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home/Knowledge Base/Template Designer(DCP)/When to use the „Do not use DataProvider“-setting in DocumentsCorePack

When to use the „Do not use DataProvider“-setting in DocumentsCorePack

487 views 0 Updated on February 23, 2023

“Do not use Dataprovider” is an additional setting in your DocumentsCorePack TemplateDesigner, where you can define if you want to use the DataProvider as an external program, or if Word should connect to Dynamics 365 directly.

This option is useful  

  • If you want to use our Template Designer in the Microsoft Word App (not the desktop version of Word which  is the full featured version)

Prerequisites: DocumentsCorePack TemplateDesigner 10.27!
Here are instructions on how to check your version. 

How to activate the „Do not use Dataprovider“–setting 

Open the DocumentsCorePack TemplateDesigner and click on the “Documents Core Pack Settings” on the www.mscrm-addons.com ribbon. 

Word ribbon - DCP settings
Figure 1: Word ribbon – DCP settings

Navigate to the “General”-tab and scroll down to the bottom to tick the new feature of DocumentsCorePack TemplateDesigner “Do not use Dataprovider”.

DCP General settings 
Figure 2: DCP General settings 

Please note: To make this change work you have to restart Microsoft Word and stop the Dataprovider. Therefore navigate to the Dataprovider symbol in the right bottom corner, make a right-click and select “Close”.

Close Dataprovider
Figure 3: Close Dataprovider

If you now open the DocumentsCorePack TemplateDesigner, the DataProvider no longer starts, but Word connects directly to your Dynamics 365. 

Direct connection to Dynamics 365 
Figure 4: Direct connection to Dynamics 365 

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

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