News.mscrm-addons.com BlogHello 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! https://www.mscrm-addons.com/BlogHow to improve the quality of pictures in DCP Templates by using picture optionshttps://www.mscrm-addons.com/Blog/PostId/10220/how-to-improve-the-quality-of-pictures-in-dcp-templates-by-using-picture-options*General*,AutoMerge (AM),DocumentsCorePack (DCP),DocumentsCorePack 2015/2016,e-SignaturesFri, 07 Jun 2019 09:49:43 GMT<p><span>Should you face problems with the quality of Pictures in DCP, please try the following settings:</span></p> <p><span>In the <span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span>&ldquo;Advanced Template Settings&rdquo; navigate to the&nbsp;</span><span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">&ldquo;General&rdquo; tab and activate the&nbsp;</span><span style="font-size: 24px; color: #0077b3;">❸&nbsp;</span>&ldquo;Do not compress inserted images&rdquo; option.</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Template Settings" href="/Portals/0/Blog/How_to_improve_the_quality_of_pictures_in_DCP_Templates_by_using_picture_options/Figure1.jpg"> <img alt="Template Settings" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_improve_the_quality_of_pictures_in_DCP_Templates_by_using_picture_options/Figure1.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: Template Settings</em> </div> </div> <p>&nbsp;</p> <p><span>If you insert a picture from a note, there are further options to specify:<br /> <span style="white-space: pre;"> </span></span><span style="font-size: 24px; color: #0077b3;">❹&nbsp;</span>If the image shall be scaled to fit to the container on the template</p> <p><span> <span style="white-space: pre;"> </span>or</span></p> <p><span style="white-space: pre;"> </span><span style="font-size: 24px; color: #0077b3;">❺</span>&nbsp;If the template should be scaled to fit the image from the note.</p> <p><span>​</span></p> <p><span>These can be found under &ldquo;Field Properties&rdquo; after clicking on the image in Word.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Field properties" href="/Portals/0/Blog/How_to_improve_the_quality_of_pictures_in_DCP_Templates_by_using_picture_options/Figure2.jpg"> <img alt="Field properties" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_improve_the_quality_of_pictures_in_DCP_Templates_by_using_picture_options/Figure2.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 2: Field properties</em> </div> </div> <p>&nbsp;</p> <p>&nbsp;</p> <p><strong><span>That&rsquo;s it!</span></strong><span style="background: white;"> We appreciate your feedback! Please share your thoughts by sending an email to<span style="color: #777777;"> </span></span><a href="mailto:support@mscrm-addons.com"><span style="background: white; padding: 0cm; border: 1pt none windowtext;">support@mscrm-addons.com</span></a></p> <p>&nbsp;</p>10220How to configure an Onpremise Service with CRM Onlinehttps://www.mscrm-addons.com/Blog/PostId/10151/how-to-create-a-settingskey-manually-in-dynamics-365-online-with-service-running-onpremise*General*,DCP 2016,DocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365,DocumentsCorePack 2015/2016Thu, 04 Oct 2018 14:18:37 GMT<p>This article outlines how to create a SettingsKey manually.<br /> It is <span style="text-decoration: underline;">specifically designed</span> to use <strong>Dynamics 365 online</strong> and&nbsp;to run the <strong>Service for DCP-<span style="text-decoration: underline;">Serverbased</span> onpremise.<br /> </strong><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">To configure a service properly for such a scenario you have to create an additional settings key</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">.</span></p> <p>To get knowledge how to create a SettingsKey manually <strong>in general</strong>,&nbsp;please click&nbsp;<a href="https://www.mscrm-addons.com/Blog/PostId/10031/how-to-create-a-settingskey-manually-in-ms-dynamics-365?ver=2018-02-16-104722-347" target="_blank">here</a>.</p> <p> <div>Please open your Dynamics 365 in your Browser.&nbsp;</div> </p> <p>Navigate to&nbsp;<span style="text-decoration: underline;">Settings -&gt; MSCRM-ADDONS -&gt; Products</span>.<br /> Open the Link to DocumentsCorePack and AutoMerge&nbsp;and display&nbsp;all records associated with this view (Button on the right side, next to the "+")</p> <p>Please also deactivate the LBConfig Setting, if you are not using LoadBalancing.&nbsp;</p> <p style="text-align: justify;">After clicking the button, you can see a list of all settingskeys.<br /> By clicking the <strong>[ADD NEW MSCRM-ADDONS.com Settingkeys]</strong>-button you can&nbsp;create a new settingskey.&nbsp;</p> <p class="lightbox" style="text-align: justify;" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #777777;">After clicking,&nbsp; a new window opens. <br /> In this window, you have to&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-family: inherit; color: #777777;">define the name of the <g class="gr_ gr_53 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="53" data-gr-id="53">settingskey</g> in the&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-family: inherit; color: #777777;">Name</span><span style="font-size: inherit; font-style: inherit; font-weight: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-family: inherit; color: #777777;">-field.