23. November 2015 08:59

Advanced String (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer


The Advanced String property allows you to define a pattern for a dynamically
created string. The following step by step description will show you how
to set this property in the DocumentsCorePack Client for your template.

The example below shows an advanced string (2) based on placeholder
in a template (1).

Figure 1: Example of dynamic string

The following description applies to CRM 2015 and version 7.31 of the
DocumentsCorePack Client or higher. If you are not sure how to get to the
insert fields option, please take a look at this article first.


  1. Use the Advanced String option 

    Figure 2: Insert Advanced String
  2. Create your advanced string
    Define your link pattern (1).
    The syntax for this field is described here.

    Figure 3: Insert pattern for the Advanced String
  3. Define a placeholder [optional]
    You can set a placeholder name (1) for your field so you find it more
    easy in case you have to modify your template in the future.

    Figure 4: Define placeholder text
  4. Save your template
    Before you can use or test your template you have to save it.
    Either you save your template locally with the standard Save or Save as
    functionality of Word, or you use the Save template-option of the
    DocumentsCorePack client in order to publish the template to CRM.

  5. Test your template [optional]
    As you have made changes to your template you might want to test them quickly.
    A step by step description of how to test your template can be found here.

Related Topics:
Insert a Hyperlink


That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.


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