Template Selection Column Configuration: Allows defining the columns that are seen in the Open- and Save-dialogs on the Server or the Client. <DCP:OpenTemplateDialogProperties>
Therefore, open your Dynamics 365 and navigate to your DocumentsCorePack in the “MSCRM-ADDONS”-column.
Figure 1: Dynamics 365 – DocumentsCorePack
The DCP Server-based window opens. Navigate to ❶ “General Settings” and “Add Setting” in the ❷ “TemplateSelection Column Configuration”-line.
Figure 2: Add Setting
Now you can change the settings by pressing the [Change]-button.
Figure 3: Change Button
The „Template Selection Column Configuration“ opens. Now you can choose the columns you want to see in Open- and Save-dialogs on the Server or the Client. Tick for a “Display Name” of your choice then press the [Ok]-button.
Please note: The default settings are overwritten. Only the selected column configurations are displayed.
Figure 4: Template Selection Column Configuration
Don’t forget to save your changes.
Figure 5: Save changes
If you press the [Active]-button, you get an overview of your configuration.
Figure 6: Overview of the Template Selection Column Configuration
Please note: If the new key is intended for a client application, you need to restart the Client application. Otherwise, the setting will not be applied to the Client. How to restart the Client application properly please click here.
Now open your Microsoft Word, navigate to the “www.mscrm-addons.com” and press “Open Template”.
Figure 7: Result of changing the Template Selection Column Configuration on the Client
You can see the changes on the server side as well.
Figure 8: Result of changing the Template Selection Column Configuration on the Server
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com!