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Template Preview (Dynamics 365)
On May 21, 2019 in DCP 365, DocumentsCorePack (DCP) by Bäck Martin Bäck Martin
The Template Preview functionality of the DocumentsCorePack Template Designer allows you to see a thumbnail of your templates when opening or saving them.
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Tagged With: , DCP, Template Designer, DocumentsCorePack, Preview, Template, Thumbnail
Send as .pdf preview & edit functionality
On April 28, 2015 in DCP 2015 / 2016, DocumentsCorePack (DCP) by Jin Yan Jin Yan

This blog article outlines the DocumentsCorePack ServerBased send as pdf preview and edit functionality. The edit functionality allows to modify generated pdf-documents in MS Word before you send it to the customer with the DCP SB [Create document]-button. 

Please note, that the usage of SharePoint integration is mandatory in order to use the edit-functionality!

Requirements: DocumentsCorePack ServerBased (DCP SB) v.2015.18 for OnPremise, DocumentsCorePack ServerBased (DCP SB) v.2013.73 for the online version

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3801 Views
Tagged With: preview, 2015, 2016, 365, DCP, DocumentsCorePack, Server, Word
Proper email body preview in ActivityTools 5.40 print preview
On May 22, 2013 in ActivityTools (AT), AT 2011 by Evelyn Evelyn

With this reworked feature of ActivityTools, you again have a quick and clear preview
of your e-mail content via ActivityTools print preview. 

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3261 Views
Tagged With: preview, print, 2011, ActivityTools, AT, e-Mail, RU13
How to embed previews in CRM Dashboards
On August 14, 2012 in ActivityTools (AT), AT 2011 by SSteinklauber SSteinklauber

Thanks to this feature of ActivityTools, you can easily embed the ActivityTools previews to your CRM dashboard.

Depending on your configuration, it is possible to show one or mutliple previews in one dashboard. 

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2546 Views
Tagged With: preview, 2011, ActivityTools, AT, configuration, dashboard, e-Mail
Change Default settings for ActivityTool
On July 20, 2012 in ActivityTools (AT), AT 2011 by Kokely Christoph Kokely Christoph

ActivityTools default user settings can be predefined as follows:

Define the default settings for EmailPreview

Create a new settingskey called DefaultViewEmail as described here. 

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2989 Views
Tagged With: preview, 2011, ActivityTools, AT, default, e-Mail

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Online GC TI license SB XML AT AttachmentExtractor configuration upgrade AutoMerge TelephoneIntegration 365 DocX 2016 button dashboard debug Business Insight PS 2.0 4.0 PowerSearch Client event TelephoneIntegration configuration SP service workflow TI 2011 error DB AppSource RC DCP DCP AE Fun GroupCalendar Dynamics 365 2015 PS ActivityTools template e-Mail setting call update GroupCalendar Dynamics 365 2016 RC 365 SmartBar troubleshooting Server Office 2015 PS Word DocumentsCorePack SB AttachmentExtractor AT SmartBar OnPremise PowerSearch install DocumentsCorePack AE error ActivityTools CTI template number print 2013 SharePoint settingskey Silverlight AM GC RecordCounter e-Signature