4. November 2013 09:52

DocumentsCorePack: The “Insert”-button in Open Office XML template (.docx)

Filed Under(CRM 2011 | DocumentsCorePack 2011 | CRM 2013 | DocumentsCorePack 2013) By Jin

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

 image
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

   image
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.

Tags: ,

Tag Cloud

This will be shown to users with no Flash or Javascript.

Page List