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mbaeck
mbaeck
mbaeck's Blog

Template Versioning (Dynamics 365)
Template Versioning saves a backup of each template instead of simply overwriting it. This feature requires at least version 9.25 of the client and version 2017.184 of the server or service.

Template Preview (Dynamics 365)
The Template Previewfunctionality of the DocumentsCorePack Template Designer allows you to see a thumbnail of your templates when opening or saving them.

Conditional Formatting (Dynamics 365)
The Conditional Formatting is an additional feature to the Condition functionality of DCP While the standard Condition functionalty either removes or keeps a field on your document the conditional formatting keeps the current format or applies a different format based on a Word style sheet.

Add a Hyperlink to an existing "Picture-Link-Field"
Add a Hyperlink to an existing "Picture-Link-Field"

Claim a DocumentsCorePack Template Designer (per User) license
Claim a DocumentsCorePack Template Designer (per User) License

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.

Insert Condition Fields (Dynamics 365)
The Condition field functionality property allows you to define dynamic content that is either displayed or removed form the final document based on a certain condition.

Condition Designer (Dynamics 365)
The Condition Designer has a similar look and feel like the standard "Advanced Find" Dialog in Dynamics365.

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. 


How to open the DocumentsCorePack Advanced Template Settings (Dynamics 365)

In order to apply special settings to your DocumentsCorePack Template, you have to access the Template Settings Dialog.
How to get to this essential dialog is outlined step by step in this article.