mscrm-addons.com - Blog

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You can find the most acutal and relevenat information in our Knowledge Base at support.mscrm-addons.com

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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 build Multilevel-Relationships
This blog article outlines how to build a Multilevel-Relationship from Quote > Quote Line (Quote Product) > Product.

Step-by-Step: How to set up User-Prompts
This blog article covers a Step-by-Step example on how to set up user-prompts in DocumentsCorePack Template Designer.

How to save generated documents to a specified SharePoint URL
In this blog article, you will learn how the DocumentsCorePack ServerBased functionality can be used to save generated documents to a specified SharePoint URL.

Only count users with security role for licensing
This blog article outlines the new method for counting licenses based on security roles. If enabled, our licensing will count users only if they have at least one security role assigned.

Display of the DocumentsCorePack Controls in the Fields section
This short blog article outlines how to change the advanced template settings if the DocumentsCorePack Controls are missing in the Fields section.

HTML Settings for DocumentsCorePack Fields
If you are using DocumentsCorePack with HTML this guidance will help you maximize your user experience.

Step-by-Step: How to set up a proposal using MultiPart
This step-by-step description outlines how to create and custom a one-click-action using MultiPart. In this example, we want to create a proposal which consists of several DocParts.

How to insert Condition Fields in DocumentsCorePack Template Designer
This blog article covers a Step-by-Step example on how to set conditions in DocumentsCorePack Template Designer for your template.

Step-by-Step: How to configure a One-Click-Action
This step-by-step description outlines how to create and custom one-click-actions via the Web Config. In this example, we want to send a quote as pdf by email to a customer and save it to SharePoint.