DocumentsCorePack Template Designer for MSCRM 2015/2016

DocumentsCorePack Template

Designer for MS CRM 2015/2016

and Dynamics 365

Ver.: 1.0, February 2017

Template Designer Guide

(How to work with DocumentsCorePack Template Designer for MS CRM 2015/2016 and Dynamics 365)

The content of this document is subject to change without notice. “Microsoft” and “Microsoft CRM” are

registered trademarks of Microsoft Inc. All other product- and company names mentioned are trademarks

of their respectful owners.

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Content 
DocumentsCorePack Template Designer Basics ............................................................................................................. 9 
1  The www.mscrm-addons.com tab ........................................................................................................................... 10 
2  How to open the DocumentsCorePack Template Designer .......................................................................... 11 
3  The DocumentsCorePack Template Designer User Interface (Standard) ................................................. 12 
4  Standard ............................................................................................................................................................................. 12 
4.1  Type Selector ............................................................................................................................................................... 13 
4.2  The Attributes TreeView.......................................................................................................................................... 14 
4.3  The Insert Fields button .......................................................................................................................................... 16 
4.4  Search with the attributes TreeView .................................................................................................................. 17 
4.5  Taskpane settings ...................................................................................................................................................... 18 
5  Advanced Templates Settings ................................................................................................................................... 20 
5.1  Document Name and Subject .............................................................................................................................. 21 
5.2  General ........................................................................................................................................................................... 22 
5.3  Create Activities for................................................................................................................................................... 23 
5.4  Document Protection ............................................................................................................................................... 24 
5.5  Sub Folder .................................................................................................................................................................... 26 
5.6  Client Automation ..................................................................................................................................................... 27 
5.7  E-Mail (Create CRM Activity) ................................................................................................................................. 28 
5.8  Additional fields (obsolete) ................................................................................................................................... 29 
5.9  SharePoint Metadata ............................................................................................................................................... 30 
5.10  Remove Watermark ............................................................................................................................................. 34 
6  Notification Area ............................................................................................................................................................. 35 
7  Additional-tab .................................................................................................................................................................. 36 
7.1  Add Relationships/Entity ........................................................................................................................................ 37 
7.2  Table selector .............................................................................................................................................................. 38 
8  Additional Relationships .............................................................................................................................................. 39 
8.1  Aggregation ................................................................................................................................................................. 40 
9  Insert Field Button .......................................................................................................................................................... 43 
9.1  Insert as Picture Field ............................................................................................................................................... 44 
9.2  Insert as a Picture-Link Field ................................................................................................................................. 45 
9.3  Insert as Document ................................................................................................................................................... 46 
9.4  Insert as HTML ............................................................................................................................................................ 47 

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9.5  Insert Static Item ........................................................................................................................................................ 48 
9.6  Static document ......................................................................................................................................................... 48 
9.7  Page Break .................................................................................................................................................................... 48 
9.8  Remove Empty Lines ................................................................................................................................................ 48 
9.9  Join Tables .................................................................................................................................................................... 49 
9.10  Insert [Computed Item] ...................................................................................................................................... 50 
9.11  Insert [QR Code] ................................................................................................................................................... 50 
9.12  Insert [Advanced String] .................................................................................................................................... 51 
9.13  Insert [Calculated field] ...................................................................................................................................... 52 
9.14  Insert [Hyperlink] .................................................................................................................................................. 53 
9.15  Insert DocuSign Item .......................................................................................................................................... 54 
9.16  Insert AssureSign Item........................................................................................................................................ 54 
10  Field Properties ................................................................................................................................................................ 55 
10.1  String-fields ............................................................................................................................................................ 56 
10.2  Date fields................................................................................................................................................................ 56 
10.3  Number fields ........................................................................................................................................................ 59 
10.4  Picklist fields ........................................................................................................................................................... 59 
DocumentsCorePack Template Designer Advanced ................................................................................................... 61 
1  Manage Tables ................................................................................................................................................................ 62 
1.1  The manage relationship window ....................................................................................................................... 63 
Advanced template options .................................................................................................................................................. 65 
1  DocumentsCorePack Client Property Syntax ....................................................................................................... 66 
1.1  Strings (basic syntax) ................................................................................................................................................ 66 
1.2  Strings (advanced syntax) ...................................................................................................................................... 67 
1.3  Calculations .................................................................................................................................................................. 69 
1.4  Conditions .................................................................................................................................................................... 70 
2  Additional field specific formatting capabilities ................................................................................................. 72 
2.1  Date fields ..................................................................................................................................................................... 72 
2.2  Number fields ............................................................................................................................................................. 75 
2.3  Cultures.......................................................................................................................................................................... 76 
Available demo templates...................................................................................................................................................... 87 
Tutorials (“How To’s”) ............................................................................................................................................................... 88 
1  How to create DocumentsCorePack templates .................................................................................................. 88 

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1.1  Step 1. Create a template layout by selecting an entity. ........................................................................... 88 
1.2  Step 2: Insert Fields ................................................................................................................................................... 89 
1.3  Step 3: Add line-item relationship ...................................................................................................................... 90 
1.4  Step 3: Insert the table ............................................................................................................................................ 91 
1.5  Step 4 Format the table .......................................................................................................................................... 92 
1.6  Step 5 Get the result! ............................................................................................................................................... 93 
2  How to test your template .......................................................................................................................................... 94 
2.1  Step 1: Open your Template ................................................................................................................................. 94 
2.2  Step 2: Choose CRM Data ...................................................................................................................................... 94 
2.3  Step 3: Search and Select a CRM record .......................................................................................................... 95 
2.4  Step 4: Check you document ................................................................................................................................ 95 
3  How to pre filter result rows before generating a document ....................................................................... 96 
3.1  Open the Configure Fields and Datasource dialog ...................................................................................... 96 
3.2  How to pre-filter rows in the Records to show – section .......................................................................... 97 
4  How to label templates ................................................................................................................................................ 98 
4.1  How to label templates choosing various records at once ...................................................................... 98 
4.2  Click on the [Insert Labels] – button .................................................................................................................. 99 
4.3  Mark the first cell as label cell ........................................................................................................................... 100 
4.4  Retrieve fields (version A): Select a start entity........................................................................................... 100 
4.5  Retrieve fields (version B): Create one record and set relations to other records ........................ 101 
4.6  Define the remaining cells as label cells as well ......................................................................................... 102 
5  How to create a relation from scratch................................................................................................................. 103 
5.1  Create a template ................................................................................................................................................... 103 
5.2  Insert some fields ................................................................................................................................................... 103 
5.3  Add a new relationship ........................................................................................................................................ 103 
5.4  Add further relationships..................................................................................................................................... 105 
6  How to create a relation to a separate entity (no relation) ........................................................................ 107 
7  How to create an aggregation fetch .................................................................................................................... 108 
7.1  Open the Template Designer ............................................................................................................................ 108 
7.2  Open the Configure Fields and Datasource dialog ................................................................................... 108 
7.3  Activate aggregation ............................................................................................................................................. 108 
7.4  Set the aggregation functionality .................................................................................................................... 109 
7.5  Insert the newly resolved relationship ........................................................................................................... 110 

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7.6  The result ................................................................................................................................................................... 110 
8  How to properly format an address block......................................................................................................... 111 
8.1  Create an address block with DocumentsCorePack Template Designer ......................................... 111 
8.2  Choose your CRM Data and get your results .............................................................................................. 112 
8.3  Merged document with missing data – troubleshooting....................................................................... 113 
8.4  How to format an address block with missing data properly? ............................................................ 113 
9  How to Insert as Picture Field ................................................................................................................................. 115 
9.1  How to insert a picture that has been saved as entity image previously ........................................ 115 
9.2  How to insert a picture that has been saved as a note ........................................................................... 116 
10  How to Insert as Picture Link Field ....................................................................................................................... 119 
10.1  How to insert a picture that has been saved as picture-link previously...................................... 119 
11  How to insert as document ..................................................................................................................................... 121 
11.1  Set up a relationship between your entity and the documents’ save location ........................ 121 
11.2  Insert as document ........................................................................................................................................... 121 
12  How to Insert as HTML .............................................................................................................................................. 124 
13  How to insert as static item ..................................................................................................................................... 125 
14  How to insert as static document ......................................................................................................................... 125 
14.1  Use the Insert static document option ..................................................................................................... 125 
14.2  Select a document to insert .......................................................................................................................... 125 
14.3  Get the results ..................................................................................................................................................... 128 
15  How to insert Page Break ......................................................................................................................................... 129 
15.1  Select the Page Break option in the insert fields drop down menu ............................................. 129 
16  How to insert Remove Empty Lines ..................................................................................................................... 130 
16.1  Select the Remove Empty Lines option in the insert fields drop down menu .......................... 130 
17  How to insert Join tables .......................................................................................................................................... 131 
17.1  Select the Join tables option in the insert fields drop down menu............................................... 131 
18  How to insert computed items .............................................................................................................................. 132 
19  How to insert QR Codes ........................................................................................................................................... 133 
19.1  Use the Insert computed item option ....................................................................................................... 133 
19.2  Create a QR code............................................................................................................................................... 133 
19.3  QR Code options ............................................................................................................................................... 134 
19.4  Don’t forget to save your template ............................................................................................................ 134 
20  How to insert an Advanced String ........................................................................................................................ 135 

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20.1  Use the Insert Computed item option ...................................................................................................... 135 
20.2  Create your Advanced String ........................................................................................................................ 135 
20.3  Advanced String formatting options ......................................................................................................... 136 
20.1  Don’t forget to save your template ............................................................................................................ 136 
21  How to insert Calculated Fields ............................................................................................................................. 137 
21.1  Use the insert computed field option ....................................................................................................... 137 
21.2  Create your calculation ................................................................................................................................... 137 
21.3  Additional options ............................................................................................................................................ 138 
21.4  Don’t forget to save your template ............................................................................................................ 138 
22  How to insert Hyperlink ............................................................................................................................................ 139 
22.1  Use the insert computed item option ....................................................................................................... 139 
22.2  Compose your link ............................................................................................................................................ 139 
22.3  Additional options ............................................................................................................................................ 140 
22.4  Don’t forget to save your template ............................................................................................................ 140 
23  How to modify Field Properties ............................................................................................................................. 141 
23.1  How to define a custom date format ........................................................................................................ 141 
23.2  How to create a custom 16-digits number field ................................................................................... 142 
24  How to add relationships ......................................................................................................................................... 143 
24.1  Open the Configure fields and data source dialog .............................................................................. 143 
24.2  Add a new relationship ................................................................................................................................... 145 
24.3  Get the result ....................................................................................................................................................... 146 
25  How to add a separate entity ................................................................................................................................. 147 
25.1  How to add the filter manually .................................................................................................................... 147 
DocumentsCorePack Template Designer Settings .................................................................................................... 148 
1  General ............................................................................................................................................................................. 149 
1.1  Advanced ................................................................................................................................................................... 150 
General Word functionality that is referenced in this guide ................................................................................. 152 
1  How to insert a Watermark ..................................................................................................................................... 153 
2  How to work with field functions .......................................................................................................................... 154 
3  CRM SharePoint Integration ................................................................................................................................... 155 
4  What is CRM Metadata ............................................................................................................................................. 156 
5  Location of files ............................................................................................................................................................ 157 
5.1  The installation directory ..................................................................................................................................... 157 

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5.2  The application directory ..................................................................................................................................... 157 
5.3  The temporary directory ...................................................................................................................................... 157 
DCP Diagnostics ...................................................................................................................................................................... 158 
1  The DCP Diagnostics surface .................................................................................................................................. 159 
1.1  The Diagnostics – tab............................................................................................................................................ 159 
1.2  The System Information-tab .............................................................................................................................. 160 
1.3  The Tools-tab ........................................................................................................................................................... 160 
References ................................................................................................................................................................................. 161 
Glossary ................................................................................................................................................................................ 162 
Table of Figures ................................................................................................................................................................. 163 
Contact .................................................................................................................................................................................. 168 
 
   

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Preamble

This documentation is intended to guide you through the generation and design process of templates in

DocumentsCorePack.

This guide applies to version 7.110 (8.110) or higher.

Please read this document carefully and follow the steps as described to achieve the described results.

Target Audience

This guide is intended for users designing templates for DocumentsCorePack who have the following

minimum skills:

 Basic Knowledge of Microsoft Office Word

 Basic Microsoft Dynamics CRM/Dynamics 365 Knowledge

Purpose of the DocumentsCorePack template designer?

DocumentsCorePack Templates facilitates – among other things - the creation and modification of

DocumentsCorePack Templates in Microsoft Dynamics CRM/Dynamics 365. It has predefined fields, so-

called Mail Merge Fields. These are references to attributes in the Microsoft Dynamics CRM/Dynamics 365-

system (For example Company, Address, Contact, …).

Templates can be created for each MS Dynamics CRM/Dynamics 365 entity (For example Contact,

Opportunities…).

They facilitate the generation of documents.

For example:

1. Account-templates

2. Quote- and invoice-templates

3. Marketing-list-templates for multi-mails etc.

Basically, there are two different types of templates (deprecated Word Standard and Office Open XML).

We recommend you to use the DocumentsCorePack Templates (docx) only, because they are not limited

to a single data source. Due to this fact, our DCP Templates can resolve any relationships between the

entities. In the course of the next chapters, you will learn more about the basics of DocumentsCorePack

template designer, how to create a completely new template and how to handle already created

templates.

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1 DocumentsCorePack Template Designer Basics

The DocumentsCorePack Template Designer is a locally installed add-in for Microsoft Office Word which

enables you to

 insert placeholders for CRM Data (so called ‘Merge Fields’) within templates.

 resolve relationships to gather data from related data from CRM records.

 insert advanced objects like QR-Codes or calculations based on CRM data.

 pull fields from standard and custom entities into templates.

 filter and sort once retrieved records in any imaginable way in the templates.

 handle one-to-many and many-to-many relationships easily.

 place if and else conditions in order to define conditional content inside templates.

 set culture and format of money, integer and decimal fields inside templates.

 generate dynamic document names and dynamic save locations for templates.

 insert dynamic pictures into templates

 insert hyperlinks into templates.

 define arithmetic operations and set the corresponding variables as CRM fields.

 insert sub-templates or other documents to the main document or template.

 configure various settings in the templates.

