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You can find the most acutal and relevenat information in our Knowledge Base at support.mscrm-addons.com

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Document Name (Dynamics 365)
The Document name property allows you to define a name, or a name patter
for your template. So the actual document already has a pretty name as soon
as it is generated. This setting applies to both, DocumentsCorePack Server Based and
DocumentsCorePack Client Based. The following step by step description outlines
how to set this property in the DocumentsCorePack Client for your template.
Insert QR-Code (Dynamics 365)
The Insert QR-Code field allows you to define a pattern for a dynamically
created QR-Code. The following step by step description will show you how
to set this field in the DocumentsCorePack Client for your template.
Insert Static Document (Dynamics 365)
The Insert Static Document feature allows you to insert a sub template into
your current template or also to insert further text documents, like AGBs.
The code behind the ordinals field function (Advanced)
The following information provides you with a technical description of the ordinals field functionality.

The "Insert as Picture-Field"-button (Dynamics 365)

This article describes how to use the “Insert as Picture-Field”-functionality within the “Insert”-button in Open Office XML templates (.docx). 


Insecure content warning in IE when using FileExplorer with IFD

If you have configured your CRM for IFD and also have enabled our FileExplorer Integration, Internet Explorer (IE) will either not load the FileExplorer or show a message about insecure content.


Figure 1: FileExplorer not visible


Figure 2: Internet Explorer shows insecure content warning

If you run into this problem, please follow the steps below to resolve this issue.


What to do if no toolbar is visible in Office 2007, 2010, 2013 and/or 2016?
After WordMailMerge has been installed on your computer, it is possible that our toolbar does not appear in Microsoft Word. To sort this problem out, please follow the steps of this article.