• Release History
  • Documentation
  • Back to www.mscrm-addons.com
  • Release History
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/Template Designer(DCP)/DocumentsCorePack Template Designer Settings

DocumentsCorePack Template Designer Settings

1929 views 0 Updated on March 7, 2024

This article outlines the DocumentsCorePack Template Designer settings.

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

Word ribbon with DocumentsCorePack TemplateDesigner
Figure 1: Accessing the 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 scenarios where our 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 toggle which options are shown in the mscrm-addons.com ribbon.

  • **‘Create Activity’ – Button visible
  • ‘Change Connection’ – Button visible
  • **‘Send as PDF’ – Button visible
  • **’Save Document’ – Button visible
  • ‘Template Explorer’ – Button visible
  • ‘Override Global Settings‘: When enabled, 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, correct errors, and investigate issues you might experience when using DocumentsCorePack. This article describes debugging in more detail.

❻ Dynamics 365 Settings 

  • Default App: Here you can find pre-configured sets of dashboards, forms, views, and charts designed to meet your specific business needs.
  • Default Browser: Set your preferred web 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).
  • IPC Memory Size (in MegaBytes): Adjust the memory size that is used when exchanging the metadata of a single entity between Word and the DataProvider.
DocumentsCorePack Settings - Global Settings tab
Figure 2: 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: Metadata is automatically updated when opening the Template Designer. If disabled, the metadata must be updated manually (see here).
  • Use split requests: Splits the metadata request into separate requests. Only needed for slower connections.
  • Notify when Metadata changed: When enabled, a pop-up will occur whenever the metadata updates.

❸ Word template settings (*.docx) 

  • **Bulk merge – Use destination styles: Uses the style of the destination generated document
  • Insert CC – Add a Blank after inserting a field: Inserts a space after an inserted field

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

  • **Automatically merge to a new Document: Automatically generates a document once the data source has been selected
    • Data source options:
      • HTML
      • Excel
      • CSV
      • Access

❺ Query (FetchXML) Generation 

  • Use Deep Fetch Analyzer for new Templates: 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: Prevents the query from updating upon saving

❻ Behavior

  • **Open Template in new Word Instance: Opens templates in a separate Word instance
  • **Merge Documents with DataProvider when using Export To Word: Uses the DataProvider when merging documents via Export To Word
    • **Replace mergefields with resolved text: Mergefields are updated upon opening Word
DocumentsCorePack Settings - Advanced tab
Figure 3: DocumentsCorePack Settings – Advanced tab

PDF Settings (Deprecated)

Note: Please contact our support (support@mscrm-addons.com) if information is needed about any of the following features.

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 4: 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 5: 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?

Yes  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.