News.mscrm-addons.com Blog

How to check the existenz or the value of a SettingsKey in MS Dynamics 365

Tue, 02 Jun 2020 11:02:58 GMT

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.

Template Explorer (Dynamics 365)

Mon, 02 Dec 2019 15:37:07 GMT

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).

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.

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.

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.

Template Explorer Settings (Dynamics 365)

Mon, 02 Dec 2019 15:36:41 GMT

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.

Analyze Template Feature (Dynamics 365)

Mon, 02 Dec 2019 15:30:00 GMT

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.

Step-by-Step: How to generate documents in Power Automate (Microsoft Flow)

Wed, 06 Nov 2019 13:13:08 GMT

Power Automate is becoming more powerful every day and potentially is about to replace the long-standing classic Dynamics 365 workflows. In this blog, we will present and showcase how DocumentsCorePack allows us to generate and process documents within Power Automate (Microsoft Flow).

How it works:
When using DocumentsCorePack every document that has to be generated is defined by a record of an entity called “AutoMergeWorkingItem”. This record holds all mandatory definitions to generate the document:

1. Record to use: What record should the document be generated for (e.g. account, quote, etc.)
2. Template to execute: Defines the DocumentsCorePack template that should be used to generate the document.
3. Output format: The Filetype the document should be generated and returned as Pdf, docx, Html.
4. (Optional) Processing settings: This is not a necessity but DocumentsCorePack allows to not just generate a document but also process the document by definitions on the AutoMerkeWorkingItem record (e.g. Print, Save to SharePoint, Send for e-Signing, etc.).

Once such an AutoMergeWorkingItem is created, the DocumentsCorePack service will generate the document and deliver it back as an attachment to this record. It becomes clear that in order to generate a document within Flow the only thing that needs to be done is to “Create an AutoMergeWorking Item Record”.

Note: The mandatory parameters required can be brought into flow in various ways. E.g. you could build a Canvas App that passes the parameters to the Flow or you can simply use the Common Data Service or Dynamics 365 connectors within Flow to load them (see figure below).

Step-by-Step: Create an AutoMergeWorkingItem in Power Automate (Microsoft Flow)
Now that we know what is needed: Let’s take a look at how such a document generation request has to look like.

Our use case is to generate a quote document in PDF – format upon activation of the quote.

Note: In our scenario, we are using the common data service connector. Especially with the October 2019 update for the “Common Data Service (current environment)” it became a lot easier to do certain things like creating records. I want to emphasize though that it's of course also possible to use the Dynamics 365 connector.

1. The Trigger of the flow: In our scenario, the flow is defined to trigger a change of the status field of the quote entity as follows:

What’s important: We will need the context of this step as it defines the record our document needs to pull the data from. So we have the first required parameter: The record to use!

2. Get Template to execute: Here we use the Common Data Service- 'Get Record' action to load our template. Since we always want to use the same quote-template we make it simple and “hardcode” our template.

So what do we have here? Where does this GUID in the item identifier come from? To answer this we have to know that every template designed with the DocumentsCorePack Template Designer is stored as a record of the “mscrm-addons.com DocumentsCorePack Template” entity. As can be seen on the screenshot this is the entity we are getting a record of.

You can e.g. open the template record you want to use and copy the GUID from the URL as you can see below.

To summarize: This 'Get Record' step will provide us with the second parameter: The template to use! As we also know that our output format should be PDF we are all set to finally define our document generation request!

3. Create AutoMergeWorking Item: As all parameters are now clear we can use the Common Data Service – Create Record action to create our document generation request as follows:

We create a record of the Entity “MSCRM-ADDONS.COM AutoMergeWorkingItem” and choose the Action to be “Create Document”. We can also give it a name that is quite handy to maybe later identify and review the documents generated via this Flow. Now we need to set our parameters:

a. Record to pull data from (PrimaryRecordUrl):

This is kind of challenging at this point. We did copy the URL of a quote we opened in Dynamics and replaced it with the “Quote”-parameter (Unique identifier of the quote from our Flow-Trigger action).

b. Template to Execute (TemplateToExecute):

Here we reference the Unique Identifier parameter of our “Get Record” step where we did load the template above.

c. FileType (SaveAs Value): This is a simple one – we simply select “PDF” from our picklist.

And that’s it! We did it. So every time a quote gets activated we will now get a document generated.

