19. November 2013 10:43

How to send emails with(.docx)

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | DocumentsCorePack 2013) By Jin

This article describes how to send emails, set the recipient, subject, CC und BCC and other different settings in Open Office XML template (.docx). Available vor v5.97 and higher. Click on www.mscrm-addons.com to download and test it.

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18. November 2013 09:55

The "Insert PageBreak"-button in Open Office XML template (.docx)

Filed Under(CRM 2011 | DocumentsCorePack 2011) By Jin

This article describes how to use the “Insert PageBreak”-button within the “Insert”-button in Open Office XML template (.docx). This feature allows you to insert a dynamically PageBreak into your document.

Requirments: Available for DocumentsCorePack v5.97 and higher

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18. November 2013 08:48

The "Insert Static Document"-button in Open Office XML template (.docx)

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | DocumentsCorePack 2013) By Jin

This article outlines how to use the “Insert Static Document”-function within the “Insert”-button in Open Office XML template (.docx). This feature allows to insert a static document that is located in a save location of your CRM.

Requirments: Available for DocumentsCorePack v5.97 and higher click on www.msrmc-addons.com for download and test it.

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13. November 2013 12:13

The "Insert as Picture-Link-Field"-button in Open Office XML template (.docx)

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | DocumentsCorePack 2013) By Jin

This article outlines how to use the “Insert as Picture-Link-Field”-button within the “Insert”-button in Open Office XML template (.docx). This feature allows you to insert a picture directly from a web link which is stored in any CRM-field.

Requirments: DocumentsCorePack v5.97 and higher

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13. November 2013 11:13

The "Insert as Picture-Field"-button (CRM 2015)

Filed Under(CRM 2015 | CRM 2015/2016 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By Jin

This article describes how to use the “Insert as Picture-Field”-functionality within the “Insert”-button in Open Office XML templates (.docx). 

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13. November 2013 09:07

The "Insert as Document"-button in Open Office XML template (.docx)

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | CRM 2015 | DocumentsCorePack 2013 | DocumentsCorePack 2015) By Jin

This article outlines how to use the “Insert as Document”-functionality within the “Insert”-button in Open Office XML templates (.docx). This feature allows you to insert a document that is stored as a note in your CRM system.

Requirments: Available for DocumentsCorePack v5.97 and higher. 

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12. November 2013 09:26

The “Insert Join Tables”-button in Open Office XML template (.docx)

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | CRM 2015 | DocumentsCorePack 2013 | DocumentsCorePack 2015) By Jin

This article outlines how to use the “Insert Join Tables”-button in Open Office XML template (.docx). This functionality is very usefull if you want to combine muliple tables with all merge fields into a single one. 

Requirements: Available for v5.97 and higher, click on www.msrmc-addons.com for download and test it.

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12. November 2013 08:25

The “Insert Remove Empty Lines”-button in Open Office XML template (.docx)

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | DocumentsCorePack 2013) By Jin

This article describes how to use the “Insert Remove Empty Lines”-function within the “Insert”-button in Open Office XML template (.docx). This feature allows you to insert dynamically “Remove Empty Lines” into your document. “Remove Empty Lines”-fields are a simple way to dynamically structure your document after a merge process. For example if you want to delete unnecessary lines between contacts and opportunities, just insert a “Remove Emtpy Lines”-field. This is very useful, if you e.g. insert sub documents or HTML-content.

Requirements: Available for v5.97 and higher 

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11. November 2013 13:57

Recap: eXtremeCRM in Anaheim & the Convergence EMEA in Barcelona 2013

Filed Under(News) By Jin

Thank you for joining us at this year’s exhibitions at the eXtremeCRM in Anaheim, USA and the Convergence EMEA in Barcelona Spain! It was a pleasure meeting you there!

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7. November 2013 12:48

Upload sample templates

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This article outlines how to upload sample templates with the DocumentsCorePack (DCP) Client. (Version 6.5 or higher)

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