The DocumentsCorePack Template Designer can be easily accessed via the www.mscrm-addons.com – tab

in the MS Word command bar.

Figure 1: Microsoft Office Word with mscrm-addons.com Ribbon

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1.1 The www.mscrm-addons.com tab

There are two main menu items in the www.mscrm-addons.com tab that facilitate the creation of

templates:

The dashed line (❶) marks the DocumentsCorePack Client functionality that does not belong to the

Template Designer guide. This section is described separately in the DocumentsCorePack ClientBased User

Guide.

While the left side contains the option to save and open templates, the right side does not belong to the

default items of the command bar. It only appears after inserting a field from DocumentsCorePack

Template Designer in order to manage the field properties.

The [Insert MailMerge Fields] button allows you to open an extended user interface to create template

from scratch.

Figure 2: www.mscrm-addons.com tab details

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1.2 How to open the DocumentsCorePack Template Designer

Clicking on [Insert MailMerge Fields] in the www.mscrm-addons.com-tab will open the

DocumentsCorePack Template Designer.

Depending on the

configuration, the following

message box could appear.

Should this happen, please

check the checkbox and

click on [Yes].

After these steps The Template Designer will appear on the right hand side docked to your Word window.

Figure 3: www.msccrm-addons.com tab

Figure 4: Office Open XML (docx) question

Figure 5: DocumentsCorePack Template Designer Taskpane in Word

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1.3 The DocumentsCorePack Template Designer User Interface (Standard)

The DocumentsCorePack Template Designer is a task pane in Word which extends your local Word

installation with the required tools to insert fields.

1.4 Standard

If you are viewing this document on your computer, you can click on the element to directly jump to the

referenced topic.

Standard Fields

Advanced Template

Settings (SEE PAGE20 1.5

ADVANCED TEMPLATES

SETTINGS)

Type Selector

(SEE PAGE 13: TYPE

SELECTOR)

Additional Relationships

(SEE PAGE 36: 1.7

ADDITIONAL-TAB)

Insert Fields

(SEE PAGE 43: INSERT

FIELD BUTTON)

Taskpane Settings (SEE

PAGE 17: SEARCH WITH THE

ATTRIBUTES TREEVIEW

TreeView (SEE PAGE 14

CHAPTER 1.4.2THE

ATTRIBUTES TREEVIEW)

(SEE PAGE 17:

SEARCH)

Figure 6: DocumentsCorePack Template Designer UI - Standard tab

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1.4.1 Type Selector

The first step of creating a new template is always to select the entity the template should be based on. In

the Type Selector-Drop Down Menu, every standard and custom entity is available. This selection is locked,

as soon as a field is inserted or a property is set.

Figure 7: Type selector

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1.4.2 The Attributes TreeView

The attributes TreeView displays all available attribute-fields of the entity that had been selected with the

type selector previously. The fields are listed in a TreeView in the root section. Additionally, all related 1:N

relationships form the CRM entity are display in the Standard Tab.

The additional tab does not show the 1:N

relationships automatically, as the relationship

for the additional tab is defined separately.

Figure 9: Standard fields

Figure 9: Standard fields of look up

Figure 10: Treeview in the Additonal Tab

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Hovering the mouse cursor over an element in the TreeView, will provide users with a tooltip, which

includes additional information about the field. (SEE: PAGE 17, 1.4.4 SEARCH WITH THE ATTRIBUTES

TREEVIEW)

Figure 11: Tooltip of field

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1.4.3 The Insert Fields button

This feature allows to insert additional contents in your .docx. The [Insert]-button provides you with

various insert options. It is a simple and centralized way to insert every MSCRM-field as a “special” field. To

get an overview of your options, you need to follow two easy steps:

❶ Select a field in the tree view of the DocumentsCorePack Template Designer

❷ Click on the Drop-Down-menu of the [Insert field]-button at the bottom of the

DocumentsCorePack Template Designer:

Opening the drop-down menu (❷) provides you with a lot of options that are going to be described in

detail within the next chapters:

Figure 12: Insert fields buttons

Figure 14: Insert Fields drop down

Figure 13: Insert fields drop down computed items

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1.4.4 Search with the attributes TreeView

The search capability allows you to search the tree view for a specific field name. The search includes the

display name, the schema name and the description depending on the configuration described in chapter

1.4.5.3 ❸SEARCH options. The “*” is a supported

wildcard character. As a default the search

supports left truncation. Enter you search term in

the textbox (left ❶) and hit the magnifier button

(left ❷).

All fields that match the set search term (right ❶)

will be listed in a filtered view (right ❸). To undo

the search and see all available fields hit the [x]

button (right ❷).

Additional options related to the search can be set

in the Taskpane Settings.

(SEE: PAGE 18, 1.4.5, TASKPANE SETTINGS)

Figure 15: Attributes Treeview - Search

Figure 16: Treeview - Search result

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1.4.5 Taskpane settings

The Taskpane settings allow you to the modify some of the behaviors of the TreeView containing the CRM

attributes.

1.4.5.1 ❶ Tooltip options

A list of available additional information allows you to select the information about the field that you

would like to see in the tooltip of the field.

Figure 17: Taskpane settings

Figure 18: Tooltip of field in the attributes tree view

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1.4.5.2 ❷ Other settings

“Add fields without Displayname”: Certain fields in CRM are not intended to be used on CRM forms and

therefore do not have a Dsiplayname. Nevertheless, you might have the requirement to use those fields in

your template. With this option to you can enable these fields. The schema name of will be used and the

name begins with “*” (asterisk).

“Mark used fields in Tree”: If a field is already used in the document it will be bold.

“Treeview starting width”: Allows to set the width in pixels when the task pane is opened in Word

1.4.5.3 ❸Search options

The available list of fields (Name, Displayname, Description) allows you to define with information of the

CRM field should be included for the search.

The Name is the schema name in CRM which is usually an internal identifier (e.g. emailaddress1).

The DisplayName is the label which is also used on a CRM form (e.g. Primary Email)

The description is the text-block that contains additional information about the field. (e.g. the purpose or

usage of the field)

Figure 19: Fields without Displayname (top) and used fields (bottom)

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1.5 Advanced Templates Settings

Clicking the [Advanced Template Settings]-button will open a new window.

Figure 20: Advanced Template Settings button

The Advanced Template settings are divided in 3 major categories:

❶ Template Settings

These settings describe the Documents behavior during the document generation

This section contains the possibility to define

❷ Client Automation Settings

These settings are only for the DocumentsCorePack Client which is described here.

❸ Advanced Settings

Includes several additional features for specialized template behavior

Figure 21: Templates settings categories

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1.5.1 Document Name and Subject

The "Document name" property allows you to define a name, or a name pattern for your template,

ensuring that the future document has a pretty name the moment it is generated.

The allowed syntax for this property and the available options for this field are described here (SEE: PAGE 66,

3.1.1 STRINGS (BASIC SYNTAX) F.) This is how such a document could look like:

Figure 22: Document Name and Subject

Figure 23: Example of the DocumentName after a merge

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1.5.2 General

The “General” property provides you with some general settings options for your future template.

❶ Mark as Label Template

Mark your future template as “Label Template” (which has a special behavior)

❷ Do not compress inserted images

Change your image settings, for example: do not compress inserted images

❸ Target Output (DPI)

Change your image settings, for example: set your target DPI output

❹ Do not remove base 64 strings from data source

Modify the compression of your future template

❺ Workflow

Set a workflow in order to make sure that the template will be processed in a certain way

automatically after its creation.

❻ Preserve Form Fields for PDFs

Check the checkbox to preserve form fields for PDFs. Form fields in PDFs are fields that can be

customized (filled) by users.

Figure 24: Template Settings - General

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1.5.3 Create Activities for

The “Create Activities For” property is used to predefine settings for DocumentsCorePack Client based

operations that effect templates. The configuration options allow template editors to define the

“Recipient”, “Regarding” and the “Save Location” of activities based on a template independently.

For further information on DocumentsCorePack Client, please have a look at the documentation of the

same name.

Anyway, to set a “Recipient”, a “Regarding” or a “Save Location”, simply click on the desired entity/location

in the TreeView.

Per default, only the “Recipient” – tab is displayed.

If you want all three tabs to be shown, you have to check the “Enable Advanced

Settings”- checkbox.

Figure 25: Template Settings – Create Activities For

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1.5.4 Document Protection

The “Document Protection” property provides you with the possibility to add a password to your future

MS Word document. A practical TreeView supports you with the selection process.

<<addresstype>>

Figure 26: Template Settings – Document Protection: (Owner) Password

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For the DocumentsCorePack Server based document generation, you can also set a password for PDFs and

thus, enhance the security of the document.

Figure 27: Template Settings – Document Protection: Advanced PDF Encryption

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1.5.5 Sub Folder

The sub folder property can be used to define a certain subfolder if the integrated CRM SharePoint

storage option is enabled for DocumentsCorePack.

The Sub Folder also can be created dynamically and based on CRM fields by following the

DocumentsCorePack Syntax. (SEE: PAGE 66, 3.1.1 STRINGS (BASIC SYNTAX) F.)

The Subfolder will be created on top of the CRM Integrated SharePoint location. This guide also contains a

section for external sources. (SEE: PAGE 155, 7.3 CRM SHAREPOINT INTEGRATION);

Figure 28: Template Settings – Sub Folder

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1.5.6 Client Automation

The “Client Automation” property settings work only with DocumentsCorePack

Client based operations. Furthermore, they only take affect when the [Create

CRM Activity] - button of the Client is used and do not work with the

[Send as ….] - option.

If this checkbox is checked, PDFs are sent automatically. If you do not want to press the [SendasPDF] –

button manually, this is the perfect feature for you.

Check this checkbox to automatically skip the “file name”-dialog. Usually, you have

to enter a file name if you press the [SendasPDF]-button. This is not necessary anymore

if you check this checkbox.

Figure 31: Automation Settings – Skip “Send as PDF” file name dialog

Figure 30: Client Automation Settings – Trigger the [SendasPDF] – button automatically

Figure 29: Client Automation Settings – Client Automation

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1.5.7 E-Mail (Create CRM Activity)

The “E-Mail (Create CRM Activity)” property enables users to define the “Recipient” (TO), “Carbon Copy”

(CC) and “Blind Carbon Copy” (BCC) – addresses of an e-Mail. It is possible to use data from fields out of

CRM to be part of the entries. The predefined email addresses will show up in every email activity. “to”,

“cc” and “bcc” settings of your future Emails are possible in this section.

Figure 32: Automation Settings – E-Mail (Create CRM Activity)

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1.5.8 Additional fields (obsolete)

This area contains fields that are not directly inserted into the template. You do not have to worry about

the settings as all out of the box functionality populates the necessary fields her automatically. (This is not

further described in a separate article)

Figure 33: Advanced Settings – Additional fields with example

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1.5.9 SharePoint Metadata

Using the standard CRM SharePoint Integration enables you to define metadata fields and values in your

template automatically. As soon as the generated document is saved also this metadata is updated in

SharePoint. Details about the Standard CRM SharePoint Integration can be found here at

PAGE 155, 7.3 CRM SHAREPOINT INTEGRATION.

The properties are presented in a list view (❹) showing the name of the property and the value set for

this property. Within this dialog you are able to add, edit and delete properties.

SharePoint taxonomy properties are not supported.

Figure 34: Sharepoint Metadata Dialog

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1.5.9.1 ❶ Add

When you add a new property, a dialog appears. In this dialog you have to set the actual name of the

SharePoint metadata property. To find this name, simply search for the term in the Search-field and click

on the [magnifier]-button. The TreeView will provide you with all fields that a) contain your search term

and b) are related to the main entity (in this example: “Account”).

The name can be set up following the syntax of DocumentsCorePack for strings. (SEE: PAGE 66, 3.1.1 STRINGS

(BASIC SYNTAX) F.)

1.5.9.2 ❷ Edit

By using the edit button on any existing property the same name can be set up following the syntax of

DocumentsCorePack for strings. (SEE: PAGE 66, 3.1.1 STRINGS (BASIC SYNTAX) F.)

Figure 36: SharePoint Metadata Property - Edit

Figure 35: SharePoint Metadata Property

- Add

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1.5.9.3 ❸ Delete

Delete removes an existing property form the list.

Using the standard CRM SharePoint Integration enables you to define metadata fields and values in your

template automatically. As soon as the generated document is saved, also this metadata is updated in

Microsoft Dynamics CRM/Dynamics 365.

Figure 37: SharePoint Metadata Property - Delete

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1.5.9.4 ❹ Create a new property

To create a new property, simply click on [Add]. The Sharepoint MetaData window pops up. You have to

type in the name of the SharePoint property manually into the SharePoint Field ❶. Select the fields that

should be used in your pattern here (2). The value for the property can be composed from Microsoft

Dynamics CRM/Dynamics 365 fields and fixed text.

Figure 38: SharePoint Metadata Property – Create new property

Figure 39: SharePoint Metadata Property – Select fields for newly created property

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1.5.10 Remove Watermark

Define a condition that removes the Inserted Watermark if the Condition is met. You have to insert a

Watermark in your template first, otherwise this property does not have any effect.

How to insert a watermark is described here at PAGE 153, 7.1 HOW TO INSERT A WATERMARK.

The condition that can be defined follows the DocumentsCorePack syntax for conditions. (SEE PAGE 70, 3.1.4

CONDITIONS)

Figure 40: Remove Watermark

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1.6 Notification Area

The notification area provides you with import information about DocumentsCorePack. You will see this

message most likely if the metadata of CRM is out of date.

Notification Area:

In order to keep (especially your

Metadata) up to date, simply click

on the [Update]-button, when

the message appears.

Figure 41: Notification Area – Metadata update

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1.7 Additional-tab

This window has been designed to manage and insert additional fields.

Create

Table selector

Delete Table

TreeView

Insert Fields

Edit Table

Figure 42: DocumentsCorePack Template Designer UI - Additional tab

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1.7.1 Add Relationships/Entity

A click on the button [Add Relationship/Entity] (1) will open the relationship designer to create a new

relationship from scratch. While a click on the [Dropdown Arrow] (2) expands an extended menu with

predefined relationships.