Next steps: Naturally you want to do something with the document once generated. As outlined above you can either use the AutoMergeWorkingItem to process the document but you can also process the document within your flow. The generated document can be found on the AutoMergeWorkingItem record -> Created Document section.

Note: This field will be filled when DocumentsCorePack successfully created the document. You will have to wait for the AutoMergeWorkingItem record to become “inactive”. This tells you that the document is ready.

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

How to import, export & transfer templates using the DocumentsCorePack Online Service Configuration

Tue, 17 Sep 2019 15:51:44 GMT

This blog article outlines how to import, export and transfer templates using the DCP online service configuration.Our DocumentsCorePack (DCP) Online Service Configuration allows users to configure DCP easily online. For further information on how to configure DCP Online, please have a look at our DCP Online Configuration video.

The DCP Online Config offers lots of useful functionalities, such as for example import, export and transfer templates. This step-by-step tutorial outlines how to use them properly.

1. Login to www.mscrm-addons.com, go to My Account and then My Cloud Service.

2. Select the ❶ service that you want to import/export your templates from and click on the ❷ [import/export documentscorepack templates]-button .

3. This opens the Template Management-window, which allows you to import, export and transfer templates as you can see below.

❶ Import templates
Please click on the [Import]-button if you would like to import DCP templates. You may select multiple *.docx/ *.docm/ *.dot templates or *.zip file containing multiple templates. You can also drag and drop files form the explorer to this dialog. Furthermore, you will be asked to specify how to proceed with the templates you import, if that already exists in the system. You have the possibility to select between the following three options, as you can see in the figure below. These options are also available if you want to transfer a template.

1) Overwrite
The template GUID stays the same.

2) Create new
The 'old' version will be kept with the 'old' template GUID and the 'new' version of the template will be imported with a 'new' template GUID.

3) Skip
All existing templates will be ignored. Only new templates will be imported.

❷ Export templates
Please click on the [Export]-button in order to export all DCP templates as .*zip-files.

❸ Transfer templates
You have the posibility to move templates to another organization. Select the organization where you want to transfer your templates to and click on the [Transfer]-button. If a template already exists, you can choose as explained before between overwrite, create new and skip.

IMPORTANT: Should the templates not be extracted correctly, make sure you do not export to a folder that has a lot of subfolders. The maximum length should not be over 260 characters.

Examples:
Correct folder structure for exporting:
C:\temp\DCP_Templates

Incorrect folder path for exporting:
C:\Users\MyUSerAccount\Documents\CRMData\DocumentsCorePackTemplates\28_11_2017\DCP_Templates

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

DocumentsCorePack Template Import Manager

Tue, 17 Sep 2019 08:34:33 GMT

This blog article outlines how to install and use the DCP Template Import Manager. Please notice: This blog article is intended for On-Premise version and DocumentsCorePack local intallations. If you are using the online version, please have a look at this blog article.

If you are using the latest version of DCP, you will find the DCPIE (highlighted in yellow) in the install directory, which allow you to easily import, export or transfer templates from a source organization to a target organization.

Open your DocumentsCorePack install directory and select the TemplateImportManager. A double-click on the application opens the Template Import Manager dialog, which allows you to either import, export or transfer your DocumentsCorePack templates. These three options will be explained below:

Next, double-click on the ❶ [Load from Zip]-button and open the directory containing your Zip-file – ❷ “Export” in this case.

Next, open your Zip-file and select the templates you want to import. It is possible to ❶ ”Select All” or single templates from your Zip-file by checking the corresponding checkboxes on the left side. Click on the ❷ [Import selected templates]-button to finish the Import.

Export from Zip
Hit on the [Export from Zip]-button to export DCP templates. Here you have to specify a connection to the organization from where you want to export your templates. Like explained before, select an ❶ existing profile, click on the ❷ [Retrieve all]-button, select the ❸ source organization you wish and hit on the [OK]-button.

As mentioned before, double-click on the [Load from Zip]-button and select the templates you want to export by selecting ❶ all or only single template from your Zip-files. Click on the ❷ [Export]-button to finish the Export.

Transfer to organization

The third option allows you to transfer DCP templates from a source organization to a target organization. Therefore, please select the ❶ source and the ❷ target organization, like explained before. Next, select the ❸ templates you want to transfer and hit the ❹ [Transfer]-button.

