Sometimes you may be asked to check the existenz or the value of a new settingskey for one of our products (e.g. for troubleshooting of issue or when having special configuratinos, etc.). 

How to find a SettingsKey in MS CRM Dynamics 365

1. Open CRM in your Browser.

2. Navigate to Settings within the Dynamics365 navigation.


Figure 1: Dynamics365 Navigation

3. Within the settings, navigate to MSCRM-ADDONS.com Products in the Extensions-area of the sitemap.


Figure 2: MSCRM-ADDONS.com Products in the CRM settings

4. Open the product record for which you should check its existenz or its value. This information should be provided as information along with the reference to this article.


Figure 3: List of MSCRM-ADDONS.com Products

5. The product record contains a list of all settings for this prodcut (see Figure 5). Here you can check 

Figure 5: List of settingskeys-menu

Please note: If a value for a key is changed and the effected product is a client application like DocumentsCorePack or TelephoneIntegration, you need to restart the Client application. Otherwise, the setting will not be applied.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

The DocumentsCorePack Template Explorer is a feature that allows you to easier navigate through your templates while designing and maintaining them. The Template Explorer displays all DocumentsCorePack pack fields in a schematic tree view. This Feature is available in Version 9.37 and higher. 

Figure 1: Template Explorer open on a sample template

The Template Explorer only works on DocumentsCorePack Templates. For merged documents or non DCP templates you will not be able to open the Template Explorer.
You can enable or disable the Template Explorer with the new ribbon button "Template Explorer" ❶  (Figure 2). 

Figure 2: Template Explorer button in Ribbon

After enabling the Template Explorer a new task pane will appear on the left of your document. The Template Explorer will list all fields that are used in your document in a tree view.

Figure 3: Template Explorer task pane

Nested elements or tables will be displayed as sub-nodes of the tree view. An additional context menu allows you to directly interact with the field ❶ (Figure 4) and by hovering over the element a tooltip shows information about the field ❷ (Figure 4).

Figure 4: Context menu on the element (left) and tooltipinformation (right)

The context menu allows to directly open field properties, delete a field or context-specific actions like opening subtemplate.

At the bottom of the tree view you have 3 options additional options.  

Figure 5: Template Explorer buttons



❶ Analyze the Template
This action tries to analyze the template for know issues like unused relationships or invalid table layouts.
This operation is now performed before each 'save process'. It can be disabled in the Template Explorer Settings. Details ob this feature can be found here. 

❷ DocumentsCorePack Settings
This button opens the standard DocumentsCorePack template settings. 

❸ Template Explorer Settings 
The template explorer settings allow you to change single settings of ​this feature. More details can be found here.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This article describes the settings for the Template Explorer. This feature is part of the DocumentsCorePack Client version 9.37 or higher.

Figure 1: Template Explorer Settings

❶ DocumentsCorePack field selection
Define wich DCP fields you would like to see in the tree view. 

❷ Word field selection
Define if you want to see all Word field functions or only conditions. 
Please Note DCP Conditions are not the same as Word Conditions. 

❸ Analyze Template Before Save
A template will be analyzed by default before saving. If you do not want this happen you can disable this option.
Details about the DocumentsCorePack Analyze Template Feature can be found here.


❹ Jump to Field on Click
As soon as you click on the field in the tree view you will directly jump to this element in the Document.
If you don't want to jump to the field directly you can disable this setting. You will be able to jump to the field on demand by using the context menu in the Template Explorer.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

The Analyze Template Option will be executed automatically before you save a template back in your Dynamcis 365 system with the latest version of the DocumentsCorePack Client (9.37 or higher). Additionally it can be executed on demand while designing a template by calling it from theTemplate Explorer window. 
The warnings are just an information and no actual errors. False positve can occur but can be simply ignored.
You can turn this feature of by disabling this functionality. How to disable this is describe here: Template Explorer Settings

Details ab the functionality will be added shortly to this blog article, so please check again in a few days. 

Template Versioning  saves a backup of each template instead of simply overwriting it.
This feature requires at least version 9.25 of the client and version 2017.184 of the server or service. This functionality is disable by default. If you want to enable the versioning functionality you have to create a new settings key for DocumentsCorePack manually, like described here, with the following name and value:
Name: EnableTemplateVersioning
Value: true

If the setting as described above is enable you will see an additional button (1) int the menu bar. When you select a template and use this button 

Figure 1: Recover button

After using the "Recover Template" button a new window will appear with all available versions. The "Created On" column should be used identify the version that you want to recover. The versions are sorted from top to bottom from new to old. 

Figure 2: Recover Dialog

Tipp: Use the standard properties for keywords, subject, etc. to store additional information about the performed changes in your templates. 

Within this dialog you can select a preview version (1) and recover this version by using the "Recover" button. 

