You have created or modified a new template and now you would like to give
it a try. You can test your template with DocumentsCorePack Client.

Make sure that you have opened your template in Word. If the template
has not been opened in Word or if the template is not a DocumentsCorePack
template, the following steps will most likely not work.

1. Hit the [Choose Data]-button
   A search dialog in which you can select a test record will open up.
   
   
   Figure 1: The [Choose Data]-button
    
2. Select a record
   Enter a search term and click on the [ Search ]-button (1).
   Select one of the records from the result windows (2)
   and hit the [Select]-button (3).
   
   Your template will be merged and the Dynamics 365 data will be populated.
   
   
   Figure 2: Look for Dynamics 365 data
   ​
3. Check your created document
   Now check your template and verify if your modifications and your
   design are as expected.
   
   Please note: Some special settings may not take effect at this point!
   To ensure that everything works properly, please use your template in the usual working process. 
   
   That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Example: A template with the name "Quote_Base.docx" (1) creates a document with
the name "Nuclear Power Plant-QUO-01000-W4G3T9.docx" (2).

Figure 1: Example

If you are not sure how to get to access to the template settings to set the
document subject please have a look at this article first.

1. Access the Document Name and Subject section
   Navigate to Document Name and Subject (1).
   
   

   

   Figure 2: Document Name and Subject
   
   
2. Set your document name pattern
   Insert placeholder for Dynamics 365 fields by double-clicking the element in the tree
   or type in some fixed text enclosed by single quotes.
   
   The basic rules for the syntax of this property are:
   - Dynamics 365 fields have to be enclosed by << and >>
   -The fixed text has to be enclosed by single quotes (').
   - Fields and fixed text have to be combined with a plus (+)
   
   Details about the syntax for this property can be found here:
   DocumentsCorePack Property Syntax
   

   

   Figure 3: Example of a set property
   
   
3. Save your template
   

   Before you can use or test your template you have to save it.
   Either you save your template locally with the standard Save or Save as
   a functionality of Word or you use the Save template-option of the
   DocumentsCorePack client in order to publish the template to Dynamics 365.
   
   
4. Test your template [optional]
   As you have made changes to your template you might want to test them quickly.
   A step by step description of how to test your template can be found here.
   
   

This article outlines the functionalities of the [Insert field]-button. 

The button itself inserts a selected field directly into your document.
The Drop-down-menu (1) allows you to insert special field types to your template.

1. Root elements
   - Insert as Picture-Field
   - Insert as Picture-Link-Field
   - Insert as Document
   - Insert as HTML
   
   

   

   Figure 2: Root elements
   
   
2. Insert Static items
   - Insert Static Document
   - Insert PageBreak
   - Insert Remove Empty Lines
   - Insert Join Tables
   
   

   

   Figure 3: Static items
   
   
3. Insert Computed items
   - Insert QR-Code
   - Insert Advanced String
   - Insert Calculated Field
   - Insert Hyperlink
- Insert Condition Fields



Figure 4: Computed items


4. Insert DocuSign items
   Follow this link to get further information about our DocuSign integration
   and how to use it:
   

   

   Figure 5: DocuSign items
   
   

Related Topics:
List of available template settings

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

The latest version of DocumentsCorePack Server Based supports the population of metadata into SharePoint. Proper configuration of Dynamics 365 and DocumentsCorePack for the Dynamics 365 Integrate SharePoint is needed as well.

 Please note: Only base types are supported, taxanomy properties are currently not supported. ​

The below screenshot shows a property that was created by DocumentsCorePack
with data from Dynamics 365 (1).

Figure 1: Example of SharePoint Metadata
If you are not sure how to access the template settings to set the
SharePoint metadata, please have a look at this article first.

1. Access the SharePoint Metadata section
   

   

   Figure 2: SharePoint Metadata section
   
   
2. Add, edit or delete a property
   - To add a property use the [Add]-button (1)
   - To edit a property select an element (4) and hit the [Edit]-button (2)
   - To delete a property select an element (4) and hit the [Delete]-button (3)
   

   

   Figure 3: Add/Edit/Delete a property
   
   
3. Create a new property
   After you have selected Add/Edit the SharePoint Metadata Field Settings
   a window will pop up.
   You have to manually type the name of the SharePoint property. (1)
   How to create, change or delete custom properties on the Sharepoint is
   described in this external blog by Microsoft.
   The value of the property can be composed of Dynamics 365 fields and fixed text.
   More details about the supported syntax for this field can be found here.
   

   

   Figure 4: SharePoint Metadata
   
   
4. Save your template 
   Before you can use or test your template you have to save it. Either you save your template locally with the standard Save or Save as the functionality of Word or you use the Save template-option of the DocumentsCorePack client in order to publish the template to Dynamics 365.
5. Test your template [optional]
   As you have made changes to your template you might want to test it quickly. A step by step description of how to test your template can be found here.

