The following table shows the different custom date and time format strings for displaying the DATETIME() function for DocumentsCorePack templates (.docx).

 

 

 

 

 

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This article outlines the new “Insert”-functionalities within the “Computed Items”-button in Open Office XML template (.docx). The “Insert Computed-Fields”-button allows you to make basic arithmetical operations with CRM-number-fields. Important: It is crucial that the CRM-fields contain a number!

Requirements: Available for DocumentsCorePack for MS CRM 2013, v6.10 and higher. All our addons come with a 14 days free trial! Please click here to download and test it!

Example: 

 

Figure 1: Use the math functions of the Computed-Fields functionality and a possible result after the merge.

 

OVERVIEW: "Computed-Items"-button 

The new “Computered Items”-button contains following new functionalities:

• The “Insert Advanced String-Field”-button: allows you to insert as many fields as you want in one single field. 
• The “Insert Computed-Field”-button: allows you to make basic arithmetical operations with CRM-number-fields. 

Figure 2: Computed Items > Insert String/Computed field

As you can see in the screenshot above we have rearranged  the “Insert QR Code-Field”-button to be found under “Computed Items”.

Click here to read more about the other useful functionalties of the “Insert”-button.

GENERAL INFORMATION 

The “Insert Computed-Fields”-button allows you to make basic arithmetical operations with CRM-number-fields. Important: It is crucial that the CRM-fields contain a number! There are already predefined CRM-number-fields. 

Figure 3: Predefined CRM number fields

Note: You can define other CRM-fields to be a number field. E.g: if you don’t need the “Middle Name”-field in the contact entity and rather prefere to type in any number, this field can also be inserted and calculated! In this case you will see next message box:

Figure 4: Message box - no number field

HOW TO: Use the “Insert Computed-Field”-button, step-by-step description

1. Open DocumentsCorePack Task Pane 
You can find the new function in the “DocumentsCorePack Task Pane”. To get there, please open an existing or create a new template. Got to the "www.mscrm-addons.com"-tab, click on “Insert MailMerge Fields” in the toolbar and create a “Office Open XML (.docx)“-document by answering the question with [Yes]. See screenshot below:

Figure 5: Open DCP Task Pane

The “DocumentsCorePack Task Pane” appears.

Figure 6: DCP Task Pane

2. Choose the appropriate "Insert"-functionality 
Click on the [Insert] drop-down-button and choose the "Insert Advanced String"-functionality. See next screenshot: 

Figure 7: Insert Computed-Fields

3. Add/Subtract/Divide/Multiply CRM-number and money-fields 
In the next window you have the possibility to make basic arithmetical operations with CRM-number-fields by inserting add +, subtract –, divide / and multiply * number-fields with a double-click. You can also define a name for this field e.g. “Invoice Dec. 213”. If no name is typed in the default name “Computed Field” will be set.

Figure 8: Add/Subtract/Divide/Multiply CRM number and money fields

4. The result 
If the calculation can be performed you will see the result value in the merged document. 

Figure 9: Result 

If the calculation can not be evaluated you will see this result in your document. This might be the case if your calculation uses a string field that does not contain a number as a value. See next screenshot, click to enlarge:

Figure 10: Result - Error 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This article outlines the Insert Advanced String-Field-functionality within the [Computed Items]-button in Open Office XML template (.docx). This functionality allows to combine multiple fields into a single control. It is available on every selected template type and for every inserted field.

Requirements: Available for DocumentsCorePack for MS CRM 2013, v 6.10 and higher. 

Example: 

 
Figure 1: Field properties of an advanced string

  

Figure 2: Inserted and merged advanced string.

OVERVIEW: [Computed Items]-button 

The [Computed Items]-button contains following new functionalities:

• The “Insert Advanced String-Field”-button: allows you to insert as many fields as you want in one single field. 
• The “Insert Computed Field”-button: allows you to make basic arithmetical operations with CRM-number-fields. 

Figure 3: Computed items button

As you can see in the screenshot above we have rearranged  the “Insert QR Code-Field”-button to be found under “Computed Items”.

Click here to read more about the other useful functionalties of the “Insert”-button.

HOW TO: use the "Insert Advanced String-Field"-functionalty, step-by-step description 

1. Open DocumentsCorePack Taks Pane
You can find the new function in the “DocumentsCorePack Task Pane”. To get there, please open an existing or create a new template. Got to the "www.mscrm-addons.com"-tab, click on “Insert MailMerge Fields” in the toolbar and create a “Office Open XML (.docx)“-document by answering the question with [Yes]. See screenshot below:

Figure 4: Open new template

The “DocumentsCorePack Task Pane” appears, click to enlarge:

 

Figure 5: DocumentsCorePack Task Pane

At the top of the “DocumentsCorePack Task Pane” we can choose an account type. In our case it’s “Quote”.

