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
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:
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.
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.
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.
Once clicked, a placeholder-picture appears in your document as shown in the next screenshot:
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.
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.
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