The Hyperlink property allows you to define a pattern for a dynamically
created link. The following step by step description will show you how
to set this property in the DocumentsCorePack Client for your template.

Figure 1: Example of a dynamically created hyperlink

If you are not sure how to access the insert field option,
please take a look at this article first.

1. Use the Insert Computed item option
   

   

   Figure 2: Insert Hyperlink
   
   
2. Compose your link
   Select the Link-tab (1) and define your link pattern.
   The syntax for this field is described here.
   

   

   Figure 3: Link pattern in Link-tab
   
   
3. Compose your placeholder name
   Select the Display name-tab (1) in order to set a name for the link.
   Here we have a fixed text. The syntax for this field is described here.
   

   

   Figure 4: Display name-tab
4. Additional options [optional]
   You can enable the link to be displayed, even when there is no
   data returned for Dynamics 365 fields (1).
   Or you also can remove the link completely if there is no data returned (2).
   

   

   Figure 5: Insert Hyperlink (click image to enlarge)
   
   
5. Save your template
   

   Before you can use or test your template you have to save it.
   Either you save your template locally with the standard Save or Save as
   functionality of Word, or you use the Save template-option of the
   DocumentsCorePack client in order to publish the template to Dynamics 365
   

6. Test your template [optional]
   

   As you have made changes to your template you might want to test it quickly. 
   A step by step description of how to test your template can be found here.
    

The Computed Field property allows you to evaluate calculations of data from Dynamics 365.
The following step by step description will show you how to set this field in the
DocumentsCorePack Client for your template.

The example below shows an evaluated calculation based on Dynamics 365 field in a template (1). 


Figure 1: Example of evaluated calculation

If you are not sure how to get to the insert fields option
please take a look at this article first.

1. Use the Calculated Field document option 
   
   Figure 2: Insert Calculated Field
   
   
2. Create your calculation
   The syntax for this field supports the basic arithmetic operations.
   / -    divide
   * -   multiply
   +     summate
   -      subtract
   
   Other than the usual DCP syntax, numeric values are added
   without single quotes:
   
   Figure 3: Numeric values added without single quotes


3. Save your template
   
   Before you can use or test your template you have to save it.
   Either you save your template locally with the standard Save or Save as
   the functionality of Word or you use the Save template-option of the
   DocumentsCorePack client in order to publish the template to Dynamics 365.
4. Test your template [optional]
   
   As you have made changes to your template you might want to test them quickly.
   A step by step description of how to test your template can be found here.

Related Topics:
Insert a Hyperlink
Insert Fields
Insert an Advanced string
Insert QR-Code

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

The Advanced String property allows you to define a pattern for a dynamically
created string. The following step by step description will show you how
to set this property in the DocumentsCorePack Client for your template.

The example below shows an advanced string (2) based on placeholder
in a template (1).

Figure 1: Example of dynamic string

If you are not sure how to get to the insert fields option, please take a look at this article first.

1. Use the Advanced String option
   

   

   Figure 2: Insert Advanced String
   
   
2. Create your advanced string
   Define your link pattern (1).
   The syntax for this field is described here.
   

   

   Figure 3: Insert pattern for the Advanced String
   
   
3. Define a placeholder [optional]
   You can set a placeholder name (1) for your field so you find it easier
   in case you have to modify your template in the future.
   

   

   Figure 4: Define placeholder text
   
   
4. Save your template
   
   Before you can use or test your template you have to save it.
   Either you save your template locally with the standard Save or Save as
   the functionality of Word or you use the Save template-option of the
   DocumentsCorePack client in order to publish the template to Dynamics 365.
   
   
5. Test your template [optional]
   
   As you have made changes to your template you might want to test them quickly.
   A step by step description of how to test your template can be found here.

Related Topics:
Insert a Hyperlink

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

The example below shows a QR-Code (2) based on Dynamics 365 field
in a template (1).

Figure 1: Example of QR Code

1. Use the Insert Computed Item
   
   Figure 2: Insert QR Code
   
   
2. Create your QR Code
   Define your link pattern. The used text will be
   transformed into a QR-Code.
   The syntax for this field is described here.
   
   Figure 3: Define link pattern for QR-Code
   
   
3. Additional options [optional]
   The QR Code Level (1) shows the displayed level of the QR-Code. The default
   setting detects the smallest value. If e.g.: the value of this option is set with 5
   with a maximum sign-length of 108, then only 108 signs will be displayed.
   All signs that exceed the maximum length are cut.
   
   The Error Correction (2) defines the capacity and fault tolerance of the
   QR-code. The value shows the amount that can be restored in percent.
   
