mscrm-addons.com - Blog

News.mscrm-addons.com Blog

rss

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 save a document to SharePoint with DocumentsCorePack
This blog article outlines how to save a document to SharePoint with DocumentsCorePack.

Step-by-Step: How to set up lookup-prompts for relations
This blog article covers a step-by-step example of how to set up user-prompts in DocumentsCorePack Template Designer. With this special version of the prompts feature you have the possibility to select one or multiple related records while generating the document.

DateTime Field (Dynamics 365)
The DateTime option allows you to perform basic calculations with dates. You can add a certain amount of time to an existing date, or you can calculate the difference between two given dates. The following step by step description will show you how to insert a field of this type into your template.

DocumentsCorePack DateTime Field Syntax (Dynamics 365)
The DateTime Field option of DocumentsCorePack allows you to perform basic calculations on dates and times. This article describes the syntax that can be used for those calculations.

How to merge a document and start an in-person signing process
This blog article outlines how to merge a document with Adobe Sign and start an in-person signing process. With the in-person signing, a host facilitates an Adobe Sign session. The host must be an Adobe Sign account holder and the signers are only required to be with the host in order to sign documents.

How to merge a document with Adobe Sign by e-mail
This blog article outlines how to merge a document with Adobe Sign by e-mail. In this example, we use a template which contains two signees. The document will be sent via e-mail to the two signees be signed. The result can look like in the figure below.

Adobe Sign for DocumentsCorePack
We are happy to announce that we offer the possibility to use Adobe Sign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics 365 to a whole new level.

Add a Hyperlink to an existing "Picture-Link-Field"
Add a Hyperlink to an existing "Picture-Link-Field"

Claim a DocumentsCorePack Template Designer (per User) license
Claim a DocumentsCorePack Template Designer (per User) License

File corrupted because of Images in Header
This blog article outlines how to react if your template gets corrupted after you have added an image to the header.