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mbaeck
mbaeck
mbaeck's Blog

Insert Hyperlink (Dynamics 365)
The Hyperlink property allows you to define a pattern for a dynamically
created link. The following step by step description will show you how
to set this property in the DocumentsCorePack Client for your template.


Computed Field (Dynamics 365)

The Computed Field property allows you to evaluate calculations of data from Dynamics 365.
The following step by step description will show you how to set this field in the
DocumentsCorePack Client for your template.


Advanced String (Dynamics 365)

 

The Advanced String property allows you to define a pattern for a dynamically
created string. The following step by step description will show you how
to set this property in the DocumentsCorePack Client for your template.
Insert QR-Code (Dynamics 365)
The Insert QR-Code field allows you to define a pattern for a dynamically
created QR-Code. The following step by step description will show you how
to set this field in the DocumentsCorePack Client for your template.
Insert Static Document (Dynamics 365)
The Insert Static Document feature allows you to insert a sub template into
your current template or also to insert further text documents, like AGBs.
How to create a SettingsKey manually in MS Dynamics

Sometimes you may be asked to create a new settingskey for one of our products
(e.g. if we developed a customization for you or if a special configuration is needed, etc.).
To do so, please follow the six easy steps below.

Addons: AutoMerge, DocumentsCorePack, TelephoneIntegration


How to get the unique organization name

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   Please note: This article applies to CRM 2013 as well as to CRM 2015/2016

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When ordering licenses, you will be asked for the organisation unit name of your 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 CRM 2013 and CRM 2015/2016.


DocumentsCorePack - Configuration Chart
The below chart provides you with an overview of the possible configuration scenarios of CRM and SharePoint
together with DocumentsCorePack and AutoMerge for CRM 2011


Issues with the automatic generation of folder locations in CRM Online and SharePoint Online
If you you experience issues with the automatic generation of SharePoint Online folder locations for the CRM integrated Sharepoint solution,
this article provides you with a solution. (For both, DocumentsCorePack and Automerge, the steps are the same.)
Please note: These steps are only necessary, if you have performed an upgrade of DocumentsCorePack or Automerge previously
and now, the automatic folder creation does not work for one of these addons any longer for CRM SharerPoint Online.


CreateActivitiesFor: Advanced Settings

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