This article outlines how to add images, product photos, company logos, etc. to your Dynamics 365.
How to add an image to a CRM contact
1. Open your Dynamics 365 and select a contact, you want to add a picture to. As a placeholder, you can see the initials of the name.
Figure 1: CRM contact without picture.
Please Note: CRM limits the size of uploaded images to 144×144 pixels. This means the resolution of the inserted image may not be as expected and does not have the same quality as the original uploaded document. If you upload an image larger than the standard allowed in Dynamics 365, it will be automatically scaled.
Images can only be added to the left corner of a form. You can only add one image on the form at a time. Please consider it when thinking about multiple product images on one form.
2. Click on the placeholder and this window pops up. Press the [Upload Image]-button to select an image.
Figure 2: “Choose Image”-window
3. After selecting the right image for your contact, press the [Change]-button to upload it to your contact.
Figure 3: New Image
4. The image is added successfully to your contact.
Figure 4: Successfully added image to contact
How to add an image to a template
Open your DocumentsCorePack Template Designer,
❶ select the entity you want to generate the template for like in this example it is an “Account”.
❷ Switch to the “Additional”-tab and
❸ press “All Contacts”.
Figure 5: DocumentsCorePack TemplateDesigner
❶ Select a field, like in this example Full Name
❷ Open the [Insert Field]-button and a selection opens in a drop-down menu. Choose the first option “Insert Full Name as a Picture Field”
Figure 6: DCP Additional-tab
❶ The mscrm-addons.com placeholder picture appears. You can edit the picture now.
❷ Now save your template with a click on the [Save Template]-button and test it. If you have not tested a template yet, please read this article first.
Figure 7: Placeholder
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