Clicking on the Dropdown Menu of the [Add Relationship/Entity]-tab opens this dialog:

The marked area includes all predefined

relationships. DocumentsCorePack already has

a variety of different predefined relationships

for standard CRM entities.

e.g. All Contacts of an Account, Quote

Products of a Quote, …

In our example, we decided to select

[All contacts] to get access to the fields from

the entity “Contact by clicking on it.”

Now the Additional tab TreeView is filled with

the predefined relationship [All Contact] and

you can easily insert them into your template.

Figure 43: Add Relationship/Entity button

Figure 44: Add Relationship/Entity dropdown - predefined relationships

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1.7.2 Table selector

The table selector is a drop down menu that contains all added relationships for the current template.

By switching the selection, the corresponding fields in the below TreeView change.

Figure 45: Table Selector

Existing tables:

In this dropdown menu, every resolved entity is

listed as a table. This enables you to switch

between all lists of fields.

[Edit]-button:

This button allows you to edit the

existing entities.

Delete-button:

With this button, you delete the relationship

and all corresponding tables from this entity.

TreeView:

Provides you with full access to every field.

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1.8 Additional Relationships

The [Add Relationship/Entity]-button also includes buttons that allow its users to add a new relationship

or to manage existing relationships and tables. For further information on how to manage tables, please

have a look at CHAPTER 2.1 MANAGE TABLES, PAGE 62.

Clicking the [Add New Relationship…]-button opens the dialog shown below. Within it, you can

configure fields, tables and relationships that are important for your document.

Figure 46: Add New Relationship…

Figure 47: Add New Relationship… - Configure Fields and data source dialog

Select existing Relation:

Advanced Settings:

Filter:

Sorting:

Records to show:

Attributes:

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1.8.1 Aggregation

Checking the activate aggregation checkbox, allows its users to group relationships in certain ways.

The aggregation function allows you to aggregate attributes via the least/most important and to group

attributes within specified limits. The functionality is very useful when you want to create an overview to

certain data and sum or calculate the average of revenues or sales.

It can also be used to create quarterly, yearly, monthly or daily reports. Aggregation fetches enable you to

calculate sum(s), average minimum & maximum and count items. All aggregation methods supported by

Microsoft Dynamics 365 (CRM) can be easily applied to any template, although the selection depends on

the fields to be inserted.

Figure 48: Aggregation checkbox activated including examples

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The following aggregate functions are supported by Microsoft Dynamics 365 (CRM):

AVG

This functionality computes the average values for all entities or relationships used for the template.

0 is not considered when the average is calculated.

However, the result of a calculation including 0 is replaced by zero (0).

COUNT (sub-functionalities: COUNTCOLUMN, COUNT DISTINCT COLUMNS)

This functionality provides you with a count of all entities or relationship used for the template.

MAX

This functionality provides you with the maximum value of a certain selection of entities.

0 is not considered when the maximum value is calculated.

However, the result of a calculation including 0 is replaced by zero (0).

MIN

This functionality provides you with the minimum value of a certain selection of entities.

0 is not considered when the minimum value is calculated.

However, the result of a calculation including 0 is replaced by zero (0).

SUM

This functionality provides you with a sum of all entities or relationships used for the templates.

MULTIPLE AGGREGATES

This functionality enables you to use multiple aggregate attributes to set a minimum and a maximum.

GROUP BY

This functionality enables you to use multiple aggregate attributes and a linked group by attribute.

GROUP BY WITH LINKED ENTITY

This sub-functionality enables you to use the sum aggregate attribute to sum linked entity values.

GROUP BY YEAR, QUARTER, MONTH, WEEK OR DAY

These sub-functionalities enable you to group results by year, quarter, month, week or day.

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MULTIPLE GROUP BY

This functionality enables you to use multiple group by clauses.

ORDER BY

This functionality enables you to use multiple order by clauses.

Please find an example on how to use an aggregation properly in chapter 5.7 HOW TO CREATE AN

AGGREGATION FETCH ON PAGE 108.

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1.9  Insert Field Button 
This feature allows to insert additional contents in your .docx. The [Insert]-button provides you with 
various insert options. It is a simple and centralized way to insert every MSCRM-field as a “special”-field. 
To get an overview of your options, you need to follow two easy steps: 
 
1)  Select a field in the TreeView of the DocumentsCorePack Template Designer 
2)  Click on the Drop-Down-menu of the [Insert field]-button at the bottom of the 
DocumentsCorePack Template Designer:  
 
 
 
Opening the drop-down menu provides you with a lot of options that are going to be described in detail 
with the next chapters: 
 
[INSERT AS PICTURE FIELD] 
[INSERT AS A PICTURE-LINK FIELD] 
[INSERT AS A PICTURE-LINK FIELD] 
[INSERT AS DOCUMENT] 
[INSERT AS HTML] 
[INSERT STATIC ITEM] 
[INSERT [COMPUTED ITEM]] 
[INSERT DOCUSIGN ITEM] 
[INSERT ASSURESIGN ITEM] 
 
 
 
The functionalities of DocuSign, as well as of AssureSign, are explained in the 
      e-Signature User Guide, which can be found here.  
 
 
 
   

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1.9.1 Insert as Picture Field

This option will insert a place holder for an image.

The image source for the image can be a path to a document.

The Image will be embedded into the document.

This option is not recommended when the generated document will be further used as

source for an email as most email clients are not able to display base64 embedded

image. Or as they do not allow this type of embedded image can also be used for

malicious attacks.

Please find a more detailed tutorial in our How-to-section “HOW TO INSERT AS PICTURE FIELD”, PAGE 115.

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1.9.2 Insert as a Picture-Link Field

This option will insert a place holder for an image.

The image path should be accessible from all over the network or the web.

This option is recommended if you would like to insert dynamic pictures in your

document based on data in CRM.

Please find a more detailed tutorial in our How-to-section, “HOW TO INSERT AS PICTURE LINK FIELD”, PAGE 119.

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1.9.3 Insert as Document

This option will insert a document that has been previously attached as a note in MS Dynamics

CRM/Dynamics 365.

Attaching a document as note basically works like attaching a picture as note (but

of course, you have to replace the picture by a document).

Please find a more detailed tutorial in our How-to-section “HOW TO INSERT AS DOCUMENT”, PAGE 121.

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1.9.4 Insert as HTML

HTML is abbreviation for Hyper Text Markup Language. You will usually come across this term when

talking about websites. HTML defines the layout when view in a browser. As Word is also capable of

creating HTML pages you also can work the other way around and insert HTML into a document.

Insert as HTML enables you to insert various HTML contents into templates. The functionality is able to

interpret HTML-codes stored in CRM and to display the contents appropriately in merged documents.

A HTML editor or some self-created input written in HTML is required to use the

[Insert as HTML] option. We do not automatically provide you with a HTML editor. If

needed, it has to be implemented by you into your CRM system. There are various

free and also some charged HTML editors that you could use.

Please find a more detailed tutorial in our How-to-section “HOW TO INSERT AS HTML”, PAGE 124.

Figure 49: HTML code (left), compiled HTML (right)

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1.9.5  Insert Static Item 
This option has two main purposes.  
It will insert static documents.  
It also includes the possibility to format and structure the document.   
 
Please find a more information in our How-to-section “HOW TO INSERT AS STATIC ITEM”, PAGE 125. 
 
1.9.6  Static document 
This option allows you to insert a sub template into your current template. 
It was as well designed to insert further text documents like, for example, General Terms and Conditions.  
 
Please find a more detailed tutorial in our How-to-section “HOW TO INSERT AS STATIC 
DOCUMENT, PAGE 125. 
 
1.9.7  Page Break 
This option enables you to insert a dynamical page break into your document.  
 
The Insert Page Break – option also works with table. If you, for example,  
have a table with product information and you insert a “Page Break” – item,  
you will automatically get an extra page for each product as a result.  
 
Please find a more detailed tutorial in our How-to-section “HOW TO INSERT PAGE BREAK”, PAGE 129. 
 
1.9.8  Remove Empty Lines 
“Remove Empty Lines” – fields are a simple way to dynamically structure your document after a merge 
process. For example, if you want to delete unnecessary lines between contacts and opportunities, simply 
insert such a “Remove Empty Lines”-field. This option enables you to insert dynamical “Remove Empty 
Lines” into your document.  
 
The “Remove Empty Lines” – fields are very useful when subdocuments or HTML- 
  content are inserted.  
 
Please find a more detailed tutorial in our How-to-section “HOW TO INSERT REMOVE EMPTY LINES”, PAGE 130.

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1.9.9 Join Tables

This option combines tables, making a single table out of it.

In this example we have 2 tables from an additional entity but want those two Fields grouped together in

one table. So we have inserted a <<jointables>> between the tables, and if this template will be merged

the tables get joined together.

As you can see in the following screenshot in this Template is just one single table will all merged field

from above.

Please find a more detailed tutorial in our How-to-section “HOW TO INSERT JOIN TABLES”, PAGE 131.

Figure 50: Two tables with the <<jointables>> command before a merge

Figure 51: Two tables with after the <<jointables>> command was executed

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1.9.10 Insert [Computed Item]

This option empowers users to make basic arithmetic operations with MS Dynamics CRM/Dynamics 365

number-fields.

Please find a more detailed tutorial in our How-to-section “HOW TO INSERT COMPUTED ITEMS”, PAGE 132.

1.9.11 Insert [QR Code]

“Insert QR Code” – fields help you to define a pattern for a dynamically created QR-Code. The example

below shows a QR-Code (2) that is based on a CRM field in a template ❶.

Please find a more detailed tutorial in our How-to-section “HOW TO INSERT QR CODES”, PAGE 133.

Figure 52: Example of inserted QR Code and CRM field in a template

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1.9.12 Insert [Advanced String]

The "Advanced String" field allows you to define a pattern for a dynamically created string.

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

Please find a more detailed tutorial in our How-to-section “HOW TO INSERT AN ADVANCED STRING”, PAGE 135.

Figure 53: Example of dynamic string

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1.9.13 Insert [Calculated field]

The “Calculated Field”-option allows you to evaluate calculations of data from CRM.

The example below shows an evaluated calculation based on CRM fields.

Please find a more detailed tutorial in our How-to-section “HOW TO INSERT CALCULATED FIELDS”, PAGE 137.

Figure 54: Example of Computed field

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1.9.14 Insert [Hyperlink] 
The “Hyperlink” – option allows you to define a pattern for a dynamically created link.  
The syntax for the field is described here. (SEE: PAGE 66, 3.1.1 STRINGS (BASIC SYNTAX) F.) 
 
Please find a more detailed tutorial in our How-to-section “How to insert Hyperlink”, page 139.

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1.9.15 Insert DocuSign Item

This option requires the installation of a different product.

An explicit description can be found on our homepage in the Documentation section here.

The guide describing this functionality is called “DocumentsCorePack e-Signature User Guide”.

1.9.16 Insert AssureSign Item

This option requires the installation of a different product.

An explicit description can be found on our homepage in the Documentation section here.

The guide describing this functionality is called “DocumentsCorePack e-Signature User Guide”.

Figure 55: mscrm-addons.com documentation section

Figure 56: mscrm-addons.com documentation section

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1.10 Field Properties

Depending on the type of the field type that you have added in the document, you can call the properties

windows. To do so, simply click on the corresponding field ❶ and then on the [Field properties]-button

❷.

Field properties can also be opened via the context menu. To do so, simply right click on the inserted field.

Please find a more detailed tutorial in our How-to-section “HOW TO MODIFY FIELD PROPERTIES”, PAGE 141.

However, there are a few types of field properties in Microsoft Dynamics 365 (CRM).

Figure 57: mscrm-addons.com documentation section

Figure 58: Open field properties via the context menu

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1.10.1 String-fields

String fields are text fields that support you when it comes to the creation of text.

In order to configure them, simply check the Delete line/row if whole line/row is empty-box if you want to

delete the whole row should the field be empty.

Check the Delete line/row if this field is empty-box if you want to delete the field only if the field is empty.

1.10.2 Date fields

Data fields allow you to insert dates, like for example Created on.

In order to configure them, you can select a format and a culture in the corresponding drop down menu.

Please have a look at CHAPTER 5.23.1 HOW TO DEFINE A CUSTOM DATE FORMAT ON PAGE 141 in order learn how to

create a custom date format.

Figure 59: String fields

Figure 60: Data fields

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As you see here, you are provided with many different data formats…

Figure 61: Insert Format

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… and culture as well. In order to insert a culture, simply select your preferred one from the list.

Figure 62: Insert Culture

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1.10.3 Number fields

Number fields allow you to insert digits, like for example money fields, age fields or quote numbers.

In order to configure them, you can select a format and a culture in the corresponding drop down menu.

Please have a look at CHAPTER 5.23.2 HOW TO CREATE A CUSTOM 16-DIGITS NUMBER field ON PAGE 142 in order

learn how to create a 16-digits custom number.

1.10.4 Picklist fields

Picklist fields allow you to insert picklists. In order to configure them, you can select a format and a culture

in the corresponding drop down menu. Check the use internal Value-checkbox in order to activate a

function that inserts a field independent from the language.

Figure 63: Insert number field

Figure 64: Insert picklist

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Once the field is inserted including the internal value, the term ovalue will be added to the field.

Figure 65: Picklist field inserted plus internal value

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2 DocumentsCorePack Template Designer Advanced

The following chapters provide you with an overview of the advanced capabilities of Template Designer.

They focus on the following options:

 Add entities

 Manage tables

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2.1 Manage Tables

The manage tables function allows you to insert/manage/edit/customize tables and relationships.

To open it, simply open the [Add Relationship/Entity]-Drop Down menu in the DocumentsCorePack

Additional tab and select the option Manage relationships in the menu you are provided with.

Figure 67: Template Designer – Add Relationship/Entity

Figure 67: Add Relationship/Entity – Drop Down Menu

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2.1.1 The manage relationship window

All customizations for tables and relationships can be done here.

❶ Select type drop down

In the select type drop down menu you can select which type of entity you would like to work with.

The details shown in the list (see ❸) vary – depending on which entity you have

previously selected. Global relations (which are checked automatically) are the

same for all entities, whereas special relations have to be checked by the user.

❷

The plus, the minus and the up and down arrows allow you to customize your buttons.

