mscrm-addons.com - Blog

IMPORTANT INFORMATION

This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information. 
You can find the most acutal and relevenat information in our Knowledge Base at support.mscrm-addons.com

News.mscrm-addons.com Blog

rss

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 open the DocumentsCorePack Advanced Template Settings (Dynamics 365)

In order to apply special settings to your DocumentsCorePack Template, you have to access the Template Settings Dialog. How to get to this essential dialog is outlined step by step in this article.

The latest version of our software can be found here.

  1. Create a new or open an existing Template
    Open Word and navigate to www.mscrm-addons.com (1).
    Open an existing template with a click on the [Open Template]-button (2)
    and open the Template Designer window
    using the [Insert MailMerge Fields]-button
    (3). Or create a new template from scratch by solely hitting
    the [Insert MailMerge Fields]-button. (3)

    Figure 1: DocumentsCorePack Add-In
  2. Open the Advanced Template settings
    Hit the [Advanced Template Settings]-button
    (4, see figure 1)
    in the Template Designer.
    Navigate to the property you would like to modify
    by clicking on the item (5, see figure 2)
  3. Figure 2: Template Settings
A complete list of all the available properties can be found here.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.



Comments are closed.