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Document Name (Dynamics 365)
On November 24, 2015 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
The Document name property allows you to define a name, or a name patter
for your template. So the actual document already has a pretty name as soon
as it is generated. This setting applies to both, DocumentsCorePack Server Based and
DocumentsCorePack Client Based. The following step by step description outlines
how to set this property in the DocumentsCorePack Client for your template.
00 Comment
8034 Views
Tagged With: 2015, 2016, 365, Client, DCP, DocumentsCorePack, template
The [Insert Field]-button (Dynamics 365)
On November 24, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin

This article outlines the functionalities of the [Insert field]-button. 

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8083 Views
Tagged With: 2015, 2016, 365, button, Client, DCP, DocumentsCorePack, template
Sharepoint Metadata (Dynamics 365)
On November 23, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
The latest version of DocumentsCorePack Server Based supports the population of
metadata into SharePoint. Prerequisites for this feature to work are Client Version 7.31,
Server Version 2015. Proper configuration of Dynamics 365 and DocumentsCorePack
for the Dynamics 365 Integrate Sharepoint is needed as well.
00 Comment
6227 Views
Tagged With: 2015, 2016, 365, attribute, attributes, Client, DCP, metadata, SharePoint, SP, template
Insert Hyperlink (Dynamics 365)
On November 23, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
The Hyperlink property allows you to define a pattern for a dynamically
created link. The following step by step description will show you how
to set this property in the DocumentsCorePack Client for your template.

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7588 Views
Tagged With: 2015, 2016, 365, DCP, DocumentsCorePack, template
Computed Field (Dynamics 365)
On November 23, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin

The Computed Field property allows you to evaluate calculations of data from Dynamics 365.
The following step by step description will show you how to set this field in the
DocumentsCorePack Client for your template.

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9167 Views
Tagged With: 2015, 2016, 365, DCP, DocumentsCorePack, template
Advanced String (Dynamics 365)
On November 23, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin

 

The Advanced String property allows you to define a pattern for a dynamically
created string. The following step by step description will show you how
to set this property in the DocumentsCorePack Client for your template.
00 Comment
7276 Views
Tagged With: 2015, 2016, 365, DCP, DocumentsCorePack, template
Insert QR-Code (Dynamics 365)
On November 23, 2015 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
The Insert QR-Code field allows you to define a pattern for a dynamically
created QR-Code. The following step by step description will show you how
to set this field in the DocumentsCorePack Client for your template.
00 Comment
5225 Views
Tagged With: 2015, 2016, 365, Client, DCP, DocumentsCorePack, template
Insert Static Document (Dynamics 365)
On November 17, 2015 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
The Insert Static Document feature allows you to insert a sub template into
your current template or also to insert further text documents, like AGBs.
00 Comment
4887 Views
Tagged With: 2015, 2016, 365, Client, DCP, DocumentsCorePack, template
How to synchronize TelephoneIntegration history with actual phonecalls
On September 25, 2015 in TelephoneIntegration (TI), TI 2013, TI 2015 / 2016 by Jin Yan Jin Yan

INTRODUCTION

This article explains the steps required to synchronize the actual call duration as recorded in the TelephoneIntegration history with actual phone calls in CRM.

Addon: TelephoneIntegration for MS CRM 2013, 2015

Prerequisite:

This will only work for phonecalls, that are created with the always store-option enabled in the CTI clients options.

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Tagged With: 2013, 2015, 2016, 365, Client, CTI, TelephoneIntegration, TI, workflow
How to add a language to ActivityTools
On September 24, 2015 in ActivityTools (AT), AT 2015 / 2016 by Jin Yan Jin Yan

This article outlines how to add a CRM language to ActivityTools.

This functionality of ActivityTools is important, if your CRM language is NOT English and/or German, but you want ActivityTools to be displayed in this other language. 

Read More »

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3829 Views
Tagged With: 2015, 2016, 365, ActivityTools, AT, configuration
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