DocumentsCorePack Template Designer Settings

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.

**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.

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

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 

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.