The settings of DocumentsCorePack now allows you to configure the "Name" and the "Subject" for the "Document Name" separately. Available vor v5.93 and higher.
Write a new, or open a saved document (.docx) with the required content and templates. In this document go to the “www.mscrm-addons.com”–tab and click on “Insert MailMerge Fields”. The “DocumentsCorePack Task Pane” appears.
To configure the "Name" and the "Subject" for the "Document Name" separately, click on “Advanced Settings …” in the “Template Settings”-tab. See screenshot below, highlighted in yellow/orange:
Following dialog will appear:
Choose a template for “Name” to define the documents name and a separate “Subject” name for your document. You can add additional information e.g. by typing ‘account number:’+<> the possible result appears as follows:
For more information please click here and read our blog article about “Template Settings for DCP (OpenXML)”
Click on [Apply] to continue. Now your Advanced Settings are set.
To set the relationship to CRM, click to the “www.mscrm-addons.com” –tab and click “Choose CRM Data”. Following window appears:
Type in the requested account name and click on “Search” and “Select” an account to continue.
Now your document is CRM-related. To go on, click on the “Create CRM Activity”-button in the “www.mscrm-addons.com”-tab.
The following dialog will appear:
Now you can see the chosen subject name. In our Case its “account number”. Define the type of your activity and click “OK” to generate your CRM-related activity. If you open CRM and search for the account name chosen before you can see your generated document as a new added activity.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to firstname.lastname@example.org.