Below, you can find an overview to a series regarding the use of Office Open XML (DocX) format with DocumentsCorePack for Microsoft Dynamics CRM 2011.
With the so called visual controls for phones and tablets, Microsoft Dynamics CRM 2016 introduces some new features. Should you like to get more general information about them, please click here.
This article outlines how to add images, product photos, company logos etc. to MS Dynamics CRM 2011/2013/2015. In our example we add an image to a CRM contact and later on, we add an image to a template.
Requirements: DocumentsCorePack for MS CRM 2011/2013/2015
This article describes how to send emails in workflows with dynamic images! Sometimes it happens that email programmes do not resolve inserted dynamic images correctly. With our DocumentsCorePack [Insert as Picture-Link]-field you can solve this problem.
This article describes how to use the “Insert as Picture-Field”-functionality within the “Insert”-button in Open Office XML templates (.docx).Click here to read more about the functionalities of the “Insert”-button.
This certain feature allows you to:
a) insert a picture that is stored in your CRM system or b) a path to a FileShare.
Addon: DocumentsCorePack v5.97 and higher
Figure 1: Merged quote-template with picture fields.
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
This article describes how to use the “Insert as Picture-Field”-functionality within the “Insert”-button in Open Office XML templates (.docx).
This feature enables you to easily insert contents (pictures, texts, etc.) into documents which have been added to a CRM record via HTML editor. The functionality interprets HTML codes stored in CRM and to display the contents appropriately in merged documents. Furthermore, the last version of DocumentsCorePack enables users to insert pictures into documents (for more details about this functionality, please click here).
This is the 4th part of our video series regarding the Office Open XML-format that is provided in DocumentsCorePack for CRM 2011. The template used in this video is the one that has been created in our previous tutorials of this series, so it is recommended to take a look into Part 1 – Creating a template and Part 2- Resolve Relationships first to get more information about the template's structure.