mscrm-addons.com - Blog

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Hello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts!


Adobe Sign for DocumentsCorePack
We are happy to announce that we offer the possibility to use Adobe Sign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics 365 to a whole new level.

File corrupted because of Images in Header
This blog article outlines how to react if your template gets corrupted after you have added an image to the header.

Resolving problems with the template lookup option for Insert Document
This blog article outlines how to proceed if you face problems with the template lookup from the Insert Static Document functionality.

How to build Multilevel-Relationships
This blog article outlines how to build a Multilevel-Relationship from Quote > Quote Line (Quote Product) > Product.

How to add fields from the current user
This article outlines how to add fields from the current / executing user to a Template

HTML Settings for DocumentsCorePack Fields
If you are using DocumentsCorePack with HTML this guidance will help you maximize your user experience.

How to insert Condition Fields in DocumentsCorePack Template Designer
This blog article covers a Step-by-Step example on how to set conditions in DocumentsCorePack Template Designer for your template.

Note title and description (Dynamics 365)
This blog article outlines how to apply special settings, in detail note title and description, to your DocumentsCorePack Template.

Insert a page break after grouping section (Dynamics 365)
This blog article outlines the new feature in DocumentsCorePack (.docx) templates. This feature gives you the possibility to insert page breaks after every grouping section.

Advanced Settings "CreateActivitiesFor" in MS Dynamics 365
This blog article outlines how to work with the Advanced Settings - CreateActivitiesFor of DocumentsCorePack in MS Dynamics 365. It covers the configuration, an example and the technical details of this feature.