If you are not sure how to access the insert field option,
please take a look at this article first.
-
Compose your link
Select the Link-tab (1) and define your link pattern.
The syntax for this field is described here.
Figure 3: Link pattern in Link-tab
-
Compose your placeholder name
Select the Display name-tab (1) in order to set a name for the link.
Here we have a fixed text. The syntax for this field is described here.
Figure 4: Display name-tab
- Save your template
Before you can use or test your template you have to save it.
Either you save your template locally with the standard Save or Save as
functionality of Word, or you use the Save template-option of the
DocumentsCorePack client in order to publish the template to Dynamics 365
6. Test your template [optional]
As you have made changes to your template you might want to test it quickly. A step by step description of how to test your template can be found here.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.
reworkneeded.. multiple articles with the same content //Part of DCP Client In-App Docu