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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!


How to create SharePoint locations, folders and subfolders automatically in DCP SB (OnPremise)?

This blog article outlines how to create SharePoint locations, folders and subfolders automatically within MS Dynamics CRM with DocumentsCorePack ServerBasedusing a simple workflow.

Add-On: DocumentsCorePack ServerBased (OnPremise)

For the MS Dyn CRM Online version of this article, please click here.   


How to create label templates with DCP (DocX)?

This article explains how to create label templates with DocumentsCorePack (DCP) DocX.

Requirements: DocumentsCorePack for MS CRM 2013 (Client 6.33) and higher


How to add the [Export to Word]-flyout button?

This article outlines how to add the DocumentsCorePack [Export to Word]-button manually.

Requirements: DocumentsCorePack (DCP) for MS CRM 2013/2015


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 enable debugging for DocumentsCorePack Server Based (Online)

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Please note: This article applies to

DocumentsCorePackServerBased Document Generation & Processing
for MS CRM 2013, 2015 and MS CRM 2015/2016 

ONLINE ONLY

(Click here for information on debugging for DocumentsCorePack on premise/IFD)

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How to send emails with picture links using DocumentsCorePack

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.


How to create a SettingsKey manually in MS Dynamics

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


How to enable debugging for DocumentsCorePack Server Based (ON PREMISE/IFD)
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Please note: This article applies to 

DocumentsCorePack ServerBased Document Generation & Processing
for Microsoft CRM 2013, 2015 
and Microsoft CRM 2015/2016

ON PREMISE AND IFD ONLY
 

(Click here for information on debugging in DocumentsCorePack Online) 

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How to enable debugging for DocumentsCorePack Client

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Please note: 
This article applies to
DocumentsCorePack CLIENT for MS Dynamics CRM 2013, 2015,
as well as for MS Dynamics CRM 2015/2016

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The [Insert as Picture-Field]-button

INTRODUCTION 

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

Example

Figure 1: Merged quote-template with picture fields.