• 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 rename a relationship table

How to rename a relationship table

279 views 1 Updated on July 25, 2022

Learn in this blog article how to rename a relationship table in your DocumentsCorePack TemplateDesigner of your Dynamics 365. First, you must open your Insert Fields Dialog either an existing or new DcoumentsCorePack Template. How to create new Template is described here.

Press the “Additional”-tab and select the table you want to rename and then click on the [Rename]-button on the right (highlighted in yellow). 

This gives you the option to describe your used relationship a little bit more in detail to simplify your template design.  Everything additional you want to describe can be put in the Textbox below.  


Figure 1: Select table in Addtional-tab

A green tick shows you, that you can start to rename your table. Press the green tick again to confirm the new name of the table. If you want to add a description, you can use the field which opened up.  


Figure 2: Renamed Relationship table 

Please Note:  Don´t use special characters in the name like ( “ ) ( ‘ ) ( = ) ( ; ) ( < ) ( > ), because they won´t work. 

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

Was this helpful?

1 Yes  No
Related Articles
  • How to update the metadata in the DocumentsCorePack Template Designer
  • Working with Product Properties in DocumentsCorePack
  • How to work with the Relationship Manager
  • Using virtual tables in DocumentsCorePack
  • DocumentsCorePack Template Designer Settings
  • How to solve: Failed to connect to an IPC Port
Leave A Comment Cancel reply

You must be logged in to post a comment.

Latest Articles
  • How to share the Connection of the DocumentsCorePack Connector
  • How to update the metadata in the DocumentsCorePack Template Designer
  • Working with Product Properties in DocumentsCorePack
  • How to work with the Relationship Manager
  • Using virtual tables in DocumentsCorePack
Popular Articles
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • DocumentsCorePack Template Designer – Getting Started
  • mscrm-addons.com Application Access for Dynamics 365 (App Access) – DocumentsCorePack
  • DocumentsCorePack Online Service Configuration
  • Step-by-Step: How to configure a One-Click-Action
Top Rated Articles
  • IMPORTANT information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Step-by-Step: How to configure a One-Click-Action
  • Online Services: Required Application Permissions
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
Categories
  • *News and General Infos* 51
  • Webinars 35
  • Template Designer(DCP 179
  • DocumentsCorePack(DCP 192
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 62
  • PowerSearch (PS 48
  • ActivityTools (AT 59
  • SmartBar (SB 53
  • GroupCalendar (GC 46
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.