mscrm-addons.com”-tab with the “Insert MailMerge Fields”-option. Click to enlarge.

2) In the following window click on [Yes] to continue creating a “Office Open XML(.docx)” template. (See next screenshot, click to enlarge)

3) This action will open the DocumentsCorePack Task Pane on the right. There choose the “Template Settings”-tab and activate the “Mark as Label Template” checkbox. (See next screenshot, click to enlarge)


Screenshot above shows where to activate the Label options in MS Word. Click to enlarge.

4) As you can see in the screenshot above the “Labels”-blog appears within the “www.mscrm-addons.com”-tab. With a click on “Insert Labels” following window appears:

choose the required label format and click on [OK] to continue.

5) Now Word inserts the chosen Label Format. Next it’s important to mark the Cell as Label-Cell. Therefore set the cursor in the first cell and click on “Mark as Label Cell” as shown in the next screenshot (click to enlarge)

6) Once the cell is marked as Label Cell you can choose a start entity (e.g Account) and start to insert the apropriate fields into your template. Therefore, please use the fields form the “Normal”-tap of our DCP Task Pane. (See next screenshot, click to enlarge).

7) Next you need to define the remaining cells as label cells as well. To do this, place your cursor in the first cell and click on “Dublicate Labels” (See next screenshot, click to enlarge). 

8) Following window appears:

Click on [Yes] if the cursor is placed in the cell with the label.

9) The result looks like following:

10. Last but not least, save your template. with a click on “Save Template”. (See next screenshot)

Option A) Second Step: how to merge label templates with various records at once, step-by-step-description:

In our example we want to create a lable template with different companies. Therefore navigate to “Accounts” in your CRM system and mark the companies you want to merge with [Shift]. Next click on “EXPORT TO WORD” and choose your label template. (See next screenshot, click to enlarge)

Following window appears:

Here you can choose at which position the label should start. This is very useful if you e.g. use a label where the first 3 positions where missing. In this case set the start position at 4.

The result should look like this (click to enlarge):

Option B) How to create a template with one record and set relations
First step: create your Single Label Template with DocumentsCorePack (DocX)

1) Again, first please ensure that you have already created a template for this. In this case it is cruatial to add a new relationship.
Therefore again follow the steps 1-5 at the beginning of this blog article and then do following (click to enlarge):

2) As shown in the screenshot above switch to the “Additional”-tab and click on the “New Relationshop/Entity” drop down and next click on “All Contacts”. Now the relation is set and you can choose the appropriate fields from the DocumentsCorePack Task Pane. (See next screenshot, click to enlarge).

3) Now please go on with the step 6 in this blog article and create your template.

4) Once you fiinished creating a label template for a single entity, please navigate to e.g. the main form of your “Account” entity in your CRM system and mark alll contacts which should be displayed on the label with [Shift]. Next click on “EXPORT TO WORD” and choose your label template. (See next screenshot, click to enlarge)

5) Your possible result could look like this:

For details on how to create label tamplates with .dot, please click here.

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

This blog article explains, how to create SharePoint locations, folders, subfolders automatically within MS CRM with our DocumentsCorePack ServerBased Add-On. This can be done via a simple Workflow which will be triggered automatically when e.g. creating a new account.

IMPORTANT: Please note, that the usage of SharePoint integration is mandatory!

Example:

Standard SharePoint location in CRM:

 
Screenshot shows: Standard CRM SharePoint window (click to enlarge) 

Created SharePoint location:

Screenshot shows: created SharePoint location (click to enlarge)

…

In General:

When creating a new account in MS CRM all appropriate documents (e.g. quotes, invoices etc.) will be saved under the entity “Documents” in MS CRM. (See next screenshots, click to enlarge)

Screenshot shows: Where to create a new account in MS CRM.

 
Screenshot shows: new account in CRM and where to find the “Documents” entity

As you can see in the screenshot above, the CRM Save location “Documents” can be accessed via the drop-down-button next to the current company in the main navigation area at the top. Or you can use our SmartBar which enablels a simple navigation between all related CRM records and entities. 

With a click on “Documents” following message box appears:

This message box indicates, that a SharePoint location will be created manually with a click on [OK]

Click on [OK] to continue.

