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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!


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.


Recap: CRMUG European Congress 2016

There are no strangers here; only friends you haven't met yet. 

- William Butler Yeats 


Figure 1: CRMUG Gold sponsorship


Boolean Fields in DocumentsCorePack

With version 7.106 or higher of DocumentsCorePack Client, its users are enabled to use an extended functionality, the so called Boolean Fields. Boolean fields are, for example, all the Do not allow…-fields. 


Pen control for DocumentsCorePack

With the so called visual controls for phones and tablets, Microsoft Dynamics CRM 2016 introduces some new features. Should you like to get more general information about them, please click here.


Recap: eXtremeCRM Warsaw 2016

There are no strangers here, only friends you haven't met yet.

- William Butler Yeats


Figure 1: eXtremeCRM Warsaw

Thank you for joining us at this year’s eXtremeCRM in Warsaw!


How to add additional entities to AssureSign?

As per default, AssureSign only supports the following entities:

- Account
- Lead
- Contact
- Order
- Contract and
- Opportunity

If you want to use DocumentsCorePack and AssureSign with other entities,
you must add this entity to AssureSign Document. This article provides
a step-by-step description on how to do so.  


Recap: US Industry Summit 2016

There are no strangers here; only friends you haven’t met yet. 

- William Butler Yeats


Figure 1: US Industry Summit 2016

Thank you for joining us at this year’s US Industry Summit!


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. 


Comparison: Microsoft Dynamics CRM 2016 to DocumentsCorePack by mscrm-addons.com

With Microsoft Dynamics CRM 2016 Microsoft has presented a new method of document generation.
The overview below allows a comparison of the new native document generation with our solution DocumentsCorePack.


How to create scheduled reports

With the option to schedule document operations inside Microsoft Dynamics CRM – DocumentsCorePack opens up its capabilities for scheduled reports.

Whether you want to 

- get a simple overview of all opportunities closed last month,
- you wish to send a reminder to a group of selected customers automatically or
- you would simply like to find a printed copy of all invoices every morning in your printer –

with scheduled reports this is not only possible, it is also easy.

This article describes which preconditions are needed in order to run the tool. It is a step-by-step instruction of how to use and benefit from the scheduler.