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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 build Multilevel-Relationships
This blog article outlines how to build a Multilevel-Relationship from Quote > Quote Line (Quote Product) > Product.

How to add fields from the current user
This article outlines how to add fields from the current / executing user to a Template

HTML Settings for DocumentsCorePack Fields
If you are using DocumentsCorePack with HTML this guidance will help you maximize your user experience.

How to insert Condition Fields in DocumentsCorePack Template Designer
This blog article covers a Step-by-Step example on how to set conditions in DocumentsCorePack Template Designer for your template.

Note title and description (Dynamics 365)
This blog article outlines how to apply special settings, in detail note title and description, to your DocumentsCorePack Template.

Insert a page break after grouping section (Dynamics 365)
This blog article outlines the new feature in DocumentsCorePack (.docx) templates. This feature gives you the possibility to insert page breaks after every grouping section.

Advanced Settings "CreateActivitiesFor" in MS Dynamics 365
This blog article outlines how to work with the Advanced Settings - CreateActivitiesFor of DocumentsCorePack in MS Dynamics 365. It covers the configuration, an example and the technical details of this feature.

How do I create dates with ordinals with DocumentsCorePack field properties?
Ordinal numbers are words representing position or rank in a sequential order. The order may be of size, importance, chronology, or else. These numbers may be written in English with numerals and letter suffixes: 1st, 2nd, 3rd, 4th, 5th etc. Because ordinal numbers can be an important part of documents, we have created a possibility to add ordinal numbers to templates. This step-by-step tutorial describes how to do so.

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 relationships using DocumentsCorePack Template Designer? (Advanced)
This article outlines how to create - more or less complex - relationships in the DocumentsCorePack (DCP) Template Designer.