mscrm-addons.com - Blog

News.mscrm-addons.com Blog

rss

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 enable debugging for DocumentsCorePack Server Based (ON PREMISE/IFD)
+++++++++++++++++++++++++++++++++++++++++++++++++++

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) 

+++++++++++++++++++++++++++++++++++++++++++++++++++


How to enable debugging for DocumentsCorePack Client

+++++++++++++++++++++++++++++++++++++++

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

+++++++++++++++++++++++++++++++++++++++ 


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. 


The "Insert as Document"-button in Open Office XML template (.docx)

This article outlines how to use the “Insert as Document”-functionality within the “Insert”-button in Open Office XML templates (.docx). This feature allows you to insert a document that is stored as a note in your CRM system.

Requirments: Available for DocumentsCorePack v5.97 and higher. 


The “Insert Join Tables”-button in Open Office XML template (.docx)

This article outlines how to use the “Insert Join Tables”-button in Open Office XML template (.docx). This functionality is very usefull if you want to combine muliple tables with all merge fields into a single one. 

Requirements: Available for v5.97 and higher, click on www.msrmc-addons.com for download and test it.


Upload sample templates

This article outlines how to upload sample templates with the DocumentsCorePack (DCP) Client. (Version 6.5 or higher)


How to change the default pinned/unpinned status of the GroupCalendar side pane

The GroupCalendar side pane (which holds the view settings etc.) is per default unpinned. With a manual user-based setting it is possible to change the default behavior so that the GroupCalendar is opened with a pinned side pane.


Insecure content warning in IE when using FileExplorer with IFD

If you have configured your CRM for IFD and also have enabled our FileExplorer Integration, Internet Explorer (IE) will either not load the FileExplorer or show a message about insecure content.


Figure 1: FileExplorer not visible


Figure 2: Internet Explorer shows insecure content warning

If you run into this problem, please follow the steps below to resolve this issue.


How to create a SettingsKey manually in MS Dynamics CRM 2011

Sometimes, you may be asked to create a new settingskey for one of our products. This article outlines how to do so.