PasswordProtection for DCP templates

This blog article outlines, how to set the PasswordProtection for Open Office XML templates (.docx). As well as for DocumentsCorePack server side and client side Document Generation for MS CRM 2013. All our addons come with a 14-day trial license as well as technical support. Click here to download and test it.

Supported formats:
DocumentsCorepack Template Designer: .doc, .docx 
DocumentsCorePack ServerBased: .pdf, .doc, .docx 

Example:

Figure 1: Password window which appears when opening a template (.docx).

HOW TO: protect a (.docx) template with a password.


Step 1: First open or create a template
In our example navigate to ❶ www.mscrm-addons.com and click on ❷ Insert Mailmerge Fields.

Figure 2: Tab in Open Office XML (.docx)

The DocumentsCorePack Template Designer appears on the right side.

Figure 3: DocumentsCorePack Template Designer

Step 2: Create your password
Click on the  [Advanced Template Settings]-button to open the Template Settings. In the so opened window please navigate to Document Protection, where you have the possibility to set a password for your templates.

Figure 4: Password Protection in DocumentsCorePack Task Pane

Now users have the possibility to either choose a ❶ CRM-field as a password or to specify a ❷ new one.

Figure 4: Enter a password via Dynamics 365-field or specify a new one

E.g. in our case we want to specify the field <> of the entity “account” as our password. Click on the [OK]-button to set your password.

Please note: if you change your password for the template, the new password is valid for all documents which will be merged afterward.

Step 3: Save your template
Next, save the document with a click on Save Template. Then enter a name for your template – for example PasswordProtection and click on the [Save]-button in order to merge your document.

Figure 6: Save your template

Step 4: Merge your template
Now the template is saved and ready to be merged. Click on Choose Dynamics 365 Data to merge your document (highlighted in yellow).

Figure 7: Merge your template

E.g. we want to set the password for the entity “contact” with “Nancy Anderson (sample)”. (See next screenshot)

Figure 8: MailMerge window to select CRM data from

Choose your CRM-field and click on the [Select]-button.

Step 5: Process your template
Important: Once you merged your passord saved (.docx) template with Dynamics 365-data, the defined password is only valid if you:

Possibilities to process your template if using DCP
– click on the [Create Activity]-button
– click on the [Save as DOCX]-button

Supported formats:
DocumentsCorepack Client: .doc, .docx
DocumentsCorePack ServerBased: .pdf, .doc, .docx

Figure 9: Create Activity and Save as DOCX

In our case, we want to save this document back in Dynamics 365 as .docx. In the next window choose your SaveLocation.

Figure 10: Select a SaveLocation and name your DOCX

Following window appears if the save process was successful:

Figure 11: Saving was successful

Step 6: Result
As a result, if you go in Dynamics 365 to your Contacts and select “Nancy Anderson (sample)” and open your template “PasswordProtection” you will be asked for the password. (See next screenshots).

Figure 12: Entity Contacts in Dynamics 365

If you now want to open your .docx template, a window pops up which asks you for the password you recently created. (See next screenshot)

Figure 13: Open your .docx template

Open your .docx template and you will be asked to type in the password.

Figure 14: Type in your password

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