mscrm-addons.com - Blog

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How to save a document to SharePoint with DocumentsCorePack
This blog article outlines how to save a document to SharePoint with DocumentsCorePack.

Step-by-Step: How to set up lookup-prompts for relations
This blog article covers a step-by-step example of how to set up user-prompts in DocumentsCorePack Template Designer. With this special version of the prompts feature you have the possibility to select one or multiple related records while generating the document.

SharePoint Redirecting
Changing Sharepoint servers with already extracted attachments

How to add GroupCalendar to the Sitemap
This article outlines how to add GroupCalendar to the Sitemap

How to repair DocumentsCorePack Client using the DCP Diagnostics Tool
This article outlines how to repair the DocumentsCorePack Client using the Diagnostics Tool

DateTime Field (Dynamics 365)
This blog outlines how the DateTime option allows you to perform basic calculations with dates. You can add a certain amount of time to an existing date, or you can calculate the difference between two given dates. The following step by step description will show you how to insert a field of this type into your template.

DocumentsCorePack DateTime Field Syntax (Dynamics 365)
The DateTime Field option of DocumentsCorePack allows you to perform basic calculations on dates and times. This article describes the syntax that can be used for those calculations.

DocumentsCorePack Solution update Error - AutoMergeGlobalButton
This blog article outlines how to handle error messages during the update to the AutoMergeGlobalButton solution version 2017.38/2018.38 or higher.

Dynamics 365 Unified Interface limitations
This article describes missing functionalities of our add-ons in comparison of the Dynamics 365 default UI with the new Unified Interface.

How to merge a document and start an in-person signing process
This blog article outlines how to merge a document with Adobe Sign and start an in-person signing process. With the in-person signing, a host facilitates an Adobe Sign session. The host must be an Adobe Sign account holder and the signers are only required to be with the host in order to sign documents.