</span></p> <p class="lightbox" style="text-align: justify;" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: inherit; font-style: inherit; font-weight: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-family: inherit; color: #777777;"></span>The name of the key has to be "<strong>AzureServiceName</strong>" and the value has to be &ldquo;<strong>none</strong>&rdquo;.<br /> If this settingskey has a different value, please replace it with &ldquo;none&rdquo; as well.</p> <p class="lightbox" style="text-align: justify;" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; color: #777777;">Once this is done, save and close your settings.&nbsp;</span></p> <p class="lightbox" style="text-align: justify;" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; color: #777777;">​</span></p> <span> </span> <strong>That&rsquo;s it!</strong><span style="color: #777777;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>. <p class="lightbox" style="text-align: justify;" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;</p>10151How to add fields from the current userhttps://www.mscrm-addons.com/Blog/PostId/10146/how-to-add-a-current-user*General*,DocumentsCorePack (DCP),DCP 365,DocumentsCorePack 2015/2016Mon, 20 Aug 2018 12:16:59 GMT<p><span style="font-size: 16px;">This article outlines how to add fields from the current / executing user to a Template.</span></p> <p><span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span><span style="font-size: 16px;">Click on &ldquo;Insert MailMerge Fields&rdquo;</span></p> <div class="data-plugin-options"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Insert MailMerge Fields" href="/Portals/0/Blog/How_to_add_fields_from_the_current_user/Figure1.png" style="background-color: #ffffff;"> <img alt="Insert MailMerge Fields" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_add_fields_from_the_current_user/Figure1.png" /> </a> </div> <em>Figure 1: Insert MailMerge Fields</em> </div> <p>&nbsp;</p> <p><span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span>Navigate to &ldquo;Additional&rdquo; and select &ldquo;User Info&rdquo; in the DropDown-Menu for &ldquo;Add Relationship / Entity&rdquo;</p> <div class="data-plugin-options"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Navigate to “User Info”" href="/Portals/0/Blog/How_to_add_fields_from_the_current_user/Figure2.png"> <img alt="Navigate to “User Info" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_add_fields_from_the_current_user/Figure2.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 2: Navigate to &ldquo;User Info&rdquo;</em> </div> </div> <p>&nbsp;</p> <p><span style="font-size: 24px; color: #0077b3;">❸&nbsp;</span>You have now added a new relationship to the &ldquo;User&rdquo; record, which presents fields from the current user /executing user</p> <div class="data-plugin-options"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="New relationship" href="/Portals/0/Blog/How_to_add_fields_from_the_current_user/Figure3.png"> <img alt="New relationship" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_add_fields_from_the_current_user/Figure3.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 3: New relationship</em> </div> </div> <p>&nbsp;</p> <p>&nbsp;</p> <p><span style="font-size: 13px;"><strong><span>That&rsquo;s it!</span></strong><span style="background: white;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to<span style="color: #777777;">&nbsp;</span><span style="padding: 0cm; border: 1pt none windowtext; color: #0077b3;"><a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></span></span></p>10146SharePoint path limitation avoidance for DocumentsCorePackhttps://www.mscrm-addons.com/Blog/PostId/10050/sharepoint-path-limitation-avoidance-for-documentscorepackDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365,DocumentsCorePack 2015/2016Wed, 29 Nov 2017 13:14:06 GMT<p><span style="background-color: #fcfcfc;">SharePoint paths limitations are hard coded. The maximum path length is 260 characters. If that limit is exceeded, you get the SharePoint error 414.&nbsp;This article outlines how to avoid this error.&nbsp;</span></p> <p><span style="background-color: #fcfcfc; color: #4f81bd;">Minimum requirements:</span><span style="background-color: #fcfcfc; color: #ff0000;">&nbsp;</span><span style="background-color: #fcfcfc;">DocumentsCorePack v.167or higher&nbsp;</span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;">mscrm-addons products offer several default ways to shorten SharePoint paths:</p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;"><br /> 1) We provide you with a<span class="apple-converted-space">&nbsp;</span><strong>default shortening to a maximum of 30 characters + GUID for each folder name</strong>.