17. July 2015 09:42

How to change CRM connection credentials for the active user

Filed Under(DocumentsCorePack 2011 | TelephoneIntegration 2011 | TelephoneIntegration 4 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By Jin

In oder to change the CRM connection credentials for the activte CRM user for DocumentsCorePack Client and/or TelephoneIntegration Client for MS CRM, please do the following:

for DocumentsCorePack Client
Open DocumentsCorePack Client Data Provider from the StartPane with a right-click (see next screenshots, click to enlarge)

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22. January 2015 15:40

Insert Entity Image

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

Introduction

This article explains how to add images, product photos, company logos etc. in MS CRM 2011/2013/2015. In our example we add an image to a CRM contact.

Addon: DocumentsCorePack for MS CRM 2011/2013/2015

Examples:

image

Screenshot shows CRM contact with picture. Click to enlarge.

The added pictures can also be used to create templates with our DocumentsCorePack Client addon to create e.g. a list with full name and picture:

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8. October 2014 10:20

Partial document editing restriction in Templates

Filed Under(DocumentsCorePack 2011 | Documents Core Pack 4 | DocumentsCorePack 2013) By Jin

INTRODUCTION: This blog article explains how to use the MS Word “Restrict Editing” functionality.

It is possible to restrict editing for the whole document as well as editing specific paragraphs of the document by using the MS Word function “Restrict Editing”. This is also be carried on with the merged documents, which makes this feature interesting for use with DocumentsCorePack

Addon: DocumentsCorePack for MS CRM

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13. June 2014 15:59

DocumentsCorePack Templates (.docx) : How to group tables

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

INTRODUCTION

This blog article explains how to group tables in DocumentsCorePack (.docx) Templates properly. The DocumentsCorePack Grouping functionality gives users the possibility to define an optical sorting and seperation for a specific field.

Addons: DocumentsCorePack for MS CRM 2011 and 2013

Example:

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Screenshot shows DocumentsCorePack (.docx) table, grouped by e.g. the same job title. Click to enlarge.

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28. May 2014 16:46

DocumentsCorePack 2011: How to add the "Create Document"-button manually

Filed Under(CRM 2011 | DocumentsCorePack 2011) By Jin

INTRODUCTION

This article describes how you can add the DocumentsCorePack “Create Document”-button for MS CRM 2011 to your form. This can be done manually via the Ribbon Workbench for CRM 2011.

Addon: DocumetnsCorePack for MS CRM 2011

Result: In the screenshot below you can see the new added DocumentsCorePack “Create Document”-button for the entity account:

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Screenshot shows “Create Document”-button for account entity

General Information

RibbonWorkBench can be downloaded here

Manuals (please have a look at them before using):

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7. April 2014 11:32

Field formatting options

Filed Under(AutoMerge 2011 | DocumentsCorePack 2011) By Jin

INTRODUCTION

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

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

HOW TO: the following list provides an overview on the different options to format fields

a)"Field properties" to simplify formatting, most common formats of date and money fields can be directly set by selecting the content control and choosing "Field properties from the mscrm-addons.com ribbon in MS Word. For detailed information on how to show the different custom date and time strings for displaying the DATETIME() function for DocumentsCorePack templates (.docx) please click here. For more information about the different cultures which can be displayed, please click here.

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3. April 2014 12:04

The request failed with HTTP status 401: Unauthorized

Filed Under(DocumentsCorePack 2011 | DocumentsCorePack 2013) By Jin

INTRODUCTION

Troubleshooting – This blog article explains, what to do if request failed wiht HTTP status 401: Unauthorized

Addon: WordMailMerge

Examples:

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Screenshot shows: WordMailMerge Error “The request failed with HTTP status 401: Unauthorized.” after clicking on “SharePoint Documents”

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2. April 2014 15:40

.dot Templates including line items

Filed Under(DocumentsCorePack 2011 | DocumentsCorePack 2013) By Jin

INTRODUCTION

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

Addon: DocumentsCorePack

Changes to the template for an order:
The only exception is that the fields for a quote have been changed to the attributes for the order. The explanation can be visualized with the “ QuotewithGrouping.dot” template which comes with the WordMailMerge-Server-Setup. After choosing the template that you want to use, make sure that you swith to directory in the main document setup! This is necessary as otherwise a new page will be used for every item.

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2. April 2014 14:34

Macros in DocumentsCorePack and AutoMerge templates

Filed Under(DocumentsCorePack 2011 | DocumentsCorePack 2013) By Jin

INTRODUCTION

Content: This article explains how to run a macro

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


MACRO OVERVIEW

 Macro-Name

Format / Addon
DCPMacro only .docm / DCP 2011 and DCP 2013
DocumentsCorePackMacroAfterCreate .dot and .docx from WMM 3.0 to DCP 2013*
DocumentsCorePackMacroAfterDatasourceLoaded only .dot from WMM 3.0 to DCP 2013*
DocumentsCorePackMacro .dot and .docx from WMM 3.0 to DCP 2013*

 

 

 

 

 

 

 

 

* These macros are obsolet!

NOTE: All macros only work for DocumentsCorePack client-side document generation!

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3. February 2014 13:38

DocumentsCorePack: How to send emails with picture links

Filed Under(AutoMerge 2013 | CRM 2011 | AutoMerge 2011 | DocumentsCorePack 2011 | Office Open XML (docx) | CRM 2013 | DocumentsCorePack 2013) 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.

First open a template or create a new one with the email content. Then insert the dynamic image into the document.

There are two different ways to insert dynamic images in a Word Template (docx.):

1) Insert picture as “Base64String”
Then the picture will be inserted in the email content as picture. This is set in Word as default. Sometimes it happens, that email programmes do not resolve these pictures correctly when sent.

2) Insert picture as a “Link”
With the “Insert as Picture-Link-Field”-functionality users are able to insert a picture directly from a link which is stored in any CRM-field! Available for DocumentsCorePack v5.97 and higher. Click here for download and test it. For more information on how to insert a Picture-Link-Field to your template please click here for a step-by-step description. Please note, that the recipient needs to access the picture externaly.

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