mscrm-addons.com - Blog

IMPORTANT INFORMATION

This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information. 
You can find the most acutal and relevenat information in our Knowledge Base at support.mscrm-addons.com

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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!


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.

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 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

How do I create a workflow with DocumentsCorePack SB Online?
Once activated, workflows automate and thus, facilitate business processes in Microsoft Dynamics 365 (CRM). In this step-by-step tutorial, you will learn how to create workflows with DocumentsCorePack Server Based successfully.

When should I use the Deep Fetch Analyzer?
Please note: Do not activate the following feature without having consulted our support/dev team! The Fetch Analyzer uses an unusual fetch in the background. This is why you are NOT allowed to change this setting without permission. But if you have already got the permission from our support team or one of our developers, please follow the below instructions.

Rich email templates in Microsoft Dynamics 365 (CRM)
DocumentsCorePack (DCP) for Microsoft Dynamics 365 (CRM) offers the possibility to create emails that contain DCP templates. This enables DCP users to customize their email content with only a few clicks. This article outlines how to create such an email with an individual template.

Getting Started–Post AppSource Installation Steps on DocumentsCorePack
Thank you for deploying our MSCRM-ADDON DocumentsCorePack to your environment! Still, there are a few brief steps that must be performed in order to finalize the setup.

How to create DocumentsCorePack templates
Office Open XML has been invented to enable the creation of very complex templates that would normally require the use of macros. This article contains a step-by-step description about how to create such a template.

How to concatenate documents (On Premise)

This article outlines how to concatenate different documents in one single document. 
Using the concatenate step, we can combine two or more documents and can thus create - independent of file format or properties of the document - a single Word document that contains all concatinated documents.