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Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogHow to check the existenz or the value of a SettingsKey in MS Dynamics 365 https://www.mscrm-addons.com/Blog/PostId/10234/how-to-check-the-existenz-or-value-of-a-settingskey-in-ms-dynamics-365DocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Tue, 02 Jun 2020 11:02:58 GMT<p style="text-align: justify;">Sometimes you may be asked to check the existenz or the value of a new <g class="gr_ gr_49 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="49" data-gr-id="49">settingskey</g> for one of our products (e.g. for troubleshooting of issue or when having special configuratinos, etc.).&nbsp;</p> <p style="text-align: justify;"><strong style="font-size: small;">How to find a SettingsKey in MS CRM Dynamics 365</strong></p> <ol style="list-style-image: none;"> <p><strong>1.</strong> Open CRM in your Browser.</p> </ol> <ol style="list-style-image: none;"> <p style="text-align: justify;"><strong>2.</strong> Navigate to <em>Settings&nbsp;</em>within the Dynamics365 navigation.<br /> <a title="Dynamics365 navigation" href="http://mscrm-addons.com/images/blog/files/2014%2f1%2fsettings.PNG" style="background-color: #ffffff;"><img width="339" height="179" class="img-responsive" alt="Dynamics365 navigation" src="http://mscrm-addons.com/images/blog/files/2014%2f1%2fsettings.PNG" /></a></p> <p>Figure 1:&nbsp;<span style="text-align: justify;">Dynamics365 Navigation</span></p> </ol> <ol style="list-style-image: none;"> </ol> <ol style="list-style-image: none;"> <p style="text-align: justify;"><strong>3.</strong> Within the settings, navigate to <em>MSCRM-ADDONS.com Products</em> in the <em>Extensions</em>-area of the sitemap.<br /> <a title="MSCRM-ADDONS.com Products" href="http://mscrm-addons.com/images/blog/files/2014%2f1%2fmscrm-addons.png" style="background-color: #ffffff;"><img width="339" height="179" class="img-responsive" alt="MSCRM-ADDONS.com Products" src="http://mscrm-addons.com/images/blog/files/2014%2f1%2fmscrm-addons.png" /></a></p> <p>Figure 2: MSCRM-ADDONS.com Products in the CRM settings</p> </ol> <ol style="list-style-image: none;"> <p style="text-align: justify;"><strong>4.</strong>&nbsp;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.<br /> <a title="MSCRM-ADDONS.com Products" href="http://mscrm-addons.com/images/blog/files/2014%2f1%2fproducts.png" style="background-color: #ffffff;"><img width="339" height="179" class="img-responsive" alt="MSCRM-ADDONS.com Products" src="http://mscrm-addons.com/images/blog/files/2014%2f1%2fproducts.png" /></a></p> <p>Figure 3: List of MSCRM-ADDONS.com Products</p> </ol> <ol style="list-style-image: none;"> <p style="text-align: justify;"><strong>5.</strong>&nbsp;The product record contains a list of all settings for this prodcut (see Figure 5). Here you can check&nbsp;</p> </ol> <em></em> <ol style="list-style-image: none;"> <p style="text-align: justify;"> <a title="MSCRM-ADDONS.com Products" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure4_Associated_Records_Button.png" style="background-color: #ffffff;"><img width="339" height="179" class="img-responsive" alt="MSCRM-ADDONS.com Products" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure4_Associated_Records_Button.png" /></a></p> <p>Figure 5: List of settingskeys-menu</p> </ol> <p style="text-align: justify;"><span style="color: #ff0000;"><strong>Please note:</strong> If a value for a key is changed and the effected product is a client application like DocumentsCorePack or TelephoneIntegration, </span><span style="color: #ff0000;">you need to restart the Client application.&nbsp;</span><span style="color: #ff0000;">Otherwise, the setting will not be applied.</span></p> <p style="text-align: justify;"><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px; white-space: normal;">That&rsquo;s it!</strong><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px; white-space: normal;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px;">.</span></p>10234Template Explorer Settings (Dynamics 365)https://www.mscrm-addons.com/Blog/PostId/10276/template-explorer-settings-dynamics-365DocumentsCorePack (DCP),DCP 365Mon, 02 Dec 2019 15:36:41 GMT<p>This article describes the settings for the&nbsp;<a href="https://www.mscrm-addons.com/Blog/PostId/10275/template-explorer-dynamics-365">Template Explorer</a>. This feature is part of the DocumentsCorePack Client version 9.37 or higher.