 
Screenshot shows: entity “Documents” once an account has been created. Click to enlarge.

As you can see in the screenshot above, the standard SharePoint location window is empty and does not contain any folder(s) or subfolder(s). Once documents are saved it looks like following:

How To: Create a Workflow for automtically apply SharePoint location, folder(s), subfolder(s) when creating an account  

It is possible to create various folders and subfolders, where the appropriate document should be saved (e.g. Quotes, Invoices …)

This can be done via a Workflow. In our example users can define 1) SharePoint location, 2) folder(s) and 3) subfolder(s) which will be automatically triggered when creating a new account. 

Step-by-step description:
First open CRM and navigate to “Settings”, “Process” (see next screenshot, click to enlarge)

and create a [New] Process (see next screenshot, click to enlarge)

Next define the following:

- Process Name: e.g. CreateFolder
- Activate As: Process
- Entity: e.g. Account
- Category: Worfklow

once this is done, click on “Add Step”, “AutoMergeWF” and chose “CreateSharePointFolder”

(see next screenshot, click to enlarge)

Now name the step e.g. CreateFolder and click on [Set Properties] (see next screenshot, click to enlarge)

In the following window, define the SharePoint location, folder(s) and subfolder(s) for example like this: TEST/subfolder 1;TEST/subfolder 2;TEST1/subfolder 1

As you can see in the picture below a slash indicates the subfolder remaining to a mainfolder and the semicolon indicates a new main folder. Please note that the folder and/or subfolder name can contain blank space but you must not use the blank space between a folder and it’s subfoler(s).
Once you set up your order structure, click on [Save and Close] (see screenshot above).

Now [Activate] your Workflow:

Next, click on [Activate] to confirm:

Now your workflow is activated and looks like follows:

IMPORTANT: Please kindly note, that it can take some minutes until the Workflow is finished!

When creating a new account, and navigationg the SharePoint Document location looks like following:

When opening the “TEST”-folder the subfolders look like follows:

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

We are back from our business journey of this year’s Convergence 2015 (March 16-19) in Atlanta GA.

THANK YOU for visiting our booth!

…

Highly motivated, strengthened with coffee and always with a smile on the face we set up our booth early in the morning.

This year we brought our brandnew logo-wall to the Convergence – an appropriate background to welcome our guests!

We are back: once our booth was set up we changed our outfit from casual to business – and were more than ready to start:

In the middle of the happening:

Convergence is a great platform for us and other business leaders to showcase our Add-Ons to the audience.

Business before pleasure: After a long day full packed with interresting peoples and conversations we enjoyed the fanstastic framework programm. 

Of course we didn’t miss the chance to make the ordered photos from “One Republic” for our co-worker in Austria (sorry ladies but we were to far away to catch the t-shirt). 

We even had time to walk through the Centennial Olympic Park. What a worthy finish!

Thanks again for your precious time!

For those who couldn’t make it to the Convergence, the next chance is eXtremeCRM 2015 (April 21-23) in Madrid, Spain! See you there at booth #T-106!

INTRODUCTION

This blog article explains what to do if your desktop TelephoneIntegration Client is not working.

Addon: TelephoneIntegration Client CRM 2013/2015

Step-by-step-description:

Please check your current Skype desktop client version and make sure that is not higher than version 6.21.

The Skype desktop API commands for calls are broken in both 6.22 and 7.0 Skype developers are working on a fix in a future update, in the meantime please use Skype version 6.21.

Skype 6.21 (msi verison) download link: http://web.archive.org/web/20141213144457/http:/download.skype.com/msi/SkypeSetup_6.21.0.104.msi

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

INTRODUCTION

This blog article explains what to do when receiving following error message while saving documents to the SharePoint location.

DocumentsCorePack failed to generate the document

ERROR:|CHECKLICENSE|SUCCEEDED|new AutoMerge|StartMerge|ErrorMessage:No part of the path

Addon: DocumentsCorePack ServerBased CRM 2013/2015 (OnPremise)
For Online please click here.

This is usually due to missing or false SharePoint user credentials/rights.

In General: it is mandatory that the user has administrative access to the configured SharePoint!.

