21. September 2016 13:44

How to start a service in DocumentsCorePack ServerBased (on premise)?

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

In Order to run a workflow- or dialog-Process, it is necessary to set up a new DocumentsCorePack (DCP) service to start the document generation process. This article outlines how to start a service in DocumentsCorePack ServerBased (DCP SB).

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18. August 2016 12:47

How to add custom fonts to MS Word templates

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

Most of the time, the regular Microsoft Word fonts are sufficient when it comes to the creation of new templates. However, sometimes it can be necessary to add a custom font. There are two possible ways to add a font.
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16. August 2016 16:16

How to use aggregation properly when creating templates

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

Aggregated fetches are a useful functionality when you create templates. Please click here to get an overview on aggregation in DocumentsCorePack.  This article provides you with a step-by-step tutorial on how to work properly with aggregation.

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16. August 2016 15:16

Aggregation in DocumentsCorePack – an overview

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

This article outlines the basics of aggregation, a functionality of Microsoft Dynamics CRM, that we have integrated in our Template Designer.

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13. May 2016 13:32

Insert a static document subtemplate

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

The insert as static document button is a very useful functionality if it comes to creating templates in DocumentsCorePack Template Designer. Its functionalitites can be expanded to insert not only static documents, but also subtemplates. In the course of this article,
you will learn how to do so.

First of all, you need to open two templates, but you could also create two totally new ones.
Learn which fields can be added to a template here.

However, you need one for your main entity and one for your subentity. They are the base for all further actions.

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11. May 2016 13:27

Boolean Fields in DocumentsCorePack

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

With version 7.106 or higher of DocumentsCorePack Client, its users are enabled to use an extended functionality, the so called Boolean Fields. Boolean fields are, for example, all the Do not allow…-fields. 

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11. May 2016 11:17

Pen control for DocumentsCorePack

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

With the so called visual controls for phones and tablets, Microsoft Dynamics CRM 2016 introduces some new features. Should you like to get more general information about them, please click here.

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11. April 2016 16:47

How to enable MultiFactorAuthentication (MFA) Support?

Filed Under(DocumentsCorePack 2016 | TelephoneIntegration 2016) By akumer

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Please note:
This feature is only available for DocumentsCorePack Client and TelephoneIntegration Client
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This article provides you with 2 step-by-step instructions on how to enable MFA Support and on how to configure the 2Factor authentication in your client’s connection profile.

To enable MFA support for our client products, you have to register a custom application with Azure AD. It will manage your addons’ access rights.

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22. March 2016 12:41

How to purge temporary data files

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

Every time a document is created in Microsoft Dynamics CRM, a corresponding temp is created by the system. This step consumes a lot of database storage. This article provides step by step instructions on how to

A) find the correct temporary data files and how to
B) create a workflow that purges the temporary data files automatically

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18. March 2016 09:17

How to add additional entities to AssureSign?

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

As per default, AssureSign only supports the following entities:

- Account
- Lead
- Contact
- Order
- Contract and
- Opportunity

If you want to use DocumentsCorePack and AssureSign with other entities,
you must add this entity to AssureSign Document. This article provides
a step-by-step description on how to do so.  

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