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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!


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

Note title and description (Dynamics 365)
This blog article outlines how to apply special settings, in detail note title and description, to your DocumentsCorePack Template.

Insert a page break after grouping section (Dynamics 365)
This blog article outlines the new feature in DocumentsCorePack (.docx) templates. This feature gives you the possibility to insert page breaks after every grouping section.

Advanced Settings "CreateActivitiesFor" in MS Dynamics 365
This blog article outlines how to work with the Advanced Settings - CreateActivitiesFor of DocumentsCorePack in MS Dynamics 365. It covers the configuration, an example and the technical details of this feature.

How do I create dates with ordinals with DocumentsCorePack field properties?
Ordinal numbers are words representing position or rank in a sequential order. The order may be of size, importance, chronology, or else. These numbers may be written in English with numerals and letter suffixes: 1st, 2nd, 3rd, 4th, 5th etc. Because ordinal numbers can be an important part of documents, we have created a possibility to add ordinal numbers to templates. This step-by-step tutorial describes how to do so.

How to add a filter to a relationship in DocumentsCorePack Template Designer
This step-by-step-tutorial outlines how to add a filter to a relationship in DocumentsCorePack Template Designer. Usually, the simple creation of a relationship is enough, but sometimes, it can happen that you need to add a certain filter to a relationship.

How do I create relationships using DocumentsCorePack Template Designer? (Advanced)
This article outlines how to create - more or less complex - relationships in the DocumentsCorePack (DCP) Template Designer.

How to import & export templates using the DocumentsCorePack Online Service Configuration
The DCP Online Configuration offers lots of useful functionalities, such as for example insert/export templates or insert fonts. This step-by-step tutorial outlines how to use them properly.

How do I create a document and attach it to an email in a single workflow step in MS Dynamics 365 Online?
This step-by-step tutorial outlines how to create a document and attach it to an email in a single workflow-step. Requirements: DocumentsCorePack ServerBased, MS Dynamics CRM 2015/2016 or MS Dynamics 365

How to activate Template Designers (per user) for DocumentsCorePack Online Services
Login to our website (http://www.mscrm-addons.com/LoginPage) and navigate to My Account Overview > My Cloud Services.