Open Template
The Open Template feature allows you to open and edit existing presentation templates within the Template Designer. This feature helps preview, modify, and update templates you have already created. You can delete the template, edit the template name, move the template to a folder, add the template to a group, or even delete the group. Once selected you can start using the template.
Save Template
The Save Template feature in PowerAddons allows you to save your presentation templates directly into Dynamics 365. It ensures that your templates are stored securely and are easily accessible for future use. You can name and assign the template to a specific group for better organization. Once saved, the template can be used in presentation generation.
As shown in Figure 3. ❶ Name the template ❷ Save Template
Insert Fields
The Insert Fields feature in PowerAddons allows you to add dynamic data fields to your presentation template. These fields pull data directly from Dynamics 365, enabling you to create personalized and data-driven presentations. The insert fields are typically used for the Insert MailMerge Fields, which opens a panel where you can select the fields you need. For example, you can insert fields such as a customer’s name, address, or other relevant information.
Field properties
Field properties provide an overview of the attributes of each field in Dynamics 365 data. This feature helps you format fields (e.g. how to present date, datetime or money fields) in your presentation.
Delete Field
In PowerAddons, the Delete Field option helps to remove a specific field from your document template. To remove a field from the template, click on the desired field and select “Delete Field.” This action will completely remove the field from the template.
Create Document
The Create Document generates a document based on your template with data from your Dynamics 365 or Dataverse environment. This feature lets you quickly test your template and easily review the fields you have dragged and dropped, as shown in Figures 6 and 7.
Template Explorer
The Template Explorer in PowerAddons is a feature designed to help you navigate and manage your presentation templates more efficiently. The key feature is the tree view, which gives you a detailed list of fields you have added to the slide as shown in Figure 8.
Connection
The Connection option refers to the link established between the DocumentsCorePack template designer and your Dynamics 365/Dataverse environment. This connection is required to access and utilize data from Dynamics 365 to generate and process presentations.
Settings
The Settings offer various options for the TreeView, the Add-In Application, and Template Explorer. You can customize how sample data is displayed and choose the type of message dialogue box you want to view and much more.
Template Settings
PowerAddons offers a variety of template settings to enhance the document generation process. Know more about template settings.
Help
The Help feature in PowerAddons guides users in navigating and effectively using the tool. It also provides a comprehensive guide, and manuals to help you understand various features and settings. These documents provide step-by-step instructions and detailed explanations.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.