This article describes how to use the “Insert PageBreak”-button within the “Insert”-button in Open Office XML template (.docx). This feature allows you to insert a dynamically PageBreak into your document.

Requirments: Available for DocumentsCorePack v5.97 and higher

Example: 

Figure 1: Inserted Page Break before the merge process

Figure 2: Inserted Page Break after the merge process

The "Insert PageBreak"-functionality also works in tables. For example, if you have a table with product information and you insert a “PageBreak” you get an extra page for each product as a result.

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

HOW TO: “Insert Page Break”, step-by-step description      

1 Step: Open DCP-Template  
Open your template or create a new one. Click on the “Insert MailMerge Fields” within the "www.mscrm-addons.com"-tab and answer the question with yes to get to the DocumentsCorePack Task Pane. 

Figure 3: Open the TaskPane

Figure 4: DocumentsCorePack Task Pane

2 Step: Select from several Insert options
Now click on the arrow besides the insert button. In our example, we chose “Insert PageBreak”.


Figure 5: Insert Static Item > PageBreak

3 Step: “Insert PageBreak”
Place the “Insert PageBreak”-field in your Open Office XML template (.docx). Before the merge-process a placeholder is displayed. Once a document is merged it is a PageBreak. See screenshots below:

Before:

Figure 6: Inserted Page Break before the merge process

After:

Figure 7: Inserted Page Break after the merge process

The "Insert PageBreak"-functionality also works in tables. For example, if you have a table with product information and you insert a “PageBreak” you get an extra page for each product as a result.

For detailed product information, please visit our product page. 

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

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.

Requirments: Available for DocumentsCorePack v5.97 and higher click on www.msrmc-addons.com for download and test it.

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.

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”.

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.

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.

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.

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”.

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.

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.

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.

This article outlines how to use the “Insert as Picture-Link-Field”-button within the “Insert”-button in Open Office XML template (.docx). This feature allows you to insert a picture directly from a web link which 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.

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

HOW TO: insert a Picture-Link-Field to your record, step-by-step description

To use this functionality, open an entity in CRM. You can open any entity you prefere. In our example its “Account”. We prepared our CRM-entry and inserted the picture link in the website-field. See screenshot below:

 

Figure 2: Inserted picture link in the website-field.

1 Step: Select a Field
Please open a template or create a new one with a click on the "www.mscrm-addons.com"-tab, select “Insert MailMerge Fields”  and answer the question with yes to get to the “DocumentsCorePack – Task Pane”. 

Figure 3: Open the DCP TaskPane

Next select the type and the field to be inserted. In our case we selected “Account” (select type) and the CRM-field “Website”. Click once on its name so that it’s highlighted in blue. 

2 Step: Insert Option
Now click on the arrow next to the [Insert]-button. In our case we insert the field “Website” as Picture-Link-Field. 

 
Figure 4: [Insert]-button drop down arrow  

Figure 5: Insert as Picture-Link-Field

Once clicked, a placeholder-picture appears in your document. See next screenshot:

Figure 6: Placeholder picture to be inserted before the merge.

Please note: With the latest version on 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.​

3 Step: The Result
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.

This article describes how to use the “Insert as Picture-Field”-functionality within the “Insert”-button in Open Office XML templates (.docx). 

Basically, you have two options. The functionality allows you to: 

A) insert a picture that has been saved in your Dynamics 365 system or
B) a path to a file share. 

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

HOW TO PREPARE MS DYNAMCIS Dynamics 365 FOR THE 'INSERT AS PICTURE FIELD' FUNCTIONALITY

Before you insert a picture field, you have to make sure that the conditions for being able to do so, are fulfilled. One of them is
that you have to save a picture or a path to a file share in your Dynamics 365-system before you proceed.   

 a) How to save a picture in your Dynamics 365-system

Open a random Microsoft Dynamics Dynamics 365 account and click on the section you would like to add an attachment.

In our example, we have attached a picture as a note, but you could as well upload and save your picture elsewhere in your account. 
The below screenshot shows a correctly saved picture as a note.  

Figure 1: Attach picture as note

b) How to create a path to a fileshare in your Dynamics 365-system
Simply type in the path to the FileShare in any Dynamics 365 field. In our example we have saved the path to the file share in the “Description”-field. Do not forget to save your input! 

