13. September 2016 16:13

Office Open XML: Overview

Filed Under(CRM 2011 | DocumentsCorePack 2011) By akumer

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.

More...

1. February 2016 15:42

DocumentsCorePack FileExplorer in IFD environment

Filed Under(AutoMerge 2013 | CRM 2011 | AutoMerge 2011 | DocumentsCorePack 2011 | CRM 2013 | CRM 2015 | CRM 2015/2016 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By pofner

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.

More...

Tags: ,

17. July 2015 09:42

How to change the CRM connection credentials for active users

Filed Under(CRM 2011 | DocumentsCorePack 2011 | TelephoneIntegration 2011 | CRM 2013 | CRM 2015 | CRM 4.0 | TelephoneIntegration 4 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By Jin

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. 

More...

22. January 2015 15:40

How to insert an entity image

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

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

More...

Tags: ,

8. October 2014 10:20

How to set partial document editing restriction in templates

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | CRM 4.0 | DocumentsCorePack 4 | DocumentsCorePack 2013) By Jin

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

More...

13. June 2014 15:59

How to group tables in DocumentsCorePack .docx templates

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

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

More...

Tags: ,

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:

clip_image038
Screenshot shows “Create Document”-button for account entity

General Information

RibbonWorkBench can be downloaded here

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

More...

Tags:

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.

More...

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:

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

More...

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

More...

Tag Cloud

This will be shown to users with no Flash or Javascript.

Page List