<span class="apple-converted-space">&nbsp;</span></span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;">SharePoint folder maximum length:</p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext; background-color: #fcfcfc;">This setting cuts SharePoint folder names that are longer than a certain amount of characters.&nbsp;<br /> <br /> </span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext; background-color: #fcfcfc;"> </span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext; background-color: #fcfcfc;"> </span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext; background-color: #fcfcfc;"> </span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext; background-color: #fcfcfc;"> </span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext;"> </span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;">2) We provide you with a&nbsp;<strong>default shortening to a maximum of 128 characters for each file name</strong>.&nbsp;</span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;"><br /> 3) ShortIDs: We create a<span class="apple-converted-space">&nbsp;</span><strong>6-characters ID alternatively to the well-known 36 GUIDs</strong><span class="apple-converted-space"><strong>&nbsp;</strong></span>of Microsoft Dynamics 365.<span class="apple-converted-space">&nbsp;&nbsp;</span></span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;" class="apple-converted-space">&nbsp;</span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;" class="apple-converted-space">It is recommended to activate ShortId to avoid&nbsp;<span style="background-color: #fcfcfc;">the SharePoint error 414 you get because of the&nbsp;<span style="background-color: #fcfcfc;">path limitations of 260 characters. With ShortId we create a 6-characters ID instead of the 36 GUID like you can see in the example below.&nbsp;</span></span></span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;" class="apple-converted-space">&nbsp;</span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;" class="apple-converted-space"> </span></p> <div data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" class="lightbox"><span style="padding: 0cm; border: 1pt none windowtext;" class="apple-converted-space"><a href="http://mscrm-addons.com/portals/0/Blog/ShortID%20DCP//Figure1_ShortID.png" title=" Example for ShortId"><img src="http://mscrm-addons.com/portals/0/Blog/ShortID%20DCP/Figure1_ShortID.png" alt=" Example for ShortId" width="672" height="85" /></a></span></div> <span style="padding: 0cm; border: 1pt none windowtext;" class="apple-converted-space"> <div data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" class="lightbox">Figure 1: Example for ShortId</div> </span> <p data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" class="lightbox">​</p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="color: #4f81bd;"><strong>How to activate a ShortID for DocumentsCorePack</strong></span></p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0pt;">To create a ShortID for DocumenstCorePack simply navigate to Settings &gt; DocumentsCorePack in your Microsoft Dynamics 365&nbsp; application.</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0pt;">&nbsp;&nbsp;</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0pt;">Here, please add/enable the following options:&nbsp;</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0pt;"><strong>Use short Documentation Logic</strong></p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0pt;"><strong></strong><br /> The setting in&nbsp;the figure below cuts SharePoint path automatically.&nbsp;</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0pt;">&nbsp;</p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext;"></span></p> <div class="data-plugin-options="> <div data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" class="lightbox"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext;"><a href="http://mscrm-addons.com/portals/0/Blog/ShortID%20DCP//Short_ID_DCP.jpg" title="DocumentsCorePack settings"><img style="height: 265px; width: 474px;" src="http://mscrm-addons.com/portals/0/Blog/ShortID%20DCP//Short_ID_DCP.jpg" alt="DocumentsCorePack settings" /></a></span></div> <div data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" class="lightbox"><span class="apple-converted-space" style="padding: 0cm; border: 1pt none windowtext;">Figure 2: DocumentsCorePack settings</span> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">&nbsp;</p> </div> </div> <p><span style="padding: 0cm; border: 1pt none windowtext;"> 4) Use an alternative field for the generation of paths (e.g. instead of account name we can use a unique account number field)</span></p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0.0001pt;">For the&nbsp;<span><strong>SharePoint folder name attribute</strong></span>:</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0.0001pt;">SPFolderNameAttribute: <g class="gr_ gr_46 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling" id="46" data-gr-id="46">enittyschemaname</g>;attributename|</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0.0001pt;">e.g.: Account:ptm_name</p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;">&nbsp;&nbsp;</span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext;"><span style="background-color: #fcfcfc; color: #4f81bd;"><strong>Please note:</strong>&nbsp;</span><span style="background-color: #fcfcfc;">Even though the creation of short paths is a very valuable feature, existing paths cannot be shortened anymore, unless very specific criteria are met. Manual interaction is always required.