Template Designer(DCP)

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

40 views August 20, 2026

Debugging the Template Designer Office Add-In 

639 views September 18, 2025

Introducing the DocumentsCorePack Template Designer Office Add-In

2498 views July 23, 2025

Ensuring correct time zone display for DateTime fields

1550 views March 18, 2025

How to compare a date-fields with the current date 

943 views December 30, 2024

Create a template for XML or plain text

2440 views October 8, 2024

E-Invoicing with DocumentsCorePack

2148 views October 8, 2024

How to add content from SharePoint to a document

1289 views September 11, 2024

Using MS Word field codes in DocumentsCorePack templates

1495 views September 3, 2024

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

796 views August 13, 2024

Working with “Connections” in DocumentsCorePack Templates 

897 views March 4, 2024

DEPRECATED – DocumentsCorePack Property Syntax (Dynamics 365)

683 views January 23, 2024

Edit Templates at runtime via the DocumentsCorePack dialog

1156 views December 27, 2023

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

2485 views November 27, 2023

Sample Templates 

4289 views October 3, 2023

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

766 views October 3, 2023

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

842 views October 3, 2023

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

1344 views October 3, 2023

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

2306 views October 3, 2023

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

630 views October 3, 2023

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

1069 views October 3, 2023

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

1851 views October 3, 2023

Dynamic document Header & Footer selection via the DocumentsCorePack Dialog

1172 views August 21, 2023

How to format dates within a document name

1127 views June 22, 2023

How to create a nested table structure 

3212 views June 12, 2023

Integrating JSON data into documents

9278 views May 31, 2023

Simplify Contract Processes with Dynamics 365 + E-Signature 

607 views April 20, 2023

How to update the metadata in the DocumentsCorePack Template Designer

2114 views March 30, 2023

Working with Product Properties in DocumentsCorePack

1187 views March 22, 2023

How to work with the Relationship Manager

713 views March 20, 2023

Using virtual tables in DocumentsCorePack

2096 views March 15, 2023

DocumentsCorePack Template Designer Settings

3013 views March 8, 2023

How to solve: Failed to connect to an IPC Port

4719 views February 27, 2023

How to solve: Failed to connect to an IPC Port

2068 views February 13, 2023

Save Editable Sections to mscrm-addons.com Temp Records

441 views February 9, 2023

General Settings of DocumentsCorePack Templates

3379 views February 9, 2023

Office Theme Support of DocumentsCorePack

366 views January 23, 2023

Dynamic Document Properties

1357 views January 17, 2023

Switch environments in the DocumentsCorePack Template Designer

1627 views November 21, 2022

Working with Field Service Inspection responses

3470 views November 17, 2022

Create an inspection report for a Work Order

1848 views November 17, 2022

Create an inspection report for a Work Order Service Task

2107 views November 17, 2022

Inspection response formatting and advanced settings

2143 views November 17, 2022

AdobeSign E-Mail Message

300 views November 17, 2022

How to use conditional formatting for tables

2201 views November 17, 2022

Fillable PDF forms

4391 views November 15, 2022

The developer tab in Microsoft Word

3212 views August 23, 2022

How to set a signing order for Adobe Sign

786 views July 5, 2022

Multi-Select Picklist Fields in DocumentsCorePack Templates

2030 views June 17, 2022

How to fix fields with Arabic text in DocumentsCorePack

1063 views March 22, 2022

How to create totals in the footer of a table

3251 views January 10, 2022

How to set a specific language in your template

3048 views December 21, 2021

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

756 views November 16, 2021

Deep Fetch Analyzer

1080 views November 9, 2021

Using sample data for data preview during template design

1204 views October 25, 2021

Advanced filtering with DocumentsCorePack: Dynamic Filters and Column Compare

4404 views October 25, 2021

How to modify the Hyperlink style

868 views August 5, 2021

DocumentsCorePack Template Designer – Getting Started

62197 views July 2, 2021

How to change details on the DocumentsCorePack Lookup dialog

1526 views June 25, 2021

Resolving problems with the template lookup option for Insert Document

1415 views June 25, 2021

Required Application Permissions for Online Services

7649 views June 8, 2021

Template Dialog Column Configuration

1114 views April 21, 2021

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

1249 views April 12, 2021

Insert QR Code with DocumentsCorePack TemplateDesigner

3693 views April 7, 2021

How to insert an entity image in Dynamics 365

3797 views March 29, 2021

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

1210 views March 29, 2021

How to create label templates with the DocumentsCorePack Template Designer