…

Step-by-step description:

1) First open CRM and navigate to “Settings” (see next screenshot, click to enlarge)

2) In the Settings, click on “Solutions” (see next screenshot, click to enlarge)

3) There doubleclick the “AutoMergeServerCore” Solution (see next screenshot, click to enlarge)

4) Please enter credentials for SPS USer, SPS Password and SPS Domain (see next screenshot, click to enlarge)

5) Now click on [Save] and try again.

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

INTRODUCTION

This blog article explains what to do when receiving following error message while saving documents to the SharePoint location.

DocumentsCorePack failed to generate the document

ERROR:|CHECKLICENSE|SUCCEEDED|new AutoMerge|StartMerge|ErrorMessage:No part of the path

Addon: DocumentsCorePack ServerBased (Online)
For OnPremise please click here.

This is usually due to missing or false SharePoint user credentials/rights.

In General: it is mandatory that the user has administrative access to the configured SharePoint.

…

Step-by-step description:

1) First go to www.mscrm-addons.com, and log in with your credentials (see next screenshot, click to enlarge)

2) Next go to [My Account] and click on “My cloud services” (see next screenshot click to enlarge)

3) The DocumentsCorePack Online Configuration appears. There mark the service and click on the “Configure Service” icon

4) Here, please verify if the username and password is correct, as well if the user has administrative access to the configured SharePoint  (see next screenshot, click to enlarge).

5) Now click on [Save Service] and try it again!

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

This blog article explains how to configure CRM entities to show the DCP ServerBased “CreateDocument-“Button.

Addon: DocumentsCorePack ServerBased CRM 2013/2015

Step-by-step description:

1) First go to www.mscrm-addons.com, and log in with your credentials (see next screenshot, click to enlarge)

…

2) Next go to [My Account] and click on “My cloud services” (see next screenshot click to enlarge)

3) Mark the service and click on the “Configure Service” icon

4) Here users can configure, on which entities the “CreateDocument”-button should be visible. Therefore click on [Select Entities] (see next screenshot, click to enlarge)

5) In the following window, chose the appropriate entities by activating the checkbox and a click on [Apply] (see next screenshot, click to enlarge)

6) Now click on [Save Service] and try it again!

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

This blog article explains the DocumentsCorePack ServerBased send as pdf preview and edit functionality. The edit functionality allows to modify the generated pdf-document in MS Word before send it to the customer with the DCP SB -button. There is no need to install the DocumentsCorePack Client Template Designer. 

IMPORTANT: Please note, that the usage of SharePoint integration is mandatory in order to use the edit-functionality!

Addon: DocumentsCorePack ServerBased v.2015.8 (OnPremise), DocumentsCorePack ServerBased v.2013.73 (Online)

Step-by-step description:

It is very easy to create and send e.g. quotes or an invoices to the customer via our DCP SB Add-On. This can be done via a click on the [Create Document]-button inside the CRM CommandBar. (See next screenshot, click to enlarge)

Screenshot shows:  quote in CRM, ready to be sent via our DCP SB [Create Document] button.

…

With a click on the [Create Document]-button the DocumentsCorePack Dialog appears (see next screenshot, click to enlarge).

Screenshot shows: Template Overview to choose from when processing a document via DCP SB.

Choose the appropriate template from the list shown above and click on [Next] to proceed. Following window appears (click to enlarge): 

Screenshot shows DocumentsCorePack Dialog with its multiple functionalities.

Attention: Please note that the preview & edit functionality is only available for .pdf-files and following “Attach document” options:

- as note
- as email attachment
- as letter

Choose your required settings and click on [Next] within the opened Dialog to proceed (see next screenshot, click to enlarge):

Screeenshot shows DCP Dialog with its different options. Click to enlarge.

In the next window users have following possibilities:

1    Preview Document

2    Edit Document (only with SharePoint integration)

3    Finish Document

1 Preview Document
With a click on the linked quote 1    QUO-01001-8NTM05 (21) (see screenshot above marked in green) a new web client window opens allowing users to take a quick preview at the document. There is no need to open MS Word (see screenshot below, click to enlarge)

Screenshot shows opened quote-document pdf.preview.

If the document is correct and no changes need to be done, close the preview window and finish the process with a click on 3    [Finish] (see next screenshot, marked in yellow, click to enlarge).

