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! https://www.mscrm-addons.com/Bloghttps://www.mscrm-addons.com/Blog/PostId/10036/note-title-and-description-dynamics-365DocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Fri, 08 Sep 2017 09:44:09 GMT<p style="text-align: justify;">This blog article outlines how to apply special settings, in detail note title and description, to your DocumentsCorePack Template. You have to access the Template Settings Dialog, which is described step by step in this article.&nbsp;</p> <p style="text-align: justify;"><strong>1)</strong> First, navigate to <span style="font-size: 24px; color: #4f81bd;">❶&nbsp;</span>www.mscrm-addons.com and click on the <span style="font-size: 24px; color: #4f81bd;">❷</span><strong>&nbsp;[Insert MailMerge Fields]</strong>-button. In the so opened tree on the right side, you have to click the <span style="font-size: 24px; color: #4f81bd;">❸&nbsp;</span><strong>[Advanced Template Settings]</strong>-button to open the&nbsp;Template Settings Dialog. &nbsp;</p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="DCP Advanced Template Settings" href="http://www.mscrm-addons.com/Portals/0/Blog/Note_title_and_description/Figure1_Advanced_Template_Settings.png"><img alt="DCP Advanced Template Settings" width="468,5" height="80" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Note_title_and_description/Figure1_Advanced_Template_Settings.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 1: DCP Advanced Template Settings</div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p> <strong>2)</strong> The Template Settings Dialog allows you to define your Template Settings individual and in detail. Navigate to <span style="font-size: 24px; color: #4f81bd;">❶&nbsp;</span>General and go to the bottom of this window, to define your Note Title and Note&nbsp;Description. By clicking the <span style="font-size: 24px; color: #4f81bd;">❷&nbsp;</span>Edit symbol of each option, you can select the fields that should&nbsp;be used in your Pattern. Several DocumentsCorePack properties support the same syntax. To learn more about the DCP syntax, please have a look at this article <a href="http://www.mscrm-addons.com/Blog/PostId/9875/DocumentsCorePack%20Property%20Syntax%20(CRM%202015)" target="_blank">here</a>.&nbsp; <br /> <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="DCP Template Settings Dialog" href="http://www.mscrm-addons.com/Portals/0/Blog/Note_title_and_description/Figure2_Template_Settings_Dialog.png"><img alt="DCP Template Settings Dialog" width="468,5" height="80" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Note_title_and_description/Figure2_Template_Settings_Dialog.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 2: DCP Template Settings Dialog</div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p> <p><span style="background-color: #fcfcfc;">A complete list of all the available properties can be found&nbsp;</span><a href="http://www.mscrm-addons.com/Blog/PostId/9874/Template%20Settings%20(CRM%202015)" target="_blank" style="background-color: #fcfcfc;"><span style="color: #0077b3;">here</span></a><span style="background-color: #fcfcfc;">.</span></p> <p><span style="background-color: #fcfcfc;">​</span></p> <p style="text-align: justify;"><span style="font-size: 13px;"><strong>That&rsquo;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">support@mscrm-addons.com</a>.</span></p> <p style="text-align: justify;"> </p> <div class="data-plugin-options=" style="background-color: #fcfcfc; text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <div>&nbsp;</div> </div> </div> <p>&nbsp;</p> <p style="text-align: justify;">&nbsp;</p>10036