13. December 2012 11:01

Advanced template-group filtering

Filed Under(CRM 2011 | DocumentsCorePack 2011) By mwilhelmer

This feature offers the possibility to set a filter for DocumentsCorePack templates.
Templates are filtered based on the template-group they are assigned to.
Applying filter limits, the available templates are grouped in template-groups.
This prevents users from getting confused by a variety of available templates as they can only see and select templates of the corresponding template-group defined by the applied filter.

To take advantage of this feature you need at least both of the following versions:

 - DocumentsCorePack Server for MS CRM 2011 5.36

 - DocumentsCorePack Client for MS CRM 2011 5.73

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17. July 2012 08:19

[Print in Word]-button

Filed Under(CRM 2011 | DocumentsCorePack 2011) By mwilhelmer

The features of the DocumentsCorePack [Print in Word]-button increase the performance and also the usability of our product.

The features allow you to select templates directly with the [Print in Word]-button.

To take adavantage of this feature you need at least the following version:

- DocumentsCorePack Server Version 5.25

- DocumentsCorePack Client Version 5.57

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30. May 2012 13:20

CustomPrintInWordActionAccount

Filed Under(CRM 2011 | DocumentsCorePack 2011) By mwilhelmer

The below desribed methods are part of the ptm_dcp_custombuttonactions.js-web resource. More information on this resource can be found here. The comments and the code for one example of this resource are added below.

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30. May 2012 12:01

Advanced [Print in Word]-Button Configuration

Filed Under(CRM 2011 | DocumentsCorePack 2011) By mwilhelmer

Basically, the default [Print in Word]-button contains JavaScript code in the background.

If you are familiar with CRM and JavaScript you can add your own custom buttons to  increase the usability of your CRM system.

e.g., you can predefine a template that should be always used to perform the merge. 

You can modify the JavaScript code, so that - based on certain criteria - a template is automatically selected without user interaction.

The following article contains a description of how to change, modify and extend this feature.

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25. January 2012 16:14

How to enable debugging - Overview

Filed Under(General) By mwilhelmer

Please select the product and CRM version form the table below and follow the link to get redirected to a description of how to debug.

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30. November 2011 15:46

DocumentsCorePack template security settings

Filed Under(CRM 2011 | DocumentsCorePack 2011) By mwilhelmer

In CRM 2011, all DocumentsCorePack templates are stored in custom entities.
The name of this custom entity is DocumentsCorePack Template (ptm_mscrmaddons_dcptemplates).
Every record of this entity has the template attached as a note.

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30. November 2011 14:11

DocumentsCorePack Client save locations

Filed Under(CRM 2011 | DocumentsCorePack 2011) By mwilhelmer
There are three major save locations for files that are used by the DocumentsCorePack Client.

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30. November 2011 14:07

How to change the save location of the metadata.bin file

Filed Under(CRM 2011 | DocumentsCorePack 2011) By mwilhelmer

Per default, CRM metadata information for DocumenstCorePack is stored here:

%APPDATA%\DCP\metadata

The above location equals to C:\Users\[YourUsername]\AppData\Roaming\DCP\metadata.
If you want to change this location, you have to generate a new SettingsKey.

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