2 Edit Document
If you wish to make some corrections click on the 2   [Edit]-button within the Dialog (see screenshot above marked in blue). This will open the document in MS Word (see next screenshot, click to enlarge). There, all MS Word formatting options are available.

Screenshot shows: opened Word document providing all MS Word formatting options.

Make your changes (see example screenshots below)

Word Document without changes:


Screenshot shows opened, original document without changes.

Positions marked in green (see screenshot above) will be changed as follows:

Screenshot shows opened Word document. Changes made are marked in green. Click to enlarge.

Once you made your changes, close the document and save it (see next screenshot, click to enlarge)

Following window appers:

3) Finish Document Generation
Click on [Finish] to complete the process.

A new CRM window will open showing a new email with the attached pdf-quote. Scroll down to the Atachments to see the pdf.-document (see next screenshot, click to enlarge)

Document shows new CRM window showing generated and modified document as email attachment.

With a click on the document following window appears:

Again click on the document QUO-01001-8NTM05 (21).pdf (see screenshot above, marked in green) to open it .The changes made before are marked in green (see next screenshot, click to enlarge).

Screenshot above shows attached pdf.-document with the changes made before.

The document is now ready to go!

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

This blog article explains, how to create SharePoint locations, folders, subfolders automatically within MS CRM with our DocumentsCorePack ServerBased Add-On. This can be done via AutoMergeWorkingItem which can be triggered automatically when creating a new Workflow in a process. 

Add-On: DocumentsCorePack ServerBased (Online) 

For OnPremise, please click here.

…

A) Standard behaviour of SharePoint location in CRM 

B) How To: Create a Workflow for automatically generate SharePoint location, folder(s), subfolder(s) when creating an account 

Example:

Standard SharePoint location in CRM:

 
Screenshot shows: Standard CRM SharePoint window (click to enlarge) 

Created SharePoint location:

Screenshot shows: created SharePoint location (click to enlarge)

A) Standard behaviour of SharePoint location in CRM 

In General:  

When creating a new account in MS CRM all appropriate documents (e.g. quotes, invoices etc.) will be saved under the entity “Documents” in MS CRM. (See next screenshots, click to enlarge)

Screenshot shows: Where to create a new account in MS CRM.

 
Screenshot shows: new account in CRM and where to find the “Documents” entity

As you can see in the screenshot above, the CRM Save location “Documents” can be accessed via the drop-down-button next to the current company in the main navigation area at the top. Or you can use our SmartBar which enablels a simple navigation between all related CRM records and entities. 

With a click on “Documents” following message box appears:

This message box indicates, that a SharePoint location will be created manually with a click on [OK]

Click on [OK] to continue.

 
Screenshot shows: entity “Documents” once an account has been created. Click to enlarge.

As you can see in the screenshot above, the standard SharePoint location window is empty and does not contain any folder(s) or subfolder(s). Once documents are saved it looks like following:

B) Created SharePoint location in CRM:

How To: Create a Workflow for automatically generate SharePoint location, folder(s), subfolder(s) when creating an account  

It is possible to create various folders and subfolders, where the appropriate document should be saved (e.g. Quotes, Invoices …)

This can be done via a Workflow. In our example users can define 1) SharePoint location, 2) folder(s) and 3) subfolder(s) which will be automatically triggered when creating a new account. 

Step-by-step description:
First open CRM and navigate to “Settings”, “Process” (see next screenshot, click to enlarge)

and create a [New] Process (see next screenshot, click to enlarge)

Next define the following:

- Process Name: e.g. CreateSharePointFolder
- Activate As: Process
- Entity: e.g. Account
- Category: Worfklow

once this is done, click on “Add Step”, and choose “Create Record”

(see next screenshot, click to enlarge)

Now name the step e.g. CreateFolder and open the drop down menu within this first step: 

There select “MSCRM-ADDONS.com AutoMergeWorkingItems” (see next screenshots, click to enlarge)

Next click on [Set Properties]:

In the following window type in a name and define the AutoMergeWorkingItem-action. In our example we select “CreateSharePointFolder”. It is also important to insert the “PrimaryRecordUrl”. For that, set the cursor in the “PrimaryRecordUrl”-field and go to the “Look for:”-area within the form assistant on the right side and select “Records URL(Dynamics) form the second drop-down menu. Clik on [Add] and [OK] (see next screenshot, click to enlarge).

