Hello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/Bloghttps://www.mscrm-addons.com/Blog/PostId/10058/html-settings-for-documentscorepack-fieldsDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Sat, 30 Jun 2018 16:47:01 GMT<p id="howTo1">If you are using DocumentsCorePack with HTML this guidance will help you maximize your user experience. This blog article outlines:</p> <ul> <li><a href="#howTo1">How to enable file-based formatting with DCP</a></li> <li><a href="#howTo2">How to define a word style for a single DCP field</a></li> </ul> <p>​</p> <p><span style="font-size: 18px; color: #2c79ae;"> How to enable file-based formatting with DCP </span></p> <p>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.&nbsp;</p> <p><span style="color: #2c79ae;"><strong><span style="font-size: 16px;">&nbsp;1)</span></strong></span> Make sure your HTML code is valid and in a ready to use format within Dynamics 365.&nbsp;</p> <p><a title="HTML code" href="/Portals/0/Blog/Html_settings_DCP_fields/Figure1_html_code.png" style="background-color: #ffffff;"><img alt="HTML code" height="207" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Html_settings_DCP_fields/Figure1_html_code.png" /></a><em>Figure 1: HTML code</em></p> <p><em>&nbsp;<br /> </em><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 16px; color: #2c79ae;"><strong>2)</strong></span> Insert the field into your Template by using the <strong>[Insert Field]</strong>-Button. Next select&nbsp;<strong>Insert as HTML</strong>&nbsp;like you can see highlighted in yellow below.&nbsp;</p> <div class="data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Insert as HTML" href="/Portals/0/Blog/Html_settings_DCP_fields/Figure2_Insert_field.png"> <img alt="Insert as HTML" height="467,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Html_settings_DCP_fields/Figure2_Insert_field.png" width="419,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Insert Field - Insert as HTML<br /> <br /> </em></div> </div> <p><strong><span style="font-size: 16px; color: #2c79ae;">3)</span></strong> Click once into the field and navigate to&nbsp;<span style="font-size: 24px; color: #2c79ae;">❶&nbsp;</span><strong>Field Properties</strong> to open it.</p> <div class="data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="HTML Field properties" href="/Portals/0/Blog/Html_settings_DCP_fields/Figure3_field_properties.png"><img alt="HTML Field properties" height="246,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Html_settings_DCP_fields/Figure3_field_properties.png" width="419" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: HTML Field properties</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;&nbsp;<br /> </em><em><span style="color: #2c79ae;"><strong><span style="font-size: 16px;">4)</span></strong></span> Next, change the&nbsp;</em><span style="font-size: 24px; color: #2c79ae;">❷</span>&nbsp;<em><strong>HTML Type </strong>to "Type 3" and click the <strong>[OK]</strong>-button.&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><strong><span style="font-size: 16px; color: #2c79ae;">5)</span></strong> Add the <g class="gr_ gr_53 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="53" data-gr-id="53">Settingskey</g>&nbsp;"<strong>WordMailMergeHTMLUseBuilderFormatting</strong>" with the value "<strong>true</strong>" to your Word document properties. <a href="http://http://www.mscrm-addons.com/Blog/PostId/10003/how-to-activate-the-ms-word-properties-in-documentscorepack-client">Here</a> you can find a short description how to add the Word properties in DocumentsCorePack!&nbsp;</em></p> </div> <div class="data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Add Settingskey" href="/Portals/0/Blog/Html_settings_DCP_fields/Figure4_settingkey.png"> <img alt="Add Settingskey" height="317,5 class=" src="http://www.mscrm-addons.com/Portals/0/Blog/Html_settings_DCP_fields/Figure4_settingkey.png" width="258" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: Add <g class="gr_ gr_52 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="52" data-gr-id="52">Settingskey</g>&nbsp;<br /> <br /> </em></div> </div> <p id="howTo2">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:</p> <p>​</p> <p><span style="font-size: 18px; color: #2c79ae;">How to enable field-based formatting with DCP</span></p> <p><span style="font-size: 16px; color: #2c79ae;"><strong>&nbsp;1) </strong></span>Click once into the Content Control and go to <strong>Developer</strong>&nbsp;to open the <strong>Properties </strong>like you can see highlighted in yellow in the figure below.&nbsp;</p> <div class="data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Developer Properties" href="/Portals/0/Blog/Html_settings_DCP_fields/Figure5_properties.png"> <img alt="Developer Properties" height="class=" src="http://www.mscrm-addons.com/Portals/0/Blog/Html_settings_DCP_fields/Figure5_properties.png" width="377,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 5: Developer Properties<br /> </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><strong><span style="font-size: 16px; color: #2c79ae;">2) </span></strong>Check the highlighted checkbox and provide a Style - Heading 2 in this case.</p> </div> <div class="data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Content Control Properties" href="/Portals/0/Blog/Html_settings_DCP_fields/Figure6_Content_Control_Properties.png"> <img alt="Content Control Properties" height="241 class=" src="http://www.mscrm-addons.com/Portals/0/Blog/Html_settings_DCP_fields/Figure6_Content_Control_Properties.png" width="233,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery258enabled': false}}"><em>Figure 6: Content Control Properties <br /> </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery258enabled': false}}"><em>&nbsp;&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery258enabled': false}}"><em></em><em><strong><span style="font-size: 16px; color: #2c79ae;">3)</span></strong> You can either select a predefined Style from the list or create a new one via the <strong>[New Style...]</strong>-button. Right after you have made your formatting decision, you can click on the<strong> [OK]</strong>-button.&nbsp;</em></p> </div> <span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That's it!</strong></span><span style="background-color: #fcfcfc;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" class="ApplyClass" style="background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">!</span></span>10058