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home/Knowledge Base/Template Designer(DCP)/The “Insert as Picture-Link-Field” button in DocumentsCorePack

The “Insert as Picture-Link-Field” button in DocumentsCorePack

883 views 0 Updated on September 4, 2023

This article outlines how to use the Insert as Picture-Link-Field button within the Insert button in DocumentsCorePack.

Select this option if you want to create a document containing many pictures. Due to the functionality of this Insert As option, the resulting document’s size will be smaller than the size of a document that had its pictures directly inserted. This option is helpful if you use pictures in your document that are subject to seasonal changes. Do not use this option if you know that the recipient has a bad or no internet connection.

Prerequisites: Before inserting a field as a picture link field, you must save at least one link to a specific picture in a random text field in your Dynamics 365. Once you have saved at least one picture link, you can start.

Inserted picture link in the website field
Figure 1: Inserted picture link in the website field

Step-by-step description

Step 1: Open a template or create a new one by clicking on the ❶ www.mscrm-addons.com tab, selecting ❷ Insert MailMerge Fields to get to the  ❸ DocumentsCorePack Task Pane.

Open the DCP TaskPane
Figure 2: Open the DocumentsCorePack Task Pane

Step 2: Select the type and the field to be inserted. In this example, we selected Account as the Type and Website as the Dynamics 365 field.

Selected fields to be inserted
Figure 3: Select the Type and field to be inserted

Step 3: Open via the Insert Field button the drop-down selection and choose the Insert Website as Picture-Link-Field.

Drop-down selection for Insert Field
Figure 4: Drop-down selection of Insert Field button

Step 4: A Placeholder appears.

Placeholder
Figure 5: Placeholder

Step 5: Result.

Result.
Step 5: Result.

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.​

For detailed product information, please visit our product page.

Back to “How to use pictures and images with DocumentsCorePack“.

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