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Alex
Alex
Alex's Blog

How do I create a document that includes all child records of a certain entity?
This article outlines how to set up a workflow that will generate a document which includes all child records that are related to a certain entity. Once the workflow is established, it will concatenate all these generated documents and send it to the account.

How do I create relationships using DocumentsCorePack Template Designer? (Advanced)
This article outlines how to create - more or less complex - relationships in the DocumentsCorePack (DCP) Template Designer.

Default Sort Order for ActivityTools
When set up by default configuration, ActivityTools sorts activities by a specific order. This article outlines how this default order works.

How to import & export templates using the DocumentsCorePack Online Service Configuration
The DCP Online Configuration offers lots of useful functionalities, such as for example insert/export templates or insert fonts. This step-by-step tutorial outlines how to use them properly.

How to create a CRM view based button for CRM 2015/16
After embedding SmartBar (via the MainPage.html) into a CRM form or dashboard, a CRM view based button for CRM 2015/16 can be created.

Custom Result Fields in DropDown
This blog article outlines how to change the result and add additional fields to the dropdown-menu in order to create user defined result fields.

AttachmentExtractor SharePoint attributes
SharePoint attributes deliver additional information on the file origin based on CRM metadata. This article outlines the purpose of the different attributes.

How to correct SharePoint paths exceeding the limitations (Advanced)
This article provides you with information on how to correct SharePoint paths exceeding the limitations. Please note, that this article is only considered to serve advanced Microsoft Dynamics users and only if you have received the SharePoint error 414 previously.

How do I create a document and attach it to an email in a single workflow step in MS Dynamics 365 Online?
This step-by-step tutorial outlines how to create a document and attach it to an email in a single workflow-step. Requirements: DocumentsCorePack ServerBased, MS Dynamics CRM 2015/2016 or MS Dynamics 365

Where do I find the Unique Organization name in Microsoft Dynamics 365?
When ordering licenses, you will be asked for the organisation unit name of your Microsoft Dynamics 365 (CRM) system. This information is mandatory in order to create a license. Below, you will find a short description on how to get the necessary information for MS Dynamics 365.