Template Designer(DCP)

Why do companies struggle to automate document processes in Dynamics 365?

63 views August 20, 2026

Debugging the Template Designer Office Add-In 

653 views September 18, 2025

Introducing the DocumentsCorePack Template Designer Office Add-In

2549 views July 23, 2025

Ensuring correct time zone display for DateTime fields

1589 views March 18, 2025

How to compare a date-fields with the current date 

963 views December 30, 2024

Create a template for XML or plain text

2466 views October 8, 2024

E-Invoicing with DocumentsCorePack

2192 views October 8, 2024

How to add content from SharePoint to a document

1307 views September 11, 2024

Using MS Word field codes in DocumentsCorePack templates

1523 views September 3, 2024

Step-by-Step: How to create a label template

816 views August 13, 2024

Working with “Connections” in DocumentsCorePack Templates 

910 views March 4, 2024

DEPRECATED – DocumentsCorePack Property Syntax (Dynamics 365)

698 views January 23, 2024

Edit Templates at runtime via the DocumentsCorePack dialog

1169 views December 27, 2023

How to: automate quote generation and delivery upon activation via Power Automate

2511 views November 27, 2023

Sample Templates 

4338 views October 3, 2023

Step-by-Step: How to create an account sales report template

780 views October 3, 2023

Step-by-Step: How to create a NDA-contract template 

854 views October 3, 2023

Step-by-Step: How to create a work order template

1358 views October 3, 2023

Step-by-Step: How to create a quote template 

2323 views October 3, 2023

Step-by-Step: How to create an initial contact template for a lead

649 views October 3, 2023

Step-by-Step: How to create a welcome letter template for a customer

1079 views October 3, 2023

Step-by-Step: How to create an invoice template

1878 views October 3, 2023

Dynamic document Header & Footer selection via the DocumentsCorePack Dialog

1186 views August 21, 2023

How to format dates within a document name

1151 views June 22, 2023

How to create a nested table structure 

3244 views June 12, 2023

Integrating JSON data into documents

9334 views May 31, 2023

Simplify Contract Processes with Dynamics 365 + E-Signature 

619 views April 20, 2023

How to update the metadata in the DocumentsCorePack Template Designer

2142 views March 30, 2023

Working with Product Properties in DocumentsCorePack

1198 views March 22, 2023

How to work with the Relationship Manager

726 views March 20, 2023

Using virtual tables in DocumentsCorePack

2141 views March 15, 2023

DocumentsCorePack Template Designer Settings

3042 views March 8, 2023

How to solve: Failed to connect to an IPC Port

4726 views February 27, 2023

How to solve: Failed to connect to an IPC Port

2097 views February 13, 2023

Save Editable Sections to mscrm-addons.com Temp Records

451 views February 9, 2023

General Settings of DocumentsCorePack Templates

3433 views February 9, 2023

Office Theme Support of DocumentsCorePack

375 views January 23, 2023

Dynamic Document Properties

1369 views January 17, 2023

Switch environments in the DocumentsCorePack Template Designer

1682 views November 21, 2022

Working with Field Service Inspection responses

3507 views November 17, 2022

Create an inspection report for a Work Order

1870 views November 17, 2022

Create an inspection report for a Work Order Service Task

2127 views November 17, 2022

Inspection response formatting and advanced settings

2171 views November 17, 2022

AdobeSign E-Mail Message

317 views November 17, 2022

How to use conditional formatting for tables

2234 views November 17, 2022

Fillable PDF forms

4422 views November 15, 2022

The developer tab in Microsoft Word

3248 views August 23, 2022

How to set a signing order for Adobe Sign

805 views July 5, 2022

Multi-Select Picklist Fields in DocumentsCorePack Templates

2056 views June 17, 2022

How to fix fields with Arabic text in DocumentsCorePack

1085 views March 22, 2022

How to create totals in the footer of a table

3277 views January 10, 2022

How to set a specific language in your template

3081 views December 21, 2021

