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home/Knowledge Base/Webinars/Introduction to the DocumentsCorePack Template Designer

Introduction to the DocumentsCorePack Template Designer

100 views 0 Updated on August 24, 2022

In the webinar on August 22, 2019 we focused on the must knows around our Microsoft Word Template Designer including the following topics:

  • Design a template in Microsoft Word
  • Map field from Dynamics 365 including related data 
  • Define a dynamic document name
  • Test your template
  • Deploy your template


More reading on this topic:

  • DocumentsCorePack Template Designer – New Features (May 2019 / webinar)
  • How to create DocumentsCorePack Templates (Oct 2021 / online article)
  • Template Explorer (Dynamics 365) (Aug 2020 / online article)
  • Template Explorer Settings (Dynamics 365) (Aug 2020 / online article)
  • How to set a specific Language in your Template (Dec 2021 / online article)
  • Template Versioning in Dynamics 365 (May 2019 / online article)
  • How to define dynamic document names in DocumentsCorePack templates (Nov 2020 / online article)
  • How to insert a chart from scratch into your template (Dynamics 365) (June 2020 / online article)
  • How to import a Dynamics 365 Chart into your template (Dynamics 365) (June 2020 / online article)
  • TemplateImportExport Console Application – DCPIE.exe (Feb 2021 / online article)
  • Upload sample templates (Aug 2020 / online article)
  • Analyze Template Feature in Dynamics 365 (Aug 2020 / online article)
  • Automated Backup of your DocumentsCorePack Templates (March 2018/2022 / online article)
  • DocumentsCorePack Template Designer – Getting Started (July 2021 / online article)
  • DocumentsCorePack TemplateDesigner Getting Started (Jan 2022 / documentation/pdf)
  • DocumentsCorePack Template Designer User Guide (July 2020 / documentation/pdf)
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