This article outlines how to insert a picture in your DocumentsCorePack TemplateDesigner, for a saved path to a fileshare or to SharePoint.
In order to follow this step by step description, a link to an image must be stored in your field of your Dynamics 365 record.
How to prepare MS Dynamics 365 for the “Insert as picture field” functionality
Before you insert a picture field, you have to make sure that the conditions are fulfilled. One of them is that you have to save a picture or a path to a file share/SharePoint in your Dynamics 365-system before you proceed.
Please Note: Take care that the link to your SharePoint account is working. Make sure it points to the image you want to show in your document. If your template gets corrupted after you have added an image to the header, have a look at this article.
Now open the DocumentsCorePack Template Designer in your Dynamics 365 and navigate to the
❶ Standard Tab and look for the location in which you have previously saved the File Share path like in this example we use:
❷ “Account”. The tree-view should be visible from the moment you open the Standard-Tab.
If you do not find your field immediately, use the scroll bar to look for the corresponding fields or search for it in the search field. When you found your field, click on it, like in this example it is:
❹ If you want to insert “Description” as Picture Field, open the [Insert Field]-button drop-down selection and click on “Insert Description as Picture field”
Once you have clicked on the corresponding option, a placeholder appears in your document.
Please note: With the DocumentsCorePack for Dynamics 365 it is also possible to define a link to make the picture clickable in the result.
Details about how to set this up can be found here.
If you merge this template, DocumentsCorePack resolved the URL to your picture and inserted it into the document.
Please note: If you are using a SharePoint URL and authentication to integrated them into your document is required you can enable this by using the “Authenticate against SharePoint” (formerly “External Image”).
The authencitation works als long as the executing (service) user als has access to SharePoint.
Figure 5: Additional options by using field properties
Back to “How to use a picture with DocumentsCorePack“.
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