mscrm-addons.com - Blog

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News.mscrm-addons.com Blog

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!

Recap: eXtreme365 in Long Beach

On November 24, 2017 in *Features / News*, *General* by Codospan Bianca

There are no strangers here; only friends you haven’t met yet. - William Butler Yeats

Tagged With: , AttachmentExtractor, BusinessInsight, DCP, DocumentsCorePack, event, GroupCalendar, PowerSearch, PS, SB, SmartBar, TelepohoneIntegration, TI, ActivityTools, AE, AT, eXtreme365, GC, partner, peers

How to troubleshoot DCP-Workflows

On November 6, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca

If you execute your workflow but it does not work correctly, there are several ways to troubleshoot your workflow. In most cases these problems are caused by the user itself, having forgotten to fill fields or having picked the wrong values.

Tagged With: DCP, troubleshoot, workflow, DocumentsCorePack

Recap: CRMUG Summit 2017 in Nashville

On October 17, 2017 in *Features / News*, *General* by Codospan Bianca

There are no strangers here; only friends you haven’t met yet. - William Butler Yeats

Tagged With: , ActivityTools, AE, AT, AttachmentExtractor, BusinessInsight, CG, CRMUGSummit, DCP, DocumentsCorePack, GroupCalendar, partners, PowerSearch, PS, SB, SmartBar, TelephoneIntegration, TI, Event

Join us at eXtreme365 2017 in Long Beach!

On October 4, 2017 in *Features / News*, *General* by Codospan Bianca

A dynamic Opportunity for the Dynamics 365 Community taking place November 6-9 in Long Beach, CA. Meet us at booth # 10!

Tagged With: AE, AT, AttachmentExtractor, Business, DCP, DocumentsCorePack, Dynamics365, Event, GC, Microsort, MSDyn365, News, Partner, PowerSearch, SB, SmartBar, 365, ActivityTools, Community, eXtreme365, GroupCalendar, PS

How to enable debugging for DocumentsCorePack ServerBased in Dynamics 365 (On-Premise)

On October 2, 2017 in DCP 365, DocumentsCorePack (DCP) by Codospan Bianca

This blog article outlines how to activate debugging for DocumentsCorePack ServerBased. Please note: The included information refers to Microsoft Dynamics 365 only!

Tagged With: 365, DCP, error, Server, troubleshooting, DocumentsCorePack

How to use the CreateMultiPartXML based on FetchXML

On September 27, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP), DocumentsCorePack 2015/2016 by Codospan Bianca

This blog article outlines how to create a document for every contact of an account using the CreateMultiPartXMLbasedonFetchXML step.

Tagged With: , DCP, workflow, XML, DocumentsCorePack, FetchXML

DocumentsCorePack Online Scheme

On September 22, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca

This blog article outlines how the Cloud service structure for DocumentsCorePack works. Once a customer sends a document generation request the service will grab the request from Dynamics 365, retrieve the data, generate the document and push it back to Dynamics 365. Afterwards, the document can be accessed by customers.

Tagged With: 365, Cloud, CRM, DCP, DocumentsCorePack

How to insert static images for e-Mail templates as a link

On September 12, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca

This blog article outlines how to properly insert images as links into your template if you want to use them for sending emails.

Tagged With: Client, DCP, image, link, templates, Word, 365, DocumentsCorePack

How to sort data in DocumentsCorePack with the Relationship Designer

On September 8, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP), DocumentsCorePack 2015/2016 by Codospan Bianca

This blog article outlines how to sort data in DocumentsCorePack templates. The DCP Relationship Designer gives you the possibility to define an individual sorting.

Tagged With: , 365, DocumentsCorePack, RelationshipDesigner, templates, Client, DCP, sorting

Note title and description (Dynamics 365)

On September 8, 2017 in DCP 2015 / 2016, DCP 365, DocumentsCorePack (DCP) by Codospan Bianca

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

Tagged With: 2016, 365, DCP, note, Client, DocumentsCorePack, template

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