27. February 2015 12:06

How to create label templates with DCP (DocX)?

Filed Under(CRM 2013 | CRM 2015 | CRM 2015/2016 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By Jin

This article explains how to create label templates with DocumentsCorePack (DCP) DocX.

Requirements: DocumentsCorePack for MS CRM 2013 (Client 6.33) and higher

...

Generally, there are two options to create and merge a label template.

Option A) Select various records at once - each label equals one record from the main entity of the template.
(e.g. if you want to merge an account label template for a few companies, you can select different companies at once. As a result, you get one label per selected account) 

Example
image
Figure 1: Merged account lable template - example

Option B) Select one record and set relations - each label equals one record from the predefined relationship. 
(e.g. if you want to merge an account label template for one company (but different employees) you can select one company to receive all related contacts. As a result, you get one label per related contact).

Please note: With option B, it is mantadory to set a regarding relationship when creating the template in advance. 

Example: 

image
Figure 2: Merged account lable template - example

Option A) 

Please note: In General, all Microsoft Word formatting options are supported. However, the label template must be created in advance and saved as .docx!

1) Open MS Word and navigate to the www.mscrm-addons.com-tab and click on the [Insert MailMerge Fields]-button.

image
Figure 3: Open the DocumentsCorePack Task Pane.

2) In the following question box, click on the [Yes]-button and continue to create an Office Open XML(.docx)-template. 

image
Figure 4: DCP Question box

3) The DCP TaskPane opens on the right. Switch to the Template Settings-tab and check the Mark as Label Template-checkbox.
Afterwards click on the [Insert Labels]-button in the www.mscrm-addons.com-ribbon.

image
Figure 5: DocumentsCorePack TaskPane

4) The Label Options appear. Here, select the required label format and click on the [OK]-button in order to proceed. 

image
Figure 6: Label Options

5) The selected label format has been inserted to your template. Next, it is important to mark one cell as label-cell. To do so, simply set the cursor in the first cell of the document and click on the [Mark as Label Cell]-button.

image
Figure 7: Mark label-cell 

6) Once the cell is marked, select a start entity (e.g account) in the TaskPane and insert fields into the label-cell. To do so, please use the fields from the Normal-tab of the TaskPane.

image
Figure 8: Insert fields into the label-cell

7) Next, you need to define the remaining cells as label-cells as well. To do so, place your cursor in the first cell and click on the [Duplicate Labels]-button. 

image
Figure 9: Duplicate labels

8) The following information box appears. Click on the [Yes]-button if the cursor is placed in the label-cell.

image
Figure 10: DocumentsCorePack information box

9) The result looks like this:

image
Figure 11: Result

10. Now save your template with a click on the [Save Template]-button.

image
Figure 12: Save your template


How to merge a label template with various records at once

To merge a label template for various records, navigate to Accounts in your CRM system and mark the companies you want to merge. Next, click on the [EXPORT TO WORD]-button in the command bar and select your label template.

image
Figure 13: Export to Word

The following window appears. Select here, at which position the label should start. 
Insert your start position and click on the [OK]-button. 

image
Figure 14: Label Options

The result should look similar to the below example. 

image
Figure 15: Example for merged label template

 

Option B) 

Please note: In General, all Microsoft Word formatting options are supported. However, the label template must be created in advance and saved as .docx!
With option B, it is mantadory to set a regarding relationship when creating the template in advance.  

1) Follow step 1-5 of Option A). Next, switch to the Additional-tab, click on the New Relationship/Entity-drop down menu and click on All Contacts. This makes sure, that the relation is set. 

image
Figure 16: Make sure that a relation is set

2) Now the relation is set and you can choose the appropriate fields from the DocumentsCorePack Task Pane. Please go on with the step 6 of Option A) and create your template.

4) Once you are finished, please navigate to e.g. the main form of your Account-entity in your CRM system and mark alll contacts that should be displayed on the label. Next click on the [EXPORT TO WORD]-button and select your label template. 

image
Figure 17: Export to Word

5) Your result could look similar to Figure 18.

image
Figure 18: Result

For details on how to create label templates with .dot, please click here.

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