Next scroll down to the “Create SharePoint Folder” part (see next screenshot, click to enlarge)

There define the SharePoint location, folder(s) and subfolder(s) for example like this: TEST/subfolder 1;TEST/subfolder 2;TEST1/subfolder 1

As you can see in the picture below a slash indicates the subfolder remaining to a mainfolder and the semicolon indicates a new main folder. Please note that the folder and/or subfolder name can contain blank space but you must not use the blank space between a folder and it’s subfoler(s).
Once you set up your order structure, click on [Save and Close] (see screenshot above).

Now [Activate] your Workflow:

Next, click on [Activate] to confirm:

Now your workflow is activated and looks like follows:

IMPORTANT: Please kindly note, that it can take some minutes until the Workflow is finished!

When creating a new account, and navigationg the SharePoint Document location looks like following:

When opening the “TEST”-folder the subfolders look like follows:

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

CRMGamified is a Microsoft Certified Partner in CRM and their mission is to provide you with solutions to get the most out of your CRM!

With Hurrah!® and Motivation Engine together they build highly engaged teams, who produce better results, sell more, service better and work harder.

…

Hurrah!® will help you measure key performance indicators in real time through exciting TV-Like dynamic leaderboards and motivate your sales force, inspiring the revenue-generating behaviors.
It’s easy to install and manage and it is a highly customizable tool that can be adapted to any industry and Dynamics CRM implementation.

CRMGamified® Motivation Engine is an easy to install add-on designed especially for Microsoft Dynamics CRM, aimed at inspiring the key behaviors that drive more sales, generating actual business results, better CRM data quality and CRM user engagement.

Backed by a talented teamCRMGamified® is the result of a hardworking, full-time agile development team who’s continually adding features based on customer feedback.

To learn more about CRMGamified® visit them at crmgamified.com

This article explains how you can enable the Click2Dial-functionality of TelephoneIntegration for CRM 2013/2015 without using the CallNumber button in the ribbon. (as described in the TI client user guide chapter 6.1)

This feature allows you to start an outgoing call through hitting directly on a telephone number in the CRM form via the TI client (see example screenshot below). CRM already has a builtin Click2Dial feature, but its use is limited only to Skype or Lync client. 

Instead of calling via the default Skype or Lync client we can alter it so that the call is triggerred over our TI client / default communication plugin.

…

Step-by-step description: How to extend the Click2Dial functionality for TI:

1) To enable, open CRM - > Settings -> Customizations -> Customize the System.

In the popping-up window select “Web Resources” and hit “New” (see next screenshot, click to enlarge)

Screenshot above shows Web Resources Window in CRM. Click to enlarge.

2) Use the next window to create a new web resource. Basically the name doesn’t matter. In this example we used “new_ PTMTIReplaceCallHandler”.

It is important to set the “Type” on “Script”

3) Next DOWNLOAD the attached file below, unzip it and upload the script:

PTMTIReplaceCallHandler.zip (398.00 bytes)

4) Afterwards hit “Save” and “Publish” (see next screenshot, click to enlarge)

5) Next open a CRM record for which you want to enable this feature. For example "contact" (see next screenshot, click to enlarge)

6) Open its “Form” and hit on “Form Properties” (see next screenshot, click to enlarge)

In the next window, the before created web resource can be selected (hit “Add” and a new dialog will pop up).

7) After the web resource is found and selected, hit “add”. (see next screenshot, click to enlarge)

8) Back in the “Form Properties”-dialog we only have to define the start-function of the script. Therefore hit “Add” in the “Event Handlers”-section, select the web resource and type in the function name “PTM_TIStartReplaceCallHandler” and hit “OK” (see next screenshot, click to enlarge)

9) Then the “Form Properties”- window will look like this:

10) To complete the configuration, hit “OK”.

And “Save” and Publish” on the form editor (see next screenshot, click to enlarge)

After reloading the contact in CRM, the Click2ToDial-functionallity will be enabled.

If want to enable this feature on additional forms, you only have to select the same web resource and define the same start-function.