 

 

Figure 2: Create a path to a fileshare

 

HOW TO USE THE FUNCTIONALITIES OF [INSERT AS PICTURE-FIELD] 

Please note: Because there are two ways to save the picture, there are also two different ways to proceed. 

 

OPTION A) If you have previously saved a picture as a note, please follow the next steps:

Open a random Word document, go to the [www.mscrm-addons.com]-tab (1) and click on [Insert Mail Merge Fields] (2) in order to open the DocumentsCorePack Template Designer. Now open the [Additional]-tab (3) in the Template Designer and
click on [Add Relationship/Entity] (4). 

Figure 3: Open the additional tab in the Template Designer and proceed

 

The following window appears. Open the drop down menu (1) and select [Account -> Note [objectId]]. If you have saved your picture somewhere else, 
please use the corresponding term. You will notice that the attributes (corresponding to the previously selected relationship are now displayed in the
[Attributes]-section (2).
Because we have created a note for our example, we check the checkbox next to [Note] (3). Depending on the location in which you have previously
stored your picture, you could use any other display name. Click on [OK] in order to proceed.  

Figure 4: Configure Fields and Datasource dialog

 
The below screenshot shows the Template Designer including the previously created note.  

Figure 5: DCP Template Designer with note

 

That's it for now. Because the insert picture step is the same for both options, we will now proceed with a brief introduction on how to proceed with DocumentsCorePack/fileshare. 

OPTION B) If you have previously saved a path to a FileShare, please follow the next steps:

Open the DocumentsCorePack Template Designer Standard Tab (1) and look for the location in which you have previously saved the FileShare path. In our example, we use 
[Account] (2). The tree-view should be visible from the moment you open the Standard-Tab.
If you do not find your field immediately, use the scroll bar (3) to look for the corresponding fields or search for it in the search field (4). When you have found your field, simply click on it
and it will be highlighted in blue. (5) In our example, we clicked on [Description], because we have previously saved our file there.  

Figure 6: Insert description field

 

HOW TO INSERT A PICTURE FIELD 

After adding your picture as an attachment (A) or as a FieShare path (B) successfully, you can proceed for both options in the same way.

To do so, simply click on the arrow on the [Insert field]-button in the Template Designer in order to open the drop down menu.  
If you want to insert the note, the drop-down menu will look like in Figure 7. 

Figure 7: Insert Note as Picture field

 

If you want to insert the description, the drop-down menu will look like in Figure 8.  

Figure 8: Insert Description as Picture field

 

Once you have clicked on the corresponding option, a placeholder (1) appears in your document. 

Figure 9: Placeholder picture

 

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

This article outlines how to use the “Insert as Document”-functionality within the “Insert”-button in Open Office XML templates (.docx). This feature allows you to insert a document that is stored as a note in your CRM system.

Requirements: Available for DocumentsCorePack v5.97 and higher. 

Example: 

Figure 1: Insert as document - before the merge

Figure 2: Insert as document - after the merge

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

HOW TO: Add Document as a note to your record, step-by-step description

First select a document to be inserted dynamically into your template. Once selected add this as a note to your CRM-record. Save your changes and return to your DocumentsCorePack. Now you are able to insert the document anywhere in your template.

1 Step: Open your selected CRM-record

Figure 3: CRM-record in MS CRM 2011
2 Step: Go to Notes & Activities

Figure 4: Notes & Activities within your CRM 2011

3 Step: Click “Attach”

Figure 5: the attach-field within Notes and Activities

4 Step: Attach Document

Figure 6: Select a document and click Attach

Figure 7: Next click on Close
5 Step: The result

Figure 8: Attached DOCX file within your CRM
6 Step: Open DocumentsCorePack-Template
Return to your previous template in Word to insert the newly attached document. Now you can insert this document via the “Insert as Document” into your template. Click at “Insert MailMerge Fields” and wait until the Task Pane appears.

Figure 9: DocumentsCorePack Task Pane

7 Step: Resolve an additonal relationship to the Note entity
To access the annotation field in which you have previously inserted your document, you need to resolve an additional relationship to the Note entity. (For more information please read our DocumentsCorePack User Guide.)