DCPIE
The TemplateImportExportConsoleApplication does the same as the TemplateImportManager – it automates the actions: import and export.

Therefore, please open your cmd from the Start pane or by pressing the Windows key + R. Next, search for the DCPIE.exe and enter the command ❶ help. This action displays you ❷ a list of parameters which are needed to perform the necessary actions as you can see in the figure below.

Export/import templates via the DCPIE
The following scenario explains the syntax of an export process. If you want to export templates and handle the necessary arguments by yourself, you need to use the params argument, which indicates that you are providing these parameters. The function looks like in the figure below:

The arguments in the export scenario are the following:

Connectionvariant:

o Parameter:
action: Defines which operation should be performed (allowed are „import“ and „export“).
You can find the profile ID in the registry under the following path: HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\Profil

connectionvariant: Defines how to connect to Dynamics 365 (allowed options are: params, registry and dialog).
o Registry: You have to enter your profile ID here.
o Dialog: Opens the default CRM connection dialog.

Only if the connectionvariant is “params” you will need the following additional parameters.

Server: dyn365srv2:555
This is the Dynamics 365 server on which you want to perform the actions.

Connectiontype: standard
Here you have the possibility to choose between standard, online and hosted

Organization: ptmedvsystemegmbh
Enter the name of the organization you want to use.

Action: export
You can choose between export, import and transfer.

Exportdirectory: c:\users\administrator\desktop\myTemplates
Please specify here the directory which serves as destination for your exported templates.

Username: mpoelzl@ptm-edv
This is the username you use to login to Dynamics 365.

Password: xxx
Please enter your secret password here.

The example above showes the syntax for the export functionality. The import functinality shares the same syntax with the export functionality, except that the parameters zip and zippath are removed. The parameter exportdirectory is replaced with templatefolder.

In the templatefolder parameter you need to specify the folder which contains your templates. And there also is a new parameter called mbresult.

Mbresult: Valid options are Yes or No.

This indicates that all templates should be overwritten if they are already existing.

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

Master Template

Tue, 20 Aug 2019 11:01:48 GMT

The Master template feature allows you to manage the design of documents header and footer in a separate templates. So when the design changes you have to modify one template instead of each template. In your actual templates you just have set the master template which should be applied when the document is merged. This feature requires at least version 9.27 of the client and version 2017.193 of the server or service.

Example: The template Account reconnected has set the Master Template PTM

The created document contains the companies design in the header and footer.

Figure 1: Example

1. Set up your Master template for your company
Open a plain word document.
Edit the header and footer according the companies design.
Save the document by using the Save template-option as a static template in your Dynamics 365.

Figure 2: Example Master template

2. Assign the Master template to your normal templates
Open the template settings and go to the Master template setting on the General tab (1).
If you are not sure how to get to access to the template settings to set the
document subject please have a look at this article first.

You will find two settings in the Master Template group.
With the first setting Header/Footer (2) you can define which Master template should be applied for all header and footers in the document. The setting Separate Footer is optional if you want to set a different Master template for the footer.
To assign a Master template you can either type in the name of the Master template or click on the button to open the lookup dialog.

Figure 3: Master template settings

3. Save your template

Before you can use or test your template you have to save it.
Either you save your template locally with the standard Save or Save as
a functionality of Word or you use the Save template-option of the
DocumentsCorePack client in order to publish the template to Dynamics 365.

4. Test your template [optional]
As you have made changes to your template you might want to test them quickly.
A step by step description of how to test your template can be found here.

PLEASE NOTE:
- Design also the first page and even/odd header/footers in the Master template otherwise those sections will be blank in the result document
- The size of the header/footer in the Master template shouldn’t be bigger than the page margin of the main template. Otherwise it will shrink the document body size in the output document. There is no setting to limit the size of the header/footers.

- Format styles of the Master template are not merged into the main template. Text formatting made in the Master template without the use of format styles will be displayed correctly. If you like to work with format styles in the Master template please make sure that they exists in each template.

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

DocumentsCorePack Print Application Configuration for Dynamics 365

Wed, 07 Aug 2019 13:44:45 GMT

This blog article outlines how to configure the DocumentsCorePack Print Application for Microsoft Dynamics 365. More information about how to install the DCP Print Application can be found here.

