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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 export/import templates

This blog article outlines how to export/import existing Templates for DocumentsCorePack for MS CRM.


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. 


The "Insert as Picture-Link-Field"-button in Open Office XML template (.docx)

This article outlines how to use the “Insert as Picture-Link-Field”-button within the “Insert”-button in Open Office XML template (.docx). This feature allows you to insert a picture directly from a web link which is stored in any CRM-field.

Requirments: DocumentsCorePack v5.97 and higher


The "Insert as Picture-Field"-button (Dynamics 365)

This article describes how to use the “Insert as Picture-Field”-functionality within the “Insert”-button in Open Office XML templates (.docx). 


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.