</p> <ol style="list-style-image: none;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Template Explorer Settings" href="https://www.mscrm-addons.com/Portals/0/Blog/Template Explorer/templateexplorersettings.png"><img width="339" height="179" class="img-responsive" alt="Template Explorer Settings" src="https://www.mscrm-addons.com/Portals/0/Blog/Template Explorer/templateexplorersettings.png" /></a></div> <p>Figure 1: Template Explorer Settings</p> </ol> <ol style="list-style-image: none;"></ol> <ol style="list-style-image: none;"> <p><span style="font-size: 24px; color: #0077b3;">❶</span> DocumentsCorePack field selection<br /> Define wich DCP fields you would like to see in the tree view.&nbsp;<br /> <br /> <span style="font-size: 24px; color: #0077b3;">❷</span>&nbsp;Word field selection<br /> Define if you want to see all <a href="https://support.office.com/en-us/article/list-of-field-codes-in-word-1ad6d91a-55a7-4a8d-b535-cf7888659a51">Word field functions</a> or only conditions.&nbsp;<br /> Please Note <a href="https://www.mscrm-addons.com/Blog/PostId/10056/condition-fields-dynamics-365">DCP Conditions</a> are not the same as <a href="https://support.office.com/en-us/article/if-field-9f79e82f-e53b-4ff5-9d2c-ae3b22b7eb5e">Word Conditions</a>.&nbsp;<br /> <br /> <span style="font-size: 24px; color: #0077b3;">❸&nbsp;</span>Analyze Template Before Save<br /> A template will be analyzed by default before saving. If you do not want this happen you can disable this option.<br /> Details about the DocumentsCorePack Analyze Template Feature can be found here.<br /> <span></span></p> <p><span style="font-size: 24px; color: #0077b3;">❹</span>&nbsp;Jump to Field on Click<br /> As soon as you click on the field in the tree view you will directly jump to this element in the Document.<br /> 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.</p> </ol> <p><span style="font-size: 13px;"><span style="background-color: #fcfcfc; text-align: justify;"><strong>That&rsquo;s it!</strong>&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;">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>10276How to disable the user button order configuration for SmartBarhttps://www.mscrm-addons.com/Blog/PostId/10228/how-to-disable-the-user-button-order-configuration-for-smartbar*General*,RecordCounter (RC),SmartBar (SB)Mon, 29 Jul 2019 13:58:12 GMT<p><span>If you need a static order of the buttons in the SmartBar Ribbon,<br /> disable the &bdquo;Enable Drag Option&ldquo; in the <strong>CRM &gt; Settings &gt; SmartBar &gt; General Settings</strong>:</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" General Settings " href="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure1.jpg"> <img alt=" General Settings " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure1.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: General Settings </em> </div> </div> <p>&nbsp;</p> <p><span>Afterwards delete the user specific button order in the <strong>CRM &gt; Settings &gt; SmartBar &gt; Global Settings</strong>:</span></p> <p><a title=" Global Settings " href="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure2.jpg" style="background-color: #ffffff;"><img alt=" Global Settings " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure2.jpg" /></a></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" Global Settings " href="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure2.jpg"> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: Global Settings </em> </div> </div> <p>&nbsp;</p> <p><strong><span>That&rsquo;s it!</span></strong><span style="background: white; color: black;"> We appreciate your feedback! Please share your thoughts by sending an email to</span><span style="background: white; color: #777777;"> </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>10228How 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>10220DocumentsCorePack UI issuehttps://www.mscrm-addons.com/Blog/PostId/10207/documentscorepack-ui-issue*General*,DocumentsCorePack (DCP),DCP 365Mon, 29 Apr 2019 14:19:24 GMT<p style="text-align: justify;">This blog article outlines how to proceed if attributes, options are not displayed when using the DocumentsCorePack Template Designer. ​The issue seems to be only appearing for Intel On Board Graphics when using multiple monitors. </p> <p style="text-align: justify;">Affected sections are for example the entity type, the attributes in the DCP Template Designer on the right side, the settings in the Advanced Template Settings dialog and the options in the Condition Field dialog as you can see in the figure below.