Please notice: The DCP Print Application is intended for small local printer installation. It does not work on servers with multiple printers. In this case, it is recommended to use DCP ServerBased where the services are better managed. For further information, please contact our support team.

DCPPrintService Configuration
After finishing the installation, the DCPPrintService Configuration window opens. This window provides you with different tabs to configure your DCP Print Application as you can see in the figure below highlighted in yellow.

1. The General-tab
The General-tab provides you with the opportunity to set the general settings of your future service (see figure above). You have the possibility to activate debugging, set a batch delay (90 seconds is set per default, which is the delay between the service checking for new print jobs).

You can also add & remove printers, that your application will use.

2. The Printer-tab
The Printer-tab provides you with the possibility to create a ❶ new configuration, edit an existing one, copy a configuration and change the settings and also to ❷ delete configurations.

In order to create a new configuration, click on the [New]-button in the Printer-tab, highlighted in yellow.

This action will open the following dialog. Here you have to:

❶ Specify a configuration name to be able to create a printer configuration. The configuration name (highlighted in yellow below) consists of printer@username (the user which has access to the local printer) + computer name (the computer on which the service is running)

❷ Select the printer from the drop-down menu. You can only use the printer created with your user and your machine.

❸ Hit the [Save & Close]-button.

After saving, you will see the saved printer configuration in the Printer-tab.

The saved printer configuration is also automatically added in the General-tab in the Filter-area (see in the figure below). To remove a printer, please select it and click on Delete on your keyboard.

3. The License-tab
The License-tab enables you to quickly check your license state. If the license is invalid, the service will not start. For more information on the license manager, please have a brief look at our Licensing Guide.

4. The Log-tab
The log prvides an excerpt of the DCPPrintService event log, filtered for this specific service. This helps you to identify any issues with the service.

That´s it!

Hit the [Save & Close]-button in order to finish the DCPPrintService configuration. You will now find the DCPPrintService in your system tray. Right-clicking on the icon brings up a context menu, allowing you to connect to a different organization, open the config, restart the service or quit it.

The installer also adds an autorun entry to your local user account, starting the DCP Print service with your windows.

If you now hit the [Create Document]-button, the DocumentsCorePack Dialog provides you with the new “Print document”-option, where you are able to select the printer you have configured before (highlighted in yellow).

Please notice: You can configure as many local printers as you like.

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

Display rules for One-Click-Actions

Wed, 17 Jul 2019 11:48:06 GMT

This blog article outlines how to add display rules for One-Click-Actions. The purpose of display rules is that users only see One-Click-Actions that are relevant to them.

More information about how to configure a One-Click-Action can be found here.

Please open your Dynamics 365 Settings, navigate to MSCRM-ADDONS-section and select DocumentsCorePack. In the main configuration window please go to the One-Click-Actions-tab. Select the entity for which you want to configure the one-click-action (in this case Contact) and hit the [Edit]-button.

In the so opened window, you are provided with all one-click-actions for the entity Contact. With a klick on the [+]-button on the right side, you can add a display rule for your one-click-action.

Display rules via security roles
In this example, we want to assign the "Send quote to customer via email" OCA to a security role by hitting the [+]-button.

In the window below, please select the security role that a user has to have to see this one-click-action. In this case, we select Customer Service Representative as you can see highlighted in yellow below. ONLY users with this security role will be able to see the OCA. If nothing is selected everyone will see the one-click-action.

Display rules via field values
You also have the possibility to add additional conditions as display rules. Therefore, please hit the [Advanced]-button at the bottom of the window above. Here you can find all attributes of the entity Contact. In this example we select Status and Active from the drop-down menu, which means that this OCA will ony be shown for contacts that are active as you can see in the figure below.
Please notice:If in addition to a field condition a security role is selected they are considered to be of type "AND", which in our example, means that only Customer Service Representative with the status Active can see this one-click-action.

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

Template Versioning (Dynamics 365)

Tue, 21 May 2019 11:53:58 GMT

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.

Template Preview (Dynamics 365)

Tue, 21 May 2019 11:53:46 GMT

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.

Troubleshooting for Load Balancing - On-Premise

Mon, 13 May 2019 14:53:45 GMT

This blog article outlines how to proceed if you have an issue with your Load Balancing service for DocumentsCorePack On-Premise.