2249 views March 26, 2021

How to rename a relationship table

901 views March 25, 2021

Map user-input into documents via user prompts

4976 views March 10, 2021

General Settings – DocumentsCorePack

4256 views February 15, 2021

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

564 views February 8, 2021

How licenses are counted

20231 views January 19, 2021

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

1865 views December 3, 2020

Concatenate Syntax

1248 views December 1, 2020

How to use product translations in DocumentsCorePack templates

1962 views November 25, 2020

How to define dynamic document names in DocumentsCorePack templates 

7168 views November 13, 2020

How to change the Dynamics 365 connection of the Template Designer

2911 views November 10, 2020

How to restart the DocumentsCorePack dataprovider

3374 views November 10, 2020

How to set a filename with user input (prompts)

1613 views November 5, 2020

How to create a SettingsKey manually in MS Dynamics 365

5587 views November 4, 2020

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

19619 views October 8, 2020

How to use pictures and images with DocumentsCorePack

5524 views September 17, 2020

The “Insert as Document” option in DocumentsCorePack Templates

2555 views September 17, 2020

How to build Multilevel-Relationships

1444 views September 15, 2020

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

695 views September 2, 2020

How to send emails with picture links using DocumentsCorePack

1088 views September 1, 2020

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

1697 views August 31, 2020

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

2709 views August 27, 2020

How to create DocumentsCorePack Templates

10500 views August 21, 2020

Sharepoint Metadata (Dynamics 365)

2260 views August 17, 2020

Analyze Template Feature in Dynamics 365

332 views August 14, 2020

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

2127 views August 14, 2020

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

2621 views August 13, 2020

Template Explorer Settings (Dynamics 365)

674 views August 13, 2020

The DocumentsCorePack Template Explorer

1193 views August 13, 2020

Upload sample templates

397 views August 4, 2020

How to create dates with ordinals with DocumentsCorePack field properties

905 views July 22, 2020

The [Insert Field] button in DocumentsCorePack Template Designer

2998 views July 15, 2020

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

5658 views July 10, 2020

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

2468 views July 10, 2020

The DCP Diagnostics Tool

1415 views July 6, 2020

How to understand & reduce your license count

12731 views July 2, 2020

DocumentsCorePack Charts Feature (Dynamics 365)

2510 views June 25, 2020

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

2785 views June 25, 2020

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

2056 views June 25, 2020

Charts Formatting Options in Dynamics 365

1191 views June 25, 2020

How to install License with Subscription Number or License Key

2721 views June 10, 2020

Master Template

3051 views May 22, 2020

Template Preview (Dynamics 365)

1366 views May 20, 2020

How to work with AdobeSign DataMapping

1848 views January 14, 2020

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

9466 views September 17, 2019

DocumentsCorePack Template Import Manager

3411 views September 16, 2019

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

3125 views June 17, 2019

Improving the quality of pictures in DCP Templates using picture options

855 views June 7, 2019

Per User Licensing limitations

759 views June 4, 2019

Template Versioning in Dynamics 365

3092 views May 9, 2019

Conditional Formatting (Dynamics 365)

4023 views May 9, 2019

DocumentsCorePack UI issue

755 views April 29, 2019

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

2105 views March 27, 2019

How to repair DocumentsCorePack Client using the DCP Diagnostics Tool

3734 views March 18, 2019

Dynamics 365 Unified Interface limitations

1562 views February 14, 2019

DocumentsCorePack DateTime Field Syntax (Dynamics 365)

4453 views January 18, 2019

DateTime Field (Dynamics 365)

5197 views January 18, 2019

Claim a DocumentsCorePack Template Designer (per user) license

2125 views December 7, 2018

File corrupted because of Images in Header

465 views December 6, 2018

How to enable debugging – The overview

722 views November 22, 2018

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

1715 views November 5, 2018

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

823 views August 23, 2018

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

1346 views August 20, 2018

HTML Settings for DocumentsCorePack Fields

4648 views June 30, 2018

Display of the DocumentsCorePack Controls in the Fields section

610 views June 27, 2018

How to insert Condition Fields in DocumentsCorePack Templates designer

11632 views May 23, 2018

Licensing Manager

2449 views May 14, 2018

Condition Designer (Dynamics 365)

1634 views January 29, 2018

Insert Condition Fields (Dynamics 365)

1881 views January 29, 2018

Insert a page break after grouping sections (Dynamics 365)

