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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!


Office Open XML: Overview

Below, you can find an overview to a series regarding the use of Office Open XML (DocX) format with
DocumentsCorePack for Microsoft Dynamics CRM 2011.


DocumentsCorePack FileExplorer in IFD environment

This article is about the DocumentsCorePack (DCP) FileExplorer in IFD environments for CRM 2011, 2013, 2015 and 2016.

Basically, DocumentsCorePack's FileExplorer is not supported in CRM IFD environments. Nevertheless, it could be possibly working. If you want to try to configure it, follow this article.


How to change the CRM connection credentials for active users

In oder to change the CRM connection credentials for active CRM users for DocumentsCorePack Client and/or TelephoneIntegration Client for MS CRM, please follow the below steps. 


How to insert an entity image

This article outlines how to add images, product photos, company logos etc. to MS Dynamics CRM 2011/2013/2015. In our example we add an image to a CRM contact and later on, we add an image to a template.

Requirements: DocumentsCorePack for MS CRM 2011/2013/2015


How to set partial document editing restriction in templates

This blog article outlines how to use the MS Word Restrict Editing-functionality. It supports restricted editing for the whole document, as well as editing specific paragraphs of the document only. Please note: The functionality works with merged documents as well.

 

Requirements: DocumentsCorePack for MS CRM


How to add the [Create Document]-button manually

This article outlines how to add the DocumentsCorePack (DCP) [Create Document]-button for MS CRM 2011 to your form. 

Requirements: DocumentsCorePack for MS CRM 2011, Ribbon Workbench for CRM 2011


How to upgrade DocumentsCorePack from MS CRM 4 to 2011 or 2013

This article outlines how to prepare DocumentsCorePack (DCP) for MS CRM 4 for an upgrade to CRM 2011 or CRM 2013!

Requirments: DocumentsCorePack 


Field formatting options

This article outlines different options to format fields inside a DocumentsCorePack or AutoMerge template. e.g.: Formatting date fields, format money-fields etc.

Requirements: DocumentsCorePack for MS CRM 2011 and 2013, AutoMerge for MS CRM 2011


The request failed with HTTP status 401: Unauthorized

This article outlines what to do if you get the following failure notice: Request failed wiht HTTP status 401: Unauthorized. 

Requirments: WordMailMerge