24. November 2015 15:14

Document Name (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

 

The Document name property allows you to define a name, or a name patter
for your template. So the actual document already has a pretty name as soon
as it is generated. This setting applies to both, DocumentsCorePack Server Based and
DocumentsCorePack Client Based. The following step by step description outlines
how to set this property in the DocumentsCorePack Client for your template.
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24. November 2015 11:25

The [Insert Field]-button (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

This article outlines the functionalities of the [Insert field]-button. 

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23. November 2015 13:47

Sharepoint Metadata (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

 

The latest version of DocumentsCorePack Server Based supports the population of
metadata into SharePoint. Prerequisites for this feature to work are Client Version 7.31,
Server Version 2015. Proper configuration of CRM and DocumentsCorePack
for the CRM Integrate Sharepoint is needed as well.
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23. November 2015 09:02

Insert Hyperlink (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer
The Hyperlink property allows you to define a pattern for a dynamically
created link. The following step by step description will show you how
to set this property in the DocumentsCorePack Client for your template.

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23. November 2015 09:00

Computed Field (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

The Computed Field property allows you to evaluate calculations of data from CRM.
The following step by step description will show you how to set this field in the
DocumentsCorePack Client for your template.

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23. November 2015 08:59

Advanced String (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer

 

The Advanced String property allows you to define a pattern for a dynamically
created string. The following step by step description will show you how
to set this property in the DocumentsCorePack Client for your template.
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23. November 2015 08:57

Insert QR-Code (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer
The Insert QR-Code field allows you to define a pattern for a dynamically
created QR-Code. The following step by step description will show you how
to set this field in the DocumentsCorePack Client for your template.
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17. November 2015 09:46

Insert Static Document (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer
The Insert Static Document feature allows you to insert a sub template into 
your current template or also to insert further text documents, like AGBs.
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24. September 2015 15:38

DCP service error message

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

The error message displayed in Figure 1 indicates, that there are either too many documents to generate (rather unlinkely) at the moment or that the DCP service is not running. 

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28. August 2015 08:28

HowTo: Use DocuSign with DocumentsCorePack for Microsoft Dynamics CRM

Filed Under(CRM 2015 | DocumentsCorePack 2015) By Michael Dohr

See how DocumentsCorePack enables your users to generate documents and trigger a DocuSign process straight out of CRM.

Example: NDA to be sent & signed to an account and afterwards counter-signed by the owner of the account.

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