The features of the DocumentsCorePack [Print in Word]-button increase the performance and also the usability of our product.
The features allow you to select templates directly with the [Print in Word]-button.
To take adavantage of this feature you need at least the following version:
- DocumentsCorePack Server Version 5.25
- DocumentsCorePack Client Version 5.57
The below desribed methods are part of the ptm_dcp_custombuttonactions.js-web resource. More information on this resource can be found here. The comments and the code for one example of this resource are added below.
Basically, the default [Print in Word]-button contains JavaScript code in the background.
If you are familiar with CRM and JavaScript you can add your own custom buttons to increase the usability of your CRM system.
e.g., you can predefine a template that should be always used to perform the merge.
You can modify the JavaScript code, so that - based on certain criteria - a template is automatically selected without user interaction.
The following article contains a description of how to change, modify and extend this feature.
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.
Starting with version 5.23 / TI and version 5.19 / DCP in combination with LicenseManager 5.2, the ribbon buttons will be disabled on perUser licensing, if the user is having the acccess flag for the product set to no.
Licensemanager 5.2 creates a new setting, IsPerUserLicense with value true|false when importing a licensekey.
Sometimes it can happen, that you want to execute a fetch simply to see if it works. And also see the results.
With the attached solution, you have the possibility to execute a fetch. Please note that this solution is not designed to generate fetches!
In CRM 2011, all DocumentsCorePack templates are stored in custom entities. The name of this custom entity is DocumentsCorePack Template (ptm_mscrmaddons_dcptemplates).Every record of this entity has the template attached as a note.
Per default, CRM metadata information for DocumenstCorePack is stored here:
%APPDATA%\DCP\metadata
Sometimes, you may be asked to create a new settingskey for one of our products. This article outlines how to do so.