27. November 2013 13:42

How to enable debugging for DocumentsCorePack Server Based (ON PREMISE/IFD)

Filed Under(CRM 2013 | CRM 2015 | CRM 2015/2016 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By Jin
+++++++++++++++++++++++++++++++++++++++++++++++++++

Please note: This article applies to 

DocumentsCorePack ServerBased Document Generation & Processing
for MS CRM 2013, 2015 
and MS CRM 2015/2016

ON PREMISE AND IFD ONLY
 

(Click here for information on debugging in DocumentsCorePack Online) 

+++++++++++++++++++++++++++++++++++++++++++++++++++

More...

Tags: ,

27. November 2013 09:48

How to export/import templates

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This blog article outlines how to export/import existing Templates for DocumentsCorePack for MS CRM.

More...

Tags: ,

26. November 2013 10:33

How to enable debugging for DocumentsCorePack Client

Filed Under(CRM 2013 | CRM 2015 | CRM 2015/2016 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By Jin

+++++++++++++++++++++++++++++++++++++++

Please note: 
This article applies to
DocumentsCorePack CLIENT for MS Dynamics CRM 2013, 2015,
as well as for MS Dynamics CRM 2015/2016

+++++++++++++++++++++++++++++++++++++++ 

More...

Tags: ,

19. November 2013 10:43

How to send emails with(.docx)

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | DocumentsCorePack 2013) 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.

More...

Tags: ,

18. November 2013 08:48

The "Insert Static Document"-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 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.

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

More...

Tags: ,

13. November 2013 13:02

The [Insert as Picture-Field]-button

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

INTRODUCTION 

This article describes how to use the “Insert as Picture-Field”-functionality within the “Insert”-button in Open Office XML templates (.docx).
Click here to read more about the functionalities of the “Insert”-button. 

 

This certain 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

Figure 1: Merged quote-template with picture fields. 

More...

Tags: ,

13. November 2013 12:13

The "Insert as Picture-Link-Field"-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 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.

Requirments: DocumentsCorePack v5.97 and higher

More...

Tags: ,

13. November 2013 09:07

The "Insert as Document"-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 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.

Requirments: Available for DocumentsCorePack v5.97 and higher. 

More...

Tags: ,

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.

More...

Tags: ,

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 

More...

Tags: ,

Tag Cloud

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

Page List