WEBINAR-DCP-Advanced-Template-Features-Pictures-SubDocuments-20102017

Sep 3, 2026

Upload by Aurora

This document outlines the advanced features of the DocumentsCorePack template designer for Microsoft Word, presented as a webinar on October 20, 2017. It details the capabilities for native document generation, including support for custom entities, sub-categorizing templates, and various relationship types (many-to-one, one-to-many, many-to-many). The features highlighted cover functionalities such as filtering related records, sorting, grouping, defining document names, inserting calculations, conditions, pictures, and e-signatures via DocuSign and AssureSign integration. Furthermore, it addresses saving documents as notes or web paths in Dynamics 365, inserting HTML, QR codes, dynamic hyperlinks, and performing string manipulations. The template designer also supports comprehensive field formatting across all CRM attribute types and Windows Cultures, aggregation, external database connections, creation of label templates, sub-template support, and easy table generation. The webinar aims to showcase the power and flexibility of DocumentsCorePack in creating sophisticated and dynamic documents directly from Dynamics 365 data.

LanguageEnglish

CategoryGeneral

FormatPDF

Pages6

Reading Time2 min

AccessFree to download

Features

DocumentsCorePack

Native document generation

FAQs

What are the supported relationship types for templates in DocumentsCorePack?

DocumentsCorePack supports many-to-one, one-to-many, and many-to-many relationship types, with limitations to one level for native document generation.

What kind of e-signature integrations are supported by DocumentsCorePack?

DocumentsCorePack supports integration with e-signature services like DocuSign and AssureSign for enhanced document workflows.

Can DocumentsCorePack be used to generate documents with dynamic content?

Yes, DocumentsCorePack allows for the insertion of calculations, conditions, pictures, QR codes based on Dynamics 365 data, and dynamic hyperlinks, enabling the creation of dynamic documents.

Sep 3, 2026

Upload by Aurora