12. November 2013 09:26

The “Insert Join Tables”-button in Open Office XML template (.docx)

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

This article outlines how to use the “Insert Join Tables”-button in Open Office XML template (.docx). This functionality is very usefull if you want to combine muliple tables with all merge fields into a single one. 

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

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12. November 2013 08:25

The “Insert Remove Empty Lines”-button in Open Office XML template (.docx)

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

This article describes how to use the “Insert Remove Empty Lines”-function within the “Insert”-button in Open Office XML template (.docx). This feature allows you to insert dynamically “Remove Empty Lines” into your document. “Remove Empty Lines”-fields are a simple way to dynamically structure your document after a merge process. For example if you want to delete unnecessary lines between contacts and opportunities, just insert a “Remove Emtpy Lines”-field. This is very useful, if you e.g. insert sub documents or HTML-content.

Requirements: Available for v5.97 and higher 

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4. November 2013 09:52

DocumentsCorePack: The “Insert”-button in Open Office XML template (.docx)

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

This blog article describes the main functionalities and features of the “Insert”-button in Open Office XML template (.docx). This button allows to easily insert additional contents in your Open Office XML (docx). Within this dropdown-button you can simply insert every MS CRM field as a “special”-field. 

Addon: DocumentsCorePack for MS CRM 2011, DocumentsCorePack for MS CRM 2013

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10. October 2013 15:42

Chrome External Protocol Message does not pop up

Filed Under(CRM 2011 | DocumentsCorePack 2011 | TelephoneIntegration 2011) By aweiss

What to do if Chrome External Protocol Message does not pop up

If the [DocumentsCorePack]- and/or the [TelephoneIntegration (Call)]- button do not work with Chrome, you may have skipped an important message.

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4. October 2013 12:25

How to upgrade DocumentsCorePack for MS CRM 2011 to 2013

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

This article will show you how to prepare DocumentsCorePack for MS CRM 2011 for an update of your CRM system to 2013!

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28. August 2013 15:58

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

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

This article outlines, how to use the "Insert as QR Code"-fields functionality within the "Insert"-button in Open Office XML template (.docx).

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8. August 2013 11:46

How to save document names separately - advanced settings

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

The settings of DocumentsCorePack now allows you to configure the "Name" and the "Subject" for the "Document Name" separately. Available vor v5.93 and higher.

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18. June 2013 11:13

Use DocumentsCorePack with CRM 2011 list components for SharePoint

Filed Under(CRM 2011 | DocumentsCorePack 2011) By pofner

This article is only relevant if you are using SharePoint folders or SharePoint sites integration of DocumentsCorePack. It does not concern DocumentsCorePack in combination with the CRM integrated SharePoint.

It describes how to use MS CRM 2011 list components to show and manage SharePoint documents of your DCP folder or site configuration.
It is available from DCP Server version 5.43 on and works with SharePoint 2010 and 2013.

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16. May 2013 15:06

How you make a table invisible in DocumentsCorePack, when there is no data available

Filed Under(CRM 2011 | DocumentsCorePack 2011) By ejoebstl

This article outlines, how to make a table invisible, when there is no data available. Simply mark the table or click into it. Open the table properties with a right-click. Now you have the opportunity to activate Delete whole table if rowcount is zero. As soon as you have activated this button, you will not have any blank tables in your document anymore.


dcp

Figure 1: Template with table and table properties

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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15. May 2013 17:02

How to enable debugging for the DCP UploadFile SharePoint webservice

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

1. Open the IIS on the SharePoint server and navigate to the SharePoint Site where DocumentsCorePack (DCP) is configured and the UploadFile.asmx WebService is installed. Select the IIS Website and click on Explore as marked in Figure 1.

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Figure 1: Click on explore

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