Click on the [Plus]-button in order to add a predefined relationship. For further information on how to do

so please have a look at chapter 1.8 ADDITIONAL RELATIONSHIPS, PAGE 39.

Figure 68: Manage relationships window

Figure 69: Customize entities buttons

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The [Minus]-button allows you to delete predefined relationships. To do so, simply mark the relationship

you would like to delete and click on the [Yes]-button when you are asked if you want to delete it.

The [Up] and [Down]- arrow buttons allow you to determine in which order the relationships should

appear in the Add Relationship/Entity drop down menu. For more information on that menu, please have a

look at CHAPTER 1.7.1 ADD RELATIONSHIPS/ENTITY, PAGE 37

❸ The select type list preview gives you an overview of the relations that are displayed in the Add

Relationship/Entity drop down menu. For more information on that menu, please have a look at CHAPTER

1.7.1 ADD RELATIONSHIPS/ENTITY, PAGE 37.

❹ The select localization list preview offers you the possibility to customize your entities regarding to the

languages that you use in your Microsoft Dynamics CRM/Dynamics 365 settings.

❺

The entity settings at the right side allow you to customize the entity that is related to your previously

selected main entity in the type selector. If the checkbox next to Global is checked, the entity will be added

to the global entities of this relation.

❻ Hit the [Plus]-button in order to add a new field to the select localization list preview. Hit the [Minus]-

button in order to delete a previously marked field.

Figure 70: Manage Relationships – how to delete relationships

Figure 71: Manage predefined relationships – entity settings

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3 Advanced template options

Besides the standard options, DocumentsCorePack Template Designer offers additional options that

facilitate the designing of templates, such as:

 Advanced syntax structures

 Calculate (advanced) arithmetic issues

The following chapters provide you with an overview of the advanced template options.

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3.1 DocumentsCorePack Client Property Syntax

Certain properties of DocumentsCorePack templates can consist of fixed text and CRM fields. There are

also some additional function calls available. Also, data from CRM can be manipulated.

Several DocumentsCorePack properties support the same syntax. The 3 major different syntax types are

strings, calculations and conditions.

3.1.1 Strings (basic syntax)

The basic syntax for string properties follows the following rules.

Fixed text has to be typed manually in the text field and has to be enclose with single quotes (" ' ")

Fixed text has to be typed manually in the text field and has to be enclose with single quotes (" ' ").

To combine several CRM fields and fixed text you have to use the plus sign ("+").

Figure 72: Property syntax - fixed text

Figure 73: Property syntax - fields

Figure 74: Property syntax - plus signs

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3.1.2 Strings (advanced syntax)

Function calls can be applied to CRM fields by using the "." and the actual function call.

There are also standalone method calls supported. The function call has to end with brackets. Certain

functions also support parameters or have mandatory parameters.

The following table contains a list with all available functions that can be applied to CRM fields.

For all examples bellow please assume the <<name>> field will be "MSCRM-addons.com" after the merge.

Function

Description

Example

<<name>>.pos(x,y)

will insert y signs from the xth

position.

<<name>>.pos(2,5)

Result: "CRM-a"

<<name>>.left(x)

will insert the first x – signs.

E.g.: <<name>>.left(5)

<<name>>.left(5)

Result: "MSCRM"

<<name>>.right(x)

will insert the last x signs of the string. E.g.:

<<name>>.right(3)

Result: "com"

<<name>>.upper()

displays all values in the field in capital letters.

Result: "MSCRM-

ADDONS.COM"

<<name>>.lower()

displays all values in the field in small letters.

Result: "mscrm-

addons.com"

<<name>>.caps()

displays the first letter in the field before as

capital letter.

Result: "Mscrm-

addons.com"

<<name>>.firstcaps()

displays the first letter in a

sentence in capital letter

Mscrm-addons.com

<<name>>.invert()

reverses every case

Result: "mscrm-

ADDONS.COM"

Figure 77: Table - List of function calls for fields

Figure 75: Property syntax - function call pos with parameters 2

and 5

Figure 76: Property syntax - Standalone function DATETIME

without parameters

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The following table contains a list with all available functions that can stand alone to CRM fields

Function

Description

Example

guid()

generates a unique serial number

b8a4d649-342e-4bfc-9a6f-

b4afd4741b4

DATETIME()

inserts the actual and local date

and time

06.12.2013 16:06

DATETIME(DD.MMMM.YY

mm:ss, de-DE)

There are many different

formatting options for displaying

the culture name for different

countries For more information

please have a look at CHAPTER 3.2.3 CULTURES

ON PAGE 76.

06.Dezember.1316:06

DATETIME(DD.MMMM.YY

' '

mm:ss, de-DE)

For more information about the

different cultures which can be

displayed, please have a look at CHAPTER

3.2.3 CULTURES ON PAGE 76.

06.Dezember.13 16:06

Figure 78: Table - List of standalone functions

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3.1.3 Calculations

The syntax for this field supports the basic arithmetic operations.

/ divide

* multiply

+ add up

- substract

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3.1.4 Conditions

Certain properties of DocumentsCorePack templates consist of conditions based on Microsoft Dynamics

CRM/Dynamics 365 fields. This chapter covers the basic syntax, as well as the advanced options that can

be used. Several DocumentsCorePack properties support the same syntax. A list of these properties can be

found at the end of this chapter.

A) The basic Syntax

Fixed text has to be typed manually into the text field and must be enclosed with single quotes (‘)

Figure 79: Example for fixed text

Fields from Dynamics 365 (CRM) are enclosed by << and >> when you insert them from the tree view.

Figure 80: Example for fields from CRM

To apply different functions to several Microsoft Dynamics 365 (CRM) fields, the fields and the fixed text

must contain one of the operators that are listed in the tables in section B) and C) of this chapter.

Figure 81: Example for operators from CRM

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B) Supported datatypes and available operators

Datatype

Value

Bool

True, false, 0, 1

Decimal/Numbers

Format z.B.: 1.1

Currency

€ 1.1 or $ 1.1 (when decimal, the currency symbols €, $ are deleted)

Date

#2015-12-13# or #2015-12-13T12:00:59+01:30#

Text

Figure 82: Table – Supported Datatypes

Operator

Description

Used with the following datatypes

equals

for each

does not equal

for each

greater than

for each

less than

for each

greater than or equal

for each

less than or equal

for each

addition

Decimal, Numbers, Currency, Text

substraction

Decimal, Numbers, Currency

multiplication

Decimal, Numbers, Currency

division

Decimal, Numbers, Currency

modulo

Decimal, Numbers, Currency

LIKE comparison, wildcard

*,%

text

Figure 83: Table – Available Operators

Boolean Operators: AND, OR, NOT

C) Special values and functions

Null / NULL

null

true

false

ISNULL

ISNULL(field, substitute value)

LEN

LEN(text) returns the string-length

IIF

IIF(condition, valuetrue, valuefalse)

TRIM

TRIM(text) deletes the whitespace at the beginning/end

SUBSTRING

SUBSTRING(text, start, len)

CONVERT

CONVERT(value, destType) destType must be a .Net datatype, e.g.: System.Int32

Figure 84: Table – Special values and functions

This syntax applies to the following properties and special fields:

Template Properties > Remove Watermark

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3.2 Additional field specific formatting capabilities

This chapter provides you with an overview of the additional field specific formatting capabilities of

DocumentsCorePack Template Designer. Please have a look at CHAPTER 1.10 FIELD PROPERTIES ON PAGE 55 for

some general information on field properties.

3.2.1 Date fields

This table provides you with an overview of all possible additional date field customizations. Please have a

look at CHAPTER 5.23.1 HOW TO DEFINE A CUSTOM DATE FORMAT ON PAGE 141 in order learn how to create a

custom date format.

Format

specifier

Description

Example

"d"

The day of the month,

from 1 through 31.

6/1/2009 1:45:30 PM -> 1

6/15/2009 1:45:30 PM -> 15

"dd"

The day of the month,

from 01 through 31.

6/1/2009 1:45:30 PM -> 01

6/15/2009 1:45:30 PM -> 15

"ddd"

The abbreviated name of

the day of the week.

6/15/2009 1:45:30 PM -> Mon (en-US)

6/15/2009 1:45:30 PM -> Пн (ru-RU)

6/15/2009 1:45:30 PM -> lun. (fr-FR)

"f"

The tenths of a second in a

date and time value.

6/15/2009 13:45:30.617 -> 6

6/15/2009 13:45:30.050 -> 0

"ff"

The hundredths of a

second in a date and time

value.

6/15/2009 13:45:30.617 -> 61

6/15/2009 13:45:30.005 -> 00

"fff"

The milliseconds in a date

and time value.

6/15/2009 13:45:30.617 -> 617

6/15/2009 13:45:30.0005 -> 000

"ffff"

The ten thousandths of a

second in a date and time

value.

6/15/2009 13:45:30.6175 -> 6175

6/15/2009 13:45:30.00005 -> 0000

"fffff"

The hundred thousandths

of a second in a date and

time value.

6/15/2009 13:45:30.61754 -> 61754

6/15/2009 13:45:30.000005 -> 00000

"ffffff"

The millionths of a second

in a date and time value.

6/15/2009 13:45:30.617542 -> 617542

6/15/2009 13:45:30.0000005 -> 000000

"fffffff"

The ten millionths of a

second in a date and time

value.

6/15/2009 13:45:30.6175425 -> 6175425

6/15/2009 13:45:30.0001150 -> 0001150

"F"

If non-zero, the tenths of a

second in a date and time

value.

6/15/2009 13:45:30.617 -> 6

6/15/2009 13:45:30.050 -> (no output)

"FF"

If non-zero, the

hundredths of a second in

a date and time value.

6/15/2009 13:45:30.617 -> 61

6/15/2009 13:45:30.005 -> (no output)

"FFF"

If non-zero, the

milliseconds in a date and

time value.

6/15/2009 13:45:30.617 -> 617

6/15/2009 13:45:30.0005 -> (no output)

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"FFFF"

If non-zero, the ten

thousandths of a second in

a date and time value.

6/1/2009 13:45:30.5275 -> 5275

6/15/2009 13:45:30.00005 -> (no output)

"FFFFF"

If non-zero, the hundred

thousandths of a second in

a date and time value.

6/15/2009 13:45:30.61754 -> 61754

6/15/2009 13:45:30.000005 -> (no output)

"FFFFFF"

If non-zero, the millionths

of a second in a date and

time value.

6/15/2009 13:45:30.617542 -> 617542

6/15/2009 13:45:30.0000005 -> (no output)

"FFFFFFF"

If non-zero, the ten

millionths of a second in a

date and time value.

6/15/2009 13:45:30.6175425 -> 6175425

6/15/2009 13:45:30.0001150 -> 000115

"g", "gg"

The period or era.

6/15/2009 1:45:30 PM -> A.D.

"h"

The hour, using a 12-hour

clock from 01 to 12.

6/15/2009 1:45:30 AM -> 1

6/15/2009 1:45:30 PM -> 1

"hh"

The hour, using a 12-hour

clock from 01 to 12.

6/15/2009 1:45:30 AM -> 01

6/15/2009 1:45:30 PM -> 01

"H"

The hour, using a 24-hour

clock from 0 to 23.

6/15/2009 1:45:30 AM -> 1

6/15/2009 1:45:30 PM -> 13

"HH"

The hour, using a 24-hour

clock from 00 to 23.

6/15/2009 1:45:30 AM -> 01

6/15/2009 1:45:30 PM -> 13

"K"

Time zone information.

With DateTime values:

6/15/2009 1:45:30 PM, Kind Unspecified -> 6/15/2009 1:45:30

PM, Kind Utc –> Z

6/15/2009 1:45:30 PM, Kind Local -> -07:00 (depends on local

computer settings)

With DateTimeOffset values:

6/15/2009 1:45:30 AM -07:00 --> -07:00

6/15/2009 8:45:30 AM +00:00 --> +00:00

"m"

The minute, from 0

through 59.

6/15/2009 1:09:30 AM -> 9

6/15/2009 1:09:30 PM -> 9

"mm"

The minute, from 00

through 59.

6/15/2009 1:09:30 AM -> 09

6/15/2009 1:09:30 PM -> 09

"M"

The month, from 1

through 12.

6/15/2009 1:45:30 PM -> 6

"MM"

The month, from 01

through 12.

6/15/2009 1:45:30 PM -> 06

"MMM"

The abbreviated name of

the month.

6/15/2009 1:45:30 PM -> Jun (en-US)

6/15/2009 1:45:30 PM -> juin (fr-FR)

6/15/2009 1:45:30 PM -> Jun (zu-ZA)

"MMMM"

The full name of the

month.

6/15/2009 1:45:30 PM -> June (en-US)

6/15/2009 1:45:30 PM -> juni (da-DK)

6/15/2009 1:45:30 PM -> uJuni (zu-ZA)

"s"

The second, from 0

through 59.

6/15/2009 1:45:09 PM -> 9

"ss"

The second, from 00

through 59.

6/15/2009 1:45:09 PM -> 09

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"t"

The first character of the

AM/PM designator.

6/15/2009 1:45:30 PM -> P (en-US)

6/15/2009 1:45:30 PM -> 午 (ja-JP)

6/15/2009 1:45:30 PM -> (fr-FR)

"tt"

The AM/PM designator.

6/15/2009 1:45:30 PM -> PM (en-US)

6/15/2009 1:45:30 PM -> 午後 (ja-JP)

6/15/2009 1:45:30 PM -> (fr-FR)

"y"

The year, from 0 to 99.

1/1/0001 12:00:00 AM -> 1

1/1/0900 12:00:00 AM -> 0

1/1/1900 12:00:00 AM -> 0

6/15/2009 1:45:30 PM -> 9

"yy"

The year, from 00 to 99.

1/1/0001 12:00:00 AM -> 01

1/1/0900 12:00:00 AM -> 00

1/1/1900 12:00:00 AM -> 00

6/15/2009 1:45:30 PM -> 09

"yyy"

The year, with a minimum

of three digits.

1/1/0001 12:00:00 AM -> 001

1/1/0900 12:00:00 AM -> 900

1/1/1900 12:00:00 AM -> 1900

6/15/2009 1:45:30 PM -> 2009

"yyyy"

The year as a four-digit

number.

