DocumentsCorePack

This guide walks you through installing the DocumentsCorePack Add-In directly from Microsoft Word using the Office Add-In store. 

Note: It’s important to note that a DocumentsCorePack service must be active and deployed before you can start using the Add-in to design templates. For more information on activating your service, please refer to this article. 

There are two options to install the Add-In:

• Option 1: Manual installation by the user (recommended for individual users)
• Option 2: Central deployment via the Microsoft 365 Admin Center (recommended for organizations with restricted permissions)

Option 1: Installation by Users in Microsoft Word

Step 1: Open Microsoft Word

1. Launch Microsoft Word on your computer. 

2. Open a blank document (or any document that you would like to use with DCP). 

Step 2: Open the Add-Ins Menu

1. In the top ribbon under Home, click on “Add-ins.”

2. Click “More Add-ins” to open the Add-In store. 

Step 3: Search for the Add-In

1. In the search bar, type: “DocumentsCorePack” 

2. Locate DocumentsCorePack Template Designer by mscrm-addons.com. 

Step 4: Install the Add-In

1. Click the “Add” button next to the listing. 

2. Accept the permissions prompt when it appears. 

The add-in will now appear in your Word ribbon as a new tab labeled DocumentsCorePack. 

Step 5: Connect to Dynamics365

To begin using the DocumentsCorePack add-in, you must first establish your connection to Dynamics 365. 

Select Connection from the ribbon under the DocumentsCorePack add-in, in the settings section. 

The welcome dialog will open, prompting you to sign into your Microsoft account that you would like to use with Dynamics365/DocumentsCorePack. 

After signing in with your desired account, the Your Environments dialog will open for you to select: 

1. Your username 

2. The environment that you would like to use with the DocumentsCorePack add-in 

After selecting your environment, you will receive a success message, confirming that you are connected and ready to start using the add-in after you push the Continue button. 

Option 2: Deploy via the Dynamics 365 Admin Center

In many organizations, end-users are not allowed to deploy Add-Ins directly. Instead, Add-Ins are centrally maintained via the Microsoft 365 Admin Center. Administrators can deploy the DocumentsCorePack Template Designer for all users or specific groups by following these steps:

Step-by-step deployment

1. Open the Microsoft 365 Admin Center
   • Go to https://admin.microsoft.com and sign in with your admin account.
2. Navigate to Integrated Apps
   • In the left navigation menu, select Settings → Integrated apps.
3. Add the Add-In
   • Click Get apps, search for DocumentsCorePack Template Designer, and select it from the list.
4. Assign users
   Under the Users tab, choose how the Add-In should be deployed:
   • Just me – installs the Add-In only for the admin user.
   • Entire organization – deploys the Add-In for all users in your Microsoft 365 tenant.
   • Specific users/groups – deploys the Add-In for selected users or Microsoft 365 groups.
     After making your selection, click Update to confirm.