18. March 2015 13:00

How to create SharePoint locations, folders and subfolders automatically in DCP SB (OnPremise)?

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

This blog article outlines how to create SharePoint locations, folders and subfolders automatically within MS Dynamics CRM with DocumentsCorePack ServerBasedusing a simple workflow.

Add-On: DocumentsCorePack ServerBased (OnPremise)

For the MS Dyn CRM Online version of this article, please click here.   

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27. February 2015 12:06

How to create label templates with DCP (DocX)?

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

This article explains how to create label templates with DocumentsCorePack (DCP) DocX.

Requirements: DocumentsCorePack for MS CRM 2013 (Client 6.33) and higher

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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

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13. November 2014 12:47

How to enable debugging for DocumentsCorePack Server Based (Online)

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

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Please note: This article applies to

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

ONLINE ONLY

(Click here for information on debugging for DocumentsCorePack on premise/IFD)

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3. February 2014 13:38

How to send emails with picture links using DocumentsCorePack

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

This article describes how to send emails in workflows with dynamic images! Sometimes it happens that email programmes do not resolve inserted dynamic images correctly. With our DocumentsCorePack [Insert as Picture-Link]-field you can solve this problem.

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14. January 2014 09:30

How to create a SettingsKey manually in MS Dynamics

Filed Under(AutoMerge 2013 | CRM 2013 | CRM 2015 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By mwilhelmer

Sometimes you may be asked to create a new settingskey for one of our products
(e.g. if we developed a customization for you or if a special configuration is needed, etc.).
To do so, please follow the six easy steps below.

Addons: AutoMerge, DocumentsCorePack, TelephoneIntegration

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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
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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) 

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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

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

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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. 

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13. November 2013 11:13

The "Insert as Picture-Field"-button (CRM 2015)

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

This article describes how to use the “Insert as Picture-Field”-functionality within the “Insert”-button in Open Office XML templates (.docx). 

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