Dynamics 365 allows to translate certain properties & values to different languages (e.g. drop-down lists). This article describes how to define the language, and how values should be retrieved from Dynamics 365.
Example: The base language of Dynamics 365 is German, and you need to send an invoice to an English customer. You want to make sure that the values loaded into your document are in English.
Please note: Column labels or drop-down list values can be translated, but data/value fields cannot. The prerequisite for a translation is that the language is installed in Dynamics.
How to set the language:
Open your TemplateDesigner and follow the steps below:
❶ Navigate to the “mscrm-addons.com” tab.
❷ Select “Insert MailMerge Fields”.
❸ Click on “Advanced Template Settings”.
Figure 1: Open Advanced Settings
The window in Figure 2 will appear. Follow the next steps:
❶ Select the “General” tab.
❷ Navigate to the “Template Specific Language” section, and hit the drop-down. Select the language of your choice.
❸ Confirm by selecting “OK“.
Figure 2: Set Template Specific language
Finally, save and test your template. If you are not sure how to test your template, please read this article.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.