2. Choose the appropriate "Insert"-functionalty
Click on the drop-down button within the [Insert]-button and choose the “Insert Advanced String”-function. See next screenshot:

Figure 6: Computed Items > Insert Advanced String-field

3. Insert multiple fields and define an optional name
In the next window, you have the possibility to insert as many fields as you want in one single field! Next to this an optional name can also be defined. Click on the next screenshot to enlarge!

 

Figure 7: Insert multiple fields and define an optional name

Every field is displayed with angle brackets and separated with a “+”-sign in between. E.g.: <>+<>. Additionally you have also the possibility to specify the name of the different fields as follows:

4. Specify field-name:
This setting predefines the name of the fields generated with this template. As mentioned above it’s possible to use data from fields out of CRM to be part of the field-name. With this it is possible to generate the field-name dynamically, based on constant characters and/or values of fields.
Constant characters have to be in single quotes. To use field values in the field-name you have to choose the fields as described above or write the field-name (schemaname) surrounded by <>. Some examples:

 

Figure 8: Examples for field names

It is important that the inverted commas are also set!

Click here for more information about additional format and display functions for field-options.

5. Define field-name:
You can also define a name for this field e.g. “quote information” . If no name is typed in the default name “Advanced String” will be set.

Figure 9: Define field name

Figure 10: Inserted field  

6. Save and merge your template
Next, save your template and merge it with data from CRM. 

Figure 11: Save template

7. The result
The possible result could look like this: 

Figure 12: Result

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This article describes additional format and display functions for DocumentsCorePack field-templates (.docx) v6.10 and higher. These functions are available for every field in the functionalities below listed. 

1) Document Name
2) Insert QR Code-Field
3) Insert Advanced String-Field
4) Insert Hyperlink

 
Figure 1: Insert Computed field 

Additonal format and display functions:
Type in the following functions directly after a field name to get the result listed below. The format and display functions only applies for the field before. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The following functionalities apply for a single document:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

That’s it! We appreciate your feedback! Please share your thoughts by sending an e-Mail to support@mscrm-addons.com.

This article outlines how to activate per User Licensing for our addons for MS CRM 2013 and 2015!

When using “per User” licensing, it is mandatory to enable all users that should be licensed within CRM. It often occurs, that after installing the license via the License Manager a window appears that looks similar to Figure 1:

 

Figure 1: License Manager

This is due to the fact, that the user that is running the license-manager (usually an admin) itself is not a licensed user at this point.

To enable specific users you have to:

1) For CRM 2013 open the User via CRM –> Settings –> Administration –> Users

or for CRM 2015 open the User via CRM –> Settings –> Security –> Users:

 

Figure 2: For users of CRM 2013

 

 

Figure 3: For users of CRM 2015

 

 

Figure 4: Add new user

Choose the required user:

 

 

Figure 5: Select your user

 

Click on the drop-down-button next to user and choose “Information” and scroll down until you see the “Per User Licensing for [PRODUCT NAME] for MS CRM 2013. 

 

Figure 6: User information

 

2) Set the “Per User Licensing for [PRODUCT NAME]” bit value for “YES”:

Depending on the installed addons “Per User Licensing”-field will be visible on the User form. Here it is possible to enable users to use our addon. Click on the disk-symbol in right corner at the bottom of the screen to save your setting. 

 

 

 

 

 

 

 

When restarting the License Manager, we will see that the user-account has changed due to the number of activated users AND, if the admin has been enabled too, the red cross will be gone:

 

Figure 8: Valid license

 

Please note: It’s possible to install the license although the red cross appears in the [Number of user licenses]-row. Therefore, it is not mandatory to set the admin user itself on “true”.

However, should the user still be invalid, please check if the below mentioned settingskeys have been added to your addon. If they have not been activated yet, please create them. If you haven't created a settingskey yet, please have a look at this article.

Please create the following settingskeys in order to make sure that your per user licensing is activated. 

Name: IsPerUserLicense
Is Cached: YES
KeyValue: true


Figure 9: IsPerUserLicense Settingskey

Settingskey: perUserLicenseField
IsCached: Yes
KeyValue: ​ptm_peruserlicensing... (please enter your addon here*,
for example: ptm_peruserlicensing_TelephoneIntegration or ptm_peruserlicensing_DocumentsCorePackClient etc.) 

​
Figure 10: perUserLicenseField Settingskey

*Please note: The value ptm_peruserlicensing.... is addon sensitive. The addon you would like to activate the license for has to be entered at the end of the value.
Say, in case you use, for example, DocumentsCorePack, you would enter ptm_peruserlicensingDocumentsCorePack here. 

