3. February 2014 13:38

How to send emails with picture links using DocumentsCorePack

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

This article describes how to send emails in workflows with dynamic images! Sometimes it happens that email programmes do not resolve inserted dynamic images correctly. With our DocumentsCorePack [Insert as Picture-Link]-field you can solve this problem.

More...

27. January 2014 12:09

How TelephoneIntegration Client works with Outlook Client

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

This article outlines how TelephoneIntegration Client works with Outlook client. Available for TelephoneIntegration Client v5.54 and higher.

More...

Tags:

4. December 2013 13:51

OrganizationURL provided by DiscoveryService is false

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

When using our products, the CRM discovery service is contacted to retrieve the service URLs for accessing the CRM WebServices.

In some cases the URL returned by the discovery service is not useable to contact the CRM WebService. 

More...

Tags:

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.

More...

Tags: ,

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

More...

Tags: ,

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.

More...

Tags: ,

13. November 2013 13:02

The [Insert as Picture-Field]-button

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | CRM 2015/2016 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By akrenn

INTRODUCTION 

This article describes how to use the “Insert as Picture-Field”-functionality within the “Insert”-button in Open Office XML templates (.docx).
Click here to read more about the functionalities of the “Insert”-button. 

 

This certain feature allows you to: 

a) insert a picture that is stored in your CRM system or
b) a path to a FileShare.

Addon: DocumentsCorePack v5.97 and higher

Example

Figure 1: Merged quote-template with picture fields. 

More...

Tags: ,

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

More...

Tags: ,

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. 

More...

Tags: ,

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.

More...

Tags: ,

Tag Cloud

This will be shown to users with no Flash or Javascript.

Page List