1) Take screenshots of the first three tabs of the configuration of ALL your services that are affected by the Load Balancing issue(highlighted in yellow in the figure below):
- General-tab
- Dynamics 365 Connection Setup-tab
- License-tab

2) Export the AutoMergeWorkingItem entity with all fields as CSV file

3) Export EventLog: Applications and Services Logs - www.mscrm-addons.com folder

Please send all the files and a short description on which steps were taken to support@mscrm-addons.com.

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

Conditional Formatting (Dynamics 365)

Mon, 13 May 2019 08:36:11 GMT

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).

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.
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
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.
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
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.
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.
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.
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.

DocumentsCorePack Server Based Load Balancing Services

Tue, 30 Apr 2019 15:56:06 GMT

If there are many documents to be processed by a DocumentsCorePack service, it may occur that one service is not enough. This issue can be solved by installing a DocumentsCorePack (DCP) ServerBased Load Balancing Service. This article outlines the functionality of such a DCP Load Balancing Service and how to install it.

Requirements: DocumentsCorePack Server Based (Online/OnPremise) version 2016.173 and higher

The functionality of the Load Balancing Service
Usually, if documents are generated by a service, all documents are assigned to the same service. No matter, if the documents are being processed as batches or single documents. The DCP SB Service processes one job after the other in the queue - comparable to a printing service. Because single documents are prioritized, the generation will always be processed between the batch document generation. This is why it can be really helpful to have multiple services to get a better performance.

The logic of the LoadBalancer works as described in the following figure. The main priority always has the manually triggered document generation for single and batch documents. The LoadBalancer will always have one service reserved for single document generation - DCP Service 1, one for batch document generation and processes/workflows - DCP Service 2 and another one only for batch document generation - DCP Service 3. This means that only one queue is available for processes/workflows in your configuration because they run in the background and have a lower priority.

This is the minimum package of the DCP SB Load Balancing Service. It is possible to add more services to your LoadBalancer, where you can define more than one service for single document generation and batch document generation.

Figure 1: Functionality of the DCP SB Load Balancing Service (example with 3 working services)

How to configure a Load Balancing Service online?
First of all, please create a new service in DCP SB Online (If you have not set up a service yet, please have a look at this video or at the corresponding blog article). Once you have created a new service, you will be provided with the Online Configuratin window where you can configure your service in detail. If you have already configured a service, you get an overview of your hosted service(s).

The Load Balancing licenses can be found on our website. You first have to choose which size of DCP you require and in the so opened window you can buy the DCP Load Balancing Service. The minimum package contains three services. It is possible to add more services to your LoadBalance. This guarantees that the documents are generated as fast as possible.

The configuration for Load Balancing Service is very easy. Select the service you want to configure in the Online Configuration window and click on the [configure load balancing]-button (highlighted in yellow).

The so opened Load Balancer Configuration window provides you with information about how many ❶ Available Load Balancer Services you have. Here you can specify how many load balancer you want to configure ❷ (please notice: there must be at least three) and how many services you want to ❸ reserve for single documents only.

For example: There are 5 Load Balancing licenses available and want to configure all 5 and reserve 2 of them only for single documents and the rest are for batch document generation (see figure below).

Figure 3: Load Balancer Configuration window

How to create a Load Balancing Service in DocumentsCorePack Server Based On-Premise
(If you have not installed a service yet, please have a look at this article)

The creation of a Load Balancing Service in DCP Server Based On-Premise is different than in DCP SB Online. Therfore you need to set up a DCP SB service and categorize it as Load Balancing service. We recommend naming the service according to its future task (here: DCPLoadBalancer). Next, you create some more services and categorize them as subordinated to the Load Balancing Service.

Set a category for your Load Balancing Service
Basically you have to differentiate between the category for the main service and the category of the sub-services.

The category number for the main service consists of six digits and follows the below structure:

99XXYY

99..... categorizes the service as Load Balancing Service
XX..... defines how many services are subordinated to the Load Balancing Service
YY..... defines how many of these subordinated services are reserved for the generation of single documents only. It is mandatory to have at least 2 worker services for batch operations. That means the minimum configuration is 990301. If it is needed to have multiple single document services, it is mandatory to have at least 4 worker services and the configuration is 990402.

For example:
990502... There are 5 services subordinated to the Load Balancing Service and the first two services process single documents only. The other three services are reserved for the generation of batch documents.

