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home/Knowledge Base/Template Designer(DCP)/How to use the “Insert as picture Field” functionality to save a picture as a note

How to use the “Insert as picture Field” functionality to save a picture as a note

2038 views 0 Updated on September 1, 2023

This article outlines how to insert a picture in your DocumentsCorePack TemplateDesigner and save it as a note to a related record.

In order to follow this step-by-step description, an image must first be stored in the notes section of your Dynamics 365 record.

Step-by-step description: How to prepare your DocumentsCorePack Template

Step 1: Open a Word Document in your Dynamics 365 and navigate to ❶ www.mscrm-addons.com. Press the ❷ Insert MailMerge Fields button to open the DocumentsCorePack Template Designer. Go to the ❸ Additional tab and click on the ❹ Add Relationship/Entity/table button.

Figure 1: Add a relationsship/entity in the Additional tab

Step 2: The ❶ Configure Fields and Datasource window is shown.  Open the drop-down menu and select ❷ Account -> Note [objectId].

Please note: If you have saved your picture somewhere else, please use the corresponding term.

You will notice that the attributes corresponding to the previously selected relationship are now displayed in the ❸ Attributes section. Because we have created a note for our example, we check the checkbox next to ❹ Note. Depending on the location in which you have previously stored your picture, you could use any other display name. Click ❺ OK to proceed.

Configure fields and Datasource-dialog
Figure 2: Configure fields and Datasource-dialog

Step 3: The DocumentsCorePack Template Designer shows the created note.

Added Entity in Template Designer
Figure 3: Added Entity in Template Designer

Step 4: If you want to insert the note, select Insert Note as Picture Field in the drop-down menu of the Insert Field button. A placeholder will appear in the document.

Insert Field button
Figure 4: Insert Field button

Step 5: You will be asked how the table should appear. Just click OK to continue.

How should the table appear-dialog
Figure 5: How should the table appear-dialog

Step 6: When you insert a placeholder into your document and then merge it with your data in Dynamics 365, the intended picture will be displayed seamlessly.

Left: Placeholder, right: result
Figure 6: Left: Placeholder, right: result

Back to “How to use pictures and images with DocumentsCorePack“.

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

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