This feature extends the existing CreateActivitiesFor-property of DocumentsCorePack.
This article covers the configuration, an example and the technical details of this feature.
To take adavantage of this feature, you need at least the following version of DocumentsCorePack:
- DocumentsCorePack Client for MS CRM 2011 v5.76
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+++++++++++++++++++++++++++++++++++++++++++++++++++++ Please note: this article applies to CRM Onpremise 2011 2013 2015
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.
This feature offers you the option to save a document directly to the proper location in CRM without having to generate an activity. The location depends on the configuration, which is defined within the DocumentsCorePack server configuration tool.
To take adavantage of this new feature you need at least the following version:
- DocumentsCorePack Client for MS CRM 2011 5.73
This feature offers the possibility to set a filter for DocumentsCorePack templates. Templates are filtered based on the template-group they are assigned to. Applying filter limits, the available templates are grouped in template-groups. This prevents users from getting confused by a variety of available templates as they can only see and select templates of the corresponding template-group defined by the applied filter.
To take advantage of this feature you need at least both of the following versions:
- DocumentsCorePack Server for MS CRM 2011 5.36
It is often required to place conditional fields within a template like e.g. only print address lines when stored in the regarding CRM-record.
This article covers both:
1) Calling the plugin
2) Handling the result
Attached, you can find the full library for download.
It is possible to filter the linked entities of a 1:N and a N:N relationship during the merge process based on their IDs.This works in combination with DocumentsCorePack and AutoMerge, but only with .docx-templates.