• Release History
  • Documentation
  • Back to www.mscrm-addons.com
  • Release History
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/Template Designer(DCP)/DocumentsCorePack: The “Insert”-button in Open Office XML template (.docx)

DocumentsCorePack: The “Insert”-button in Open Office XML template (.docx)

373 views 0 Updated on July 27, 2022

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

 

image

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

 

image

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;

Was this helpful?

Yes  No
Related Articles
  • Ensuring correct time zone display for DateTime fields
  • How to compare a date-fields with the current date 
  • Create a template for XML or plain text
  • E-Invoicing with DocumentsCorePack
  • How to add content from SharePoint to a document
  • Using MS Word field codes in DocumentsCorePack templates
Latest Articles
  • DocumentsCorePack: Best practices for Dynamics 365 on-premises to online migration projects
  • Multilingual Support in DocumentsCorePack
  • Recap: ColorCloud 2025
  • Configure DocumentsCorePack within custom pages
  • AI-Powered Document Generation with Copilot in Sales
Popular Articles
  • DocumentsCorePack Template Designer – Getting Started
  • Step-by-Step: How to configure a One-Click-Action
  • Application Access for Dynamics 365
  • How to find your environment’s unique name in Microsoft Dynamics 365
  • How licenses are counted
Top Rated Articles
  • “Undefined”-labels in Chrome and Edge 114 and higher
  • Important information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack Connector for PowerApps & Microsoft Flow
  • How licenses are counted
  • How to insert Condition Fields in DocumentsCorePack Templates designer
Categories
  • *News and General Infos* 62
  • Webinars 44
  • Template Designer(DCP 196
  • DocumentsCorePack(DCP 250
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 72
  • PowerSearch (PS 50
  • ActivityTools (AT 61
  • SmartBar (SB 54
  • GroupCalendar (GC 47
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2022 www.mscrm-addons.com. All Rights Reserved.