• 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 open the DocumentsCorePack Advanced Template Settings (Dynamics 365)

How to open the DocumentsCorePack Advanced Template Settings (Dynamics 365)

1788 views 4 Updated on January 26, 2024

To apply special settings to your DocumentsCorePack Template, you have to access the Template Settings Dialog. How to get to this essential dialog is outlined step by step in this article.

The latest version of our software can be found here.

Create a new or open an existing Template

❶ Open Word and navigate to www.mscrm-addons.com.
❷ Open an existing template with a click on the Open Template button and open the Template Designer window using the Insert MailMerge Fields button.
❸ Or create a new template from scratch by solely hitting
the Insert MailMerge Fields button.

DocumentsCorePack Add-In
Figure 1: DocumentsCorePack Add-In

Open the Advanced Template settings

❹ Hit the Advanced Template Settings button in the Template Designer.

Advanced TemplateSettings

Figure 2: Advanced TemplateSettings

Navigate to the property you would like to modify by clicking on the item.

Template Settings
Figure 3: Template Settings

A complete list of all the available properties can be found here.

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

Was this helpful?

4 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.