When ordering licenses, you will be asked for the organisation unit name of your Microsoft Dynamics 365 (CRM) system. This information is mandatory in order to create a license. Below, you will find a short description on how to get the necessary information for MS Dynamics 365.

Once activated, workflows automate and thus, facilitate business processes in Microsoft Dynamics 365 (CRM). In this step-by-step tutorial, you will learn how to create workflows with DocumentsCorePack Server Based successfully.

Our addons are ready for Microsoft Dynamics 365! It requires only a few easy steps to upgrade our addons to Microsoft Dynamics 365.

Login to our website (http://www.mscrm-addons.com/LoginPage) and navigate to My Account Overview > My Cloud Services.

Once you have installed DocumentsCorePack ServerBased (DCP SB) successfully, you are provided with the DCP SB Configuration. But of course, you can also open the configuration randomly. To do so, simply navigate to Settings > mscrm-addons > DocumentsCorePack. The General Settings-tab itself consists of three sub-areas, which will be explained within the following article: The General Settings, the Advanced Settings and the Special Settings.

Please note: Do not activate the following feature without having consulted our support/dev team! The Fetch Analyzer uses an unusual fetch in the background. This is why you are NOT allowed to change this setting without permission. But if you have already got the permission from our support team or one of our developers, please follow the below instructions.

There are no strangers here; only friends you haven't met yet. - William Butler Yeats

DocumentsCorePack (DCP) for Microsoft Dynamics 365 (CRM) offers the possibility to create emails that contain DCP templates. This enables DCP users to customize their email content with only a few clicks. This article outlines how to create such an email with an individual template.

Thank you for deploying our MSCRM-ADDON DocumentsCorePack to your environment! Still, there are a few brief steps that must be performed in order to finalize the setup.

Amazing. Awesome. Indcredible. Prodigious. Stunning. Fascinating. Marvelous. Surprising. Wonderful… there are not enough words to describe how breathtaking this year’s CRMUG Summit 2016 in Tampa was.