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]-button.
Figure 1: Open the additional tab in the Template Designer and proceed
The “Configure Fields and Datasource”-window is shown.
❶ Open the drop-down menu and select [Account -> Note [objectId]]. If you have saved your picture somewhere else, please use the corresponding term.
❷ You will notice that the attributes corresponding to the previously selected relationship are now displayed in the [Attributes]-section.
❸ Because we have created a note for our example, we check the checkbox next to [Note]. Depending on the location in which you have previously stored your picture, you could use any other display name.
❹ Click on [OK] to proceed.
Figure 2: Configure fields and Datasource dialog
The DocumentsCorePack TemplateDesigner shows the created note:
Figure 3: DCP Template Designer with added entity
If you want to insert the note, select in the drop-down menu
❶ “Insert Note as Picture Field” click on it and a
❷ Placeholder will appear in the document.
Figure 4: Insert as a Picture Field
Back to the front page of this blog article.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.