• Archive
  • Back to www.mscrm-addons.com
  • Archive
  • Back to www.mscrm-addons.com
home/Knowledge Base/Template Designer(DCP)

How to save document names separately – advanced settings

27 views 0

Written by Administrator
August 8, 2013

The settings of DocumentsCorePack now allows you to configure the “Name” and the “Subject” for the “Document Name” separately. Available vor v5.93 and higher.

Step-by-step description
Write a new, or open a saved document (.docx) with the required content and templates. In this document go to the “www.mscrm-addons.com”–tab and click on “Insert MailMerge Fields”. The “DocumentsCorePack Task Pane” appears.

To configure the “Name” and the “Subject” for the “Document Name” separately, click on “Advanced Settings …” in the “Template Settings”-tab. See screenshot below, highlighted in yellow/orange:

Figure 1: DCP Task Pane

Following dialog will appear:

image

Figure 2: Advanced Settings for Document Name

Choose a template for “Name” to define the documents name and a separate “Subject” name for your document. You can add additional information e.g. by typing ‘account number:’+<> the possible result appears as follows:   

account number: 18953

For more information please click here and read our blog article about “Template Settings for DCP (OpenXML)”

Click on [Apply] to continue. Now your Advanced Settings are set.

image

Figure 3: Advanced Settings 

image

Figure 4: www.mscrm-addons.com-tab

To set the relationship to CRM, click to the “www.mscrm-addons.com” –tab and click “Choose CRM Data”. Following window appears:

image

Figure 5: MailMerge with Microsoft CRM data

Type in the requested account name and click on “Search” and “Select” an account to continue.
Now your document is CRM-related. To go on, click on the “Create CRM Activity”-button in the “www.mscrm-addons.com”-tab.

image

Figure 6: www.mscrm-addons.com-tab

The following dialog will appear:

image

Figure 7: WordMailMerge

Now you can see the chosen subject name. In our Case its “account number”. Define the type of your activity and click “OK” to generate your CRM-related activity. If you open CRM and search for the account name chosen before you can see your generated document as a new added activity.

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
  • General Settings – DocumentsCorePack Server Based
  • How to use the Insert-as-Picture-Link-Field-button in Dynamics-365
  • How to use the Insert-as-Picture-Link-Field-button in Dynamics-365
  • Documents generated in Flows cannot be opened
  • How licenses are counted
  • How to setup editable sections in your template (Dynamics 365)
Latest Articles
  • TemplateImportExport Console Application – DCPIE.exe
  • How to trigger a Microsoft Flow from dialog
  • General Settings – DocumentsCorePack Server Based
  • How to use the Insert-as-Picture-Link-Field-button in Dynamics-365
  • What is “documents incl. per month”
Popular Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • How licenses are counted
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
  • DocumentsCorePack Charts Feature (Dynamics 365)
Top Rated Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Can you save data capacity by moving email content?
  • Step-by-Step: How to configure a One-Click-Action
  • How to set up an email content service
  • How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
Categories
  • *News and General Infos* 43
  • Template Designer(DCP 151
  • DocumentsCorePack(DCP 146
  • TelephoneIntegration (TI 62
  • AttachmentExtractor (AE 47
  • PowerSearch (PS 43
  • ActivityTools (AT 55
  • SmartBar (SB 50
  • GroupCalendar (GC 43
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
  • © 2020 www.mscrm-addons.com. All Rights Reserved.