• Archive
  • Back to www.mscrm-addons.com
  • Archive
  • Back to www.mscrm-addons.com
home/Knowledge Base/Template Designer(DCP)

The “Insert Static Document”-button in Open Office XML template (.docx)

65 views 0

Written by Administrator
November 18, 2013

This article outlines how to use the “Insert Static Document”-function within the “Insert”-button in Open Office XML template (.docx). This feature allows to insert a static document that is located in a save location of your CRM.

Click here to read more about the functionalities of the “Insert”-button.

The difference between [Insert as Document] and [Insert Static Document]:

  • [Insert as Document]: every document added as an annotation within your CRM-record can be added in your Open Office XML template (.docx).
  • [Insert Static Document]: every document in your DocumentsCorePack Save Location can be inserted in your Open Office XML template (.docx).

Possibilities to use “Insert Static Document”
There are two different ways to use “Insert Static Document”:
a) Insert as “Just Text – Document”
b) Insert a “DCP-Template Document” which must be filled with CRM-Data

HOW TO: a) insert as “Just Text – Document” – step-by-step description 

1) Select a Document and save it into your CRM-Save location.
You can do this by add it directly into the SharePoint/Fileshare or you can save it via the “Save Template” within the “www.mscrm-addons.com”-tab in the ribbon.

1 Step: Open DCP-Template
Open your previously created template and click on the “Insert MailMerge Fields” to get to the DocumentsCorePack Task Pane.

 

image

Figure 1: DocumentsCorePack Task Pane

2 Step: Choose from several Insert options
Now click on the arrow besides the insert button. This action will open the window you see in the screenshot below. In our case we chose “Insert Static Document”.

image

Figure 2: Insert static document

3 Step: The Insert Static Document Window
Once you click “Insert Static Document” the following window appears (see next screenshot). In this window activate the checkbox and click on the “Select the document to insert…” field.

 

image

Figure 3: Field properties 

4 Step: Select a document
Now select your previous saved document and click on ok. After that your template will be inserted.

image

Figure 4: Select a template

Now you have to merge the template. For more information about “How to merge a document” please click here.

HOW TO : b) insert a DocumentsCorePack-Template Document into a Template, step-by-step description 

1 Step: Open DocumentsCorePack-Template
Open your previously created template and click at “Insert MailMerge Fields” to get to the DocumentsCorePack Task Pane.

 

image

Figure 5: DocumentsCorePack TaskPane

2 Step: Choose from several Insert options
Now click on the arrow next to the insert button. This action will open the window you see in the screenshot below. In our case we chose “Insert Static Document”.

image

Figure 6: Insert Static Document

3 Step: The Insert Static Document Window
Once you click “Insert Static Document” the following window appears. In this window click on the “Select the document to insert…” field.

 

image

Figure 7: Field properties

4 Step: Select a document
Now select your previous saved document and click on ok. After that your template will be inserted.

image

Figure 8: Select a template

Click ok and your template will be merged with CRM-Data and inserted into the final document.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Was this helpful?

Yes  No
Related Articles
  • General Settings – DocumentsCorePack Server Based
  • How to use the Insert-as-Picture-Link-Field-button in Dynamics-365
  • How to use the Insert-as-Picture-Link-Field-button in Dynamics-365
  • Documents generated in Flows cannot be opened
  • How licenses are counted
  • How to setup editable sections in your template (Dynamics 365)
Latest Articles
  • The Local License Manager
  • TemplateImportExport Console Application – DCPIE.exe
  • How to trigger a Microsoft Flow from dialog
  • General Settings – DocumentsCorePack Server Based
  • How to use the Insert-as-Picture-Link-Field-button in Dynamics-365
Popular Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • How licenses are counted
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
  • DocumentsCorePack Charts Feature (Dynamics 365)
Top Rated Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Can you save data capacity by moving email content?
  • Step-by-Step: How to configure a One-Click-Action
  • How to set up an email content service
  • How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
Categories
  • *News and General Infos* 44
  • Template Designer(DCP 151
  • DocumentsCorePack(DCP 146
  • TelephoneIntegration (TI 62
  • AttachmentExtractor (AE 47
  • PowerSearch (PS 42
  • ActivityTools (AT 54
  • SmartBar (SB 49
  • GroupCalendar (GC 43
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2020 www.mscrm-addons.com. All Rights Reserved.