DateTime Field (Dynamics 365)

DateTime fields (Dynamics 365) allow you to perform basic calculations with dates. You can add a certain amount of time to a current date or calculate the difference between two. The following step-by-step description will show you how to insert a field of this type into your template and give a general overview of its features. 

Please note: If you want to insert just the current date, please use the Advanced String field instead. 

Step-by-step description 

Step 1: Open the ❶ Insert Field menu and navigate to the ❷ Computed Items section. Within this section, select the ❸ DateTime Field button. 

Step 2: The DateTime Field properties will open. This dialog box allows you to specify your DateTime Field based on the options provided.  

Step 3: Add fields to the pattern via the ❶ Property Designer or via the ❷ Text property designer. You can add a field either by ❸ double-clicking on the tree view or by ❸ searching for it.  In the Property Designer, fields can be dragged and dropped where appropriate.  When adding a field via the Property Designer, right-clicking on the field will display the ❹ functions you can use with it. These ❺ functions are:  

• Add (value,unit) 
• Subtract (value, unit) (Note: choosing this function will alter the formatting options – see Step 5) 
• Add Business Days (value) 
• Round (unit, direction) 

Enter the value you need. In our case, we will enter 5 to our ❻ add function and set ❼ days to our unit instead of years.  

Note:

If the formula doesn’t display correctly, enlarge the window to ensure the entire input is visible.

Alternatively, you can manually enter fields and functions in the ❶ Text property designer.  

Note: The syntax for Text property designer is here.  

Step 4: ❶ Placeholder Text can be set to allow your field to be more easily found in the event the template must be modified in the future. 

Step 5: The system shows Formatting options at the bottom of the window. When applied, the resulting date formats based on the values defined in the Format and Culture dropdowns.

Note:

Learn more about custom date and time formatting strings here. For culture formatting strings, see this link. 

The formatting options will change depending on if ❶ standard formatting is being applied, or if the entered dates are being ❷ subtracted. If the difference between dates is being found, then the formatting options change to what is shown below on the right. 

Step 6: Insert the field by clicking OK. This will add the field to the document. 

Step 7: Save and test your template. You can save the template locally using the standard Save or Save As functionality of Word, or through the Save template option in DocumentsCorePack to publish it to Dynamics 365. Test the template by following the steps found here. 

The results of our merged field are below.

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