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. 

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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.

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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 

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7. November 2013 12:48

Upload sample templates

Filed Under(CRM 2013 | DocumentsCorePack 2013) By Jin

This article outlines how to upload sample templates with the DocumentsCorePack (DCP) Client. (Version 6.5 or higher)

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4. November 2013 09:52

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

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

This blog article describes the main functionalities and features of the “Insert”-button in Open Office XML template (.docx). This button allows to easily insert additional contents in your Open Office XML (docx). Within this dropdown-button you can simply insert every MS CRM field as a “special”-field. 

Addon: DocumentsCorePack for MS CRM 2011, DocumentsCorePack for MS CRM 2013

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4. October 2013 12:25

How to upgrade DocumentsCorePack for MS CRM 2011 to 2013

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

This article will show you how to prepare DocumentsCorePack for MS CRM 2011 for an update of your CRM system to 2013!

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18. September 2013 12:33

MSCRM Addons 2011 – Version Number Guide

Filed Under(CRM 2011 | General) By Jin

This article describes how to find out the version number for each mscrm-addons product.

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28. August 2013 15:58

The "Insert QR-Code"-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 QR Code"-fields functionality within the "Insert"-button in Open Office XML template (.docx).

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8. August 2013 11:46

How to save document names separately - advanced settings

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

The settings of DocumentsCorePack now allows you to configure the "Name" and the "Subject" for the "Document Name" separately. Available vor v5.93 and higher.

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18. June 2013 11:13

Use DocumentsCorePack with CRM 2011 list components for SharePoint

Filed Under(CRM 2011 | DocumentsCorePack 2011) By pofner

This article is only relevant if you are using SharePoint folders or SharePoint sites integration of DocumentsCorePack. It does not concern DocumentsCorePack in combination with the CRM integrated SharePoint.

It describes how to use MS CRM 2011 list components to show and manage SharePoint documents of your DCP folder or site configuration.
It is available from DCP Server version 5.43 on and works with SharePoint 2010 and 2013.

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