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SmartBar for Dynamics 365 UCI - Navigation item not found error
On June 8, 2020 in SB 365, SmartBar (SB) by Ofner Patrick Ofner Patrick
SmartBar for Dynamics 365 UCI - Navigation item not found error
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2959 Views
Tagged With: Navigation item not found, SmartBar, uci, unified interface
How to check the existenz or the value of a SettingsKey in MS Dynamics 365
On June 2, 2020 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
Sometimes you may be asked to check the existenz or the value of a new settings key for one of our products (e.g. for troubleshooting of issue or when having special configuratinos, etc.).
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2263 Views
Tagged With: AM, DocumentsCorePack, Settings, troubleshotting, configuration, DCP, settings key, settingskey
How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
On March 11, 2020 in *Features / News*, *General*, DocumentsCorePack (DCP) by Steindacher Sigrid Steindacher Sigrid
This step-by-step tutorial outlines how to create a document and attach it to an email using the DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow).
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How To: Set up the DocumentsCorePack custom connector for PowerApps & Microsoft Flow)
On March 2, 2020 in *Features / News*, DocumentsCorePack (DCP) by Michael Dohr Michael Dohr
In this article we will show you how to create a DocumentsCorePack custom connector for PowerAutomate enabling users to utilize the document generation and processing capabilities within their Flows and Canvas Apps.
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7086 Views
Tagged With: connector, custom, custom connector, DCP, DocumentsCorePack, Flow, powerapps, powerautomate
How to work with AdobeSign DataMapping
On January 15, 2020 in DocumentsCorePack (DCP) by Robert_Perhinig Robert_Perhinig
DataMapping is a specific feature of AdobeSign. With this feature it allows you to set an association between the field in Agreement and the attribute of the entity in CRM. After signing a document the values of the field of the CRM entity will be replaced with the predefined values of the user.
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4054 Views
Tagged With: AdobeSign, CRM, DataMapping, DCP, Documents CorePack, Template
How to launch PowerSearch in Dynamics 365 UCI
On January 13, 2020 in PowerSearch (PS), PS 365 by Robert_Perhinig Robert_Perhinig
This article shows different ways how you can launch PowerSearch.
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2510 Views
Tagged With: UCI, Dynamics 365, PowerSearch, PS
Recap: eXtreme365 & UG Summit in Orlando
On December 9, 2019 in *General*, ActivityTools (AT), AttachmentExtractor (AE), DocumentsCorePack (DCP), GroupCalendar (GC), PowerSearch (PS), SmartBar (SB), TelephoneIntegration (TI) by Codospan Bianca Codospan Bianca
In mid-October, we had the opportunity to be part of the eXtreme365 and the UG Summit in Orlando, FL. Both events exceeded all of our expectations. Thank you for giving us your precious time and attention! It was a great pleasure meeting you at our booth.
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2109 Views
Tagged With: , ActivityTools, AE, AT, AttachmentExtractor, DCP, DocumentsCorePack, GC, GroupCalendar, Orlando, PowerSearch, PS, SB, SmartBar, TelephoneIntegration, TI, User Grooup Summit, extreme365
mscrm-addons.com Application User for Dynamics 365 (App Access)
On December 4, 2019 in *General* by Ofner Patrick Ofner Patrick
This article describes how you can create an mscrm-addons.com Application User for your Dynamics 365 organization. Further on it shows how you can use this user to connect via DocumentsCorePack Server and Client (App Access). This article is valid for Dynamics 365 Online only.
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6673 Views
Tagged With: application user, app access, app user, appaccess, appuser
Template Explorer (Dynamics 365)
On December 2, 2019 in DCP 365, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
The DocumentsCorePack Template Explorer is a feature that allows you to easier navigate through your templates while designing and maintaining them. The Template Explorer displays all DocumentsCorePack pack fields in a schematic tree view.
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3000 Views
Tagged With: template, explorer, template explorer
Template Explorer Settings (Dynamics 365)
On December 2, 2019 in DCP 365, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
This article describes the settings for theTemplate Explorer.
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2355 Views
Tagged With: , DCP, DocumentsCorePack, explorer, settings, template

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Online GC TI license SB XML AT AttachmentExtractor configuration upgrade AutoMerge TelephoneIntegration 365 DocX 2016 button dashboard debug Business Insight PS 2.0 4.0 PowerSearch Client event TelephoneIntegration configuration SP service workflow TI 2011 error DB AppSource RC DCP DCP AE Fun GroupCalendar Dynamics 365 2015 PS ActivityTools template e-Mail setting call update GroupCalendar Dynamics 365 2016 RC 365 SmartBar troubleshooting Server Office 2015 PS Word DocumentsCorePack SB AttachmentExtractor AT SmartBar OnPremise PowerSearch install DocumentsCorePack AE error ActivityTools CTI template number print 2013 SharePoint settingskey Silverlight AM GC RecordCounter e-Signature