</span></span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;"><span style="padding: 0cm; border: 1pt none windowtext; background-color: #fcfcfc;">&nbsp;</span></p> <p style="background: none 0% 0% repeat scroll #fcfcfc; margin: 0cm 0cm 0pt;">For further information on how to correct SharePoint paths exceeding the limitations, please have a look at<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f10012%2fhow-to-change-the-sharepoint-path-logic-advanced&amp;tabid=165&amp;portalid=0&amp;mid=2185">&nbsp;this blog article</a>.&nbsp;<br /> <br /> </p> <p style="background-color: #fcfcfc;"><span style="font-size: 13px;"><strong>That's it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>!</span></p> <p> </p> <div>&nbsp;</div> <p>&nbsp;</p>10050How to use the CreateMultiPartXML based on FetchXMLhttps://www.mscrm-addons.com/Blog/PostId/10043/how-to-use-the-createmultipartxml-based-on-fetch-xmlDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365,DocumentsCorePack 2015/2016Wed, 27 Sep 2017 10:32:06 GMT<p style="text-align: justify;">This blog article outlines how to create a document for every contact of an account using the&nbsp;<span style="text-align: justify;"><strong>CreateMultiPartXMLbasedonFetchXML </strong>step.&nbsp;</span></p> <p style="text-align: justify;"><strong>Please note:</strong> You have to make sure you first look into the basics of DocumentsCorePack workflow-steps, <g class="gr_ gr_72 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="72" data-gr-id="72">fetchXML</g> and Dynamics 365 workflows before you start with this. It will make the progress a lot easier.&nbsp;</p> <p style="text-align: justify;">In this case, we want to create a document for every contact of an account. To achieve this we need the CreateMultiPartXMLbasedonFetchXML step.&nbsp;</p> <p style="text-align: justify;"><strong>1)</strong> Therefore create a new workflow based on&nbsp;&nbsp;Account. Go to <span style="font-size: 24px; color: #4f81bd;">❶&nbsp;</span>DCPWorkflowSandbox and&nbsp;select&nbsp;<span style="font-size: 24px; color: #4f81bd;">❷</span> CreateMultiPartXMLbasedonFetchxml, like you can see below.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Add new workflow step - CreateMultiPartXMLbasedonFetchxml " href="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure1_Add_Step.png"> <img alt="Add new workflow step - CreateMultiPartXMLbasedonFetchxml" height="207" class="img-responsive" src="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure1_Add_Step.png" width="415,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Add new workflow step - CreateMultiPartXMLbasedonFetchxml<br /> <br /> </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> </div> <p style="text-align: justify;"><strong>2)</strong> Next define the properties of your new workflow step by clicking the [Set Properties]-button, highlighted below.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Set Properties for CreateMultiPartXMLbasedonFetchxml " href="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure2_Set_Properties.png"><img alt="Set Properties for CreateMultiPartXMLbasedonFetchxml" height="207" class="img-responsive" src="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure2_Set_Properties.png" width="415,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Set Properties for CreateMultiPartXMLbasedonFetchxml</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><strong>3) </strong>In the properties of the&nbsp;<span>CreateMultiPartXMLbasedonFetchxml</span> step, we add the values displayed below:&nbsp;</em></p> </div> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Set custom properties " href="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure3_Set_custom_Step_Input_Properties.png"> <img alt="Set custom properties" width="520,5" height="251" class="img-responsive" src="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure3_Set_custom_Step_Input_Properties.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: Set custom properties</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;&nbsp;&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="font-size: 24px; color: #4f81bd;">❶&nbsp;</span></em><em><strong>Template1: </strong>Our desired Contact Template<br /> </em></p> <p><span style="font-size: 24px; color: #4f81bd;">❷&nbsp;</span><em><strong>Entity Record URL Base: </strong>The Record URL of our main entity Account&nbsp;<br /> </em></p> <p><span style="font-size: 24px; color: #4f81bd;">❸&nbsp;</span><em><strong>FetchXML: </strong>The XML we want to execute. (How to build such an XML will&nbsp;be explained later in this article)<br /> </em></p> <p><span style="font-size: 24px; color: #4f81bd;">❹&nbsp;</span><em><strong>FechtSMLResultField:</strong> The ID-Field of the returned entities - ContactId in this case<br /> </em></p> <p><span style="font-size: 24px; color: #4f81bd;">❺&nbsp;</span><em><strong>FetchXMLResultEntity:</strong> The name of the returned&nbsp;entity (contact in our case)&nbsp;</em></p> <p><em>&nbsp;</em></p> <p><em> <strong>4)</strong> Next, add a second step: Create Record - MSCRM-ADDONS.com AutoMergeWorkingItems.