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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 to add a filter to a relationship in DocumentsCorePack Template Designer
This step-by-step-tutorial outlines how to add a filter to a relationship in DocumentsCorePack Template Designer. Usually, the simple creation of a relationship is enough, but sometimes, it can happen that you need to add a certain filter to a relationship.

How do I create a document that includes all child records of a certain entity?
This article outlines how to set up a workflow that will generate a document which includes all child records that are related to a certain entity. Once the workflow is established, it will concatenate all these generated documents and send it to the account.

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

Where do I find the Unique Organization name in Microsoft Dynamics 365?
When ordering licenses, you will be asked for the organisation unit name of your Microsoft Dynamics 365 (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 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.

How to upgrade to Microsoft Dynamics 365
Our addons are ready for Microsoft Dynamics 365! It requires only a few easy steps to upgrade our addons to Microsoft Dynamics 365.

How to activate Template Designers (per user) for DocumentsCorePack Online Services
Login to our website (http://www.mscrm-addons.com/LoginPage) and navigate to My Account Overview > My Cloud Services.