Because the call for a Field Search in our DocumentsCorePack Client grew louder and louder, we decided to implement one.
Please note: The Field Search is available in version 7.101 and later versions.
This article provides step-by-step instructions regarding to the upgrade of our addons to Microsoft Dynamics CRM 2016.
Our addons provide a wide range of helpful features! But before you will be able to enjoy the various benefits of or addons for MS CRM 2016 there is some work (at least let us call it like that) waiting for you:
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.
Certain properties of DocumentsCorePack templates consist of fixed text and Dynamics 365 fields. There are also some additional function calls available and datafrom Dynamics 365 can also be manipulated.
Template settings are additional capabilities that can be defined in your DocumentsCorePack templates. The purpose of most of the settings is to improve the automation of the document generation process.
The Document subject property allows you to define a subject, or a subject pattern for your template. If you only set a document name, the document name will be set as subject as well. So when you use the [Create Activity]-button form the Client, the subject will be already prefilled in the creation dialog. Please note: This setting only affects the DocumentsCorePack Client Based process!
You have created or modified a new template and now you would like to giveit a try. You can test your template with DocumentsCorePack Client.
This article outlines the functionalities of the [Insert field]-button.