</em></p> <p><em> </em></p> </div> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="MSCRM-ADDONS.com AutomergeWorkingItem " href="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure4_AutoMergeWorkingIntems.png"> <img alt="MSCRM-ADDONS.com AutomergeWorkingItem" width="485" height="300,5" class="img-responsive" src="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure4_AutoMergeWorkingIntems.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: MSCRM-ADDONS.com AutomergeWorkingItem</em><em> </em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><strong>5) </strong>Then define the properties as follows:</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Properties for AutoMergeWorkingItems " href="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure5_AutoMergeWorkingItems_properties.png"> <img alt="Properties for AutoMergeWorkingItems" height="207" class="img-responsive" src="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure5_AutoMergeWorkingItems_properties.png" width="512,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 5: Properties for AutoMergeWorkingItems</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❶</span>&nbsp;<span><strong>Name:&nbsp;</strong></span>Choose a fitting name</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❷</span>&nbsp;<span><strong>AutoMergeAction:</strong>&nbsp;</span>Create Document</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❸&nbsp;</span><strong>PrimaryRecordURL</strong><span><strong>FetchXML:</strong>&nbsp;</span>The Record URL of the primary entity (in our example Account)</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❹</span><strong>&nbsp;<span>SaveAs:</span></strong>&nbsp;Your desired output (in this example pdf)</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❺</span><strong>&nbsp;<span>MultiDocumentXML:</span></strong>&nbsp;The XML output of the previous step&nbsp;<br /> <br /> </p> <h1 style="text-align: justify;"><span style="font-family: Arial; font-size: 24px; color: #4f81bd;">How to create the Fetch XML<br /> </span></h1> <p style="text-align: justify;">You can use 3<sup>rd</sup>&nbsp;party tools like <strong>"XRMToolBox"</strong> to make the creation of the <strong>FechXML</strong> easier.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="FetchXML " href="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure6_FetchXML.png"> <img alt="FetchXML" width="485" height="300,5" class="img-responsive" src="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure6_FetchXML.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 6: FetchXML<br /> <br /> </em><em> </em></div> </div> <p style="text-align: justify;"><strong>1)</strong> Use the Dynamics 365 Advanced Find to get the base structure of the Fetch XML&nbsp;you want,&nbsp; like you can see below.&nbsp;<span>In this case, we wanted to merge all contacts of a particular Account.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Download FetchXML " href="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure7_Download_FetchXML.png"> <img alt="Download FetchXML" width="485" height="300,5" class="img-responsive" src="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure7_Download_FetchXML.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 7: Download FetchXML<br /> <br /> <br /> </em></div> </div> <p style="text-align: justify;"><strong>2)</strong> After building this verifying the result, <strong>download the FetchXML</strong> and paste it into your XML editor. Adjust the <strong>FetchXML</strong> so it can be executed correctly and has no syntax errors.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" XML Code - Record URL " href="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure8_XML.png"> <img alt=" XML Code - Record URL" width="485" height="300,5" class="img-responsive" src="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure8_XML.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 8: XML Code - Record URL<br /> </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><br /> </em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em><em> </em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> <strong>3) </strong>Afterwards replace the <strong>Record URL</strong>, which is the primary record you start from, with the value <strong>QID</strong>,&nbsp;highlighted in yellow below. This is necessary to make the workflow dynamic.&nbsp;</em></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="XML Code - QID" href="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure9_Dynamic_Workflow.png"> <img alt="XML Code - QID" width="485" height="300,5" class="img-responsive" src="/Portals/0/Blog/How_to_use_CreateMultiPartXML_based_on_Fetch XML/Figure9_Dynamic_Workflow.