• Documentation
  • Back to www.mscrm-addons.com
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/Template Designer(DCP)/How to use aggregation properly when creating templates

How to use aggregation properly when creating templates

357 views 0 Updated on March 28, 2022

Aggregated fetches are a useful functionality when you create templates. Please click here to get an overview on aggregation in DocumentsCorePack.  This article provides you with a step-by-step tutorial on how to work properly with aggregation.

Step 1: Open the Template Designer
Please open MS Word, navigate to the www.mscrm-addons.com-tab and click on the
[Insert MailMerge fields]-button. The DocumentsCorePack Question Dialog opens. Click on the [Yes]-button in order to open the DocumentsCorePack Template Designer.


Figure 1: Open the Template Designer

Step 2: Open the Configure Fields and Datasource dialog
In the so opened Template Designer, select the entity type you would like to work on (in our example we use Account) click on the Additional-tab and click on the
[Add Relationship/Entity]-button.


Figure 2: Resolve a relationship

Step 3: Activate aggregation
In the so opened dialog, select a relationship in the drop-down menu (in our example Account –> Contact [parentcustomerid] and check the activate aggregation functionality.


Figure 3: Activate aggregation

Step 4: Set the aggregation functionality
In the window that opens now, you can set certain aggregation functionalities.
The attribute-drop down menu enables you to select an attribute-field, while the aggregate/group by drop down menu provides you with an overview on which aggregation functionalities can be appied to this field.
Please note: The possible aggregation functionalities depend on the attribute-field you select.


Figure 4: Set the aggregation functionality

Click on the [OK]-button in order to proceed.

Step 5: Insert the newly resolved relationship
Now click somewhere into your template and double-click on the field of the new relationship on the right side.


Figure 5: Insert resolved relationship

As figure 5 displays, the relationship consists of two parts:

  1. First name → the name of the field;
  2. (count) → explains the aggregation functionality that has been applied to the relationship.

Now insert your preferred table settings and click on the [OK]-button.

Step 6: The result
We decided to insert a table with a header in our example. The resolved relationship has been added to our template.


Figure 6: The result

Well done! Now make sure that you save your template. Then merge it with CRM data and test it if you want to. If you haven’t ever merged and/or tested a template before, please have a look at this article.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

#reworkneeded.. newer screenshots.. references..

Was this helpful?

Yes  No
Related Articles
  • How to solve the issue with DocumentsCorePack fields in Arabic text
  • How to access mscrm-addons product settings in Dynamics 365
  • How to create totals in the footer of a table
  • How to set a specific Language in your Template
  • Azure Active Directory Licensing counts explained
  • When to use the „Do not use DataProvider“-setting in DocumentsCorePack
Latest Articles
  • How to display various activity-attributes within multiple rows in Gantt view
  • Recap: European Power Platform Conference 2022
  • How to solve the issue with DocumentsCorePack fields in Arabic text
  • How to access mscrm-addons product settings in Dynamics 365
  • One-Click-Actions (OCAs) in DocumentsCorePack
Popular Articles
  • DocumentsCorePack Online Service Configuration
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • mscrm-addons.com Application Access for Dynamics 365 (App Access) – DocumentsCorePack
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • How licenses are counted
Top Rated Articles
  • IMPORTANT information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Step-by-Step: How to configure a One-Click-Action
  • Can you save data capacity by moving email content?
  • DocumentsCorePack Property Syntax (Dynamics 365)
Categories
  • *News and General Infos* 50
  • Template Designer(DCP 160
  • DocumentsCorePack(DCP 180
  • TelephoneIntegration (TI 64
  • AttachmentExtractor (AE 55
  • PowerSearch (PS 43
  • ActivityTools (AT 57
  • SmartBar (SB 51
  • GroupCalendar (GC 45
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.