DocumentsCorePack Template Designer Settings

353 views 0

This article outlines an overview of all DocumentsCorePack TemplateDesigner settings.

To access the settings click on mscrm-addons.com and navigate in the ribbon to the DocumentsCorePack Settings.

Word ribbon with DocumentsCorePack TemplateDesigner
Fig 1. How to access DocumentsCorePack TemplateDesigner settings

**Please note: Settings marked with a ** in Italic are deprecated and only relevant when using the DocumentsCorePack Word-Add-In (Client) to generate and process documents directly in Microsoft Word. In default scenarios where this Word-Addin is only used to design templates, they are not required.

General

❶ Global Settings

  • Default Entity: Defines the entity that is pre-selected when opening the “Insert MailMerge Fields” Taskbar.
  • **Default direction for documents added to Dynamics 365 is ‘OUTGOING’: When a new document is added to Dynamics 365, it is an outgoing document by default. It is sent out rather than received from an external source.
  • **Default closed letter status reason: Refers to the status reason automatically set when an Activity Letter is closed or completed and can be customized to fit the organization’s needs.
  • **Provide SharePoint user: Specifies the user account that will be used to connect to SharePoint when integrating SharePoint with Dynamics 365/CRM.
  • **Use ADAL for SharePoint: The Azure Active Directory Authentication Library is a Microsoft library that allows developers to authenticate users easily and access Azure AD-protected resources such as Office 365, Dynamics 365, and SharePoint Online.

❷ Ribbon settings

The following settings allow limiting the option shown in the mscrm-addons.com ribbon. Thus, you can remove options that are not necessary for your users.

  • **‘Create Activity’ – Button visible
  • Show ‘Change Organization’ – Button
  • **‘Send as PDF’ – Button visible
  • **’Save Document’ – Button visible
  • ‘Template Explorer’ – Button visible
  • ‘Override Global Settings‘: With this setting, it is possible to modify/customize the default ribbon configuration of an entire system to have settings personalized to one’s needs.

❸ Contextmenu

  • Deactivate the Contextmenu-Integration: Deactivate any custom menu items that have been added to the context menu.

❹ Demo Templates

  • Import: DocumentsCorePack comes with a set of predefined templates that can be used to view best practices and examples of different templates. With this option, you can import those templates into your environment.

❺ Debugging

  • Activate Debugging: Debugging helps our support team to identify and correct errors and investigate issues you might experience when using DocumentsCorePack. This article describes how to activate debugging.

❻ Dynamics 365 Settings 

  • Default App: Find here pre-configured sets of dashboards, forms, views, and charts designed to meet your specific business needs.
  • Default Browser: Set your preferred Browser.

❼ Dataprovider Settings 

  • Do not use Dataprovider: Define if you want to use the DataProvider as an external program, or if Word should connect to Dynamics 365 directly. Learn more.
DocumentsCorePack Settings - Global Settings
Figure 1: DocumentsCorePack Settings – Global Settings tab

Advanced Settings

❶ Messages  

  • Don´t show aggregation switch warning: No warning message is received when toggling the aggregation switch on or off in a report or dashboard.
  • Don´t show template type selection message: By disabling this setting, the template type selection prompt is skipped, and the default template type is used instead.
  • Don´t show insert bool as checkbox message: When enabling this setting, Boolean fields will automatically be inserted as checkboxes in the report or document.
  • Don´t show save dialog to view document properties: When this setting is enabled, document properties will not be displayed after saving the document or report.

❷ Metadata 

  • Update metadata automatically
  • Use split requests (for slower connections)
  • Notify when Metadata changed

❸ Word template settings (*.docx) 

  • **Bulk merge – Use destination styles
  • Insert CC – Add a Blank after inserting a field 

❹ Word 97-2003-Template settings (*.dot) 

  • Automatically merge to a new Document
    • Data source
    • HTML

❺ Query (FetchXML) Generation 

  • Use Deep Fetch Analyzer for new Templates: Is required for templates with many relationships and basically executes the fetch in an alternative way. Learn more.
  • Do not update Query when saving the document

❻ Behavior

  • **Open Template in new Word Instance
  • **Merge Documents with DataProvider when using Export To Word
DocumentsCorePack Settings - Advanced
Figure 2: DocumentsCorePack Settings – Advanced tab

PDF Settings (Deprecated)

❶ PDF Settings

  • **Attach document as PDF to the activity
  • **Delete PDF after attaching
  • **Use ‘Send as PDF’ with Outlook
  • **PDF Printer

❷ Outlook Client Settings

  • ** Enable Outlook Account Settings
  • ** Outlook Account 
  • ** Save e-Mail message before sending

❸ Outlook Info

  • **Outlook installed 
  • **Dynamics 365 Outlook Client loaded
  • **Dynamics 365 Outlook Client is Offline capable 
  • **Dynamics 365 Offline Client 
  • **Dynamics 365 Light Client 
DocumentsCorePack Settings - PDF Settings tab
Figure 3: DocumentsCorePack Settings – PDF Settings tab

About

  • Product information: Find information about the product, the product version, and the License information.
DocumentsCorePack Setting - About tab
Figure 4: DocumentsCorePack Setting – About tab


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


		
		
 
Was this helpful?
   
			

				
Related Articles