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

This blog article explains how to add related detail fields to be shown in the TI balloon via fetchxml-feature.

Brief feature description: TI Server will be equiped by an option to supply one FetchXML command with a GUID placeholder, that will be replaced with the corresponding entities ID, if a match is resolved. So we got 2 groups of detail fields - the origial fields (from the originaly resolved entity) and related fields (from the related entity).

Standard TI Configuration: shows fields from the same entity which can be configured via check boxes in the Server Config. In our example it's Contact plus full adress. In order to add additional related fields from a different entity a FetchXML has to be executed.

Therefore TI Server and Client need to be updated to the latest version.

Addon:TelephoneIntegration for MS CRM 2015
Server version: v. 2015.5 and higher
Client version: v. 7.7 and higher

Example:  

                                      
Standard default TI Balloon caller information.           Additional FetchXML result

…
Step-by-step description: How to add related detail fields to be shown in TI-balloon. 

A) Update TI-Server v.2015.5 and higher
B) Generate FetchXML in TI-ServerConfig
C) Update TI-Client v.7.7 and higher (Client restart required!)

1) First, please download and update the latest TI Server in order to use this new fetchxml-functionality. Once update is finished you will see following organisation overview:

  
Screenshot above shows TI Organisation overview. Click to enlarge.

2) Next select the appropriate organisation and click on [Launch config] (see screenshot above click to enlarge) following window appears: 

 
Screenshot shows TelephoneIntegration Server Config. Click to enlarge.

3) With a click on the entities [Fields]-button (see screenshot above) following window appears:

Screenshot shows all Field details for the entitiy Contact. Click to enlarge. 

General information:
In the window shown below users can specify the details on how this entity should be treated:  

Screenshots above show fields details for default TI balloon caller information. Click to enlarge.

Note: It is possible to display up to three result fields per resolved record! If additional info from related entitiy is wished, the FetchXML is executed and additional fields are added.

Example: In our case we also want the FetchXML to return the ticket-number from the last created active case where the resolved contact is stored under the Customer field.

4) Therefore please click on the [Suppfly custom FetchXML] (see first screenshot above highlighted in yellow)

5) In the newly opened window please add following fetchXML to add additional fields

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false" count="1">
    <entity name="incident" >
        <attribute name="ticketnumber" />
        <order attribute="createdon" descending="false" />
        <filter type="and" >
            <condition attribute="responsiblecontactid" operator="eq" uitype="contact" value="[GUIDPLACEHOLDER]" />
            <condition attribute="statecode" operator="eq" value="0" />
        </filter>
    </entity>
</fetch>

The GUID of the resolved entity record is replaced with {[GIUDPLACEHOLDER]}

NOTE: We highly recommend to test the configured fetch xml querry, we advise the use of FetchXML builder for XrmToolbox http://fxb.xrmtoolbox.com/

6) Click [OK] to continue.

7) Next, download and install the latest TI Client version from our download area.

8) Once this is done, please restart TI Client and simulate a call from the appropriate contact (right click on TI Client Symbol in the start pane, click on Setup and search for the Simulator-tab)
Your possible result could look like this:

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

This blog describes how to add a language for DocumentsCorePack ServerBased Dialog. As default English and German is provided.

Addon:DocumentsCorePack ServerBased Dialog

Step-by-step description:

1) First open CRM and navigate to “Settings”:

 
“Customizations”:

“Customize the System”:


…

2) The “Web Resources”-window appears. There click on “Web Resources” in the tree-view on the left and choose “ptm_dcp_dialoglocatlization.xml” on the right with a double-click (see next screenshots, click to enlarge)

Screenshots shows Web Resources window in CRM.

3) In the following window: click on [Text Editor] or on the URL (see next screenshot, click to enlarge)

 
Screenshot shows Text Editor version of the German XML language file.

4) Next copy the whole Web Resource content into any editor starting with <Translation LCID=”1033”> to </Translations>. Replace the LCID with the apropriate LCID “1033” is French for France (click here to get an overview no different Locale ID Values). 

It should look like following:

</Translation>
<Translation LCID="1036">
…..
….. <!—here it is up to you to translate the whole thing –>
…..
</Translations>

5) Once translation is finished, save the new file locally.

