This blog article describes the main functionalities and features of the “Insert”-button in Open Office XML template (.docx). This button allows to easily insert additional contents in your Open Office XML (docx). Within this dropdown-button you can simply insert every MS CRM field as a “special”-field.
Example:
Figure 1: Insert Static Item
Figure 2: Insert Computed Items
WHERE TO FIND THE INSERT-BUTTON
You can find the “Insert”-dropdown button in your “DocumentsCorePack Task Pane”. Therefore open Word and go to the “www.mscrm-addons.com”-tab, choose “Insert MailMerge Fields” and answer the question with yes. See screenshot below.
Figure 3: The www.mscrm-addons.com-tab
Next, the DocumentsCorePack Task Pane appears in your Word document on the right side. See next screenshot:
Figure 4: DocumentsCorePack Task Pane.
Click on the Insert-dropdown-button to get to the different insert-functionalities. See next screenshot:
Figure 5: Insert Static Item with options
Figure 6: Insert Computed Items with options
THE STRUCTURE OF THE INSERT-MENU
The structure of the menu varies, depending on the version you are using. Please see below the possible setup for RM 2011 and CRM 2013.
DocumentsCorePack for MS CRM 2013
Figure 7: [Insert]–button for DocumentsCorePack for MSCRM 2013 with the the available options I
Figure 8: [Insert]–button for DocumentsCorePack for MSCRM 2013 with the the available options II
DocumentsCorePack for MS CRM 2011
Figure 9: [Insert]-button for DocumentsCorePack for MSCRM 2011 with the the available options.
THE [INSERT]-BUTTON FUNCTIONALITIES
The [Insert]-button contains different optional modes. Click on the dropdown-button next to the “Insert”-button to use these optional modes:
– Insert as Picture-Field
– Insert as Picture-Link-Field
– Insert as Document
– Insert as HTML
Insert Static Item:
– Insert Static Document
– Insert PageBreak
– Insert Remove Empty Lines
– Insert Join Tables
Computed Items:
– Insert as QR-Code-Field
– Insert Advanced String-Field
– Insert Computed-Field
– Insert Hyperlink
For detailed information, please visit our poduct page.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.
#reworkneeded: DCP – How to create a template;