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The [Insert Field]-button (Dynamics 365)

This article outlines the functionalities of the [Insert field]-button. 

The button itself inserts a selected field directly into your document.
The Drop-down-menu (1) allows you to insert special field types to your template.

Figure 1: The Insert Field button 

The link list below directs you to articles that describe the different functionalities.

 

  1. - Insert Condition Fields

    Figure 4: Computed items

  2. Insert DocuSign items
    Follow this link to get further information about our DocuSign integration
    and how to use it:
    Figure 5: DocuSign items

Related Topics:
List of available template settings

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