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How do I create relationships using DocumentsCorePack Template Designer? (Advanced)
On February 9, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Alex Alex
This article outlines how to create - more or less complex - relationships in the DocumentsCorePack (DCP) Template Designer.
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6679 Views
Tagged With: 2015, 2016, 365, Client, configuration, DCP, DocumentsCorePack, template
Default Sort Order for ActivityTools
On February 6, 2017 in ActivityTools (AT), AT 2015 / 2016, AT 365 by Alex Alex
When set up by default configuration, ActivityTools sorts activities by a specific order. This article outlines how this default order works.
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2928 Views
Tagged With: 2015, 2016, 365, ActivityTools, AT, configuration, default, setting
How to import & export templates using the DocumentsCorePack Online Service Configuration
On February 6, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Alex Alex
The DCP Online Configuration offers lots of useful functionalities, such as for example insert/export templates or insert fonts. This step-by-step tutorial outlines how to use them properly.
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9093 Views
Tagged With: 2015, 2016, 365, Configuration, DCP, DocumentsCorePack, Online, template
How to create a CRM view based button for CRM 2015/16
On February 3, 2017 in SB 2015 / 2016, SmartBar (SB) by Alex Alex
After embedding SmartBar (via the MainPage.html) into a CRM form or dashboard, a CRM view based button for CRM 2015/16 can be created.
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2872 Views
Tagged With: 2015, 2016, 365, button, configuration, SB, setting, SmartBar, view
Custom Result Fields in DropDown
On February 2, 2017 in SB 2013, SB 2015 / 2016, SB 365, SmartBar (SB) by Alex Alex
This blog article outlines how to change the result and add additional fields to the dropdown-menu in order to create user defined result fields.
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2423 Views
Tagged With: 2013, 2015, 2016, 365, configuration, SB, SmartBar, XML
AttachmentExtractor SharePoint attributes
On February 1, 2017 in AE 2015 / 2016, AE 365, AttachmentExtractor (AE) by Alex Alex
SharePoint attributes deliver additional information on the file origin based on CRM metadata. This article outlines the purpose of the different attributes.
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3166 Views
Tagged With: 2015, 2016, 365, AE, AttachmentExtractor, metadata, SharePoint, SP
How to correct SharePoint paths exceeding the limitations (Advanced)
On January 31, 2017 in AE 2015 / 2016, AE 365, AttachmentExtractor (AE), DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Alex Alex
This article provides you with information on how to correct SharePoint paths exceeding the limitations. Please note, that this article is only considered to serve advanced Microsoft Dynamics users and only if you have received the SharePoint error 414 previously.
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2735 Views
Tagged With: 2015, 2016, 365, AE, AttachmentExtractor, DCP, SP, configuration, DocumentsCorePack, error, install, SharePoint, troubleshooting
How do I create a document and attach it to an email in a single workflow step in MS Dynamics 365 Online?
On January 30, 2017 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Alex Alex
This step-by-step tutorial outlines how to create a document and attach it to an email in a single workflow-step. Requirements: DocumentsCorePack ServerBased, MS Dynamics CRM 2015/2016 or MS Dynamics 365
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24282 Views
Tagged With: 2015, 2016, 365, DCP, DocumentsCorePack, e-Mail, Server, template, workflow
How do I create a workflow with DocumentsCorePack SB Online?
On January 25, 2017 in DCP 2015 / 2016 by Alex Alex
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.
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8877 Views
Tagged With: 2015, 2016, 365, DCP, DocumentsCorePack, Online, Server, workflow
How to avoid the browser security-check for *.url files in Microsoft Dynamics 365 (CRM)
On January 19, 2017 in AE 2015 / 2016, AT 2015 / 2016 by Alex Alex
This article outlines how to avoid the browser security-check for *.url files in MS Dyn CRM. Requirements: ActivityToolsPluginExtension Solution (learn more about the solution and how to install it here)
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3421 Views
Tagged With: 2015, 2016, 365, ActivityTools, AE, AT, AttachmentExtractor, configuration, install
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