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 9: XML Code - QID</em></div> </div> <p>&nbsp;</p> <p style="text-align: justify;">4) Then copy the finished XML and paste it into the <strong>CreateMultiPartXMLbasedonFetchXML </strong>step into the field <strong>FetchXML</strong>.</p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 13px;"> <span style="background-color: #fcfcfc; text-align: justify;">That&rsquo;s it!&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify;">.</span></span></p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">&nbsp;</p> </div>10043How to sort data in DocumentsCorePack with the Relationship Designerhttps://www.mscrm-addons.com/Blog/PostId/10035/how-to-sort-data-in-documentscorepack-wiht-the-relationship-designerDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365,DocumentsCorePack 2015/2016Fri, 08 Sep 2017 11:26:11 GMT<p>This blog article outlines how to sort data in DocumentsCorePack templates by using the Relationship Designer.<span>This tool allows you to sort your data individually.&nbsp;</span></p> <p><span><strong>&nbsp;1)</strong> First of all, open Microsoft Word and navigate to www.mscrm-addons.com. Next click on the <strong>[Insert MailMerge Fields]</strong>-button and prepare the data you want to sort, e.g. like in the example below.&nbsp;</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span><a title="Data you want to sort" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_sort_Data_in_DCP_with_the_RelationsshipDesigner/Figure1_Data_for_sorting.png"><img alt="Data you want to sort" width="468,5" height="80" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_sort_Data_in_DCP_with_the_RelationsshipDesigner/Figure1_Data_for_sorting.png" /></a></span></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span>Figure 1: Data you want to sort</span></div> <p>&nbsp;</p> <p><strong>2)</strong> Next, navigate to the right side and select <span style="font-size: 24px; color: #4f81bd;">❶&nbsp;</span>Additional. Then select the data table you want to sort - in this case, <span style="font-size: 24px; color: #4f81bd;">❷&nbsp;</span>Contact (table1) and click on the &nbsp;<span style="font-size: 24px; color: #4f81bd;">❸&nbsp;</span><strong>[Edit]</strong>-button.&nbsp;</p> <p><span> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Additional template settings" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_sort_Data_in_DCP_with_the_RelationsshipDesigner/Figure2_Additional_Template_Settings.png"><img alt="Additional template settings" width="468,5" height="80" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_sort_Data_in_DCP_with_the_RelationsshipDesigner/Figure2_Additional_Template_Settings.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Additional template settings</div> <p>&nbsp;</p> <p><strong>3)</strong> &nbsp;In the so opened window, also called Relationship Designer, you can define how you want to sort your data. To do so, you first have to choose the <span style="font-size: 24px; color: #4f81bd;">❶</span>&nbsp;Attribute and then the <span style="font-size: 24px; color: #4f81bd;">❷&nbsp;</span>order you want to sort your data. In this example, we want to sort our data after the First Name Ascending, like you can see below. If you have more than one sorting Attribute, you can specify which should be first executed by setting a <span style="font-size: 24px; color: #4f81bd;">❸</span> priority.&nbsp;</p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="DCP Relationship Designer" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_sort_Data_in_DCP_with_the_RelationsshipDesigner/Figure3_Relationship_Designer.png"><img alt="DCP Relationship Designer" width="468,5" height="80" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_sort_Data_in_DCP_with_the_RelationsshipDesigner/Figure3_Relationship_Designer.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 3: DCP Relationship Designer&nbsp;</div> <p>&nbsp;</p> <p><strong>Please note: </strong>This function will sort you all records before these will be merged. After saving your template and merged it with Dynamics 365 data, the table should look like below.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Result of sorting data with DCP Relationship Designer " href="/Portals/0/Blog/How_to_sort_Data_in_DCP_with_the_RelationsshipDesigner/Figure4_Result_RelationshipDesinger_Sorting.png"> <img alt="Result of sorting data with DCP Relationship Designer" width="468,5" height="320" class="img-responsive" src="/Portals/0/Blog/How_to_sort_Data_in_DCP_with_the_RelationsshipDesigner/Figure4_Result_RelationshipDesinger_Sorting.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: Result of sorting data with DCP Relationship Designer</em></div> </div> <p>&nbsp;</p> <p>It is also possible to sort grouped tables. &nbsp;For more information about how to group tables in DCP .docx templates, please have a look at this <a href="http://www.mscrm-addons.com/Blog/PostId/10034/how-to-group-tables-in-documentscorepack-docx-templates" target="_blank">blog article.</a>&nbsp;</p> <p style="background-color: #fcfcfc;"><span><strong>That&rsquo;s it!</strong></span>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p> <p> </p> <div>&nbsp;</div>10035