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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 Server Based (Online)

On November 13, 2014 in DCP 2013, DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

++++++++++++++++++++++++++++++++++++++++++++++++++++++

Please note: This article applies to

DocumentsCorePackServerBased Document Generation & Processing
for MS CRM 2013, 2015 and MS CRM 2015/2016

ONLINE ONLY

(Click here for information on debugging for DocumentsCorePack on premise/IFD)

++++++++++++++++++++++++++++++++++++++++++++++++++++++

Tagged With: 2013, 2015, 2016, 365, AE, AttachmentExtractor, DCP, debug, DocumentsCorePack, error, Online, Server, troubleshooting

How to set partial document editing restriction in templates

On October 8, 2014 in DCP 2011, DCP 2013, DCP 4.0, DocumentsCorePack (DCP) by Jin Yan

This blog article outlines how to use the MS Word Restrict Editing-functionality. It supports restricted editing for the whole document, as well as editing specific paragraphs of the document only. Please note: The functionality works with merged documents as well.

Requirements: DocumentsCorePack for MS CRM

Tagged With: 2011, 2013, 4.0, DCP, DocumentsCorePack, security, template, Word

Printer Configuration for DocumentsCorePack Server Based Online

On June 27, 2014 in DCP 2013, DocumentsCorePack (DCP) by Jin Yan

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

Requirements: DocumentsCorePack Server Based Document Generation (former AutoMerge)

Tagged With: 2013, configuration, DCP, DocumentsCorePack, Online, print, Server

How to build and format an address block with docx. templates

On June 6, 2014 in DCP 2013, DocumentsCorePack (DCP) by Jin Yan

This blog article explains how to build an address block and format it properly with DocumentsCorePack for MS CRM 2013 templates (.docx). With the DocumentsCorePack Field Properties-functionality, users can easily format every address line and define specific line behaviour if the information was not stored in CRM.

Requirements: DocumentsCorePack (DCP) for MS CRM 2013

Tagged With: 2013, DCP, DocumentsCorePack, DocX, template

How to install DocumentsCorePack on a terminal server for CRM Online?

On May 21, 2014 in DCP 2013, DocumentsCorePack (DCP) by Jin Yan

This blog article explains how to install DocumentsCorePack for MS CRM on a terminal server for CRM Online.

Requirments: DocumentsCorePack

Tagged With: 2013, DCP, DocumentsCorePack, install, Online, Server

How to hide the [Create Document]-button in specific entities

On May 12, 2014 in DCP 2013, DocumentsCorePack (DCP) by Jin Yan

This article outlines how to hide the [Create Document]-button for specific entities.

Requirements: DocumentsCorePack ServerBased (DCP SB)

Tagged With: button, Server, 2013, configuration, DCP, DocumentsCorePack

How to upgrade DocumentsCorePack from MS CRM 4 to 2011 or 2013

On May 5, 2014 in DCP 2011, DCP 2013, DCP 4.0, DocumentsCorePack (DCP) by Jin Yan

This article outlines how to prepare DocumentsCorePack (DCP) for MS CRM 4 for an upgrade to CRM 2011 or CRM 2013!

Requirments: DocumentsCorePack

Tagged With: 2011, 2013, 4.0, Client, DCP, DocumentsCorePack, Server, update, upgrade

Field formatting options

On April 7, 2014 in AM 2011, AutoMerge (AM), DCP 2011, DCP 2013, DocumentsCorePack (DCP) by Jin Yan

This article outlines different options to format fields inside a DocumentsCorePack or AutoMerge template. e.g.: Formatting date fields, format money-fields etc.

Requirements: DocumentsCorePack for MS CRM 2011 and 2013, AutoMerge for MS CRM 2011

Tagged With: 2011, 2013, AM, AutoMerge, Client, culture, DCP, DocumentsCorePack

The request failed with HTTP status 401: Unauthorized

On April 3, 2014 in DCP 2011, DCP 2013, DocumentsCorePack (DCP) by Jin Yan

This article outlines what to do if you get the following failure notice: Request failed wiht HTTP status 401: Unauthorized.

Requirments: WordMailMerge

Tagged With: 2011, 2013, DCP, DocumentsCorePack, error, SharePoint, SP, troubleshooting

.dot Templates including line items

On April 2, 2014 in DCP 2011, DCP 2013, DocumentsCorePack (DCP) by Jin Yan

This article outlines how to to deal with line items in a Word-Template.

Requirements: DocumentsCorePack

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

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