991105... There are 11 services subordinated to the Load Balancing Service and the first five services process single documents only. The other six services are reserved for the generation of batch documents.

The categories must be set in the category field of the DCP Server Server Based On-Premise Service (highlighted in yellow below). However, it is recommended to set the batch delay to 10 seconds.

Figure 4: Load Balancing Service for DCP ServerBased On-Premise

The Load Balancing Service can have many subordinated sub-services. The category number for the sub-service starts with 10 as you can see in the figure below. For each additional sub-service, the category number increases by 1 and continues with 11, 12, ..... As explained before, the category must be set in the category field, highlighted below.

Figure 5: Set category for the sub-service

How to remove the Load Balancing service (On-Premise)

Make sure there is only one DCP Service running for the organization with the Category: 0
Restore the default value for the “AzureServiceName” settingskey
The name of the key must be "AzureServiceName" and the value has to be “none”
Delete the “LBConfig” Settingskey
Shut down and restart the DCP service
Clear your browser cache and restart your browser

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

DocumentsCorePack UI issue

Mon, 29 Apr 2019 14:19:24 GMT

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.

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.

If you are facing this problem, please go to File > Options > General and enable the Optimize for Compatibiltity checkbox in your MS Word (highlighted in the figure below).

After a restart the affected sections should display the data again properly.

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

How to save a document to SharePoint with DocumentsCorePack

Wed, 27 Mar 2019 17:46:11 GMT

This blog article outlines how to save a document to SharePoint with DocumentsCorePack. This step-by-step tutorial shows you how to connect SharePoint with Microsoft Dynamics 365 and how to create SharePoint folders automatically.

PREREQUISITES:
1. Make sure to integrate SharePoint with Dynamics 365:
This section outlines how to integrate SharePoint with Dynamics 365. It is valid for CRM 2013 and higher.

Step 1: Please open the Document Management Settings. To do so, please navigate to Settings > Document Management and select the Document Management Settings, highlighted in yellow in the figure below.

Step 2: Select the entities you want to create SharePoint folders for and enter a SharePoint site. This site will be used as the default site for document management.

Step 3: Simply follow the instructions in the next window in order to create a folder structure based on a certain entity and click on the [Next]-button to proceed.

Step 4: The next window provides you with the document library creation status and details. Click on the [Finish]-button in order to finish the setup.

2. Make sure to activate SharePoint on DocumentsCorePack:

ONPREMISE:
Open the Dynamics 365 Settings > DocumentsCorePack > General Settings and make sure that a SharePoint user is specified.

In the DocumentsCorePack Server configuration make sure SharePoint is activated as you can see in the figure below.

ONLINE:
In the service, configuration please activate SharePoint and specify a SharePoint user as you can see in the figure below.

In workflows, in the “MSCRM-ADDONS AutoMergeWorkingItem” set the “Save Only Into Temp” to “NO”.

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

Step-by-Step: How to set up lookup-prompts for relations

Wed, 27 Mar 2019 08:49:55 GMT

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.

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

Step1: Open the Relationship
This special version of the prompt is defined within the relationship designer.
To access it, please navigate to ❶ "Insert MailMerge Fields" to open the DocumentsCorePack Task pane. Go to ❷ "Additional" and select ❸ "Edit".

Within the “Records to show“ section, you can find three options. ❶ “Show all records“, ❷“ Show a lookup window to select a single row“ and ❸ “Show a lookup window to select multiple rows“.

Figure 2: Records to show

Step 2: Define the lookup prompt
Before you can create the prompt you have to select the base behavior of the relation.

Show all records
By selecting this option, all related records will be displayed and there is no need for a prompt.

Figure 3: Show all records

Show a lookup window to select a single row

In this case, you have to select one row instead of displaying all related records.

Figure 4: Show a lookup window to select a single row

Show a lookup window to select multiple rows
Here, you have to select one or multiple rows instead of displaying all related records.

Figure 5: Show a lookup window to select multiple rows

Whatever lookup option matches with your needs the next step is to define a label.

Step 3: Define a Label
To do so, please click the ❶ [Add/Update Labels]-button.

Figure 6: Add/Update Labels-button

Each option requires at least one label. A label is a text that is displayed in the DocumentsCorePack Dialog in front of the actual control. 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 7: Define a Label

After you have set up the label, you are able to use your Template.

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.

Step 5: Generate the Document

While generating the document you will be prompted to select one related record.

