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.

image

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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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19. November 2013 10:43

DocumentsCorePack: How to send emails with(.docx)

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

DocumentsCorePack allows you to send emails with following functionalities:
1) “Send as …”
2) “Create CRM Activities”

You can find these functionalities in the www.mscrm-addons.com ribbon. See next screenshots:

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Screenshot: the www.mscrm-addons.com ribbon within Open Office XML templates (.docx). Click to enlarge.

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Screenshot: send emails with “Create CRM Activity” or “Send as …”. Click to enlarge.  
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18. November 2013 09:55

The "Insert PageBreak"-button in Open Office XML template (.docx)

Filed Under(DocumentsCorePack 2011 | Open Office XML (.docx)) By Jin

INTRODUCTION

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.

Addon: Available for v5.97 and higher

Example

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Screenshots show inserted Page Break bevor and after a merge process. Click to enlarge. 

 The "Insert PageBreak"-functionality also works in tables. For example, if you have a table with product information and you insert a “PageBreak” you get an extra page for each product as a result.

Click here to read more about the functionalities of the “Insert”-button.

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18. November 2013 08:48

The "Insert Static Document"-button in Open Office XML template (.docx)

Filed Under(DocumentsCorePack 2011 | DocumentsCorePack 2013 | Open Office XML (.docx)) By Jin

INTRODUCTION

 This article describes 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.

Addon: Available for DocumentsCorePack v5.97 and higher click on www.msrmc-addons.com for download and test it.

Click here to read more about the functionalities of the “Insert”-button.

The difference between [Insert as Document] and [Insert Static Document]:

  • [Insert as Document]: every document added as an annotation within your CRM-record can be added in your Open Office XML template (.docx).
  • [Insert Static Document]: every document in your DocumentsCorePack Save Location can be inserted in your Open Office XML template (.docx).

Possibilities to use “Insert Static Document”
There are two different ways to use “Insert Static Document”:
a) Insert as “Just Text – Document”
b) Insert a “DCP-Template Document” which must be filled with CRM-Data
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13. November 2013 12:13

The "Insert as Picture-Link-Field"-button in Open Office XML template (.docx)

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

INTRODUCTION

This article describes 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.

Addon: DocumentsCorePack v5.97 and higher

Example:

clip_image007

Screenshot shows merged template. DocumentsCorePack resolved the URL to your picture and inserted it into the document.

Click here to read more about the functionalities of the “Insert”-button.

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13. November 2013 11:13

The "Insert as Picture-Field"-button in Open Office XML template (.docx)

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

INTRODUCTION 

This article describes how to use the “Insert as Picture-Field”-functionality within the “Insert”-button in Open Office XML templates (.docx). This 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

Screenshot shows merged quote-template with picture fields. 
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13. November 2013 09:07

The "Insert as Document"-button in Open Office XML template (.docx)

Filed Under(DocumentsCorePack 2011 | DocumentsCorePack 2013 | Open Office XML (.docx)) By Jin

INTRODUCTION

This article describes 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.

Addon: Available for DocumentsCorePack v5.97 and higher. 

Example: 

image

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Screenshots show "Insert as Document" before and after the merge process. Click to enlarge. 

Click here to read more about the functionalities of the “Insert”-button.

HOW TO: Add Document as a note to your record, step-by-step description

First select a document to be inserted dynamically into your template. Once selected add this as a note to your CRM-record. Save your changes and return to your DocumentsCorePack. Now you are able to insert the document anywhere in your template.

1 Step: Open your selected CRM-record

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Screenshot: "CRM-record” in MS CRM 2011, click to enlarge.      

2 Step: Go to Notes & Activities

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Screenshot: Notes & Activities within your CRM 2011 click to enlarge

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