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How to create DocumentsCorePack templates
Office Open XML has been invented to enable the creation of very complex templates that would normally require the use of macros. This article contains a step-by-step description about how to create such a template.

How to concatenate documents (On Premise)

This article outlines how to concatenate different documents in one single document. 
Using the concatenate step, we can combine two or more documents and can thus create - independent of file format or properties of the document - a single Word document that contains all concatinated documents.   


How to start a service in DocumentsCorePack ServerBased (on premise)?

In Order to run a workflow- or dialog-Process, it is necessary to set up a new DocumentsCorePack (DCP) service to start the document generation process. This article outlines how to start a service in DocumentsCorePack ServerBased (DCP SB).


Office Open XML: Overview

Below, you can find an overview to a series regarding the use of Office Open XML (DocX) format with
DocumentsCorePack for Microsoft Dynamics CRM 2011.


How to add custom fonts to MS Word templates

Most of the time, the regular Microsoft Word fonts are sufficient when it comes to the creation of new templates. However, sometimes it can be necessary to add a custom font. There are two possible ways to add a font.


How to use aggregation properly when creating templates

Aggregated fetches are a useful functionality when you create templates. Please click here to get an overview on aggregation in DocumentsCorePack.  This article provides you with a step-by-step tutorial on how to work properly with aggregation.


Aggregation in DocumentsCorePack – an overview

This article outlines the basics of aggregation, a functionality of Microsoft Dynamics CRM, that we have integrated in our Template Designer.


Insert a static document subtemplate

The insert as static document button is a very useful functionality if it comes to creating templates in DocumentsCorePack Template Designer. Its functionalitites can be expanded to insert not only static documents, but also subtemplates. In the course of this article,
you will learn how to do so.

First of all, you need to open two templates, but you could also create two totally new ones.
Learn which fields can be added to a template here.

However, you need one for your main entity and one for your subentity. They are the base for all further actions.


Boolean Fields in DocumentsCorePack

With version 7.106 or higher of DocumentsCorePack Client, its users are enabled to use an extended functionality, the so called Boolean Fields. Boolean fields are, for example, all the Do not allow…-fields. 


Pen control for DocumentsCorePack

With the so called visual controls for phones and tablets, Microsoft Dynamics CRM 2016 introduces some new features. Should you like to get more general information about them, please click here.