23. November 2015 08:57

Insert QR-Code (CRM 2015)

Filed Under(CRM 2015 | DocumentsCorePack 2015) By mwilhelmer
The Insert QR-Code field allows you to define a pattern for a dynamically
created QR-Code. The following step by step description will show you how
to set this field in the DocumentsCorePack Client for your template.

The example below shows a QR-Code (2) based on CRM field
in a template (1).

Figure 1: Example of QR Code

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 Insert Computed Item

    Figure 2: Insert QR Code
  2. Create your QR Code
    Define your link pattern. The used text will be
    transformed into an QR-Code.
    The syntax for this field is described here.

    Figure 3: Define link pattern for QR Code
  3. Additional options [optional]
    The QR Code Level (1) shows the displayed level of the QR-Code. The default
    setting detects the smallest value. If e.g.: the value of this option is set with 5
    with a maximum sign-length of 108, then only 108 signs will be displayed.
    All signs that exceed the maximum length are cut.

    The Error Correction (2) defines the capacity and fault tolerance of the
    QR-code. The value shows the amount that can be restored in percent.

    The available options are:
    - Level L =7 % of the code words/data can be recovered
    - Level M = 15 % of the code words/data can be recovered
    - Level Q = 25 % of the code words/data can be recovered
    - Level H = 30 % of the code words/data can be recovered

    The Max Length (3) is not editable and depends on the above settings.

    Figure 4: Additional options
  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
Insert Fields
Insert an Advanced string

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


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