   The available options are:
   - Level L =7 % of the code words/data can be recovered
   - Level M = 15 % of the code words/data can be recovered
   - Level Q = 25 % of the code words/data can be recovered
   - Level H = 30 % of the code words/data can be recovered
   
   The Max Length (3) is not editable and depends on the above settings.
   
   Figure 4: Additional options
   
   
4. Save your template
   
   Before you can use or test your template you have to save it.
   Either you save your template locally with the standard Save or Save as
   the functionality of Word or you use the Save template-option of the
   DocumentsCorePack client in order to publish the template to Dynamics 365.
   
   
5. Test your template [optional]
   
   As you have made changes to your template you might want to test them quickly.
   A step by step description of how to test your template can be found here.

Related Topics:
Insert a Hyperlink
Insert Fields
Insert an Advanced string

and the final merged document with also the sub template merged(2). 

Figure 1: Example of a sub template

If you are not sure how to get to the insert fields option,
please take a look at this article first.

1. Use the Insert Static Item option
   

   

   Figure 2: Insert Static Document
   
   
2. Select a document to insert
   At this point, you have two options. You can either select a sub template and
   provide the necessary field as a merge parameter or you can skip this step and
   select a static document only (which does not require a parameter for merging).
   
   a) Provide a merge parameter [optional]
   Select an ID-field from the treeview (e.g. Contact) (1) and check the
   Provide the selected field as a parameter - checkbox.
   

   

   Figure 3: Provide a parameter
   
   b) Hit the [Select Document]-button
   

   

   Figure 4: [Select document]-button
   
   c) Select a sub template or static document
   All the available documents are stored in the DocumentsCorePack templates entity.
   

   

   Figure 5: Document selection (Look-up window)
   
   

3. Insert place holder
   You will notice the name of the select template in the new window (1).
   Apply the new field by clicking the [OK]-button (2).
   

   

   
   Figure 6: Template added
   
   Save your template
   

   Before you can use or test your template you have to save it.
   Either you save your template locally with the standard Save or Save as
   the functionality of Word or you use the Save template-option of the
   DocumentsCorePack client in order to publish the template to Dynamics 365.
   
   

    

4. Test your template (optional)
   As you have made changes to your template you might want to test them quickly.
   A step by step description of how to test your template can be found here.
   

It has been a while since the last GroupCalendar Online update. We have now added a few improvements that require your attention. Many of our customers are still on the GroupCalendar 2013 instances which are not up to date anymore. To benefit from the new improvements and features of the GroupCalendar 2015 version, we would need you to perform a simple task for us.

What can you expect from the update?

1. Performance: There were a lot of performance improvements since the last version. We’re constantly trying to improve the performance so our customers don’t lose too much time during scheduling.

2. Multiple data centers: GroupCalendar is available in more datacenters than before. After you’re done with the steps described below, it will be possible for us to move your installation without interruption to the latest release version. We’ll decide to which datacenter you’ll be moved to get the best performance available. I.e., it doesn’t make sense that when your CRM is located in Europe and connecets to a GroupCalendar instance hosted in the US.

3. New features: In addition to the performance improvements, we have also implemented a few other features you might be interested in.

• Auto-Refresh: Whenever someone updates or creates a new activity within CRM, the GroupCalendar will automatically refresh its view. Each user will always have an up-to-date overview of the scheduled activities.
• Quick previous/next navigation: The TopDown and Agenda view now have a separate navigation option to quickly navigate to the previous or next day/week/month. There is no need to open the right navigation pane to switch days/weeks/months.
• Improved week number calculation: The calculation of the week numbers did not work in some special cases.
• Performance Counters: In case you run into any performance issues, even with the performance-optimized version, we have added performance counters to see what exactly is slowing down GroupCalendar.

How to get the new features and improvments?

You need to prepare your system with the latest MSCRM-Addons.com Solutions so we’re able to move your installation to an up to date instance. This step could be quickly done by a CRM administrator. Please download these three files:

• MSCRMADDONScomGeneral.zip (447.82 kb)
• GroupCalendarServerCore.zip (7.40 kb)
• GroupCalendarAutoUpdate.zip (29.44 kb)

After that, please navigate within your CRM to Settings > Solutions.

Figure 1: CRM Solutions

Please import all three solutions in the above order.

Figure 2: Click on Import

If you want to use the auto-refresh feature, you have to assign all users the security role MSCRM-ADDONS.com GCAutoUpdate after you have imported all the solutions.

How long will it take to get the update?

We’ll periodically check if your CRM system was prepared with the above steps and if so, we will perform all necessary steps.

After we have applied all steps to GroupCalendar, your CRM connects automatically within 7 days to the new Group Calendar instance.

It could happen that some users will see the update earlier than others. 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.