</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Condition Field - missing options" href="/Portals/0/Blog/DCP_UI_issue/Figure1.png"> <img alt="Condition Field - missing options" width="379" height="329,5" class="img-responsive" src="/Portals/0/Blog/DCP_UI_issue/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Condition Field - missing options</em></div> </div> <p>&nbsp;</p> <p style="text-align: justify;">​If you are facing this problem, please go to <strong>File &gt; Options &gt; General </strong>and enable the <strong>Optimize for Compatibiltity </strong>checkbox in your MS Word (highlighted in the figure below).&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Word General settings - Optimize for compatibility" href="/Portals/0/Blog/DCP_UI_issue/Figure2.png"> <img alt="Word General settings - Optimize for compatibility" width="361,5" height="298" class="img-responsive" src="/Portals/0/Blog/DCP_UI_issue/Figure2.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: General settings - Optimize for compatibility</em></div> </div> <p>&nbsp;</p> <p style="text-align: justify;">After a restart the affected sections should display the data again properly. ​</p> <p style="text-align: justify;">​</p> <p style="text-align: justify;"><span style="font-size: 13px;"><span style="background-color: #fcfcfc; text-align: justify;"><strong>That&rsquo;s it!</strong>&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;">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>10207Checkin/checkout issue when uploading documents to SharePoint via DocumentsCorePackhttps://www.mscrm-addons.com/Blog/PostId/10160/checkincheckout-issue-when-uploading-documents-to-sharepoint-via-documentscorepack*General*,DocumentsCorePack (DCP),DCP 365Wed, 21 Nov 2018 08:33:45 GMT<p style="text-align: justify;">This blog article outlines how to act if you are facing the <g class="gr_ gr_21 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="21" data-gr-id="21">checkin</g>/checkout issue when uploading documents to SharePoint via DocumentsCorePack. To be more specific - you have enabled the versioning in SharePoint but DocumentsCorePack is creating new documents every time instead of updating the existing ones. The documents are getting generated without versioning&nbsp;instead it is creating new documents with la el suffixed as (1).&nbsp;&nbsp;</p> <p style="text-align: justify;">For example:<br /> <span style="color: #7f7f7f;">Test Document<br /> Test Document(1)<br /> Test Document(2)<br /> <br /> That&acute;s because of&nbsp;per default our DocumentsCorePack does not support versioning on SharePoint. To activate versioning, please make sure that you are using the latest version DocumentsCorePack, which can be found <a href="https://www.mscrm-addons.com/Downloads/Download-DocumentsCorePack-For-Dynamics365" target="_blank">here</a> and enable the 2 settings displayed in the figure below.</span></p> <p style="text-align: justify;"><span style="color: #7f7f7f;">To do so, please open your Dynamics 365, navigate to Settings and select DocumentsCorePack. In the <strong>General Settings</strong>-tab please scroll down to the <strong>SharePoint Settings</strong>-area and enable the two settings highlighted in yellow.&nbsp;&nbsp;</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DocumentsCorePack General Settings " href="/Portals/0/Blog/Checkin_Checkout_isssue_when_uploading_documents_to_SharePoint/Figure1.png"> <img alt="DocumentsCorePack General Settings" width="610" height="342,5" class="img-responsive" src="/Portals/0/Blog/Checkin_Checkout_isssue_when_uploading_documents_to_SharePoint/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: DocumentsCorePack General Settings</em></div> </div> <p>&nbsp;&nbsp;</p> <p><span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:office@mscrm-addons.com" style="background-color: #ffffff;">office@mscrm-addons.com</a>.&nbsp;&nbsp;</span><span style="background-color: #fcfcfc;">&nbsp;</span></span></p>10160