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Codospan Bianca
Codospan Bianca
Codospan Bianca's Blog

Only count users with security role for licensing
On July 11, 2018 in *General*, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca Codospan Bianca
This blog article outlines the new method for counting licenses based on security roles. If enabled, our licensing will count users only if they have at least one security role assigned.
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7634 Views
Tagged With: counting licenses, CountUsersWithSecurityRolesOnly, DCP, Dynamics 365, licence, Office 365, security roles, DocumentsCorePack
Define default sender using the ActivityTools Signature Editor
On July 5, 2018 in *General*, ActivityTools (AT) by Codospan Bianca Codospan Bianca
This blog article outlines how to change the default sender of the emails using the AT Signature Editor.
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2749 Views
Tagged With: AT, default sender, Signature Editor, ActivityTools
How to set up and use AND/OR keywords in PowerSearch
On July 4, 2018 in *General*, PowerSearch (PS), PS 365 by Codospan Bianca Codospan Bianca
This blog article outlines how to set up and use And/Or keywords for text search fields.
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1811 Views
Tagged With: and, and/or, keywords, or, PS, Search Fields Inline Filter, PowerSearch
Display of the DocumentsCorePack Controls in the Fields section
On July 4, 2018 in *General*, DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca Codospan Bianca
This short blog article outlines how to change the advanced template settings if the DocumentsCorePack Controls are missing in the Fields section.
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1827 Views
Tagged With: DCP, Template Settings, Controls, DocumentsCorePack
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2765 Views
Tagged With: ActivityTools, AT, AttachementExtractor, DCP, DocumentsCorePack, PowerSearch, PS, SB, SmartBar, TelephoneIntegration, TI, AE, sitemap, SiteMap entries
HTML Settings for DocumentsCorePack Fields
On June 30, 2018 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca Codospan Bianca
If you are using DocumentsCorePack with HTML this guidance will help you maximize your user experience.
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4739 Views
Tagged With: DCP, HTML, DocumentsCorePack, Dynamics 365, format, formatting, Template
Step-by-Step: How to set up a proposal using MultiPart
On June 27, 2018 in *Features / News*, *General*, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca Codospan Bianca
This step-by-step description outlines how to create and custom a one-click-action using MultiPart. In this example, we want to create a proposal which consists of several DocParts.
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3108 Views
Tagged With: , DCP, MultiPart, new feature, one-click-action, productivity, DocumentsCorePack, Dynamics 365, OCA
The new Attachment Extractor Plugin for transparent attachment access
On June 12, 2018 in *Features / News*, AE 365, AttachmentExtractor (AE) by Codospan Bianca Codospan Bianca
This blog article introduces the new Plugin of AttachmentExtractor, which streams the actual attachments instead of the SharePoint link on every file access.
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2692 Views
Tagged With: , AE, New feature, Plugin, transparent attachment access, AttachmentExtractor
How to insert Condition Fields in DocumentsCorePack Template Designer
On June 7, 2018 in *Features / News*, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca Codospan Bianca
This blog article covers a Step-by-Step example on how to set conditions in DocumentsCorePack Template Designer for your template.
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8423 Views
Tagged With: DCP, Dynamics 365, feature, Insert Computed Items, productivity, Template Desinger, DocumentsCorePack, dynamic content, template
Step-by-Step: How to configure a One-Click-Action
On June 7, 2018 in *Features / News*, *General* by Codospan Bianca Codospan Bianca
This step-by-step description outlines how to create and custom one-click-actions via the Web Config. In this example, we want to send a quote as pdf by email to a customer and save it to SharePoint.
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6582 Views
Tagged With: , DCP, Dynamics 365, one-click-action, productivity, DocumentsCorePack, new feature, OCA
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