Please note: This article applies to
DocumentsCorePack ServerBased Document Generation & Processing for Microsoft CRM 2013, 2015 and Microsoft CRM 2015/2016ON PREMISE AND IFD ONLY
(Click here for information on debugging in DocumentsCorePack Online)
Please note: This article applies to DocumentsCorePack CLIENT for MS Dynamics CRM 2013, 2015,as well as for MS Dynamics CRM 2015/2016+++++++++++++++++++++++++++++++++++++++
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
Figure 1: Merged quote-template with picture fields.
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.
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.
This article outlines how to upload sample templates with the DocumentsCorePack (DCP) Client. (Version 6.5 or higher)
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.
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.
Please select the product and CRM version form the table below and follow the link to get redirected to a description of how to debug.
Sometimes, you may be asked to create a new settingskey for one of our products. This article outlines how to do so.