Figure 8: Generate the Document

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.

DateTime Field (Dynamics 365)

Tue, 26 Feb 2019 09:27:00 GMT

This blog outlines how 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.

We are glad to introduce the DateTime field with the DocumentsCorePack Client version 9.22 and DocumentsCorePack Server version 2017.174.

Step by step description
This description outlines how to add a DateTime field into a DCP template by using the given insert options.

Preparation
This feature can only be used within DCP templates, so please open your existing template or create a new one before using this feature. (Here is a blog that explains how to create a new template)

Step 1 - Open the [Insert fields] dialog
After you successfully opened your template we can start to take a closer look at the modified Insert dialog. So please open the [insert fields]-button and navigate to the “Computed items”-Section ❶.

Within that section, you should be able to spot the new [DateTime Field]-button ❷.

Step 2 - The DateTime field dialog
Please click on the [DateTime Field]-Button to open up the DateTime dialog.
This Dialog gives you the possibility to specify your DateTime field based on the given options.

Step 3 - build your calculation
Add your DateTime calculation to the pattern field.
The syntax for this field is described here.
In our Case, we will add 5 days to the due date of a Quote.

PLEASE NOTE: The layout of the dialog will change dependent on your used syntax.

You have the option to insert any field even if it is not a DateTime field. Please do this at your own risk.

Step 4 - add a placeholder text [optional]
Setup a placeholder text.
You can set a placeholder name ❶ for your field so you find it easier in case you have to modify your template in the future.

Figure 4: Placeholder

Step 5 - add formatting options
Since we have our Syntax configured we would like to define a format.
This could be done by selecting one of the given options in the Unit Type or the Format and Culture Dropdown.

The dialog provides us with different options for “DateTime“ ❶ and “Difference” ❷ (subtraction of 2 dates) results.

Based on this type we will have one of the two following dialogs.

Step 6 - insert the field
Now we have successfully defined our DateTime-field and by clicking on [ok] it will be inserted into the Document.

Step 7 - save the template
The last and final step is to save your template.
Before you can use or test your template you have to save it.
Either you save your template locally with the standard Save or Save as functionality of Word or you use the Save template-option of the DocumentsCorePack client in order to publish the template to Dynamics 365.

Test your template [optional]
As you have made changes to your template you might want to test them quickly.

A step by step description of how to test your template can be found here.

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

DocumentsCorePack DateTime Field Syntax (Dynamics 365)

Tue, 26 Feb 2019 09:26:29 GMT

The DateTime Field option of DocumetnsCorePack allows you to perform basic calculations on dates and times. This article describes the syntax that can be used for those calculations.

The basic syntax
Fields from Dynamics are enclosed by << and >> when you insert them from the treeview.

Figure 1: Fields
The difference between two dates can be subtracted by using a '-'

Figure 2: Difference between two dates
Functions on a date can be executed by adding a dot (.) and the function name including the necessary parameters.

Figure 3: Function call with parameters

Supported functions and operators

Operator Name	Sign
Difference	-

Function	Description	Examples
Add(value, unit)	Adds a numeric value to the current date. The first parameter represents the numeric value that should be added. The second parameter represents the unit. Parameters for units are either: year, month, weeks, days, hours, minutes, seconds, milliseconds	<<createdon>>.Add(10,year)
Subtract(value, unit)	Subtracts a numeric value form the current date. The first parameter represents the numeric value that should be subtracted. The second parameter represents the unit. Parameters for units are either: year, month, weeks, days, hours, minutes, seconds, milliseconds	<<createdon>>.Subtract(10,year)
Addbusinessdays(value)	Adds a certain amount of days to the current date. Weekends (Saturday and Sunday) are excluded from this calculation.	<<createdon>>.Addbusinessdays(10)
Round(unit, direction)	Round allows you to modify a time value to the next or previous quarter, half or full hour. The first parameter can display a quarter, half or full hour. The second parameter represents the direction. (up/down)	<<createdon>>.Round(quarter,up) <<createdon>>.Round(half,down) <<createdon>>.Round(full)
DATETIME()	This call returns the current date and can be used as field followed with any of the above methode calls.	DATETIME().add(5,days)

Please Note: You can not join several functions calls. If you would like to added days and months please always use the lowest unit for your call.
e.g. 1 Month and 15 Days would be 45 Days

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