Figure 10: Note Entity
Select the “Note”-field and proceed

8 Step: Click the Arrow next to the “Insert”-button
The following box appears (see screenshot below). Here you have the opportunity to chose one of several insert options, in our case we chose “Insert as Document”.

Figure 11: Inset as Document

9 Step: The Insert as Document Window
Once you click at “Insert as Document” following window appears:

Figure 12: Field properties

10 Step: Click “OK” to insert the selected field as document into your template

Figure 13: Insert as document - before the merge

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

11 Step: The merged document
After the merge your document looks like in the next screenshot:

Figure 14: Insert as document - after the merge

Click here for detailed product information.

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

This article outlines how to use the “Insert Join Tables”-button in Open Office XML template (.docx). This functionality is very usefull if you want to combine muliple tables with all merge fields into a single one. 

Requirements: Available for v5.97 and higher, click on www.msrmc-addons.com for download and test it.

Example: 

Figure 1: Table before the merge

Figure 2: Table after the merge

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

HOW TO: “Insert Join Tables”, step-by-step description  

1 Step. Open DCP-Template
Open your template or create a new one. Click on the “Insert MailMerge Fields” to get to the DocumentsCorePack Task Pane.

Figure 3: 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 screenshots below. In our case we choose “Insert Join Tables”.


Figure 4: [Insert]-button drop down arrow  

Figure 5: Select Insert Static Item

Figure 6: Select Join Tables

3 Step: “Insert Join Tables”
In our example we have a document with two tables from an additional entity and we want these fields grouped together in one table. Just insert a “Join Tables”-field between the tables. See next screenshot: 

 

Figure 7: The inserted “Join Tables”-field highlighted in yellow.

4 Step: The Result

As a result, this template is one single table with all merged field from above. See next screenshot:

 

Figure 8: The result 

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

This article describes how to use the “Insert Remove Empty Lines”-function within the “Insert”-button in Open Office XML template (.docx). This feature allows you to insert dynamically “Remove Empty Lines” into your document. “Remove Empty Lines”-fields are a simple way to dynamically structure your document after a merge process. For example if you want to delete unnecessary lines between contacts and opportunities, just insert a “Remove Emtpy Lines”-field. This is very useful, if you e.g. insert sub documents or HTML-content.

Requirements: Available for v5.97 and higher 

Example: 

 
Figure 1: Template before inserting remove empty lines

 
Figure 2: Template after inserting remove empty lines

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

HOW TO: “Insert Remove Empty Lines”, step-by-step description       

1) Step: Open DCP-Template
Open your template or create a new one. Click on the “Insert MailMerge Fields” to get to the DocumentsCorePack Task Pane. See screenshot below:

Figure 3: DocumentsCorePack Task Pane

2 Step: Chose from several Insert options
Now click on the arrow besides the insert button. This action will open the window you see in the screenshots below. In our case we chose “Insert Remove Empty Lines”.


Figure 4: [Insert]-button drop down menu 

Figure 5: Select Insert Static Item

Figure 6: Select Remove Empty Lines 

3 Step: Now “Insert Remove Empty Lines” into your document.

 

Figure 7: Insert Remove Empty lines (before the merge)

Figure 8: Insert Remove Empty lines (after the merge)

As a result every empty line is deleted and the document is structured in a proper way. See next screenshot:

Figure 9: The result

Visit our product page for detailed information. 

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

Thank you for joining us at this year’s exhibitions at the eXtremeCRM in Anaheim, USA and the Convergence EMEA in Barcelona Spain! It was a pleasure meeting you there!

eXtremeCRM 2013 Anaheim, USA (November 3 – 6)
As we arrived two days earlier, we did not hesitate to start discovering the beautiful city during a sightseeing tour, visiting some of the most famous sights:

Figure 1: Anaheim

We didn’t miss to take a walk at the colorful Venice Beach where we enjoyed the special spirit of this part of L.A.

Figure 2: Los Angeles

Driving around Los Angeles with nothing but sunshine and cloudless sky gave us a kind of holiday feeling.

Figure 3: Building up our booth

Never the less we started very early the next day and set up our booth at the eXtremeCRM to present our addons to new customers and already known business-partners!