1/1/0001 12:00:00 AM -> 0001

1/1/0900 12:00:00 AM -> 0900

1/1/1900 12:00:00 AM -> 1900

6/15/2009 1:45:30 PM -> 2009

"yyyyy"

The year as a five-digit

number.

1/1/0001 12:00:00 AM -> 00001

6/15/2009 1:45:30 PM -> 02009

"z"

Hours offset from UTC,

with no leading zeros.

6/15/2009 1:45:30 PM -07:00 -> -7

"zz"

Hours offset from UTC,

with a leading zero for a

single-digit value.

6/15/2009 1:45:30 PM -07:00 -> -07

"zzz"

Hours and minutes offset

from UTC.

6/15/2009 1:45:30 PM -07:00 -> -07:00

":"

The time separator.

6/15/2009 1:45:30 PM -> : (en-US)

6/15/2009 1:45:30 PM -> . (it-IT)

6/15/2009 1:45:30 PM -> : (ja-JP)

"/"

The date separator.

6/15/2009 1:45:30 PM -> / (en-US)

6/15/2009 1:45:30 PM -> - (ar-DZ)

6/15/2009 1:45:30 PM -> . (tr-TR)

"string"

'string'

Literal string delimiter.

6/15/2009 1:45:30 PM ("arr:" h:m t) -> arr: 1:45 P

6/15/2009 1:45:30 PM ('arr:' h:m t) -> arr: 1:45 P

Defines the following

character as a custom

format specifier.

6/15/2009 1:45:30 PM (%h) -> 1

The escape character.

6/15/2009 1:45:30 PM (h \h) -> 1 h

Any other

character

The character is copied to

the result string

unchanged.

6/15/2009 1:45:30 AM (arr hh:mm t) -> arr 01:45 A

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3.2.2 Number fields

This table provides you with an overview of all possible additional number field customizations. Please

have a look at CHAPTER 5.23.2 HOW TO CREATE A CUSTOM 16-DIGITS NUMBER FIELD ON PAGE 142 in order learn how

to create a custom number field.

Format

specifier

Name

Description

Examples

"0"

Zero

placeholder

Replaces the zero with the

corresponding digit if one is present;

otherwise, zero appears in the result

string.

1234.5678 ("00000") -> 01235

0.45678 ("0.00", en-US) -> 0.46

0.45678 ("0.00", fr-FR) -> 0,46

"#"

Digit

placeholder

Replaces the "#" symbol with the

corresponding digit if one is present;

otherwise, no digit appears in the

result string.

Note that no digit appears in the

result string if the corresponding digit

in the input string is a non-significant

0. For example, 0003 ("####") -> 3.

1234.5678 ("#####") -> 1235

0.45678 ("#.##", en-US) -> .46

0.45678 ("#.##", fr-FR) -> ,46

"."

Decimal point

Determines the location of the decimal

separator in the result string.

0.45678 ("0.00", en-US) -> 0.46

0.45678 ("0.00", fr-FR) -> 0,46

","

Group

separator and

number scaling

Serves as both a group separator and

a number scaling specifier. As a group

separator, it inserts a localized group

separator character between each

group. As a number scaling specifier, it

divides a number by 1000 for each

comma specified.

Group separator specifier:

2147483647 ("##,#", en-US) ->

2,147,483,647

2147483647 ("##,#", es-ES) ->

2.147.483.647

Scaling specifier:

2147483647 ("#,#,,", en-US) ->

2,147

2147483647 ("#,#,,", es-ES) ->

2.147

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3.2.3 Cultures

This table provides you with an overview of all possible culture customizations. These customizations are

important if it comes to numbers, dates or currencies. Please have a look at chapter 5.23 How to modify

Field Properties on page 141 in order to get an overview of when to use culture customizations.

Culture Name

Language-Country/Region

Afrikaans

af-ZA

Afrikaans - South Africa

Albanian

sq-AL

Albanian - Albania

Arabic

ar-DZ

Arabic - Algeria

ar-BH

Arabic - Bahrain

ar-EG

Arabic - Egypt

ar-IQ

Arabic - Iraq

ar-JO

Arabic - Jordan

ar-KW

Arabic - Kuwait

ar-LB

Arabic - Lebanon

ar-LY

Arabic - Libya

ar-MA

Arabic - Morocco

ar-OM

Arabic - Oman

ar-QA

Arabic - Qatar

ar-SA

Arabic - Saudi Arabia

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ar-SY

Arabic - Syria

ar-TN

Arabic - Tunisia

ar-AE

Arabic - United Arab Emirates

ar-YE

Arabic - Yemen

Armenian

hy-AM

Armenian - Armenia

Azeri

az-AZ-Cyrl

Azeri (Cyrillic) - Azerbaijan

az-AZ-Latn

Azeri (Latin) - Azerbaijan

Basque

eu-ES

Basque - Basque

Belarusian

be-BY

Belarusian - Belarus

Bulgarian

bg-BG

Bulgarian - Bulgaria

Catalan

ca-ES

Catalan - Catalan

zh-HK

Chinese - Hong Kong SAR

zh-MO

Chinese - Macau SAR

zh-CN

Chinese - China

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zh-CHS

Chinese (Simplified)

zh-SG

Chinese - Singapore

zh-TW

Chinese - Taiwan

zh-CHT

Chinese (Traditional)

Croatian

hr-HR

Croatian - Croatia

Czech

cs-CZ

Czech - Czech Republic

Danish

da-DK

Danish - Denmark

div

Dhivehi

div-MV

Dhivehi - Maldives

Dutch

nl-BE

Dutch - Belgium

nl-NL

Dutch - The Netherlands

English

en-AU

English - Australia

en-BZ

English - Belize

en-CA

English - Canada

en-CB

English - Caribbean

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en-IE

English - Ireland

en-JM

English - Jamaica

en-NZ

English - New Zealand

en-PH

English - Philippines

en-ZA

English - South Africa

en-TT

English - Trinidad and Tobago

en-GB

English - United Kingdom

en-US

English - United States

en-ZW

English - Zimbabwe

Estonian

et-EE

Estonian - Estonia

Faroese

fo-FO

Faroese - Faroe Islands

Farsi

fa-IR

Farsi - Iran

Finnish

fi-FI

Finnish - Finland

French

fr-BE

French - Belgium

fr-CA

French - Canada

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fr-FR

French - France

fr-LU

French - Luxembourg

fr-MC

French - Monaco

fr-CH

French - Switzerland

Galician

gl-ES

Galician - Galician

Georgian

ka-GE

Georgian - Georgia

German

de-AT

German - Austria

de-DE

German - Germany

de-LI

German - Liechtenstein

de-LU

German - Luxembourg

de-CH

German - Switzerland

Greek

el-GR

Greek - Greece

Gujarati

gu-IN

Gujarati - India

Hebrew

he-IL

Hebrew - Israel

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Hindi

hi-IN

Hindi - India

Hungarian

hu-HU

Hungarian - Hungary

Icelandic

is-IS

Icelandic - Iceland

Indonesian

id-ID

Indonesian - Indonesia

Italian

it-IT

Italian - Italy

it-CH

Italian - Switzerland

Japanese

ja-JP

Japanese - Japan

Kannada

kn-IN

Kannada - India

Kazakh

kk-KZ

Kazakh - Kazakhstan

kok

Konkani

kok-IN

Konkani - India

Korean

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ko-KR

Korean - Korea

Kyrgyz

ky-KZ

Kyrgyz - Kazakhstan

Latvian

lv-LV

Latvian - Latvia

Lithuanian

lt-LT

Lithuanian - Lithuania

Macedonian

mk-MK

Macedonian - FYROM

Malay

ms-BN

Malay - Brunei

ms-MY

Malay - Malaysia

Marathi

mr-IN

Marathi - India

Mongolian

mn-MN

Mongolian - Mongolia

Norwegian

nb-NO

Norwegian (Bokml) - Norway

nn-NO

Norwegian (Nynorsk) - Norway

Polish

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pl-PL

Polish - Poland

Portuguese

pt-BR

Portuguese - Brazil

pt-PT

Portuguese - Portugal

Punjabi

pa-IN

Punjabi - India

Romanian

ro-RO

Romanian - Romania

Russian

ru-RU

Russian - Russia

Sanskrit

sa-IN

Sanskrit - India

sr-SP-Cyrl

Serbian (Cyrillic) - Serbia

sr-SP-Latn

Serbian (Latin) - Serbia

Slovak

sk-SK

Slovak - Slovakia

Slovenian

sl-SI

Slovenian - Slovenia

Spanish

es-AR

Spanish - Argentina

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es-BO

Spanish - Bolivia

es-CL

Spanish - Chile

es-CO

Spanish - Colombia

es-CR

Spanish - Costa Rica

es-DO

Spanish - Dominican Republic

es-EC

Spanish - Ecuador

es-SV

Spanish - El Salvador

es-GT

Spanish - Guatemala

es-HN

Spanish - Honduras

es-MX

Spanish - Mexico

es-NI

Spanish - Nicaragua

es-PA

Spanish - Panama

es-PY

Spanish - Paraguay

es-PE

Spanish - Peru

es-PR

Spanish - Puerto Rico

es-ES

Spanish - Spain

es-UY

Spanish - Uruguay

es-VE

Spanish - Venezuela

Swahili

sw-KE

Swahili - Kenya

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Swedish

sv-FI

Swedish - Finland

sv-SE

Swedish - Sweden

syr

Syriac

syr-SY

Syriac - Syria

Tamil

ta-IN

Tamil - India

Tatar

tt-RU

Tatar - Russia

Telugu

te-IN

Telugu - India

Thai

th-TH

Thai - Thailand

Turkish

tr-TR

Turkish - Turkey

Ukrainian

uk-UA

Ukrainian - Ukraine

Urdu

ur-PK

Urdu - Pakistan

Uzbek

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uz-UZ-Cyrl

Uzbek (Cyrillic) - Uzbekistan

uz-UZ-Latn

Uzbek (Latin) - Uzbekistan

Vietnamese

vi-VN

Vietnamese - Vietnam

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4 Available demo templates

DocumentsCorePack already has a set of template to allow you to quickly start

Name

Function/Usage

Minimum Data Input

Account reconnect

Simple account template just with fields

from account entity.

The sample data

Account overview

Simple account template with tables

which contain data from the given

entities.

The sample data and data from

each additional entity

Contemporary letter

List of accounts related to

this account

Shows all accounts related to the selected

account.

The selected account should

contain other related accounts.

List of contacts related to

this account

Shows all contacts related to the selected

account.

The selected account should

contain other related contacts.

Account QR Code

How to use the QR-Code-Field with the

Account entity

The sample data

Activity Overview

Simple activity template with tables which

contain data from the given extra entities.

The sample data and data from

each additional entity.

Contact Reconnect – Gift

Certificate

Simple Activity Template just with fields

from the Activity entity.

The sample data

List of Accounts related to

this contact.

Shows all accounts from the selected

contact.

The selected contact should

contain other related contacts.

Quote Base

Simple Quote Template just with fields

from the quote entity.

You should have at least one

quote.

Quote with Grouping

Base

Simple Quote Template.

You should at least have one

quote, some products and

some prices.

Quote QR Template

How to use the QR-Code-Field with the

Quote entity.

You should at least have one

quote, some products and

some prices.

Invoice Base

Simple invoice template just with fields

from the invoice entity.

The sample data

Invoice with grouping

base

Simple invoice template.

The sample data.

Newsletter to all accounts

of this marketing list

Generates a document for each account in

a marketing list.

You should have a marketing

list with at least one account.

Opportunity Base

A simple sample template for an

opportunity letter.

The sample data.

Figure 85: Table - List of demo templates

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5 Tutorials (“How To’s”)

Please find a list of all available “How-To’s” that are described in this document.

5.1 How to create DocumentsCorePack templates

Office Open XML has been invented to enable the creation of very complex templates that would normally

require the use of macros.

This chapter contains a step-by-step description about how to create a template. We decided to create a

so called “quote-with-grouping-template”, because it is most likely used by Microsoft Dynamics

CRM/Dynamics 365 users. (“Quote-with-grouping” means that the quote-products are grouped by the

value of a specific CRM-attribute, e.g. subject.)

5.1.1 Step 1. Create a template layout by selecting an entity.

First, we need to create the basic layout of the template. Clicking on the [Insert MailMerge Fields] menu

button in the www.mscrm-addons.com command bar will open the DocumentsCorePack Template

Designer. Please see CHAPTER 1.2 HOW TO OPEN THE DOCUMENTSCOREPACK TEMPLATE DESIGNER ON PAGE 8 for

details.

Anyway, to create the basic layout for, e.g. a quote-with-grouping-template, we must select the type

“Quote” in the Type-Selector-Dropdown Menu. Each template is based on a specific entity.

Figure 86 Template Designer – Selected entity: Quote

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5.1.2 Step 2: Insert Fields

Now that we have selected an entity, we need to insert fields to our template. To do so, we set the cursor

at the position where we would like to insert a certain entity. Then, we double click the field. You could as

well insert a field via the [Insert field]-button. (SEE CHAPTER 1.9 INSERT FIELD BUTTON, PAGE 43)

Once you have inserted all the fields you would like to insert, your template could look like this:

Figure 87 Template Designer – Insert fields

Header

(including customer information)

List of products

(grouped by subject and footer

Placeholder

(for your logo)

Figure 88 Template with inserted fields

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5.1.3 Step 3: Add line-item relationship

The next step is to resolve the quote-quote product relationship. To do so, we need to click on the

[Additional]-tab in the DocumentsCorePack Template Designer. The „Additional“ section allows to resolve

any relation/entity within CRM and brings up a list of all attributes from the related entities so that they

can be used within the document too.

Here, we click on the [Add Relationship/Entity]-button

in order to add a new relationship. Learn more

about how to add relationships and entities

in CHAPTER 1.7.1 ADD RELATIONSHIPS/ENTITY ON PAGE 37.

We use the Configure fields and data source – dialog to resolve the fields, tables and relationships we need

for our document. Please find further information on how to configure additional fields and relationships

in CHAPTER 1.8 ADDITIONAL RELATIONSHIPS PAGE 39.

