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HTML Settings for DocumentsCorePack Fields

If you are using DocumentsCorePack with HTML this guidance will help you maximize your user experience. This blog article outlines:

How to enable file-based formatting with DCP

When you want to insert complex HTML codes or want to provide special formatting, you can use the following step-by-step instruction to achieve that. 

 1) Make sure your HTML code is valid and in a ready to use format within Dynamics 365. 

HTML codeFigure 1: HTML code

2) Insert the field into your Template by using the [Insert Field]-Button. Next select Insert as HTML like you can see highlighted in yellow below. 

3) Click once into the field and navigate to ❶ Field Properties to open it.

This gives you the possibility to define complex formats in your HTML code. To provide a coherent look and feel of the Template, you can mix it with your Word formats - just define a style within the Content Control properties. To do so, please follow the next steps:

How to enable field-based formatting with DCP

 1) Click once into the Content Control and go to Developer to open the Properties like you can see highlighted in yellow in the figure below. 

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