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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!


.dot Templates including line items

This article outlines how to to deal with line items in a Word-Template.

Requirements: DocumentsCorePack


Macros in DocumentsCorePack and AutoMerge templates

This article outlines how to run a macro

Requirments: DocumentsCorePack v4.20 and higher, WordMailMerge v2.80 and higher


How to create Labels with .dot

This blog article outlines how to create Labels with .dot

Requirements: DocumentsCorePack


Upload sample templates

This article outlines how to upload sample templates with the DocumentsCorePack (DCP) Client. (Version 6.5 or higher)


How to merge a document

This article outlines how to merge and process a document using the DocumentsCorePack addon. In general, you have two possibilities for merging a document:

  • trigger the mailmerge process from within MS Word
  • trigger the mailmerge process from within CRM

A list of document-processing steps offered by DocumentsCorePack and feasible with one single click can be found at the end of this article.


[Print in Word]-button

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


CustomPrintInWordActionAccount

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.


Advanced [Print in Word]-Button Configuration

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.


Repair WScript.Shell ActiveX

In some rare cases the WScript.Shell ActiveX component is not correctly registered. This causes, that the DocumentsCorePack Print in Word and TelephoneIntegration Call Number buttons are not working properly. To resolve the issue open a command prompt and enter regsvr32.exe wshom.ocx

That’s it! 


Print in Word General Error in DocumentsCorePack for MS CRM 2011

If you receive the below error message, please make a repair install of Office. This should resolve the issue.