6) Next, create a new Web Resource and name it as you wish (see next screenshots, click to enlarge)

7) Then publish your settings (see next screenshot, click to enlarge)

8) Next, a new settingskey needs to created. Therefore go back to the “Settings”-area in CRM. Within the “Settings” go to, “MSCRM-ADDONS.com Products” and choose “AutoMerge”. (See next screenshot, click to enlarge):

Screenshot shows, where to find MSCRM-ADDONS.com Products in CRM.

9) In the following step, click on the drop down next to “AutoMerge” in the main navigation area and click on “MSCRM-ADDONS.com Settings Keys” (see next screenshots, click to enlarge)

10) Now click on “+ADD NEW MSCRM-ADDONS.com Settingskey” (see screenshot above). Please enter “CustumLanguageFileWebResourceName” as Name* for the new Settingskey and type in the name of the WebResource you created in step 6 in the KeyValue (see next screenshot, click to enlarge)

11) Next all you have to do is to [Save and Close] your settings.

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

This blog article explains how to activate debugging for ActivityTools for MS CRM 2015.

Step-by-step description - how to activate debugging for ActivityTools for MS CRM 2015:

1) To activate debugging for ActivityTools open CRM and navigate to “Settings”:

 
“Solutions”:
 
…
Search for “ActivityToolsPluginCore” and open it with a double-click:

 
Screenshot shows Solutions in CRM 2015, click to enlarge.

2) This action will open the ActivityTools Settings. There chose the “General Settings”-tab and enable debugging:

 
Screenshot shows where to activate/deactivate debugging for ActivityTools in CRM. Click to enlarge.

Click on [Save Configuration] to save your settings. Now debugging is enabled.

3) Next access the log files: the log files will be stored in “MSCRM-ADDONS.com Debug”-entity. the easiest way to access it, is by using the “Advanced Find”:

Screenshot shows “Advanced Find” in CRM 2015, click to enlarge.

Click on the sign shown in the screenshot above to open “Advanced Find”.

4) There select the “MSCRM-ADDONS.com Debug” entity and include the following condition: “Name” must “Contains” “PTMActivityTools”. This ensures, that only ActivityTools files will be retrieved. Then hit “Results”.

Screenshot shows “Advanced Find” window in CRM 2015, click to enlarge.

5) Next delete all retrieved debug records. Another way is to select the debug file by “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 relevant log files. Select all records and hit “Export MSCRM-ADDONS.com Debug”.

Check “Dynamic worksheet” and click on [Next >].

6) In the following “Edit Columns” dialog select “Add Columns”:

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

7) Then the column “Message” has been added to this view. Next hit [Export] to continue:

Please save the excel log-file with a short error description and a screenshot to our support address support@mscrm-addons.com

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

INTRODUCTION 

This article will help you to enable the debugging for AttachmentExtractor.

Addon: AttachmentExtractor for MS CRM 2015

Step-by-step description: How to activate debugging for ActivityTools for MS CRM 2015:

The AttachmentExtractor-configuration & management will always debug, writing to the log-subfolder of the application's installation folder.
…
1) To enable the debugging for a specific service, you need to launch the service-management for AttachmentExtractor from the start-menu (see following screenshot):

2) Once the AttachementExtractor ServiceManagement is fully loaded, you can access every service you would like to enable debugging for.

ATTENTION: If the service for which you want to enable debugging is already running, you need to stop the service before you can change the configuration. You can do this by clicking on the "Stop Service"-button within the management-tab of an active service.

Screenshot shows where to stop an active Service within ActivityTools Service Configuration Window. Click to enlarge.

3) The AttachmentExtractor offers seperate debugging for each configured service. To enable debugging for a specific service, you need to specifiy a logfile-path in the general section of the general tab and enable debugging as highlighted in the following screenshot.

Screenshot shows, where to activate debbuging for AttachmentExtractor. Click to enlarge.

4) Once this is done, access the log files. To do so please navigate to the installation path of AttachmentExtractor and send us the files in the "log" folder with an error description to support@mscrm-addons.com

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

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

This blog article explains, how to embed the ActivityTools Previewinto your own CRM Dashboard. 

