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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!


How to create custom translations for DocumentsCorePack ServerBased dialog

This blog article outlines how to create custom translations for DocumentsCorePack ServerBased (DCP SB) dialog. Per default English and the user language is available.

Requriements: DocumentsCorePack ServerBased for MS CRM 2013 (former AutoMerge), basic .xml knowledge and the AutoMergeGlobalButton Solution v2013.42 or higher 


PasswordProtection for DCP templates

This blog article outlines, how to set the PasswordProtection for Open Office XML templates (.docx). As well as for DocumentsCorePack server side and client side Document Generation for MS CRM 2013. All our addons come with a 14-day trial license as well as technical support. Click here to download and test it.

Requirments: DocumentsCorePack for MS CRM 2011 v5.106 and higher & AutoMerge for MS CRM 2011 v5.48 and higher


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

This article óutlines how to use the new [Insert Hyperlink]-button within the “Insert”-button in Open Office XML template (.docx). This feature allows to insert a dynamic hyperlink in your template (.docx) and define an individual display name.

Requirments: DocumentsCorePack (DCP) v.6.15 and higher


“Insert Computed-Field” - formatting options for number and money-fields

This article outlines the formatting options for number and money-fields within the “Insert Computed-field”-function (.docx).

Requirments: DocumentsCorePack for MS CRM 2013, v6.11 and higher. All our addons come with an unlimited 14 days free trial. Please click here to download and test it!


The “Insert Computed-Field”-button in Open Office XML template (.docx)

This article outlines the new “Insert”-functionalities within the “Computed Items”-button in Open Office XML template (.docx). The “Insert Computed-Fields”-button allows you to make basic arithmetical operations with CRM-number-fields. Important: It is crucial that the CRM-fields contain a number!

Requirements: Available for DocumentsCorePack for MS CRM 2013, v6.10 and higher. All our addons come with a 14 days free trial! Please click here to download and test it!


The “Insert Advanced String-Field”-button in Open Office XML template (.docx)

This article outlines the Insert Advanced String-Field-functionality within the [Computed Items]-button in Open Office XML template (.docx). This functionality allows to combine multiple fields into a single control. It is available on every selected template type and for every inserted field.

Requirments: Available for DocumentsCorePack for MS CRM 2 013, v6.10 and higher. 


How to send emails with(.docx)

This article describes how to send emails, set the recipient, subject, CC und BCC and other different settings in Open Office XML template (.docx). Available vor v5.97 and higher. Click on www.mscrm-addons.com to download and test it.


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

This article describes how to use the “Insert PageBreak”-button within the “Insert”-button in Open Office XML template (.docx). This feature allows you to insert a dynamically PageBreak into your document.

Requirments: Available for DocumentsCorePack v5.97 and higher


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

This article outlines how to use the “Insert Static Document”-function within the “Insert”-button in Open Office XML template (.docx). This feature allows to insert a static document that is located in a save location of your CRM.

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


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.