Starting with version 5.23 / TI and version 5.19 / DCP in combination with LicenseManager 5.2 the ribbonButtons will be disabled on perUser licensing, if the user is having the acccess flag for the product set to no.

Licensemanager 5.2 creates a new setting, "IsPerUserLicense" with value true|false when importing a licensekey.

Based on this setting being true and the Users access flag (perUserLicensing[Product]) the button will be disabled.

The funtionality is requiring general solution v46.0

All Documents Core Pack templates are stored in custom entity in CRM 2011.
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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As a default the CRM metadata information for DocumenstCorePack are stored here:

"%APPDATA%\DCP\metadata"

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In some cases you may be asked to create a new settings key for one of our products. Mostly if we have developed a customization for you or should a special configuration be necessary.

Please follow the six easy steps below to create a new key.

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This blog article will walk you through the required steps to install GroupCalendar/ActivityTools or DocumentsCorePack in an IFD/Claims-Based-Environment.

This article is valid for GroupCalendar/DocumentsCorePack and ActivityTools. The steps are the same and only differ in the product name. Instead of an explicit product name, we will use the term the Addon in this guide.

You need to have the following downloads present to successfully setup the Addon:

1. IFD-Tool -> Download Link you need to have a login on our web site
2. For installing GroupCalendar you need at least version 5.12 from our Download Section
3. For installing ActivityTools you need at least version 5.13 from our Download Section
4. For installing DocumentsCorePack you need at least version 5.18 from our Download Section

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Its quite a common requirement, that information of the user that is creating documents shows up within the document itself. (e.g. a “Best regards, firstname lastname” at the end of a quote).
This Step-By-Step describes how to add this relation to a template. In this example the Quote_base.docx template, that comes with the installation of DCP for CRM 2011,is used.

DCP-Client v5.27 or higher is mandatory!

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This blog is on how to install our Documents Core Pack and Telephone Integration addon for CRM 2011 Online. When using CRM 2011 Online it is important that the server part of the addon is installed some where on your network. This can be installed locally on a PC or anywhere else on one of the supported operating systems (listed below). Following steps explain how to install the server part of Documents Core Pack and Telephone Integration on your system. Both client and server must be installed!

How to install TI for CRM 2011 Online:

• Download the TI package for CRM 2011 (The install package is for Online and Onpremise).
• Copy the Server installer to the correct PC and start the setup.
• Please configure TI according to our Server install guide.
• Open the license manager and upload the license key.

Server part installation requirments:

Microsoft .NET Framework 4.0

Supported Operating Systems:
Windows 7 32/64bit
Windows Vista 32/64bit
Windows Server 2008 32/64bit
Windows Server 2008 R2 32/64bit

The server part installation is vital for the configuration of DCP and TI.

The client part is installed locally.

How to install DCP for CRM 2011 Online:

• Download the DCP package for CRM 2011 (The install package is for Online and Onpremise).
• Copy the Server installer to the correct PC and start the setup.
• Please configure DCP according to our Server install guide.
• Open the license manager and upload the license key.

Please contact us under: support@mscrm-addons.com or +433166808800 should you have any further questions.

We have created a new function offering the user the possibility to show a dialog to pre-filter the result rows. This can be helpful if you want the user to select a specific related contact before starting to generatate the document.

This feature is available with version 5.26 upwards and only for DOCX-Templates.

Example:

Generate a quote and the user should select one of the contacts which should be taken to fill out the fields in the document.

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Protecting the generated document is a common question from our customers. With DocX and Macros it is very simple to achieve this

Open the template and add following Macro to the template and save it with the file extension .Docm.

Sub DCPMacro()
	ActiveDocument.Protect Password:="password", NoReset:=True, Type:=wdAllowOnlyReading, _     
           UseIRM:=False, EnforceStylelock:=False   
End Sub

This Macro will ensure that the created document is protected with a password.

The DCPMacro will be called after generating the document.

Other macros you could use are:

DocumentsCorePackMacroBeforeCreateActivity

DocumentsCorePackMacroAfterCreate

Example:

If you want that the Document Information Panel is visible you could add following macro which will be executed before the activity is created and saved:

Sub DocumentsCorePackMacroBeforeCreateActivity()
    With Application
        .DisplayDocumentInformationPanel = Not .DisplayDocumentInformationPanel
    End With
End Sub

Here is an example template for the entity account:

DocumentInformationPanel.docm (26.02 kb)