mscrm-addons.com - Blog

IMPORTANT INFORMATION

This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information.
You can find the most acutal and relevenat information in our Knowledge Base at support.mscrm-addons.com

News.mscrm-addons.com Blog

Hello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts!

How to enable debugging for DocumentsCorePack Client

On November 26, 2013 in DCP 2013, DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

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Please note:
This article applies to
DocumentsCorePack CLIENT for MS Dynamics CRM 2013, 2015,
as well as for MS Dynamics CRM 2015/2016

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Tagged With: 2011, 2013, 2015, 2016, 365, Client, DCP, debug, error, troubleshooting

The [Insert as Picture-Field]-button

On November 13, 2013 in DCP 2011, DCP 2013, DCP 2015 / 2016, DocumentsCorePack (DCP) by Krenn Armin

INTRODUCTION

This article describes how to use the “Insert as Picture-Field”-functionality within the “Insert”-button in Open Office XML templates (.docx).
Click here to read more about the functionalities of the “Insert”-button.

This certain feature allows you to:

a) insert a picture that is stored in your CRM system or
b) a path to a FileShare.

Addon: DocumentsCorePack v5.97 and higher

Example:

Figure 1: Merged quote-template with picture fields.

Tagged With: 2011, 2013, 2015, 2016, Client, DCP, DocumentsCorePack, Office, picture, template, XML

The "Insert as Document"-button in Open Office XML template (.docx)

On November 13, 2013 in DCP 2011, DCP 2013, DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

This article outlines how to use the “Insert as Document”-functionality within the “Insert”-button in Open Office XML templates (.docx). This feature allows you to insert a document that is stored as a note in your CRM system.

Requirments: Available for DocumentsCorePack v5.97 and higher.

Tagged With: 2011, 2013, 2015, 2016, Client, DCP, DocumentsCorePack, DocX, Office, template, XML

The “Insert Join Tables”-button in Open Office XML template (.docx)

On November 12, 2013 in DCP 2011, DCP 2013, DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

This article outlines how to use the “Insert Join Tables”-button in Open Office XML template (.docx). This functionality is very usefull if you want to combine muliple tables with all merge fields into a single one.

Requirements: Available for v5.97 and higher, click on www.msrmc-addons.com for download and test it.

Tagged With: 2011, 2013, 2015, 2016, Client, DCP, DocumentsCorePack, Office, template, XML

Upload sample templates

On November 7, 2013 in DCP 2013, DocumentsCorePack (DCP) by Jin Yan

This article outlines how to upload sample templates with the DocumentsCorePack (DCP) Client. (Version 6.5 or higher)

Tagged With: 2011, 2013, 2015, 2016, Client, DCP, DocumentsCorePack, template, Word

How to change the default pinned/unpinned status of the GroupCalendar side pane

On July 8, 2013 in GC 2013, GC 2015 / 2016 , GroupCalendar (GC) by List Andreas

The GroupCalendar side pane (which holds the view settings etc.) is per default unpinned. With a manual user-based setting it is possible to change the default behavior so that the GroupCalendar is opened with a pinned side pane.

Tagged With: default, 2013, 2015, 2016, configuration, GC, GroupCalendar

Insecure content warning in IE when using FileExplorer with IFD

On December 17, 2012 in DCP 2011, DCP 2013, DCP 2015 / 2016, DCP 365, DCP 4.0, DocumentsCorePack (DCP) by List Andreas

If you have configured your CRM for IFD and also have enabled our FileExplorer Integration, Internet Explorer (IE) will either not load the FileExplorer or show a message about insecure content.