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The [Insert Field]-button (Dynamics 365)

On November 24, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin

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

Tagged With: 2015, 2016, 365, button, Client, DCP, DocumentsCorePack, template

Sharepoint Metadata (Dynamics 365)

On November 23, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin

The latest version of DocumentsCorePack Server Based supports the population of
metadata into SharePoint. Prerequisites for this feature to work are Client Version 7.31,

Server Version 2015. Proper configuration of Dynamics 365 and DocumentsCorePack
for the Dynamics 365 Integrate Sharepoint is needed as well.

Tagged With: 2015, 2016, 365, attribute, attributes, Client, DCP, metadata, SharePoint, SP, template

Insert Hyperlink (Dynamics 365)

On November 23, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin

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.

Tagged With: 2015, 2016, 365, DCP, DocumentsCorePack, template

Computed Field (Dynamics 365)

On November 23, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin

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.

Tagged With: 2015, 2016, 365, DCP, DocumentsCorePack, template

Advanced String (Dynamics 365)

On November 23, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin

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.

Tagged With: 2015, 2016, 365, DCP, DocumentsCorePack, template

Insert QR-Code (Dynamics 365)

On November 23, 2015 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Bäck Martin

The Insert QR-Code field allows you to define a pattern for a dynamically
created QR-Code. The following step by step description will show you how
to set this field in the DocumentsCorePack Client for your template.

Tagged With: 2015, 2016, 365, Client, DCP, DocumentsCorePack, template

Insert Static Document (Dynamics 365)

On November 17, 2015 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Bäck Martin

The Insert Static Document feature allows you to insert a sub template into
your current template or also to insert further text documents, like AGBs.

Tagged With: 2015, 2016, 365, Client, DCP, DocumentsCorePack, template

DCP service error message

On September 24, 2015 in DCP 2013, DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan

The error message displayed in Figure 1 indicates, that there are either too many documents to generate (rather unlinkely) at the moment or that the DCP service is not running.

Tagged With: OnPremise, DCP, DocumentsCorePack, error, Online, Server, service, troubleshooting

HowTo: Use DocuSign with DocumentsCorePack for Microsoft Dynamics CRM

On August 28, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Michael Dohr

See how DocumentsCorePack enables your users to generate documents and trigger a DocuSign process straight out of CRM.

Example: NDA to be sent & signed to an account and afterwards counter-signed by the owner of the account.

Tagged With: 2015, 2016, 365, configuration, DCP, DocumentsCorePack, DocuSign, e-Signature

Service-based printing in DocumentsCorePack

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

DCP Server offers a service-based printing option which is additionally available to the already known plugin-based printing option. This additional option is based on a service which is running in the background.

DCP ServerBased printing feature provides the possiblitiy to create and manage printer configurations for starting:

local print jobs via DCP Server Local Printer Configuration (supported format: .pdf)
global print jobs online via Google CloudPrint Configuration (supported formats: .docx, .pdf, .html. .jpg, .bmp)

Requirements: DocumentsCorePack ServerBased for MS Dynamics CRM v5.30 and higher

Tagged With: print, 2013, 2015, 2016, 365, configuration, DCP, DocumentsCorePack, Server

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