​That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Please note: This article applies to 

DocumentsCorePack ServerBased Document Generation & Processing
for Microsoft CRM 2013, 2015 and Microsoft CRM 2015/2016

ON PREMISE AND IFD ONLY 

(Click here for information on debugging in DocumentsCorePack Online) 

+++++++++++++++++++++++++++++++++++++++++++++++++++

This article describes two different possibilities to activate debugging for DocumentsCorePack:

Solution 1: How to enable debugging using the AutoMerge Configuration 

Solution 2: How to enable debugging manually via mscrm-addons.com Settingskeys      

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This blog article outlines how to export/import existing Templates for DocumentsCorePack for MS CRM.

Templates can be imported/exported in the DocumentsCorePack Server Configuration. Open your DocumentsCorePack Server Configuration and choose the organization for which you want to import/export the templates.

Figure 1: Server Configuration for DocumentsCorePack

Figure 2: CRM Connection setup where user credentials can be set.

Select your organization and click on [OK]. 

Figure 3: Organization overview.

Select an organization to access the configuration. See screenshot above highlighted in yellow.
This action will open the DocumentsCorePack Server Configuration, there click on the General Settings tab. 

Figure 4: DocumentsCorePack Server Config

First, click on [Export All Templates] to export all Templates from your CRM-test system on your local computer. 

Figure 5: Export all templates

Select an existing folder or create a new one where all Templates will be exported out of CRM. 

Figure 6: Create a new folder/select an existing folder

This is necessary in order to import the templates. To do this click on the drop-down-button next to [Import DCP Templates] and select whether to import a folder or a file. 

Figure 7: Select folder/file

Figure 8: template-folder to be selected.

Figure 9: files to be selected.

Once you selected a folder or a file, you will see the following window:

Figure 10: Template Importer

Please do not close this window! It will be closed automatically when the import was successful.

Now the Templates are imported in MS Word and ready to use with a click on “Open Template”. See next screenshot:

Figure 11: Open Template

IMPORTANT: Should the templates not be extracted correctly, make sure you do not export to a folder that has a lot of subfolders. The maximum length should not be over 260 characters.

Examples:

Correct folder structure for exporting:
C:\temp\DCP_Templates

Incorrect folder path for exporting:
C:\Users\MyUSerAccount\Documents\CRMData\DocumentsCorePackTemplates\28_11_2017\DCP_Templates

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

+++++++++++++++++++++++++++++++++++++++

Please note: 
This article applies to
DocumentsCorePack CLIENT for MS Dynamics CRM 2013, 2015,
as well as for MS Dynamics CRM 2015/2016 and MS Dynamics 365

+++++++++++++++++++++++++++++++++++++++ 

Step-by-Step instruction on
how to activate debugging for DocumentsCorePack Client

1) Open MS Word and go to the www.mscrm-addons.com-tab. Click on the [DocumentsCorePack Settings]-button.

Figure 1: Open the DocumentsCorePack Settings

2) The Following window appears up to version 7.109:

Figure 2: DocumentsCorePack Settings up to version 7.109

When you work with version 7.109 or higher, the dialog looks a little different, but the Activate Debugging-functionality can still be found in the 
General section of the DocumentsCorePack settings. 

Figure 3: DocumentsCorePack Settings up from version 7.109

3) Activate debugging by checking the regarding combobox. 

4) Now please click on the [Delete Log Files]-button. 

Figure 4: Click on the [Delete Log Files]-button

5) Next, please restart the DocumentsCorePack dataprovider as well! To do so, please search for the dataprovider in the right corner of the StartPane.
Close it with a right-click on the symbol. The dataprovider will start automatically when using DocumentsCorePack.

Figure 5: DocumentsCorePack dataprovider

6) The log-files can now be found in the log-subdirectory in the DocumentsCorePack temporary directory under %temp%\DCP\log
Please send all files in this case!

Figure 6: mscrm-addons.com-tab

Figure 7: DocumentCorePack log-files

Please note: Before sending the log files to support@mscrm-addons.com you have to repeat all steps you took until the error occours! This is necessary to capture the error in our log-files.

Please Send these files and a short description on which steps were taken to: support@mscrm-addons.com.

What if you cannot access the DocumentsCorePack Settings?

In some cases it is not possible to open the DocumentsCorePack Settings. Then you have to active debugging by searching for the Registry Editor by typing in regedit in the StartPane.

Next, open the Registry and go to HKEY_LOCAL_MASCHINE\SOFTWARE\PTM EDV-Systeme\Wordmailmergeclient\…     

Figure 8: Registry Editor

Go to DocumentsCorePackClient in the registry-tree, press the right mouse button and create a new string value called debug. Now set the value on true and click on the [OK]-button. 