Figure 89 Template Designer Additional tab

Figure 90 Configure fields and data source dialog

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For our example we decided to select Quote -> Quote Product [quoteid]. As a result, the available fields of

this relationship are displayed in the Attributes field of the Configure fields and data source dialog. As soon

as we click on the [OK]-button, all the selected fields will be related to the Quote Product table.

Only the fields checked in the Attributes

field will later be visible in the

DocumentsCorePack Template Designer.

5.1.4 Step 3: Insert the table

The procedure of inserting a table of items is completely automated, so we just need to set the curser to

the position where we want to add the table and double click on one of the fields that we have previously

added to the table. As soon as we do so, the following dialog appears:

Within this dialog, you can select between three possibilities how the fields should be inserted to the table.

In our example, we decided to insert a new table with a header and a footer and clicked on [OK].

As a result, the table will be inserted at the determined position:

Figure 92 Configure fields and data source dialog with selected relationship

Figure 91 – Template Designer: Additional tab with

table and corresponding fields.

Figure 93 – Insert new table

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5.1.5 Step 4 Format the table

Once we have inserted the table, we can add fields like quantity, product-name or even a table header

including column-names with the formatting options available in the www.mscrm-addons.com - tab.

With a click on the Rows and Columns – Dropdown, you get the possibility to split

or merge the columns, to insert a right or left column, to delete a row or a table

and to add a header or a footer row. For further information on how to configure

field properties, please have a look at CHAPTER 1.10 FIELD PROPERTIES PAGE 55.

It is of upmost importance to insert the header, as well as the footer, exclusively via

the www.mscrm-addons.com – tab in the command bar!

Do not enter them via Microsoft Word!

Figure 94 – Insert table (Result)

Figure 95 – mscrm-addons.com tab – Rows and Columns

Figure 96 – column

customization

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5.1.6 Step 5 Get the result!

After saving the document and selecting our CRM-data we can see the result with the replaced fields at

the top ❶, the line item table including the sum in the middle ❷ and the bank-details at the bottom ❸.

That is how you create a DocumentsCorePack Template! In the course of the next chapter, you will learn

how to test your template!

Figure 97 – DocumentsCorePack Template - Result

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5.2 How to test your template

So you have successfully created or modified a template and now you would like to give it a try. With our

Step-by-Step instruction on how to do so in DocumentsCorePack Client, this is a piece of cake.

5.2.1 Step 1: Open your Template

Ensure yourself that you have opened your template in Word by using the [Open Template]-button. If the

template is not opened in Word or if the template is not a DocumentsCorePack template the following

steps will most likely not work.

5.2.2 Step 2: Choose CRM Data

Press [Choose CRM Data] in the www.mscrm-addons.com tab.

Figure 98: www.mscrm-addons.com tab - Open Template:

Figure 99: www.mscrm-addons.com tab - Choose CRM Data

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5.2.3 Step 3: Search and Select a CRM record

Enter a search term corresponding to the template you have created previously and hit the [Search]-

button (❶). Select one of the records from the result windows ❷ and press [Select] ❸.

5.2.4 Step 4: Check you document

Now check your template and verify if your modification and design is as expected. Please be aware that

some special settings may NOT take effect at this point! To ensure that every think works like expected,

please also use the template in one complete work process.

Figure 100: Choose CRM Data dialog with data

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5.3 How to pre filter result rows before generating a document

This functionality is helpful when the user needs to select a specific related entity (for example, “contact”)

before starting to generate the document.

5.3.1 Open the Configure Fields and Datasource dialog

In order to do so, you have to open the additional tab, select a relationship and click on the [Edit]-button.

If have not worked with the additional tab yet, please SEE CHAPTER 1.7 ADDITIONAL-TAB, PAGE 36.

In the so opened Configure Fields and Datasource dialog (FOR MORE DETAILED INFORMATION SEE CHAPTER 1.8

ADDITIONAL RELATIONSHIPS, PAGE 39), go to the Records to Show-section.

Figure 101: Configure fields and datasource-dialog – Records to show (default settings)

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5.3.2 How to pre-filter rows in the Records to show – section

The Records to show – section you can choose if you want a selection and if so, which type.

You can choose between single or multiple rows. The “Width(px)”-section enables you to determine the

order and the width of te columns in pixel within the lookup window.

Figure 102: Records to show – Show a look up window to select a single row

Figure 103: Records to show – Show a look up window to select multiple rows inclusive width(px)-settings

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5.4 How to label templates

This “How to” describes how to create label templates with DocumentsCorePack Template Designer.

Basically, there are two options how a label template can be created and merged:

A) By choosing various records at once

(in this case, each label equals one record form the main entity of the template)

B) By choosing one record and then, setting relations to other records

(in this case, each label equals one record from the predefined relationship)

This “How to” shows how to retrieve fields for version A), as well as for version B).

5.4.1 How to label templates choosing various records at once

In order to prepare for a new template, you have to open the Template Settings, then go to the General-

section, check Mark as label template and click on the [OK]-button. (SEE CHAPTER 1.5 ADVANCED TEMPLATES

SETTINGS, PAGE 20 FOR MORE INFORMATION ON THE GENERAL TEMPLATE SETTINGS.) You will see, that now there is a

new block in the www.mscrm-addons.com – tab of the command bar.

Figure 104: New “label block” in the www.mscrm-addons.com - tab.

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5.4.2 Click on the [Insert Labels] – button

Within the window that opens now, you can customize the label options for your future template.

You can select between various trays, label vendors and the corresponding product numbers. In the label

information section on the right side, you get additional information on the selected label. Select your

desired label and click on the [OK]-button.

Figure 105: Label Options dialog

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5.4.3 Mark the first cell as label cell

Once the label is inserted in your document you have to mark the first cell as label cell. To do so, simply

set the cursor in the first cell and click on the [Mark as Label Cell]-button in the

www.mscrm-addons.com – tab.

Figure 106: Mark cell as label cell (Please note that the cell is enlarged due to demonstration purpose)

5.4.4 Retrieve fields (version A): Select a start entity

Once the cell is marked as Label cell you must select a start entity (for example “Quote” and insert the

appropriate fields. Once you have finished, please proceed with CHAPTER 5.4.6, PAGE 102.

Make sure that you use the Standard-tab only to insert the corresponding

entities.

Figure 107: Mark cell as label cell

(Please note that the cell is

enlarged due to demonstration

purpose)

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5.4.5 Retrieve fields (version B): Create one record and set relations to other records

Once the cell is marked as Label cell you must build up a relation for your entity.

When working with version B it is crucial to insert the fields via the

Additional-tab of the Template Designer. Once you have finished, please proceed

with CHAPTER 5.4.6, PAGE 102.

To set a relation, simply open the Add Relationship/Entity

drop down menu and select the relation you would like

to insert (for example: Quote Products). For further

information on how to set a relation and how to add new

relationships/entities, please SEE CHAPTER 1.7.1 ADD

RELATIONSHIPS/ENTITY, PAGE 37

Now the relation is set and you can, as well, select the

fields from the corresponding table that has been

created.

Figure 108: Additional tab: Add relationship/entity

: Result: Label templates based on various records at once

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5.4.6 Define the remaining cells as label cells as well

Now 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 in the www.mscrm-addons.com – tab.

The following dialog appears. Please click on the [Yes]-button to continue:

Well done! Now, this is how a possible result could look like. Please do not forget to Save your template

by clicking on the [Save template]-button in the www.mscrm-addons.com command bar.

Figure 110: Result: Label templates based on various records at once

Figure 109: DocumentsCorePack Information dialog

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5.5 How to create a relation from scratch

This “How to” describes how to create a relation from scratch with DocumentsCorePack Template

Designer. Basically, relations can be solved for 1:N (1:many) and N:N (many:many) relationships. All,

custom entities, as well as system entities, are supported.

5.5.1 Create a template

For further information on how to create a template, please have a look at CHAPTER 5.1 HOW TO CREATE

DOCUMENTSCOREPACK TEMPLATES ON PAGE 88. In our example, we will create a template for an Account

overview.

5.5.2 Insert some fields

For further information on how to insert fields, please have a look at chapter 5.1.2 STEP 2: INSERT FIELDS ON

PAGE 89. As you see below, we have inserted the following fields: <<accountid>> and <<name>>

5.5.3 Add a new relationship

Next, go to the additional tab and open the [Add Relationship/Entity]-drop down menu. There, select

Add New Relationship… For further information on the Additional tab, please have a look at chapter 1.7

ADDITIONAL-TAB ON PAGE 36.

Figure 111: Insert fields

Figure 112: Add new relationship

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In the so opened Configure Fields and Datasource-dialog, select a relationship you would like to insert ❶

and add some attributes by checking the boxes next to the attributes ❷

We decided to go with the Relationship Account -> Activity [regardingobjectid] and added the following

attributes: Activity, Actual End, Actual Start, Due Date.

As you can see, the resolved entities are now also visible in the Additional-tab of the Template Designer

and you could insert any of the fields into the document. But usually, there are more complex relationships

needed. That is why you may expand the complexity of the relationship by adding more levels.

Figure 113: Add a new relationship

Figure 114: Resolved fields

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5.5.4 Add further relationships

If you would like to add further relationships, please simply click on the [Edit]-button in the Additional-

tab.

This actions opens the Configure Fields and Datasource-dialog again, providing you with the former

established relationship. Please click on the [Add]-button ❶ and add another relationship ❷ here. We

decided to add Activity [activityid] -> Attachment [objected] and the entities Attachment Number, Entity,

File Name, Subject. ❸

Figure 115: Click on the [Edit]-button

Figure 116: Add another relationship

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As you can see, the resolved entities are now also visible in the Additional-tab of the Template Designer

and you could insert any of the fields into the document.

You may repeat these steps as often as you would like to in order to enhance the

complexity of your relationships.

Once you have created all the necessary relationships, you may enter the corresponding fields into your

template. Do not forget to save your template! Last but not least, test your template. Please have a look at

CHAPTER 5.2 HOW TO TEST YOUR TEMPLATE ON PAGE 94 in order to learn how to do so.

Figure 117: Additionally resolved fields

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5.6 How to create a relation to a separate entity (no relation)

This “How to” describes how to create a relation to a separate entity with DocumentsCorePack Template

Designer. Basically, the creation of a relation to a separate entity follows the same rules as the creation of

an entity from scratch with one exception. Therefore, in order to create a relation to a separate entity,

follow the steps in CHAPTER 5.5 HOW TO CREATE A RELATION FROM SCRATCH ON PAGE 103 carefully, but make sure

that change the following parameter when you select a new relationship: Instead of Relationships, check

Separate Entities ❶ in the Select existing Relation-section. The main difference is, that you will now be

provided with separate entities ❷ instead of relationships.

Figure 118: Insert separate entities

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5.7 How to create an aggregation fetch

This “How to” describes how to create an aggregation fetch. Aggregated fetches are a useful functionality

when you create templates. Please click here to get an overview on aggregation in DocumentsCorePack.

5.7.1 Open the Template Designer

For further information on how to open the Template Designer, please have a look at CHAPTER 1.2 HOW TO

OPEN THE DOCUMENTSCOREPACK TEMPLATE DESIGNER ON PAGE 11.

5.7.2 Open the Configure Fields and Datasource dialog

Next, select the entity type you would like to work on (here. Account), click on the Additional-tab and then,

on the [Add Relationship/Entity]-button. For further information on the Additional-tab, please have a

look at CHAPTER 1.7 ADDITIONAL-TAB ON PAGE 36.

5.7.3 Activate aggregation

In the so opened dialog, select a relationship in the drop down menu ❶ (in our example Account –>

Contact [parentcustomerid]) and check the activate aggregation ❷ functionality. Hit the [Yes]-button in

the now appearing DocumentsCorePack Warning - question dialog. ❸

Figure 119: Add Relationship/Entity

Figure 120: Activate aggregation

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5.7.4 Set the aggregation functionality

In the window that opens now, you may set certain aggregation functionalities. The attribute-drop down

menu enables you to select an attribute-field, while the aggregate/group by drop down menu provides

you with an overview of which aggregation functionalities can be applied to this particular field. Click on

the [OK]-button in order to proceed.

The aggregation functionalities depend on the attribute-field you select.

Figure 121: Set the aggregation functionality

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5.7.5 Insert the newly resolved relationship

Now click somewhere into your template and double-click the new relationship on the right side ❶ in

order to insert it. The relationship consists of two parts: Aging 30 (count)

While Aging 30 is the name of the field, the item in brackets explains the aggregation functionality that has

been applied to the relationship. However, insert your preferred table settings ❷ and click on the [OK]-

button in order to proceed.

5.7.6 The result

We decided to insert a table with a split header and a footer in our example. The resolved relationship has

been added to our template and may look similar to the below table.

<<address1_composite>>

When you have inserted all the fields you wanted to insert, make sure that you save your template. Next,

merge it with CRM data and test it if you want to. If you haven’t ever merged and/or tested a template

before, please have a look at CHAPTER 5.2 HOW TO TEST YOUR TEMPLATE ON PAGE 94.

Figure 122: Insert resolved relationship

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5.8 How to properly format an address block

This “How to” describes how to create and form an address block properly.

5.8.1 Create an address block with DocumentsCorePack Template Designer

In order to prepare an address block, you have to open the Template Designer, select your main entity and

insert the fields you want to be displayed in the block. (SEE CHAPTER 1.4.3 HOW TO CREATE

DOCUMENTSCOREPACK TEMPLATES, PAGE 88 FOR MORE INFORMATION ON HOW TO CREATE TEMPLATES AND INSERT FIELDS.)

If you have chosen for example “Account” and inserted all required fields, do not forget to save the

template! A possible result could look like this:

Figure 123: Example address block created with DocumentsCorePack Template Designer Standard-tab fields

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5.8.2 Choose your CRM Data and get your results

Once your template is saved, click on the [Choose CRM Data]-button. In the Name – field you can search

for the account you want to insert. Select the appropriate record and click on the [Select]-button in order

to continue.

If you check the Active Records – checkbox, only the active records will be displayed.

If not, you will be provided with all records (no matter if inactive or not).

Figure 124: Choose CRM data from MailMerge with Microsoft CRM Data dialog.

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5.8.3 Merged document with missing data – troubleshooting

Now after we have merged our template, we got a rather dissatisfying result, which is shown in Figure 93.