When to use the „Do not use DataProvider“-setting in DocumentsCorePack

775 views November 16, 2021

Deep Fetch Analyzer

1102 views November 9, 2021

Using sample data for data preview during template design

1221 views October 25, 2021

Advanced filtering with DocumentsCorePack: Dynamic Filters and Column Compare

4421 views October 25, 2021

How to modify the Hyperlink style

877 views August 5, 2021

DocumentsCorePack Template Designer – Getting Started

62821 views July 2, 2021

How to change details on the DocumentsCorePack Lookup dialog

1551 views June 25, 2021

Resolving problems with the template lookup option for Insert Document

1427 views June 25, 2021

Required Application Permissions for Online Services

7674 views June 8, 2021

Template Dialog Column Configuration

1134 views April 21, 2021

How to create a custom QR Code (Example based on the Swiss QR Code)

1273 views April 12, 2021

Insert QR Code with DocumentsCorePack TemplateDesigner

3717 views April 7, 2021

How to insert an entity image in Dynamics 365

3814 views March 29, 2021

Add a hyperlink to an existing “Picture-Link-Field”

1223 views March 29, 2021

How to create label templates with the DocumentsCorePack Template Designer

2267 views March 26, 2021

How to rename a relationship table

924 views March 25, 2021

Map user-input into documents via user prompts

5016 views March 10, 2021

General Settings – DocumentsCorePack

4292 views February 15, 2021

How to use the Insert-as-Picture-Link-Field-button in Dynamics-365

584 views February 8, 2021

How licenses are counted

20356 views January 19, 2021

How to setup editable sections in your template (Dynamics 365)

1891 views December 3, 2020

Concatenate Syntax

1267 views December 1, 2020

How to use product translations in DocumentsCorePack templates

1984 views November 25, 2020

How to define dynamic document names in DocumentsCorePack templates 

7204 views November 13, 2020

How to change the Dynamics 365 connection of the Template Designer

2937 views November 10, 2020

How to restart the DocumentsCorePack dataprovider

3403 views November 10, 2020

How to set a filename with user input (prompts)

1635 views November 5, 2020

How to create a SettingsKey manually in MS Dynamics 365

5623 views November 4, 2020

How to find your environment’s unique name in Microsoft Dynamics 365

19729 views October 8, 2020

How to use pictures and images with DocumentsCorePack

5569 views September 17, 2020

The “Insert as Document” option in DocumentsCorePack Templates

2571 views September 17, 2020

How to build Multilevel-Relationships

1460 views September 15, 2020

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

709 views September 2, 2020

How to send emails with picture links using DocumentsCorePack

1100 views September 1, 2020

The “Insert as Picture-Link-Field” button in DocumentsCorePack

1706 views August 31, 2020

How to use the “Insert as picture field” functionality for a saved path to a File Share or SharePoint

2752 views August 27, 2020

How to create DocumentsCorePack Templates

10583 views August 21, 2020

Sharepoint Metadata (Dynamics 365)

2274 views August 17, 2020

Analyze Template Feature in Dynamics 365

341 views August 14, 2020

How to protect your template (document) with a password or encrypt your PDF

2144 views August 14, 2020

The “Insert as static document (or sub-template)” button

2635 views August 13, 2020

Template Explorer Settings (Dynamics 365)

683 views August 13, 2020

The DocumentsCorePack Template Explorer

1208 views August 13, 2020

Upload sample templates

407 views August 4, 2020

How to create dates with ordinals with DocumentsCorePack field properties

926 views July 22, 2020

The [Insert Field] button in DocumentsCorePack Template Designer

3018 views July 15, 2020

How to insert an image by using an image field in Dynamics 365

5700 views July 10, 2020

How to use the “Insert as picture Field” functionality to save a picture as a note

2502 views July 10, 2020

The DCP Diagnostics Tool

1437 views July 6, 2020

How to understand & reduce your license count

12810 views July 2, 2020

DocumentsCorePack Charts Feature (Dynamics 365)

