25. November 2015 08:45

Document Subject (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

The Document subject property allows you to define a subject, or a subject pattern for your template. If you only set a document name, the document name will be set as subject as well. So when you use the [Create CRM Activity]-button form the Client, the subject will be already prefilled in the creation dialog.
Please note: This setting only affects the DocumentsCorePack Client Based process!

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25. November 2015 08:40

How to test a DocumentsCorePack template (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

You have created or modified a new template and now you would like to give
it a try. You can test your template with DocumentsCorePack Client.

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24. November 2015 15:14

Document Name (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

 

The Document name property allows you to define a name, or a name patter
for your template. So the actual document already has a pretty name as soon
as it is generated. This setting applies to both, DocumentsCorePack Server Based and
DocumentsCorePack Client Based. The following step by step description outlines
how to set this property in the DocumentsCorePack Client for your template.
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24. November 2015 11:25

The [Insert Field]-button (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

This article outlines the functionalities of the [Insert field]-button. 

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23. November 2015 13:47

Sharepoint Metadata (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

 

The latest version of DocumentsCorePack Server Based supports the population of
metadata into SharePoint. Prerequisites for this feature to work are Client Version 7.31,
Server Version 2015. Proper configuration of CRM and DocumentsCorePack
for the CRM Integrate Sharepoint is needed as well.
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23. November 2015 09:02

Insert Hyperlink (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer
The Hyperlink property allows you to define a pattern for a dynamically
created link. The following step by step description will show you how
to set this property in the DocumentsCorePack Client for your template.

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23. November 2015 09:00

Computed Field (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

The Computed Field property allows you to evaluate calculations of data from CRM.
The following step by step description will show you how to set this field in the
DocumentsCorePack Client for your template.

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23. November 2015 08:59

Advanced String (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

 

The Advanced String property allows you to define a pattern for a dynamically
created string. The following step by step description will show you how
to set this property in the DocumentsCorePack Client for your template.
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23. November 2015 08:57

Insert QR-Code (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer
The Insert QR-Code field allows you to define a pattern for a dynamically
created QR-Code. The following step by step description will show you how
to set this field in the DocumentsCorePack Client for your template.
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17. November 2015 09:46

Insert Static Document (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer
The Insert Static Document feature allows you to insert a sub template into 
your current template or also to insert further text documents, like AGBs.
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