This blog article outlines how to create SharePoint locations, folders and subfolders automatically within MS Dynamics CRM with DocumentsCorePack ServerBased, using a simple workflow.
Add-On: DocumentsCorePack ServerBased (OnPremise)For the MS Dyn CRM Online version of this article, please click here.
This article explains how to create label templates with DocumentsCorePack (DCP) DocX.
Requirements: DocumentsCorePack for MS CRM 2013 (Client 6.33) and higher
This article outlines how to add the DocumentsCorePack [Export to Word]-button manually.
Requirements: DocumentsCorePack (DCP) for MS CRM 2013/2015
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
Please note: This article applies toDocumentsCorePackServerBased Document Generation & Processingfor MS CRM 2013, 2015 and MS CRM 2015/2016
ONLINE ONLY(Click here for information on debugging for DocumentsCorePack on premise/IFD)++++++++++++++++++++++++++++++++++++++++++++++++++++++
This article describes how to send emails in workflows with dynamic images! Sometimes it happens that email programmes do not resolve inserted dynamic images correctly. With our DocumentsCorePack [Insert as Picture-Link]-field you can solve this problem.
Sometimes you may be asked to create a new settingskey for one of our products (e.g. if we developed a customization for you or if a special configuration is needed, etc.). To do so, please follow the six easy steps below.
Addons: AutoMerge, DocumentsCorePack, TelephoneIntegration
Please note: This article applies to
DocumentsCorePack ServerBased Document Generation & Processing for Microsoft CRM 2013, 2015 and Microsoft CRM 2015/2016ON PREMISE AND IFD ONLY
(Click here for information on debugging in DocumentsCorePack Online)
Please note: This article applies to DocumentsCorePack CLIENT for MS Dynamics CRM 2013, 2015,as well as for MS Dynamics CRM 2015/2016+++++++++++++++++++++++++++++++++++++++
This article describes how to use the “Insert as Picture-Field”-functionality within the “Insert”-button in Open Office XML templates (.docx).Click here to read more about the functionalities of the “Insert”-button.
This certain feature allows you to:
a) insert a picture that is stored in your CRM system or b) a path to a FileShare.
Addon: DocumentsCorePack v5.97 and higher
Figure 1: Merged quote-template with picture fields.