Figure 3: Select und Recover

After you have chosen to recover a specific file the said file will be opened in Word. 
The opened file will have the current document name and a current time stamp as name. Nothing was change

Figure 4: Recovered template

From this point on it is up to you how to proceed with this  recovered file. Nothing has changed yet in the live template. If you want to go ahead and make the recovered template your new live template you have to overwrite the existing template with this recovered template. 

PLEASE NOTE:
- Template versions are not  imported or exported with the DocumentsCorePack import/export functionality. Only the latest live version will be exported. 
- The limit of versions is set to 25 by default. To decrease or increase this limit you can set a settingskey manually with the name "TemplateVersioninglimit", and the amount of records as value. When setting its value to "0" the limit is disabled and unlimited copies will be stored (not recommended!).

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Related content:
​Template Preview (Dynamics 365)
DocumentsCorePack Template Designer - New Features

The Template Preview functionality of the DocumentsCorePack Template Designer allows you to see a thumbnail of your templates when opening or saving them.
This new feature requires at least version 9.25 of the template designer and version 2017.184 of the server or service. 
The preview section (1) is embedded at the right hand side of the open or save Template Dialog 

Figure 1: Preview Section

You can enable or disable the preview you using the magnifier icon in the control menu bar (1).
By using the "View Detailed Image" (2) you can enlarge the thumbnail to its full size. Additional scrollbars will allow you to view the enlarged image.

Figure 2: Preview Controls

There are only preview images available for templates that are saved since the new required version was installed. Any old templates will not have a preview yet. 
If you completely want to remove this functionality please set the following settings key for DocumentsCorePack manually, like described here, with the below key name and value.
Name: DisableTemplatePreviewImageUpload
Value: true

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com. 

Related content:
Template Versioning (Dynamics 365)​
DocumentsCorePack Template Designer - New Features

The Conditional Formatting is an additional feature to the Condition functionality of DCP. While the standard Condition functionalty either removes or keeps a field on your document the conditional formatting keeps the current format or applies a different format based on a Word style sheet. The description of the normal condition functionaltiy can be found here.
This functionality requires version 9.24 or higher of the client and version 2017.169 of the server (or service). 

1. Insert a new Condition Field
   
   
   Figure 2: Insert Condition field
   
   If you are not sure how to get to the insert fields option, please take a look at this article first.
   
   
2. Give your condition a descriptive name
   A descriptive name makes it easy to re-use existing conditions in a template.
   
   

   Figure 3: Condition field dialog
   
   
3. Select "Conditional formatting"
   You have to switch the condition type from Conditional block (if statement) to Conditional Formatting (❶)
   Figure 3: Conditional Formatting
   
   PLEASE NOTE:  If you do not see this option please ensure you are having the required version installed. How to theck your current version is described here.
   
   
4. Style section
   After you’ve selected the conditional formatting you can use the style section (❶). You only can use custom styles in this selection, so if the dropdow is not enabled you have to create a least a new style as described in the next step. 
   
   
   Figure 4: Style selection section 
   
   
5. Create new style
   This will bring up the standard word [Create New Style from Formatting] – dialog. 
   Figure 5: Create a new style
   
   The "Create New Style from Formatting" – dialog has a lot of options so please make sure you read the following part very carefully.
   
    ❶ Name: Please define a name that will indicate what this style is used for. (You can re-use styles for all your conditions) 
    ❷ Style type: This is one of the most important steps during the creation of a Style.
   Within this selection field, you have 5 options to choose from, we support 3 of them. 
   - Paragraph: The style will be applied to the whole Paragraph which contains this condition field 
   - Character:  The style will be applied to the content within this condition field
   - Table: This style type will enable the second selection field [Format – Apply to], where you can decide how it should be applied.
    ❸ Style based on: A base style template can be selected to create the custom style based on an existing style.
   
   Besides these three settings, you can use all given options to create your desired output style. 
   After you have the wanted style click on [OK] to save it.
   
    
   PLEASE NOTE:  
   - Do not change the Stylename! We have not option to identify a change of the name and the condition will not longer be able to find the style. 
   - Not all options available in the standard style sheet configuration of Word are applicable, and might be not applied dependend on the used style and the context.
   
   
6. Select your Style
   Since you have created your style, the [Format – Style] selection is now enabled.
   Figure 6: Select Style
   
   Choose your style and your conditional formatting field is ready to use.
   Character should be used when you want to apply the format to a single Word in a Paragraph while Paragraph should be used when you want to apply the formatting to the whole word paragraph.
   ​
7. Apply table format
   If your selected style is a table style the "Format – Apply to" field gets enabled. This provides you the possibility to pick one out four ways how your table style should be applied.
   Figure 7: Format - Apply to
   
   - First Table Inside Field: This option will apply your style to the first table within your condition field.
   - Parent Table: When your condition field is within an table, this option will apply the style to this table.
   - Parent Cell: The selected style will be applied to the cell which contains your condition field.
   - Parent Row: The selected style will be applied to the row which contains your condition field.
   