On the right side, you can see that there is lots of important data missing in the result. The reason

therefore is, that the data is also missing in the source, say, it has never been saved in Microsoft Dynamics

CRM/Dynamics 365 properly. That is why DocumentsCorePack cannot merge it. Now, how do we solve this

issue?

5.8.4 How to format an address block with missing data properly?

To format an address block, simply click in one of the fields you want to format and click on [Field

properties] in the www.mscrm-addons.com – tab and the String Properties dialog will open. For further

information on Field properties, please SEE CHAPTER 1.10 FIELD PROPERTIES, PAGE 55.

Figure 125: Template (left) vs Merged address block with missing information (right)

Figure 126: String properties dialog with template in the background

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The String Property dialog provides you with two options on how to proceed with empty lines:

❶ Activating this checkbox will delete the line/row if the

whole line/row is empty after the merge process.

❷ Activating this checkbox will delete the line/row if the

selected field is empty. If you, for example, select the

field <<address1_postalcode>> and activate this

checkbox, the line will be deleted if there was no data

stored in the postalcode-field in CRM. No matter if

there was data information in the field address1 or

or not.

All characters like hyphens, colons, commas, as well as words or additional text are

also counted as signs and therefore the whole line will not be deleted. Should you

stumble over such a case, simply check checkbox ❷.

Figure 127: String properties dialog

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5.9 How to Insert as Picture Field

Before you can insert a field as a picture field, you have to save at least one picture in your CRM.

Pictures can be saved as entity image (e.g. with “Contact” or “Account”) or as a note.

Once saved, pictures will be embedded into the future document as base 64 image.

Select this option if you know, that the document’s recipient has a bad or no internet

connection. Do not choose this option if you want to send a document with a lot of

images. (In this case rather use theHow TO INSERT AS PICTURE Link Field (PLEASE SEE AS WELL

CHAPTER 1.9.2 INSERT AS A PICTURE-LINK FIELD, PAGE 45)

However, as soon as you have saved at least one picture, you can start.

5.9.1 How to insert a picture that has been saved as entity image previously

Open the DocumentsCorePack Template Designer and select the entity you would like to work with, for

example Contact. Now look for entity image in the Standard Tab. The best way to do this is via the search.

Learn more about the search functionality in chapter 1.4.4 SEARCH WITH THE ATTRIBUTES TREEVIEW, PAGE 17.

Once you have found the field Entity Image, simply click on it and then click on the Insert Field Drop Down

Menu. There, select the option Insert ‘Entity Image’ as Picture Field. As soon as you have done so, a

placeholder will be displayed in your document. Once merged, the picture will be visible instead.

Figure 128 Insert ‘Entity Image’ as Picture Field

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5.9.2 How to insert a picture that has been saved as a note

Open the DocumentsCorePack Template Designer and select the entity you would like to work with, for

example Contact. Now open the Additional Tab and click on the [Add Relationship/Entity] – button.

(SEE CHAPTER 1.7.1 ADD RELATIONSHIPS/ENTITY, PAGE 37 FOR FURTHER INFORMATION).

Within the Configure fields and data source – window, set up a relation between your entity and the

location where you have saved your picture previously. To do so, select, for example, Contact -> Note in

the Relationship dropdown – menu. Then look for Note in the attributes’ section and mark the field. Press

the [OK]-button to proceed.

Figure 129 Configure Fields and data source – set up relation between entity and note

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Your previously created Contact <> Note relationship is now to be seen in the DocumentsCorePack

Template Designer Additional tab as a table. Click on the location in your template where you would like

to insert the picture, then click on Note and on Insert ‘Note’ as Picture Field.

The next dialog allows you to decide whether you want to insert the newly generated relation field as a

table or not. We decided not to do so in our example (that is why we marked the option Insert the field

from the first related record without a table, but you could as well customize the picture as a table. SEE

CHAPTER 5.1.4 STEP 3: INSERT THE TABLE, PAGE 91 for more information on how to format a table. However, click

on the [OK]-button in order to proceed.

Figure 130 Additional Tab – Contact <> Note relationship

Figure 131 Insert as picture field – insert new table dialog

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That’s it! You are provided with a beautiful placeholder, which will be replaced by the picture in the future

document.

Figure 132: Insert as picture field – Placeholder

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5.10 How to Insert as Picture Link Field

Before you can insert a field as a picture-link-field, you have to save at least one link to a certain picture in

a random text-field in your CRM.

Select this option if you want to create a document that will contain lots of pictures.

Due to the functionality of this insert as-option, the documents’ size will be smaller

than the size of a document that had its pictures directly inserted. This option is also

very useful if you use pictures in your document that are subject to seasonal changes.

Do not use this option if you know that the recipient has a bad or no internet

connection (In this case rather use the INSERT AS PICTURE FIELD OPTION – SEE CHAPTER 1.9.1 INSERT AS PICTURE

FIELD PAGE 44.)

However, as soon as you have saved at least one picture-link, you can start.

5.10.1 How to insert a picture that has been saved as picture-link previously

We have saved our picture-link in the description-field previously in Microsoft Dynamics CRM/Dynamics

365. You can save your picture-link in any available text-field in your CRM. However, please do not forget

to save your changes.

Figure 133: Add link as picture link to the description field

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Once you have created such a save-location, open the DocumentsCorePack Template Designer and select

the entity you would like to work with. We use the entity Account and the field Description in this example.

Now look for the field in which you have saved the picture link previously in the Standard Tab. The best

way to do this is via the search. Learn more about the search functionality in chapter 1.4.4 SEARCH WITH THE

ATTRIBUTES TREEVIEW, PAGE 17.

Click on the location in your template where you would like to insert the picture, then click on Description

and on Insert ‘Description’ as Picture-Link-Field. (At least, that is what we do in our example – if you have

saved your picture-link in another location, you must enter the corresponding field.)

That’s it! You are provided with a beautiful placeholder, which will be replaced by the picture in the future

document.

Figure 134: Insert the description-field as picture-link-field

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5.11 How to insert as document

Before you can insert a field as document, you have to save at least document as a note in your CRM.

This option can only be executed in the Additional tab. For further information about

the additional tab, please have a look at CHAPTER 1.7 ADDITIONAL-TAB ON PAGE 36.

Once you have saved a document as a note in your CRM, you can proceed.

5.11.1 Set up a relationship between your entity and the documents’ save location

Open the DocumentsCorePack Template Designer and select the entity you would like to work with, for

example Account. Now open the Additional Tab and click on the [Add Relationship/Entity] – button.

(SEE CHAPTER 1.7.1 ADD RELATIONSHIPS/ENTITY, PAGE 37 FOR FURTHER INFORMATION).

Within the Configure fields and data source – window, set up a relation between your entity and the

location where you have saved your document previously. To do so, select, for example, Account -> Note

in the Relationship dropdown – menu. Then look for Note in the attributes’ section and mark the field.

Press the [OK]-button to proceed. (In chapter 5.9.2 HOW TO INSERT A PICTURE THAT HAS BEEN SAVED AS A NOTE

PAGE 116, we provide you with an example on how to resolve such a relationship correctly.)

5.11.2 Insert as document

As soon as you have created your note, click on Insert ‘Note’ as document in the Additional Tab.

Figure 135: Additional Tab – Contact <> Note relationship – Insert as Document

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You will be asked to select a source field for your embedded document. In our example there is only one

possible source field (Note) because we have only saved one document. But if you had saved more than

one document, we could have selected our field source in this field. Click on the [OK]-button in order to

proceed.

The next dialog allows you to decide whether you want to insert the newly generated relation field as a

table or not. We decided to do so in our example (that is why we marked the option Insert a new Table

with a row per related record, but you could as well use another option. SEE CHAPTER 5.1.4 STEP 3: INSERT THE

TABLE, PAGE 91 for more information on how to format a table. However, click on the [OK]-button in order

to proceed.

Figure 136: Field properties – insert note as source field

Figure 137: Insert document: Insert document as table or not?

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That’s it! You are provided with a placeholder and a table.

Figure 138: Insert document – placeholder

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5.12 How to Insert as HTML

Before you can insert a field as HTML, you have to save the HTML code in your CRM.

CRM offers a field that is called ‘HTML’ description. You must save the

HTML-code there.

Open the DocumentsCorePack Template Designer and select the entity you would like to work with, for

example Account. Now look for HTML-description in the Standard Tab. The best way to do this is via the

search. Learn more about the search functionality in chapter 1.4.4 SEARCH WITH THE ATTRIBUTES TREEVIEW, PAGE

17.

Once you have found the field HTML-description, simply click on it and then click on the Insert Field Drop

Down Menu. There, select the option Insert ‘HTML_description’ as HTML. As soon as you have done so, a

placeholder will be displayed in your document.

Figure 139: Insert HTML_description as HTML field

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5.13 How to insert as static item

Insert Static Item contains the following submenus:

Static Document (SEE 5.14 HOW TO INSERT AS STATIC DOCUMENT)

Page Break (SEE 5.15 HOW TO INSERT PAGE BREAK)

Remove Empty Lines (SEE 5.16 HOW TO INSERT REMOVE EMPTY LINES)

Join Tables (SEE 5.17 HOW TO INSERT JOIN TABLES)

5.14 How to insert as static document

Before you can insert a field as static document, make sure that you have saved

some documents before.

5.14.1 Use the Insert static document option

Select a type in the type selector of the standard tab, press insert field, hit insert static document and select

static document.

5.14.2 Select a document to insert

At this point you have two options: You can either select a sub template and provide the necessary field as

a merge parameter or you can skip this step and select a static document only (which does not require

parameters for merging).

Figure 140: Insert static item drop down menu

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OPTIONAL: Provide a merge parameter

Select an ID-field from the TreeView (for example Contact) and check the Provide the selected field as

parameter-checkbox.

Figure 141: Static document properties – provide

a parameter

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If you do not want to provide the selected field as parameter, simply hit the [Select Document]-button

and select a sub template or a static document in the Look Up Record that opens afterwards.

Figure 142: Click [Select Document] and a Look Up Record Dialog will open

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5.14.3 Get the results

The name of the selected template is now to be seen in the new window. Click the [OK]-button to apply

the new window. To ensure that your future document has the desired formatting, the static document

dialog provides you with two formatting options:

a) Suppress additional Line breaks (unnecessarily set line breaks will be suppressed)

b) Keep formatting of source document (the source documents’ formatting will be kept)

Make sure that you check the corresponding checkbox next to the formatting options in order to execute

it on the future document.

Now – that’s it!

Figure 143: Insert static document dialog with result in the background

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5.15 How to insert Page Break

In order to use this functionality to its full extends, you need to open an existing

template or to create a new one.

5.15.1 Select the Page Break option in the insert fields drop down menu

Please place your cursor where you want to have the page break. Now click on Page Break in the insert

fields drop down menu and that’s it! A placeholder is displayed until you merge the document.

Figure 144: Select Page Break in the insert fields drop down menu

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5.16 How to insert Remove Empty Lines

In order to use this functionality to its full extends, you need to open an existing

template or to create a new one.

5.16.1 Select the Remove Empty Lines option in the insert fields drop down menu

Please place your cursor where you want to have the empty lines removed. Now click on Remove Empty

Lines in the insert fields drop down menu and that’s it! A placeholder is displayed until you merge the

document. As a result, every empty line is deleted and the document is structured in a proper way.

Figure 145: Select Remove Empty Lines in the insert fields drop down menu

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5.17 How to insert Join tables

In order to use this functionality to its full extends, you need to open an existing

template or to create a new one that includes a table.

5.17.1 Select the Join tables option in the insert fields drop down menu

Please place your cursor where you want to have tables joined. Now click on Join tables in the insert fields

drop down menu and that’s it! A placeholder is displayed until you merge the document. As a result, tables

are joined and structured in a proper way.

Figure 146: Select Join Tables in the insert fields drop down menu

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5.18 How to insert computed items 
“Insert Computed Item contains the following submenus: 
 
  QR Code (SEE CHAPTER 5.19 HOW TO INSERT QR CODES PAGE 133) 
  Advanced String (SEE CHAPTER 5.20 HOW TO INSERT AN ADVANCED STRING PAGE 135) 
  Calculated Field (SEE CHAPTER 5.21 HOW TO INSERT CALCULATED FIELDS PAGE 137) 
  Hyperlink (SEE CHAPTER 5.22 HOW TO INSERT HYPERLINK PAGE 139) 
 
       It is crucial that the used CRM-fields contain numbers!  
   

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5.19 How to insert QR Codes

The following description will show you how to insert QR Codes properly.

5.19.1 Use the Insert computed item option

Press insert field, hit insert computed item and select QR Code.

5.19.2 Create a QR code

Define your QR code pattern. The used text will be transformed into a QR-code. The syntax for this field is

described in chapter 3.1 DOCUMENTSCOREPACK CLIENT PROPERTY SYNTAX, PAGE 66.

Figure 147: Select QR Code in the Insert Field section

Figure 148: QR Code properties

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5.19.3 QR Code options

The QR Code Level

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

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 is not editable and depends on the above settings.

5.19.4 Don’t forget to save your template

Click on the [OK]-button in the QR Code properties field and you will be provided with a beautiful

placeholder for your future QR-Code.

Figure 150: QR Code placeholder

Figure 149: QR Code options

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5.20 How to insert an Advanced String

The following description will show you how to insert Advanced Strings properly.

5.20.1 Use the Insert Computed item option

Press insert field, hit insert computed item and select Advanced String.

5.20.2 Create your Advanced String

Define your link pattern here. The used text will be transformed into an Advanced String. The syntax for

this field is described in chapter 3.1 DOCUMENTSCOREPACK CLIENT PROPERTY SYNTAX, PAGE 66.

Optionally, you can set a placeholder name for

your field (so the template is easier to find if

you want to modify it in the future).

Figure 151: Select Advanced String in the Insert Field section

Figure 152: Advanced String properties

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5.20.3 Advanced String formatting options

Delete line/row if whole line/row is empty

will delete each line/row that is empty if checked

Delete line/row if this field is empty

Will delete the whole line/row (no matter if empty or not)

if this field is empty

5.20.1 Don’t forget to save your template

Click on the [OK]-button in the Advanced String properties field and you will be provided with a beautiful

placeholder for your future String.

Figure 153: Advanced String formatting options

Figure 154: The example shows two inserted advanced strings: One inserted with PLACEHOLDER function, one without.

