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.

**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.

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

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

About
- Product information: Find information about the product, the product version, and the License information.

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