• Release History
  • Documentation
  • Back to www.mscrm-addons.com
  • Release History
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/Template Designer(DCP)/How to define dynamic document names in DocumentsCorePack templates 

How to define dynamic document names in DocumentsCorePack templates 

5763 views 6 Updated on February 12, 2025

This article describes how to define dynamic document names in DocumentsCorePack templates.

The Document Name property allows you to define a name or a name pattern within a given template. Once defined, the system will create generated documents with an automatically generated name.

Example: You have a document for a Quote ID: QUO-01007-B9F71. If the document name property is defined as “Quote_quotenumber” the generated document will be named “Quote_QUO-01007-B9F71.pdf“. Thus, all fields from the Dynamics 365 record itself can be used within the document name. 

If you are unsure how to gain access to the template settings to set the document subject, have a look at this article before continuing. 

Step By Step description of How to define dynamic document names in DocumentsCorePack templates 

Step 1: Access the Document Name and Subject section

❶ Navigate to the Document Name and Subject tab in the Advanced Template Settings.

How to define dynamic document names in DocumentsCorePack templates 
Figure 1: The Document Name and Subject tab

Step 2: Set your ❷ document name pattern

Insert a field by double-clicking on it in the tree. You can also add text by clicking the ‘+’ button and entering it in the blank.

This article provides further details about the syntax for this property.

How to define dynamic document names in DocumentsCorePack templates 
Figure 2: The pattern that has been defined for this template

Step 3: Save your template

Before you can use or test your template, you must save it. You can save your template locally with the standard ❶ Save functionality of MS Word, or you can use the ❷ Save template option of the DocumentsCorePack Template Designer in order to publish the template to Dynamics 365. 

How to define dynamic document names in DocumentsCorePack templates 
Figure 3: Save options

Step 4: Test your template

You can find a detailed description of how to quickly test your template here. The top of the generated document shows the generated name.

How to define dynamic document names in DocumentsCorePack templates 
Figure 4: The template (1) compared with the (2) generated document

Related Topics: 

  • How to set the Document Subject
  • List of available template settings 
  • How to format date fields in document names?

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com 

Was this helpful?

6 Yes  1 No
Related Articles
  • Ensuring correct time zone display for DateTime fields
  • How to compare a date-fields with the current date 
  • Create a template for XML or plain text
  • E-Invoicing with DocumentsCorePack
  • How to add content from SharePoint to a document
  • Using MS Word field codes in DocumentsCorePack templates
Latest Articles
  • DocumentsCorePack: Best practices for Dynamics 365 on-premises to online migration projects
  • Multilingual Support in DocumentsCorePack
  • Recap: ColorCloud 2025
  • Configure DocumentsCorePack within custom pages
  • AI-Powered Document Generation with Copilot in Sales
Popular Articles
  • DocumentsCorePack Template Designer – Getting Started
  • Step-by-Step: How to configure a One-Click-Action
  • Application Access for Dynamics 365
  • How to find your environment’s unique name in Microsoft Dynamics 365
  • How licenses are counted
Top Rated Articles
  • “Undefined”-labels in Chrome and Edge 114 and higher
  • Important information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack Connector for PowerApps & Microsoft Flow
  • How licenses are counted
  • How to insert Condition Fields in DocumentsCorePack Templates designer
Categories
  • *News and General Infos* 62
  • Webinars 44
  • Template Designer(DCP 196
  • DocumentsCorePack(DCP 250
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 72
  • PowerSearch (PS 50
  • ActivityTools (AT 61
  • SmartBar (SB 54
  • GroupCalendar (GC 47
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2022 www.mscrm-addons.com. All Rights Reserved.