6. June 2014 09:35

How to build and format an address block with docx. templates

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This blog article explains how to build an address block and format it properly with DocumentsCorePack for MS CRM 2013 templates (.docx). With the DocumentsCorePack Field Properties-functionality, users can easily format every address line and define specific line behaviour if the information was not stored in CRM.

Requirements: DocumentsCorePack (DCP) for MS CRM 2013

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21. May 2014 15:11

How to install DocumentsCorePack on a terminal server for CRM Online?

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This blog article explains how to install DocumentsCorePack for MS CRM on a terminal server for CRM Online. 

Requirments: DocumentsCorePack

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12. May 2014 08:52

How to hide the [Create Document]-button in specific entities

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This article outlines how to hide the [Create Document]-button for specific entities.

Requirements: DocumentsCorePack ServerBased (DCP SB)

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5. May 2014 09:57

How to upgrade DocumentsCorePack from MS CRM 4 to 2011 or 2013

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

This article outlines how to prepare DocumentsCorePack (DCP) for MS CRM 4 for an upgrade to CRM 2011 or CRM 2013!

Requirments: DocumentsCorePack 

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3. April 2014 12:04

The request failed with HTTP status 401: Unauthorized

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

This article outlines what to do if you get the following failure notice: Request failed wiht HTTP status 401: Unauthorized. 

Requirments: WordMailMerge

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2. April 2014 15:40

.dot Templates including line items

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

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

Requirements: DocumentsCorePack

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2. April 2014 14:34

How to create Labels with .dot

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This blog article outlines how to create Labels with .dot

Requirements: DocumentsCorePack

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2. April 2014 14:34

Macros in DocumentsCorePack and AutoMerge templates

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

This article outlines how to run a macro

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

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17. March 2014 09:16

PasswordProtection for (.docx) templates

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

This blog article outlines, how to set the PasswordProtection for Open Office XML templates (.docx). As well as for DocumentsCorePack server side and client side Document Generation for MS CRM 2013. All our addons come with a 14-day trial license as well as technical support. Click here to download and test it.

Requirments: DocumentsCorePack for MS CRM 2011 v5.106 and higher & AutoMerge for MS CRM 2011 v5.48 and higher

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4. February 2014 12:33

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

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This article óutlines how to use the new [Insert Hyperlink]-button within the “Insert”-button in Open Office XML template (.docx). This feature allows to insert a dynamic hyperlink in your template (.docx) and define an individual display name.

Requirments: DocumentsCorePack (DCP) v.6.15 and higher

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