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

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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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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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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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11. September 2012 13:05

Filter linked entities: .docx templates

Filed Under(CRM 2011 | AutoMerge 2011 | DocumentsCorePack 2011) By pofner

It is possible to filter the linked entities of a 1:N and a N:N relationship during the merge process based on their IDs.
This works in combination with DocumentsCorePack and AutoMerge, but only with .docx-templates.

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