This article outlines how to use the “Insert as Document”-functionality within the [Insert Field]-button in Word templates. This feature allows you to insert a document, that is stored as a note in your CRM system.
First, you have to create a static document. In the following example, it is a document about terms and conditions which I want to insert via the “Insert as a document”-function in a template in my Dynamics 365.
Step 1: Upload this document into your Dynamics 365 via the notes section.
In the note section, click on the paperclip to start uploading your file in your Dynamics 365. To finish click on the [Add note]-button
Figure 1: Upload of a document
You can see your successful upload in the timeline.
Figure 2: Successful upload in timeline
Step 2: Now navigate to your Dynamics 365 DocumentsCorePack Template Designer and open the template you want to insert in the other document.
In this example I want to insert the terms and conditions in a quote:
Figure 3: Open Template in your TemplateDesigner
Please Note: Resolve your relationship to your desired note section. For a brief introduction of how to create a relationship, click here.
Step 3: Open your DocumentsCorePack 365 Template Designer and
❶ place the cursor, where you want to have your document inserted (like in this example the “Terms and Conditions”).
❷ Select your “Note”-field
❸ and press “Insert Note as Document”.
Figure 4: Insert note as document
This window pops up. ❹ With a double click of “Note” you can see your pattern for this property. Press the [OK]-button.
Figure 5: Document Field properties
In this new opened window decide how your field should be inserted and then press the [OK]-button again.
Figure 6: Decision on how to insert the related entity
You can see the successfully inserted pattern (highlighted in yellow).
Figure 7: Successfully inserted pattern
Step 4: Save the template!
Figure 9: Save the Template
Test your template. If you need a brief introduction to test your template, please have a look here.
Enjoy your result:
Figure 8: Template with inserted Note “Terms and Conditions” as Document
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.