1613 views September 6, 2017

Note title and description (Dynamics 365)

1016 views September 6, 2017

How to sort data in DocumentsCorePack with the Relationship Designer

2407 views September 5, 2017

How to group tables in DocumentsCorePack Templates

6263 views September 4, 2017

Advanced Settings “CreateActivitiesFor” in MS Dynamics 365

1697 views July 17, 2017

mscrm-addons for Microsoft Dynamics 365 – Version Number Guide

4450 views June 19, 2017

MSCRMADDONScomGeneral.zip failed to import

617 views May 31, 2017

How to correct SharePoint paths exceeding the limitations (Advanced)

727 views April 20, 2017

The code behind the ordinals field function (Advanced)

268 views March 29, 2017

Use MS Word properties with DocumentsCorePack Template Designer

2377 views March 10, 2017

How to delete metadata in DocumentsCorePack

1924 views March 2, 2017

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

5335 views February 16, 2017

How to upgrade to Microsoft Dynamics 365

754 views December 23, 2016

How to assign Template Designer licenses using the Online Service Configuration

2424 views December 22, 2016

How to create relationships using DocumentsCorePack Template Designer

6742 views October 12, 2016

How to add custom fonts

12245 views August 18, 2016

How to use Aggregation properly when creating templates

2500 views August 16, 2016

An overview of Aggregation in DocumentsCorePack

2843 views August 16, 2016

How to install your license key

838 views June 30, 2016

Requirements for a new license

462 views May 23, 2016

Boolean Fields in DocumentsCorePack

1300 views May 11, 2016

Pen control for DocumentsCorePack

708 views May 11, 2016

DocumentsCorePack Condition Syntax (Dynamics 365)

2947 views February 25, 2016

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

3433 views February 24, 2016

Field Search in DocumentsCorePack

294 views December 22, 2015

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

2244 views November 25, 2015

Template Settings (Dynamics 365)

2762 views November 25, 2015

How to define dynamic document subjects in DocumentsCorePack templates  

2216 views November 25, 2015

How to test a DocumentsCorePack template in Dynamics 365

2584 views November 25, 2015

The DocumentsCorePack Property Designer

6033 views November 25, 2015

Insert Hyperlink with DocumentsCorePack TemplateDesigner

3587 views November 23, 2015

The “Insert Calculated Field” button in DocumentsCorePack

4900 views November 23, 2015

The Advanced String property of the DocumentsCorePack TemplateDesigner

4213 views November 23, 2015

The “Insert Static Document” option in DocumentsCorePack Templates

3717 views November 17, 2015

568 views July 17, 2015

How to set partial document editing restrictions in templates

1371 views October 8, 2014

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

1617 views June 6, 2014

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

748 views May 21, 2014

Formatting fields in DocumentsCorePack templates (field properties)

4127 views April 7, 2014

Additional table formatting options

2307 views December 19, 2013

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

1238 views December 19, 2013

DocumentsCorePack: Culture Information

816 views December 6, 2013

DocumentsCorePack: Custom Date and Time Format Strings

4839 views December 6, 2013

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

661 views December 6, 2013

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

1224 views December 6, 2013

Additional format and display functions for DocumentsCorePack Templates

2239 views December 6, 2013

How to enable debugging for DocumentsCorePack TemplateDesigner

2937 views November 26, 2013

How to send emails with(.docx)

1283 views November 19, 2013

The “Insert PageBreak” button in DocumentsCorePack templates

911 views November 18, 2013

The “Join Tables” function in DocumentsCorePack Template Designer

2123 views November 12, 2013

The “Insert Remove Empty Lines” button in DocumentsCorePack templates

2615 views November 12, 2013

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

485 views November 4, 2013

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

1456 views May 16, 2013

Using Rich Text fields in DocumentsCorePack Templates

4676 views February 26, 2013

If/else-conditions in *.docx templates

8116 views November 28, 2012

DocumentsCorePack Client save locations

1136 views November 30, 2011

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

379 views November 30, 2011

Information on security roles

6140 views September 5, 2011

How to install DocumentsCorePack Client unattended

2229 views July 18, 2011

Template Settings for DocumentsCorePack ( OpenXML )

642 views May 30, 2011

How to enable debugging for DocumentsCorePack Client (CRM 2011)

387 views May 27, 2011

Barring DocumentsCorePack Toolbar for non-DCP users

255 views December 22, 2010

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

983 views April 19, 2010