This article outlines how to use the [Insert as Picture-Link-Field]-button within the [Insert]-button in DocumentsCorePack. This feature allows you to insert a picture directly from a web link that is stored in any CRM-field.
Requirments: DocumentsCorePack v5.97 and higher
Example:
Figure 1: Merged template. DocumentsCorePack resolved the URL to your picture and inserted it into the document.
How to insert a Picture-Link-Field to your record
To use this functionality, open an entity in CRM. You can open any entity you prefer. In our example its “Account”. We prepared our CRM-entry and inserted the picture link in the website-field. See the screenshot below:
Figure 2: Inserted picture link in the website-field.
Step 1: Please 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
Step 2: 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
Step 3: 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.
Step 4: 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
For detailed product information, please visit our product page.
For more information about how to include pictures in templates, please click here and watch our product video.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.