13. September 2016 16:13
Below, you can find an overview to a series regarding the use of Office Open XML (DocX) format with
DocumentsCorePack for Microsoft Dynamics CRM 2011.
1. February 2016 15:42
This article is about the DocumentsCorePack (DCP) FileExplorer in IFD environments for CRM 2011, 2013, 2015 and 2016.
Basically, DocumentsCorePack's FileExplorer is not supported in CRM IFD environments. Nevertheless, it could be possibly working. If you want to try to configure it, follow this article.
17. July 2015 09:42
In oder to change the CRM connection credentials for active CRM users for DocumentsCorePack Client and/or TelephoneIntegration Client for MS CRM, please follow the below steps.
22. January 2015 15:40
This article outlines how to add images, product photos, company logos etc. to MS Dynamics CRM 2011/2013/2015. In our example we add an image to a CRM contact and later on, we add an image to a template.
Requirements: DocumentsCorePack for MS CRM 2011/2013/2015
8. October 2014 10:20
This blog article outlines how to use the MS Word Restrict Editing-functionality. It supports restricted editing for the whole document, as well as editing specific paragraphs of the document only. Please note: The functionality works with merged documents as well.
Requirements: DocumentsCorePack for MS CRM
13. June 2014 15:59
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
28. May 2014 16:46
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
5. May 2014 09:57
This article outlines how to prepare DocumentsCorePack (DCP) for MS CRM 4 for an upgrade to CRM 2011 or CRM 2013!
7. April 2014 11:32
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
3. April 2014 12:04
This article outlines what to do if you get the following failure notice: Request failed wiht HTTP status 401: Unauthorized.