2536 views June 25, 2020

How to insert a chart from scratch into your template (Dynamics 365)

2818 views June 25, 2020

How to import a Dynamics 365 Chart into your template (Dynamics 365)

2075 views June 25, 2020

Charts Formatting Options in Dynamics 365

1222 views June 25, 2020

How to install License with Subscription Number or License Key

2753 views June 10, 2020

Master Template

3105 views May 22, 2020

Template Preview (Dynamics 365)

1381 views May 20, 2020

How to work with AdobeSign DataMapping

1861 views January 14, 2020

How to import, export & transfer templates using the DocumentsCorePack Online Service Configuration

9550 views September 17, 2019

DocumentsCorePack Template Import Manager

3437 views September 16, 2019

What to do if the mscrm-addons.com tab is missing

3164 views June 17, 2019

Improving the quality of pictures in DCP Templates using picture options

867 views June 7, 2019

Per User Licensing limitations

776 views June 4, 2019

Template Versioning in Dynamics 365

3116 views May 9, 2019

Conditional Formatting (Dynamics 365)

4044 views May 9, 2019

DocumentsCorePack UI issue

773 views April 29, 2019

Step-by-step: How to set up look-up prompts for relations

2124 views March 27, 2019

How to repair DocumentsCorePack Client using the DCP Diagnostics Tool

3761 views March 18, 2019

Dynamics 365 Unified Interface limitations

1576 views February 14, 2019

DocumentsCorePack DateTime Field Syntax (Dynamics 365)

4474 views January 18, 2019

DateTime Field (Dynamics 365)

5240 views January 18, 2019

Claim a DocumentsCorePack Template Designer (per user) license

2157 views December 7, 2018

File corrupted because of Images in Header

473 views December 6, 2018

How to enable debugging – The overview

733 views November 22, 2018

How to specify a SharePoint location for entities with multiple Save-Locations

1737 views November 5, 2018

How to shorten an alias (Alias is longer than 128 characters)

836 views August 23, 2018

How to add system user fields (currently logged-on user) to templates

1365 views August 20, 2018

HTML Settings for DocumentsCorePack Fields

4698 views June 30, 2018

Display of the DocumentsCorePack Controls in the Fields section

622 views June 27, 2018

How to insert Condition Fields in DocumentsCorePack Templates designer

11695 views May 23, 2018

Licensing Manager

2472 views May 14, 2018

Condition Designer (Dynamics 365)

1651 views January 29, 2018

Insert Condition Fields (Dynamics 365)

1893 views January 29, 2018

Insert a page break after grouping sections (Dynamics 365)

1625 views September 6, 2017

Note title and description (Dynamics 365)

1025 views September 6, 2017

How to sort data in DocumentsCorePack with the Relationship Designer

2427 views September 5, 2017

How to group tables in DocumentsCorePack Templates

6319 views September 4, 2017

Advanced Settings “CreateActivitiesFor” in MS Dynamics 365

1725 views July 17, 2017

mscrm-addons for Microsoft Dynamics 365 – Version Number Guide

4497 views June 19, 2017

MSCRMADDONScomGeneral.zip failed to import

630 views May 31, 2017

How to correct SharePoint paths exceeding the limitations (Advanced)

741 views April 20, 2017

The code behind the ordinals field function (Advanced)

274 views March 29, 2017

Use MS Word properties with DocumentsCorePack Template Designer

2394 views March 10, 2017

How to delete metadata in DocumentsCorePack

1944 views March 2, 2017

How to add a filter to a relationship with DocumentsCorePack Template Designer

5364 views February 16, 2017

How to upgrade to Microsoft Dynamics 365

767 views December 23, 2016

How to assign Template Designer licenses using the Online Service Configuration

2447 views December 22, 2016

How to create relationships using DocumentsCorePack Template Designer

6807 views October 12, 2016

How to add custom fonts

12288 views August 18, 2016

How to use Aggregation properly when creating templates

2516 views August 16, 2016

An overview of Aggregation in DocumentsCorePack

2860 views August 16, 2016

How to install your license key

850 views June 30, 2016

Requirements for a new license

483 views May 23, 2016

Boolean Fields in DocumentsCorePack

1323 views May 11, 2016

Pen control for DocumentsCorePack

716 views May 11, 2016

DocumentsCorePack Condition Syntax (Dynamics 365)

