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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!


Custom ExportToWord Buttons in DocumentsCorePack for Dynamics 365
This blog article describes how you can create custom Dynamics 365 menu buttons with custom JavaScript functions to execute the DocumentsCorePack ExportToWord (aka “PrintInWord”) process.

How to insert static images for e-Mail templates as a link
This blog article outlines how to properly insert images as links into your template if you want to use them for sending emails.

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 to add the MS Word properties in DocumentsCorePack Client
This blog article outlines how to activate the Microsoft Word properties for the DocumentsCorePack Client. Usually, there is no need to activate additional properties for the DCP Client. However, there are some exceptional cases, when the additional MS Word properties must be activated, for example, when you want to save information in and across templates. ​

Rich email templates in Microsoft Dynamics 365 (CRM)
DocumentsCorePack (DCP) for Microsoft Dynamics 365 (CRM) offers the possibility to create emails that contain DCP templates. This enables DCP users to customize their email content with only a few clicks. This article outlines how to create such an email with an individual template.

How to concatenate documents (On Premise)

This article outlines how to concatenate different documents in one single document. 
Using the concatenate step, we can combine two or more documents and can thus create - independent of file format or properties of the document - a single Word document that contains all concatinated documents.   


How to add custom fonts to MS Word templates

Most of the time, the regular Microsoft Word fonts are sufficient when it comes to the creation of new templates. However, sometimes it can be necessary to add a custom font. There are two possible ways to add a font.


How to use aggregation properly when creating templates

Aggregated fetches are a useful functionality when you create templates. Please click here to get an overview on aggregation in DocumentsCorePack.  This article provides you with a step-by-step tutorial on how to work properly with aggregation.


Insert a static document subtemplate

The insert as static document button is a very useful functionality if it comes to creating templates in DocumentsCorePack Template Designer. Its functionalitites can be expanded to insert not only static documents, but also subtemplates. In the course of this article,
you will learn how to do so.

First of all, you need to open two templates, but you could also create two totally new ones.
Learn which fields can be added to a template here.

However, you need one for your main entity and one for your subentity. They are the base for all further actions.


DocumentsCorePack Condition Syntax (Dynamics 365)

Certain properties of DocumentsCorePack templates consist of conditions based on CRM fields. This article covers the basic syntax and the advanced options that can be used.
Several DocumentsCorePack properties support the same syntax. A list of these properties can be found at the end of this article.