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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!


How to build Multilevel-Relationships
On August 20, 2018 in *General*, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca Codospan Bianca
This blog article outlines how to build a Multilevel-Relationship from Quote > Quote Line (Quote Product) > Product.
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4440 Views
Tagged With: DCP, template, Template Designer, DocumentsCorePack, relationship
Step-by-Step: How to set up User-Prompts
On July 24, 2018 in *General*, DCP 365, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
This blog article covers a Step-by-Step example on how to set up user-prompts in DocumentsCorePack Template Designer.
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5383 Views
Tagged With: productivity, Template Designer, templates, user-prom, DCP, DocumentsCorePack
How to save generated documents to a specified SharePoint URL
On July 13, 2018 in *General*, DocumentsCorePack (DCP), PowerSearch (PS), PS 365 by Codospan Bianca Codospan Bianca
In this blog article, you will learn how the DocumentsCorePack ServerBased functionality can be used to save generated documents to a specified SharePoint URL.
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4942 Views
Tagged With: , DCP, document generation, SharePoint, DocumentsCorePack, workflow
Only count users with security role for licensing
On July 11, 2018 in *General*, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca Codospan Bianca
This blog article outlines the new method for counting licenses based on security roles. If enabled, our licensing will count users only if they have at least one security role assigned.
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8040 Views
Tagged With: counting licenses, CountUsersWithSecurityRolesOnly, DCP, Dynamics 365, licence, Office 365, security roles, DocumentsCorePack
Display of the DocumentsCorePack Controls in the Fields section
On July 4, 2018 in *General*, DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca Codospan Bianca
This short blog article outlines how to change the advanced template settings if the DocumentsCorePack Controls are missing in the Fields section.
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2144 Views
Tagged With: DCP, Template Settings, Controls, DocumentsCorePack
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3108 Views
Tagged With: ActivityTools, AT, AttachementExtractor, DCP, DocumentsCorePack, PowerSearch, PS, SB, SmartBar, TelephoneIntegration, TI, AE, sitemap, SiteMap entries
HTML Settings for DocumentsCorePack Fields
On June 30, 2018 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca Codospan Bianca
If you are using DocumentsCorePack with HTML this guidance will help you maximize your user experience.
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5383 Views
Tagged With: DCP, HTML, DocumentsCorePack, Dynamics 365, format, formatting, Template
Step-by-Step: How to set up a proposal using MultiPart
On June 27, 2018 in *Features / News*, *General*, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca Codospan Bianca
This step-by-step description outlines how to create and custom a one-click-action using MultiPart. In this example, we want to create a proposal which consists of several DocParts.
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3435 Views
Tagged With: , DCP, MultiPart, new feature, one-click-action, productivity, DocumentsCorePack, Dynamics 365, OCA
How to insert Condition Fields in DocumentsCorePack Template Designer
On June 7, 2018 in *Features / News*, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca Codospan Bianca
This blog article covers a Step-by-Step example on how to set conditions in DocumentsCorePack Template Designer for your template.
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9124 Views
Tagged With: DCP, Dynamics 365, feature, Insert Computed Items, productivity, Template Desinger, DocumentsCorePack, dynamic content, template
Step-by-Step: How to configure a One-Click-Action
On June 7, 2018 in *Features / News*, *General* by Codospan Bianca Codospan Bianca
This step-by-step description outlines how to create and custom one-click-actions via the Web Config. In this example, we want to send a quote as pdf by email to a customer and save it to SharePoint.
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7238 Views
Tagged With: , DCP, Dynamics 365, one-click-action, productivity, DocumentsCorePack, new feature, OCA
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