How to create label templates with DocumentsCorePack TemplateDesigner

This article explains how to create label templates with DocumentsCorePack TemplateDesigner.

Requirements: DocumentsCorePack for MS CRM 2013 (Client 6.33) and higher

There are two options to create and merge a label template.

A. Select various records at once – each label equals one record from the main entity of the template.
(e.g., if you want to merge an account label template for a few companies, you can select different companies at once. As a result, you get one label per selected account)

B. Select one record and set relations – each label equals one record from the predefined relationship.
(e.g., if you want to merge an Account Label Template for one company, but different employees, you can select one company to receive all related contacts. As a result, you get one label per related contact).

Option A – Select various records at once

Please note: In General, all Microsoft Word formatting options are supported. However, the label template must be created in advance and saved as .docx!

1. Open MS Word and navigate to the mscrm-addons.com-tab and click on the [Insert MailMerge Fields]-button.

Figure 1: Word ribbon – mscrm-addons tab

2. The DocumentsCorePack TemplateDesigner opens. Press the ❶ “Advanced Template Settings”. The “Template Settings” opens.

Select the ❷ “General”-tab. In the “General Settings”-overview and check off ❸ “Mark as Label Template”.

❹ If you press the edit button, the “Label Template Sorting” dialog opens. Here you can setup a sorting for your labels if this is required e. g. for names or postal codes etc. (see Figure 3)

❺ Press the [OK]-button.

Figure 2: TemplateDesigner Settings

In this optional Label Template settings, you can specify several sorting criteria. In this example the labels are sorted by name descending.

Figure 3: Optional edit-function

After you have checked “Mark as Label Template”, these 3 options are added in the MS Word ribbon.

Figure 4: MS Word ribbon with additional options

3. Press „Insert Label“ and the “Label Options” opens where you can make decisions about your label dimensions.

Confirm with the [OK]-button.

Figure 5: Label Options

4. The selected label format has been inserted to your template.

Please Note: If you can´t see any grid lines to limit the label cells, you can make them visible by navigating to the “Layout”-tab and selecting “View Gridlines”. They won´t be displayed in the result but it can help manage your label content in the preparations for your template an the label cells are arranged from left to the right and from top to the bottom.

Figure 6: MS Word ribbon – Layout Setting

Next, it is important to mark one cell as label-cell. To do so, simply set the cursor in the first cell of the document and click on the [Mark as Label Cell]-button.

Figure 7: Mark Label-cell

5. Once the cell is marked, select an entity, like in this example it is “Account” and insert fields into the label-cell by double clicking on it to enter them.

Figure 8: Insert fields

6. Next, you need to define the remaining cells as label-cells as well. To do so, place your cursor in the first cell and click on the [Duplicate Labels]-button.

This information message reminds you checking your cursor! Confirm it!

Figure 9: DCP Information

7. Congratulations, here is your successfully created Label Template!

Figure 10: Successfully created Label Template

8. The next step is to save your Template:

Figure 11: Save Template

How to merge a label template with various records at once

To merge a label template for various records, navigate to Accounts in your Dynamics 365 and mark the companies you want to merge. Press the [Create Document]-button.

Figure 12: Marked Accounts in your Dynamics 365

The DocumentsCorePack Dialog opens. Select your “Label Template” and click [Next].

Figure 13: DCP Dialog

Choose the FileType and decide about your Label Start Position. If you want to send this document directly to the printer, select “Print document”. Click on [Create Labels].

Figure 14: Create Labels

Before you finish your Label Template you can have a preview. Press the [Finish]-button.

Figure 15: Template Preview

The result should look like the below example.

Figure 16: Example for merged Label Template

Option B – Select one record and set relations

Please note: In General, all Microsoft Word formatting options are supported. However, the label template must be created in advance and saved as .docx! It is mandatory to set a regarding relationship when creating the template in advance.

1. Follow step 1-4 of Option A. Next, switch to the ❶ “Additional”-tab, click on the ❷ [Add Relationship/Entity]-drop down menu and click on ❸ “All Contacts”. This makes sure, that the relation is set.

Figure 17: Set relation

2. Now the relation is set, and you can choose the appropriate fields from the DocumentsCorePack Task Pane. Please go on with the step 5of Option A) and create and save your Template.

3. Once you are finished, please navigate to e.g., the main form of your Account-entity in your Dynamics 365 and mark all contacts that should be displayed on the label. Next click on the [Create Document]-button, select your label template and press the [Next]-button.

Figure 18: Mark contacts in the Account entity

4. The DocumentsCorePack Dialog opens. Select your Template.

Figure 19: Select Label Template

5. Choose the FileType and decide about your Label Start Position. If you want to send this document directly to the printer, select “Print document”. Click on the [Create Labels]-button.

Figure 20: Choose FileType and LabelPosition