This article outlines how to use the [Insert as Picture-Link-Field]-button within the [Insert]-button in DocumentsCorePack.
In order to follow this step-by-step description, a link to an image must be stored in your field of your Dynamics 365 record.
Requirements: DocumentsCorePack v5.97 and higher
Result: In the merged Template your DocumentsCorePack resolved the URL to your picture and inserted it into the document.
Figure 1: Resolved URL
Insert a picture link in an entity in your Dynamics 365 like in Figure 2 in your “Website“-field.
Figure 2: Inserted picture link in the website-field.
Open a Template or create a new one with a click on the ❶ “www.mscrm-addons.com“-tab, select ❷ “Insert MailMerge Fields” and if a question occurs, answer the question with yes to get to the “DocumentsCorePack – Task Pane”. You can also tick the checkbox in the pop-up window to use the selection as default.
Figure 3: Open the DCP TaskPane
Select the type and the field to be inserted. In this example, we selected “Account” (select type) and the CRM-field “Website”. Click once on its name so that it’s highlighted in blue.
Figure 4: Selected fields to be inserted
Now click on the arrow next to the [Insert Field]-button to open a drop-down selection. To remember, we inserted the field “Website” as Picture-Link-Field.
Figure 4: Drop-down selection for Insert Field
Figure 5: Insert as Picture-Link-Field
Once clicked, a placeholder-picture appears in your document as shown in the next screenshot:
Figure 6: Placeholder picture to be inserted before the merge.
Please note: With the latest version of DocumentsCorePack for Dynamics 365 it is also possible to define a link to make the picture clickable in the result.
Details about how to set this up can be found here.
As you can see in the screenshot below if you merge this template, DocumentsCorePack resolved the URL to your picture and inserted it into the document.
Figure 7: The Result
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Back to “How to use pictures and images with DocumentsCorePack“.
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