 
Figure 9: Edit String


Figure 10: New string (highlighted in yellow) 

 That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

· MS Dynamics CRM 2013 On-Premise/Hosted (IFD)/Online
· MS SharePoint 2010/2013/Online
· MS Office (x86, x64) 2007/2010/2013
· and which of them support cross-browsing.

This article describes how to send emails, set the recipient, subject, CC und BCC and other different settings in Open Office XML template (.docx). Available vor v5.97 and higher. Click on www.mscrm-addons.com to download and test it.

DocumentsCorePack (DCP) allows you to send emails with following functionalities:
1) “Send as …”
2) “Create CRM Activities”

You can find these functionalities in the www.mscrm-addons.com ribbon. See next screenshots:

Figure 1: the www.mscrm-addons.com ribbon within Open Office XML templates (.docx)
 

Figure 2: Send emails with “Create CRM Activity” or “Send as …”. Click to enlarge.  

1) “Send as …” 
The “Send as ..” functionality provides the possibility to send templates per emails directly with one click out of DocumentsCorePack in different file formats, see screenshot below (pdf, scp, doc, docx or odt). Depending on your settings, this functionality can be used with a preconfigured Outlook client or with the CRM integrated Web client. Fore more information please read our DocumentsCorePack Client User Guide.  

        
Figure 3: different file formats within the “Send as …”-button.

How to send templates with Outlook client/Web client – step by step
Following settings can be specified within the DocumentsCorePack Task Pane:

Email functions	Settings name	How to get there
a) Subject	Advanced Settings for Document Name	Template Settings > Document Name > Advanced Settings ...
b) To:	Create Activities For	Template Settings > Create Activities For > Advanced Settings ...
CC:	Not available	-
BCC:	Not available	-

a) Specify the Subject
First open your “ready to merge” document and start the DocumentsCorePack Task Pane. Then, click on the “Template Settings”-tab and click on the “Document Name”-button. To specify the Subject, click on the “Advanced Settings”. See screenshot below, highlighted in yellow/orange:

           
Figure 4: Specify the subject within the DocumentsCorePack Task Pane

Following window appears:


Figure 5: The “Advanced Settings for Document Name”Here you can select fields for the “Document Name” and for the “Subject Name” of your email. Click [Apply] to confirm. For more information, please read our blog article about “DocumentsCorePack: Advanced Settings for save Documents Name seperately”.

b) Specify the Recipient
First open your “ready to merge” document and start the DocumentsCorePack Task Pane and click on the “Template Settings”-tab. Within this tap click on the “Create Activities for”-button. To specify the recipients click on the “Advanced Settings”. See screenshot below, highlighted in yellow/orange: 


Figure 6: Specify the recipient within the DocumentsCorePack Task Pane

Following window appears:


Figure 7: Create Activities For - Advanced Settings

Here you can select fields for the “Recipient” of your email, “Regarding” and “SaveLocation” of your record. Click [Apply] to confirm.

2) Create CRM Activities
Next to the “Send as …”-option, DocumentsCorePack provides the possibility to create letter-, email-, and fax-activities with the document attached. Click the “Create CRM Activity”-button within the ribbon to get to the option. For more information, please have a look at our DocumentsCorePack Client User Guide. 

The following window appears:

Figure 8: WordMailMerge window

Here you can type in a subject for the activity you want to create and select one of the three activity options (Letter, Email, Fax). Besides the direction, you can also select whether the activity should be completed or not. Please note, that the merged template will be inserted as a content - not as an attachment. Click [OK] to continue.

How to send a template with Create CRM Activity – step by step
Following settings can be specified within the DocumentsCorePack Task Pane:  

Email functions	Setting name	How to get there
a) Subject	Advanced Settings for Document Name	Template Settings > Document Name > Advanced Settings ...
b) To:	Email (Create CRM Activities)	Template Settings > Email (Create CRM Activities)
c) CC:	Email (Create CRM Activities)	Template Settings > Email (Create CRM Activities)
d) BCC:	Email (Create CRM Activities)	Template Settings > Email (Create CRM Activities)

a) Specify the Subject
Please follow the step a) “Specify the Send as-Subject” described above.

b), c), d) Specify TO, CC and BCC
First open your “ready to merge” document and start the DocumentsCorePack Task Pane and click on the “Template Settings”-tab. Within this tap click on the “Email (Create CRM Activity)”-button. Here you can select fields for TO, CC, and BCC. See screenshots below, highlighted in yellow/orange: 


Figure 9: Select fields for TO, CC and BCC. Click to enlarge.  

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.