This blog article outlines the DocumentsCorePack ServerBased send as pdf preview and edit functionality. The edit functionality allows to modify generated pdf-documents in MS Word before you send it to the customer with the DCP SB [Create document]-button.
Please note, that the usage of SharePoint integration is mandatory in order to use the edit-functionality!
Requirements: DocumentsCorePack ServerBased (DCP SB) v.2015.18 for OnPremise, DocumentsCorePack ServerBased (DCP SB) v.2013.73 for the online version
This blog article outlines how to configure CRM entities to show the DCP ServerBased [CreateDocument]-Button.
Requirement: DocumentsCorePack ServerBased CRM 2013/2015
This blog article explains what to do when you receive the following error message while saving documents to SharePoint.
DocumentsCorePack failed to generate the document
ERROR:|CHECKLICENSE|SUCCEEDED|new AutoMerge|StartMerge|ErrorMessage:No part of the path
This blog article explains what to do if your desktop TelephoneIntegration (TI) Client is not working.
We are back from our business journey of this year’s Convergence 2015 (March 16-19) in Atlanta GA.
THANK YOU for visiting our booth!
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
Please note: This article applies to 2015 as well as to CRM 2015/2016
This article outlines where to find the version number for each mscrm-addons product. Click the link below for the addon that you wish to find the version number for.