Addon: ActivityTools for MS CRM 2015 v.2015.115 and higher

Example:

 
Screenshot shows: ActivityTools preview embeded into CRM dashboard.

…

Step-by-step description: how to embed ActivityTools Preview into CRM Dashboard:

Once sucessfully installed the lastest version of ActivityTools you are able configure your dashboard.

1) To do so start in the “Workplace”-area in your CRM system and navigate to CRM “Dashboards” (see next screenshot, click to enlarge)

 

Add ActivityTools preview to existing custom dashboard:
If you already defined custom dashboards, choose the custom dashboard you want to edit from the “Dashboards” dropdown menu as shown below and click on “Edit” in the CRM menu on the top. (See next screenshot, click to enlarge)

 
Screenshots show: where to edit custom dashboard in CRM 2015

Add ActivityTools preview to new custom dashboard:
2) If you would like to create a new custom dashboard, click on “New” in CRM menu (see next screenshot, click to enlarge)

3) Next select an empty grid and click on [Create] (see next screenshot, click to enlarge):

Screenshot shows Dashboard Layout window in CRM

4) In the next window, please name your Dashboard and chose a grid with a click on it, to place your ActivityTools. Once clicked the grid will be highlighted in blue. Within this grid click on the “Insert List”-sign (see next screenshot, click to enlarge)

 
Screenshot shows custom dashboard configuration window in CRM

5) This action will open the “Add Component” window. There select the Record Type e.g. Activities and set the View as required e.g. All Activities and click on [Add] to continue (see next screenshot click to enlarge)

Screenshot shows the “Add Component” window to create your custom dashboard.

6) Now the components have been added to the grid (see next screenshot, click to enlage)

7) Next double-click into the grid in which you want the preview to be shown. Then a new window appears with an important attribute called “Name”. Copy the value of this attribute and write it down for later. Click on [Set] and close the window (See next screenshot, click to enlarge)

8) Afterwards, click on “Web Resource” in CRM menue at the top to add a new web resource (see next screenshot, click to enlarge)

9) A new window appears called “Add Web Resource”. There enter following information:
Web resource*: ptm_dashboardpreview
Name*: enter a name for your dashboard preview e.g. MyDashboardPreview
Label*: enter a name for your dashboard label e.g. MyDashboardPreview
Custom Parameter(data): enter the value in step 7. e.g. Componentf66b377
Click [OK] to continue

 

10) Now the Activity preview is added to the dashboard. To modify the height and widht of the preview, click on the preview and use the scaling buttons in the CRM menu on the top [Save] + [Close] the window (see next screenshot, click to enlarge)

11) Your possible result could look like following:

  

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

Existing ActivityTools Customers will need to follow the Upgrade-path mentioned below in order to upgrade an existing ActivityTools installation to the latest version (2015.115 or higher). Please follow the steps carefully to avoid complications:

1) Upgrade existing installation to v2015.7

You cannot directly upgrade to 2015.115. Please download  v2015.7 marked as:
“EXISTING CUSTOMERS: ActivityTools for MS CRM 2015 (Upgrade Package)”) 
from our Download Center (Login required): http://www.mscrm-addons.com/Downloads/DownloadActivityToolsforMSCRM2015.aspx

2) Upgrade v2015.7 to v2015.115 or higher

Once v2015.7 is deployed you can go ahead and simply upgrade to the latest version available on: http://www.mscrm-addons.com/Downloads/DownloadActivityToolsforMSCRM2015.aspx

This should do the trick and get you going with our re-designed ActivityTools for MS CRM 2015

This blog explains how to change your subscription Credit Card details on our homepage.

(1) First please go on www.mscrm-addons.com and click on the log in sing placed in the upper right corner (see next screenshot, click to enlarge):

Screenshot shows: mscrm-addons.com login

…

(2) Next [Login] with your credentials and click on “MY ACCOUNT” to proceed (see next screenshot, click to enlarge):

Screenshot shows user’s “MY ACCOUNT”-overview

As you can see in the example screenshot above the overview shows your actual subscription(s).

3) Click on the Credit Card sign at the end of the subscription information to change the details.

4) In this example the Servie will stop working on 19th of July 2015 if information won’t be changed.

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