26. June 2014 16:22

Certificate Changes in an IFD environment

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

This blog article explains what to do if one of the certificates has changed in the IFD environment. If so, our products require additional steps in order to work again.

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13. June 2014 15:59

How to group tables in DocumentsCorePack .docx templates

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

This blog article outlines how to group tables in DocumentsCorePack (.docx) templates. The DocumentsCorePack Grouping functionality gives users the possibility to define an optical sorting and thus, a separation for specific fields.

Requirements: DocumentsCorePack for MS CRM 2011 or 2013

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28. May 2014 16:46

How to add the [Create Document]-button manually

Filed Under(CRM 2011 | DocumentsCorePack 2011) By Jin

This article outlines how to add the DocumentsCorePack (DCP) [Create Document]-button for MS CRM 2011 to your form. 

Requirements: DocumentsCorePack for MS CRM 2011, Ribbon Workbench for CRM 2011

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27. May 2014 12:56

How to use a default web browser instead of Internet Explorer in TelephoneIntegration Client

Filed Under(CRM 2011 | TelephoneIntegration 2011 | CRM 2013 | CRM 2015 | CRM 2015/2016 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By pkorosec

This short blog article explains how to use the TelephoneIntegration (TI) Client for Microsoft Dynamics CRM with a default web browser instead of Internet Explorer (IE).

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5. May 2014 09:57

How to upgrade DocumentsCorePack from MS CRM 4 to 2011 or 2013

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | CRM 4.0 | DocumentsCorePack 4 | DocumentsCorePack 2013) By Jin

This article outlines how to prepare DocumentsCorePack (DCP) for MS CRM 4 for an upgrade to CRM 2011 or CRM 2013!

Requirments: DocumentsCorePack 

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7. April 2014 11:32

Field formatting options

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

This article outlines different options to format fields inside a DocumentsCorePack or AutoMerge template. e.g.: Formatting date fields, format money-fields etc.

Requirements: DocumentsCorePack for MS CRM 2011 and 2013, AutoMerge for MS CRM 2011

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3. April 2014 12:04

The request failed with HTTP status 401: Unauthorized

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

This article outlines what to do if you get the following failure notice: Request failed wiht HTTP status 401: Unauthorized. 

Requirments: WordMailMerge

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2. April 2014 15:40

.dot Templates including line items

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

This article outlines how to to deal with line items in a Word-Template.

Requirements: DocumentsCorePack

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2. April 2014 14:34

Macros in DocumentsCorePack and AutoMerge templates

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

This article outlines how to run a macro

Requirments: DocumentsCorePack v4.20 and higher, WordMailMerge v2.80 and higher

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17. March 2014 09:16

PasswordProtection for (.docx) templates

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

This blog article outlines, how to set the PasswordProtection for Open Office XML templates (.docx). As well as for DocumentsCorePack server side and client side Document Generation for MS CRM 2013. All our addons come with a 14-day trial license as well as technical support. Click here to download and test it.

Requirments: DocumentsCorePack for MS CRM 2011 v5.106 and higher & AutoMerge for MS CRM 2011 v5.48 and higher

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