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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!


Recap: US Industry Summit 2016

There are no strangers here; only friends you haven’t met yet. 

- William Butler Yeats


Figure 1: US Industry Summit 2016

Thank you for joining us at this year’s US Industry Summit!


DocumentsCorePack Condition Syntax (Dynamics 365)

Certain properties of DocumentsCorePack templates consist of conditions based on CRM fields. This article covers the basic syntax and the advanced options that can be used.
Several DocumentsCorePack properties support the same syntax. A list of these properties can be found at the end of this article. 


Comparison: Microsoft Dynamics CRM 2016 to DocumentsCorePack by mscrm-addons.com

With Microsoft Dynamics CRM 2016 Microsoft has presented a new method of document generation.
The overview below allows a comparison of the new native document generation with our solution DocumentsCorePack.


How to create scheduled reports

With the option to schedule document operations inside Microsoft Dynamics CRM – DocumentsCorePack opens up its capabilities for scheduled reports.

Whether you want to 

- get a simple overview of all opportunities closed last month,
- you wish to send a reminder to a group of selected customers automatically or
- you would simply like to find a printed copy of all invoices every morning in your printer –

with scheduled reports this is not only possible, it is also easy.

This article describes which preconditions are needed in order to run the tool. It is a step-by-step instruction of how to use and benefit from the scheduler.


How to create a DocumentsCorePack template for DocuSign

To create a DocumentsCorePack template for DocuSign, open the www.mscrm-addons.com–tab in Microsoft Word and follow the instructions below: 


How to merge a Document and send it to AssureSign (for 1 to 3 Signers)

Please note: The following blogpost is seperated into two parts. 

The first part shows how to merge a document and send it to AssureSign.
The second part shows how you or your customers can sign a document right within AssureSign.


How to create a DocumentsCorePack Template for AssureSign (for 2 Signers)

Imagine, you would like to create a DocumentsCorePack template for AssureSign for two signers. Let us pretend, you wanted to make sure that the person who has revised a certain document, has the possibility to sign it.


How to send DocuSign-documents on behalf of different users

DocuSign provides a setting that is called Send On Behalf Of Right. This setting allows all users (and not only the Master-DocuSign user) to send DocuSign documents on behalf of themselves.

Please note: If more users than the Master-DocuSign user should be allowed to send documents, you have to set the Send on Behalf Of-Rights once.   


How to create a DocumentsCorePack template for AssureSign (for 1 Signer)

To create a DocumentsCorePack template for AssureSign, open the www.mscrm-addons.com–tab in Microsoft Word and follow the instructions below:  


DocuSign for DocumentsCorePack

How does DocuSign work?

DocuSign is another tool that simplifies the world of e-signatures. It empowers you to electronically sign documents.

We are happy to announce that we offer the possibility to use DocuSign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics CRM to a whole new level.