If you have configured your CRM for IFD and also have enabled our FileExplorer Integration, Internet Explorer (IE) will either not load the FileExplorer or show a message about insecure content.

If you run into this problem, please follow the steps below to resolve this issue.

This  feature offers you the option to save a document directly to the proper location in CRM without having to generate an activity. 
The location depends on the configuration, which is defined within the DocumentsCorePack server configuration tool.

To take adavantage of this new feature you need at least the following version:

 - DocumentsCorePack Client for MS CRM 2011 5.73

This feature offers the possibility to set a filter for DocumentsCorePack templates.
Templates are filtered based on the template-group they are assigned to.
Applying filter limits, the available templates are grouped in template-groups.
This prevents users from getting confused by a variety of available templates as they can only see and select templates of the corresponding template-group defined by the applied filter.

To take advantage of this feature you need at least both of the following versions:

 - DocumentsCorePack Server for MS CRM 2011 5.36

 - DocumentsCorePack Client for MS CRM 2011 5.73

It is often required to place conditional fields within a template like e.g. only print address lines when stored in the regarding CRM-record.

This article explains how to execute the Create Document-step of AutoMerge manually in JavaScript. This allows to include this functionality in custom - applications (e.g. create documents via a CRM-button-click and save document to SharePoint )

This article covers both:

1) Calling the plugin

2) Handling the result

Attached, you can find the full library for download.

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.

Windows 8 has the WIF Framework built in, therefore our installers will fail for now trying to update the WIF on windows 8 clients.

Each product installs the following entities in CRM:

ptm_mscrmaddonstemp