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Additional table formatting options

This article outlines additional formatting options for splitting a tables header or footer.

Requirements: DocumentsCorePack (DCP) for MS CRM 2013, v6.11 and higher. All our addons come with an unlimited 14 days free trial. Please click here to download and test it!

With DocumentsCorePack for MS CRM, tables can easily be inserted in Word and merged with data from CRM. This is very useful for e.g. displaying a list with product information. Therefore click on “Insert MailMerge Fields” and select a type e.g. “Quote”. Then go to the “Additional”-tab in the “DocumentsCorePack Task Pane” and click on “Quote Products”. 


Figure 1: “Additional”-tab in DocumentsCorePack Task Pane 

This action will give you the look-up field:

Figure 2: The look-up field for “Quote Product”.

With a double click on a field, following window appears:


Figure 3: The display and formatting options for tables.

With the new feature you can split a tables header and/or footer. Just activate the checkbox Split header or Split footer and define how many columns shoud be created. The value goes from 1 up to 63. E.g. we want our table to be displayed with a header and 5 columns. The result looks as follows:


Figure 4: Create table with header and 5 columns 

Now you can add some additional information:

 


Figure 5: Insert additional information 

 

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




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