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How to open the DocumentsCorePack Advanced Template Settings (Dynamics 365)

In order to apply special settings to your DocumentsCorePack Template, you have to access the Template Settings Dialog. How to get to this essential dialog is outlined step by step in this article.

The latest version of our software can be found here.

  1. Create a new or open an existing Template
    Open Word and navigate to www.mscrm-addons.com (1).
    Open an existing template with a click on the [Open Template]-button (2)
    and open the Template Designer window
    using the [Insert MailMerge Fields]-button
    (3). Or create a new template from scratch by solely hitting
    the [Insert MailMerge Fields]-button. (3)

    Figure 1: DocumentsCorePack Add-In
  2. Open the Advanced Template settings
    Hit the [Advanced Template Settings]-button
    (4, see figure 1)
    in the Template Designer.
    Navigate to the property you would like to modify
    by clicking on the item (5, see figure 2)
  3. Figure 2: Template Settings
A complete list of all the available properties can be found here.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.



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