2974 views February 25, 2016

DocumentsCorePack vs. Out-of-the-box Dynamics 365 Comparison

3473 views February 24, 2016

Field Search in DocumentsCorePack

299 views December 22, 2015

How to open the DocumentsCorePack Advanced Template Settings (Dynamics 365)

2267 views November 25, 2015

Template Settings (Dynamics 365)

2793 views November 25, 2015

How to define dynamic document subjects in DocumentsCorePack templates  

2239 views November 25, 2015

How to test a DocumentsCorePack template in Dynamics 365

2618 views November 25, 2015

The DocumentsCorePack Property Designer

6098 views November 25, 2015

Insert Hyperlink with DocumentsCorePack TemplateDesigner

3606 views November 23, 2015

The “Insert Calculated Field” button in DocumentsCorePack

4939 views November 23, 2015

The Advanced String property of the DocumentsCorePack TemplateDesigner

4257 views November 23, 2015

The “Insert Static Document” option in DocumentsCorePack Templates

3755 views November 17, 2015

575 views July 17, 2015

How to set partial document editing restrictions in templates

1385 views October 8, 2014

How to build and format an address block with DocumentsCorePack Template Designer

1630 views June 6, 2014

How to install DocumentsCorePack Template Designer on a terminal server for CRM Online?

761 views May 21, 2014

Formatting fields in DocumentsCorePack templates (field properties)

4187 views April 7, 2014

Additional table formatting options

2331 views December 19, 2013

The “Insert Computed Item” formatting options for number and money fields

1253 views December 19, 2013

DocumentsCorePack: Culture Information

835 views December 6, 2013

DocumentsCorePack: Custom Date and Time Format Strings

4863 views December 6, 2013

The “Insert Computed Field” button in Open Office XML template (.docx)

674 views December 6, 2013

The “Insert Advanced String Field” button in Open Office XML template (.docx)

1241 views December 6, 2013

Additional format and display functions for DocumentsCorePack Templates

2262 views December 6, 2013

How to enable debugging for DocumentsCorePack TemplateDesigner

2966 views November 26, 2013

How to send emails with(.docx)

1298 views November 19, 2013

The “Insert PageBreak” button in DocumentsCorePack templates

930 views November 18, 2013

The “Join Tables” function in DocumentsCorePack Template Designer

2147 views November 12, 2013

The “Insert Remove Empty Lines” button in DocumentsCorePack templates

2634 views November 12, 2013

DocumentsCorePack: The “Insert”-button in Open Office XML template (.docx)

490 views November 4, 2013

How you make a table invisible in DocumentsCorePack, when there is no data available

1473 views May 16, 2013

Using Rich Text fields in DocumentsCorePack Templates

4710 views February 26, 2013

If/else-conditions in *.docx templates

8146 views November 28, 2012

DocumentsCorePack Client save locations

1147 views November 30, 2011

How to change the save location of the metadata.bin file

389 views November 30, 2011

Information on security roles

6182 views September 5, 2011

How to install DocumentsCorePack Client unattended

2254 views July 18, 2011

Template Settings for DocumentsCorePack ( OpenXML )

651 views May 30, 2011

How to enable debugging for DocumentsCorePack Client (CRM 2011)

396 views May 27, 2011

Barring DocumentsCorePack Toolbar for non-DCP users

265 views December 22, 2010

What to do if no toolbar is visible in Office 2007, 2010, 2013?

999 views April 19, 2010