   
8. Please click on [OK] to insert the condition field
   If you want to know more about the conditional formatting feature, please take a look at this step by step description. Click here
   
   

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This article outlines how to add a hyperlink to a insert "Picture-Link-Field”. The result after the merge will be a clickable image in your generated document.
How to insert a Picture-Link-Field is described in here “Insert”-button. 

Figure 1: Example of a clickable link in Word

​1. Open the properties of an inserted picture link field
Select any picture-link field (1) and hit the "Field properties" button in the ribbon (2). A new window with and additional option so setup a link will be opened (3)

Figure 2; Inserted picture link field​ and new edit option

2. Define a link 
Based on the DocumentsCorePack Property Syntax you can setup a link (1)  and apply your changes with a click on OK (2)
Figure 3: Example of setup link pattern

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This blog article outlines how you can claim yourself a DocumentsCorePack Template Designer (per User) License.

If you are using the DocumetnsCorePack Template Designer for DocumentsCorePack ServerBased or when you are using the DocumentsCorePack Client with a per user license you might come across the following message. With version 9.19 or higher of the client you have an additional option to get rid of this message. 

​Figure 1:"Access Denied" License Message

The access denied message ❶ indicates that your user does not have a license applied. As long as the per User license count is higher than the system value number 
you can claim a license to yourself you can use the "Claim License" button ❷ at the bottom right corner. This option is only visible if you actually have a per User lincense. For any other license type this option will not be available. 

 ​Figure 2: License screen with access denied 

If the claiming process is successfull you will see a message like below.  ❶ 
In case the claim attempt fails you will receive an error message. The message will contain details of what failed. 

Figure 3: Confirmation message after sucessfull claim process

After that you will see an update license screen with the latest numbers update. ❶
To proceed simply click "Close" to end this dialog. ​❷

​ ​Figure 4: Updated license screen

PLEASE NOTE: If you do not have this option or if you are not sure if you should claim yourself a license please get in touch with your CRM Administrator.​

 That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This blog article covers a Step-by-Step example on how to set up user-prompts in DocumentsCorePack Template Designer. 

Prompts enable the user to add or modify document elements without opening the document. The additional options for prompts are displayed in an additional window of the DocumentsCorePack dialog. 

Figure 1: Prompts within the DCP Dialog

The following steps contain a description of how to set up such prompts in your templates. 

Step 1: Create a Prompt
A prompt is defined in a template within the advanced template settings. To access the prompts settings navigate to ❶ "Insert MailMerge Fields" to open the DocumentsCorePack Taskpane. Go to ❷ "Advanced Template Settings" and select ❸ "Prompts".

Figure 2: MSCRM-ADDONS.com AutoMergeWorkingItems properties

The Prompts-Editor allows you to ❶ create, ❷ edit and ❸ delete prompts. Also, the ❹ sort order of how the prompts should appear can be modified as well. 

Figure 3: Prompt Editor

Step 2: Add a prompt 
You can add a prompts by using the add button. Each prompt requires a name (special certain chars are not allowed).

Figure 4: Add Prompt 

There are 3 different types of different prompts that you can select: 

•  Text (as single or multiline)
    A text allows the user to enter additional text in the DCP dialog that will be added to the generated document.
    A text prompt can be a simple single line of text or also a text box by using the allow line breaks option. 
    By setting the required checkbox you can define if a user has to enter data.
  
  
• Checkbox
    A checkbox prompt enables you to either add or remove optional content in the document. 
    A checkbox is by default mandatory. 
  
  
• Select
    A select prompt enables you to keep only one specific section, out of several setup blocks in the document. 

Each prompt also requires at least one label. A label is a text that is displayed in the DocumentsCorePack Dialog in front of the actual control (see Figure 1). If a label for the current user language in Dynamics 365 is set this translation will be displayed. If there is no label that matches the current user's language, the first one in the list is displayed. 

Figure 5: Label

After you have set up the prompts in the settings, you are able to insert them into your document. 

Step 3: Insert a prompt in your document
You will find an additional selection in the "Insert Field" -> "Computed Item" -> ❶ "Prompt Field". Each entry represents a prompt that you have created previously. 

 Figure 6: Insert prompt


A ❶ text box does not require any further septs as it will be replaced with the text entered by the user. For prompts of the type ❷ checkbox and ❸ select, you will have to replace the current placeholder text with your desired content.


 Figure 7: Template before and after replacement of placeholders

Step 4: Save your template
Before you can use or test your template you have to save it. Use the Save template-option of the DocumentsCorePack client in order to publish the template to Dynamics 365. 

Please Note: Prompts do not work with the Template Designer, only by using the DocumentsCorePack Server Dialog  ("Create Document").

​

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.