Figure 4: Our team

It was great fun to exchange ideas and to network with other experts. Thank you for spending time at our mscrm-addons.com booth and your interest in our products and business!

Convergence EMEA 2013 Barcelona, Spain (November 4 – 6)  
mscrm-addons.com also exhibited as a bronze sponsor at the Convergence EMEA in beautiful Barcelona!

Figure 5: Sagrada familia

The next stop after checking in at the hotel was visiting the famous basilica Sagrada Família. We where stunned by this World Cultural Heritage and also by the endless queue around it.

Figure 6: Parque Güell

After that experience we wanted to go somewhere less crowded so we decided to walk throug the fabulous Güell parc – Gudís well-made tribute to the nature. After getting to know the city, we were excited about joining and enjoying the Convergence.

Figure 7: Our team & booth

Next day we started to set up our booth and to prepare for presenting our powerful addons for MS CRM 2011 and the brandnew CRM 2013 to the audience.

Figure 8: The exhibition area

Being part of this event was a great experience for us! We had the change to meet and talk with our partners and a lot of other interesting people. We are very exited to discover the potential of Microsofts CRM 2013! Thank you for coming by and we hope to meet you again at the next event!

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

This article outlines how to upload sample templates with the DocumentsCorePack (DCP) Client. (Version 6.5 or higher)

Open MS Word and go to the www.mscrm-addons.com- tab. There, click on “Settings”. 

Figure 1: Open the DCP settings

The following window appears. 

Figure 2: DocumentsCorePack settings

Within the DocumentsCorPack Settings window click on [Import] (see screenshot above highlighted in yellow). DocumentsCorePack will start to upload sample templates automatically. For the case that the sample templates have already been uploaded, you will receive an according message.

Once finished, the sample-templates are uploaded and ready for use. You can open them by a click on [Open Template]. 

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

This blog article describes the main functionalities and features of the “Insert”-button in Open Office XML template (.docx). This button allows to easily insert additional contents in your Open Office XML (docx). Within this dropdown-button you can simply insert every MS CRM field as a “special”-field. 

Addon: DocumentsCorePack for MS CRM 2011, DocumentsCorePack for MS CRM 2013

Example:

Figure 1: Insert Static Item

Figure 2: Insert Computed Items

WHERE TO FIND THE INSERT-BUTTON 

You can find the “Insert”-dropdown button in your “DocumentsCorePack Task Pane”. Therefore open Word and go to the "www.mscrm-addons.com"-tab, choose "Insert MailMerge Fields" and answer the question with yes. See screenshot below. 

Figure 3: The www.mscrm-addons.com-tab 

Next, the DocumentsCorePack Task Pane appears in your Word document on the right side. See next screenshot: 

    
Figure 4: DocumentsCorePack Task Pane.  

Click on the Insert-dropdown-button to get to the different insert-functionalities. See next screenshot: 

Figure 5: Insert Static Item with options

 

Figure 6: Insert Computed Items with options

THE STRUCTURE OF THE INSERT-MENU

The structure of the menu varies, depending on the version you are using. Please see below the possible setup for RM 2011 and CRM 2013.

DocumentsCorePack for MS CRM 2013

 

Figure 7: [Insert]-button for DocumentsCorePack for MSCRM 2013 with the the available options I 

Figure 8: [Insert]-button for DocumentsCorePack for MSCRM 2013 with the the available options II

DocumentsCorePack for MS CRM 2011

  

Figure 9: [Insert]-button for DocumentsCorePack for MSCRM 2011 with the the available options. 

THE [INSERT]-BUTTON FUNCTIONALITIES 

The [Insert]-button contains different optional modes. Click on the dropdown-button next to the “Insert”-button to use these optional modes:

- Insert as Picture-Field
- Insert as Picture-Link-Field    
- Insert as Document
- Insert as HTML

Insert Static Item:
- Insert Static Document
- Insert PageBreak
- Insert Remove Empty Lines
- Insert Join Tables 

Computed Items: 
- Insert as QR-Code-Field
- Insert Advanced String-Field
- Insert Computed-Field
- Insert Hyperlink

For detailed information, please visit our poduct page. 

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