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5.21 How to insert Calculated Fields

Computed fields allow you to do calculations based on CRM data.

5.21.1 Use the insert computed field option

Press insert field, hit insert computed item and select Calculated field.

5.21.2 Create your calculation

Define your calculation pattern. The syntax for this field supports the basic arithmetic operations. Other

than the usual DocumentsCorePack syntax, numeric values are added without single quotes. For further

information on the syntax, please have a look at chapter 3.1 DOCUMENTSCOREPACK CLIENT PROPERTY SYNTAX,

PAGE 66.

Figure 155: Select Calculated field in the Insert Field section

Figure 156: Computed field properties -

insert calculation

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5.21.3 Additional options

Placeholder Text

Optionally, you can set a placeholder name for your field

(so the template is easier to find if you want to modify it

in the future).

Example

In the example field, an example is shown that includes

your selected formatting options.

Format

Applies a special format to your calculation (for example,

a certain percentage)

Culture

Applies a certain culture to your calculation

5.21.4 Don’t forget to save your template

Click on the [OK]-button in the Computed field properties field and you will be provided with your

calculated field.

Figure 157: Formatting options

Figure 158: The example shows two inserted calculated fields: One inserted with PLACEHOLDER function, one without.

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5.22 How to insert Hyperlink

This option allows you to define a patter for a dynamically created link.

5.22.1 Use the insert computed item option

Press insert field, hit insert computed item and select Hyperlink.

5.22.2 Compose your link

Select the Link tab and define your Hyperlink pattern. For further information on the syntax, please have a

look at chapter 3.1 DOCUMENTSCOREPACK CLIENT PROPERTY SYNTAX, PAGE 66.

Figure 159: Select Hyperlink in the Insert Field section

Figure 160: Hyperlink properties window

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5.22.3 Additional options

Placeholder Text

Optionally, you can set a placeholder name for your field

(so the template is easier to find if you want to modify it

in the future).

Show when one if the used fields is empty

Display the link even if one of the fields does not return data

Delete Row/Line if hyperlink is empty

Remove the link completely if there is no data returned.

5.22.4 Don’t forget to save your template

Click on the [OK]-button in the Hyperlink properties field and you will be provided with the result.

Figure 161: Additional hyperlink options

Figure 162: The example shows two inserted hyperlinks: One inserted with the PLACEHOLDER function, one without.

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5.23 How to modify Field Properties  
Fields can be inserted in many different ways. The following two tutorials will show you how to insert a 
custom date format and a 16-digits number. Please have a look at CHAPTER 1.10 FIELD PROPERTIES ON PAGE 55 
for some general information on field properties.  
 
5.23.1 How to define a custom date format  
Data fields, like the Created on can be displayed in different formats.  
In order to configure them, you are able to select a format and a culture in the corresponding drop down 
menu. For further information, have a look at CHAPTER 1.10.2 DATE FIELDS ON PAGE 56. 
 
In case none of the predefined formats covers your needs, you can define your own, based on specific 
formatting rules. To do so, simply type the formatting characters directly into the Format-field.  
 
The format is case sensitive.  
 
As soon as you have inserted a custom date, an example will appear in the Example-field.  
 
Please find a table with an overview on all possible customizations for data fields in CHAPTER 3.2.1 DATE 
FIELDS ON PAGE 72. Besides, you may also change the culture. Please find an overview of all possibilities in 
CHAPTER 3.2.3 CULTURES ON PAGE 76.  
 
Figure 163: Field properties – Create a custom data field

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5.23.2 How to create a custom 16-digits number field 
Number fields like discountamount_base can as well be displayed in different formats.  
In order to configure them, you are able to select a format and a culture in the corresponding drop down 
menu.  For further information, please have a look at CHAPTER 1.10.3 NUMBER FIELDS ON PAGE 59.  
 
In case none of the predefined formats covers your needs, you can define your own, based on specific 
formatting rules. To do so, simply type the formatting characters directly into the Format-field.  
 
The format is case sensitive.  
 
As soon as you have changed the format, an example will appear in the Example-field.  
 
Please find a table with an overview on all possible customizations for number fields in CHAPTER 3.2.2 
NUMBER FIELDS ON PAGE 75. Besides, you may also change the culture. Please find an overview of all 
possibilities in CHAPTER 3.2.3 CULTURES ON PAGE 76.

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5.24 How to add relationships

This functionality enables you to add a relationship to a certain entity in Microsoft Dynamics

CRM/Dynamics 365.

5.24.1 Open the Configure fields and data source dialog

The [Add Relationship/Entity]-button also includes buttons that allow its users to add a new relationship

or to manage existing relationships and tables. For further information on how to manage tables, please

have a look at CHAPTER 2.1 MANAGE TABLES, PAGE 62.

Figure 164: Add New Relationship…

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Clicking the [Add New Relationship…]-button opens the dialog shown below. Within it, you can

configure fields, tables and relationships that are important for your document.

Figure 165: Add New Relationship… - Configure Fields and data source dialog

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5.24.2 Add a new relationship

Adding a new relationship mostly requires the left part of the Configure fields and data source dialog

(except for the [OK]-button that adds the relationship which you find at the right side of the Configure

Fields and data source dialog.)

❶ Make sure that you have selected

Relationships in order to create a

relationship. Marking Separate Entities

would create entities that have no

filter applied. If you want to do so,

please have a look at chapter 5.25

HOW TO ADD A SEPARATE ENTITY ON PAGE

147.

❷ Look for the relationship you want

to establish in the drop down menu.

❸ The 3 options allow you to modify

the displayed fields.

Check show all available fields if you

want all available fields to be

displayed.

Check include lookup fields if you want

lookup fields to be added to your

results.

Check activate aggregation if you want

to use the aggregation functionality. For further information on the aggregation functionality, have a look

at 1.8.1 AGGREGATION, PAGE 40.

❹ The attributes list view shows all attributes that can be applied to your relationship. Select the ones you

would like to add by checking the checkbox in front of the attribute.

❺ The search-functionality allows you to search for attributes.

Figure 166: Add New Relationship - Configure Fields and data source dialog section

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5.24.3 Get the result

Click on the [OK]-button in the Configure fields and data source dialog and you will be provided with the

following dialog. Here, you can modify the new table. Please have a look at CHAPTER 5.1.4 STEP 3: INSERT THE

TABLE, ON PAGE 91 for details.

As soon as you have decided how you would like to insert your new table, click on the [OK]-button. We

decided to insert the field from the first related record without a table, so you can see that there exists also

the possibility to insert the fields without table-function. You are provided with a new table ❶. If you

move your mouse cursor over Activity, a Boolean field ❷ is displayed. It contains all the information

regarding to the relation. A click on the [Insert field]-button inserts the result (a placeholder ❸) into your

template.

Figure 167 – Insert new table

Figure 168 – Add new relationship – result

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5.25 How to add a separate entity

When you add a separate entity, you must be well aware, that the so added entity

does not have any filter applied. If you use this option, you have to add the filter

manually.

In order to add a separate entity, follow the steps shown in CHAPTER 5.24

HOW TO ADD RELATIONSHIPS, PAGE 143, but take care to check the Separate

entities option in the Select existing relation part of the dialog and to add

a filter manually (see next chapter).

5.25.1 How to add the filter manually

To add a filter manually, click on the [Add]-button in the filter section (1). Then select which type of

condition you would like to apply (2) and click on the [Add]-button (3) in order to set the conditions

attributes and values. Have a look at chapter 3.1 DOCUMENTSCOREPACK CLIENT PROPERTY SYNTAX ON PAGE 66 to

learn more about the DocumentsCorePack syntax settings.

Figure 169 – Configure fields – separate

entities section

Figure 170 – Configure fields and entities dialog: Add filter manually

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6 DocumentsCorePack Template Designer Settings

The DocumentsCorePack Settings summarize application settings for both intended usages of the client.

This chapter will only cover the settings that are of interest for the Template Designer functionality.

The DocumentsCorePack Settings can be accessed from within the Word Ribbon.

The settings are grouped in several sections. This guide will only explain some of the options that are

available in the general and advanced section.

Figure 171: Microsoft Office Word with mscrm-addons.com Ribbon – Documents Core Pack Settings

Figure 172: Documents Core Pack Settings

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6.1 General

The general section contains several settings for the DocumentsCorePack client.

❶ Default Entity

The default entity is the entity that is automatically selected in the task pane. (Please SEE CHAPTER 1.3 THE

DOCUMENTSCOREPACK TEMPLATE DESIGNER USER INTERFACE (STANDARD) ON PAGE 12)

❷ Ribbon Settings

With the Ribbon settings you can change the layout of the www.mscrm-addons.com-ribbon. If you don’t

want to see the client functionality at all you can disable the “Send as PDF” or “Save Document” options.

This can be also set on a global setting for all DCP client users.

Figure 173: Documents Core Pack Settings - General

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❸ Activate Debugging

In case you experience problems with DocumentsCorePack you might be asked to enable debugging for

the client. This setting will start tracing and write logging information into the log folder location

(“%temp%\DCP\Logs). Additionally, the ribbon will be extended with debugging options. You can open

the log folder location form there and also single log files.

6.1.1 Advanced

The advanced options are more specific options

Figure 175: DocumentsCorePack Settings - Advanced

Figure 174: Word Ribbon with Debugging options

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❶ Once checked, the aggregation switch warning is not shown again. For further information on

aggregation fetches, please have a look at CHAPTER 5.7 HOW TO CREATE AN AGGREGATION FETCH, PAGE 108.

❷ Once checked, the template type selection message is not displayed again in the beginning. The type

selection message enables you to select between .dot and .docx templates. We recommend you to stick

with the .docx templates.

❸ When checked, insert bool is not displayed as checkbox message.

❹ When checked, metadata from CRM is updated automatically. We recommend this box to be checked

because you do not have to update the metadata manually each time it has changed.

❺ Once checked, you are notified if your metadata should have changed.

❻ When checked, destination style is preferred for bulk merge.

❼ When checked, a blank is automatically inserted when a field is inserted and emails are automatically

sent as carbon copy.

Options ❶ to ❸ are only enabled when the “Do not show again” option was set

once on for any of these dialogs.

Figure 176: DocumentsCorePack Template Designer type selection message

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7 General Word functionality that is referenced in this guide

Within this chapter, you find some word short How-To’s related to Word functionalities that could be

useful in order to work with templates.

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7.1 How to insert a Watermark

Watermarks can be viewed only in Print Layout and Full Screen Reading views and on the printed page.

You can insert a predesigned watermark from a gallery of watermark text, or you can insert a watermark

with custom text.

How to

On the Page Layout tab, in the Page Background group, click Watermark.

Do one of the following:

Click a predesigned watermark, such as Confidential or Urgent, in the gallery of watermarks.

Click Custom Watermark, click Text watermark and then select or type the text that you want. You can

also format the text. To view a watermark as it will appear on the printed page, use Print Layout view.

Source: https://support.office.com/en-us/article/Insert-a-watermark-or-change-a-watermark-f90f26a5-

2101-4a75-bbfe-f27ef05002de

For further information on watermarks have a look at https://support.office.com/en-us/article/Insert-a-

watermark-or-change-a-watermark-f90f26a5-2101-4a75-bbfe-f27ef05002de

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7.2 How to work with field functions

Insert a field

1. Click where you want to insert a field.

2. On the Insert tab, in the Text group, click Quick Parts, and then click Field.

3. In the Categories list, select a category.

4. In the Field names list, select a field name.

5. Select any properties or options that you want.

 If you want to see the codes for a particular field in the Field dialog box, click Field Codes.

 To nest a field within another field, first insert the outer, or container, field, by using the Field dialog box. In

your document, place the insertion point inside the field code where you want to insert the inner field. Then

use the Field dialog box to insert the inner field.

If you know the field code for the field that you want to insert, you can also type it directly in your

document. First press CTRL+F9, and then type the code within the brackets.

Source: https://support.office.com/en-US/article/Insert-and-format-field-codes-in-Word-2010-7E9EA3B4-

83EC-4203-9E66-4EFC027F2CF3#bm1

For further information on fields, please have a look at https://support.office.com/en-US/article/Insert-

and-format-field-codes-in-Word-2010-7E9EA3B4-83EC-4203-9E66-4EFC027F2CF3#bm1

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7.3 CRM SharePoint Integration

Microsoft SharePoint Server is a collaboration and content management application that simplifies how

people store, find, and share information. It helps people to collaborate effectively by having secure access

to documents and information that they require to make business decisions.

The SharePoint integration feature enables you to store and manage documents on SharePoint in the

context of a Microsoft Dynamics CRM/Dynamics 365 record, and use the SharePoint document

management abilities in Microsoft Dynamics CRM/Dynamics 365, such as checking the document in and

out, viewing version history, and changing document properties.

Source: https://msdn.microsoft.com/en-us/library/gg334768.aspx

For more information on CRM SharePoint Integration please have a look at

https://msdn.microsoft.com/en-us/library/gg334768.aspx

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7.4 What is CRM Metadata

Microsoft Dynamics CRM 2016, Microsoft Dynamics CRM Online and Dynamics 365 uses a metadata

driven architecture to provide the flexibility to create custom entities and additional system entity

attributes. This structure also makes upgrades and the transportation of customizations easier. The data

structure can change without requiring any change to code in the Microsoft Dynamics CRM server, client

or Dynamics 365 applications.

Source: https://msdn.microsoft.com/en-us/library/gg309434.aspx

For more information on CRM Metadata, please have a look at: https://msdn.microsoft.com/en-

us/library/gg309434.aspx

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7.5 Location of files

There are three major save locations for files that are used by the DocumentsCorePack Client.

The CRM numbers in the below paths are displayed as “20XX”, because the path

depends on the CRM version you are currently using. Please insert your version

number instead of the “XX”. (For example: For CRM 2015, insert 15 instead of XX).

If you upgrade from an older version, the DCP version number can change too.

7.5.1 The installation directory

The installation files of DocumentsCorePack can be found here:

C:\Program Files\PTM EDV-Systeme GmbH\Documents Core Pack Client for MS CRM 20XX.

Alternatively:

C:\Program Files(x86)\PTM EDV-Systeme GmbH\Documents Core Pack Client for MS CRM 20XX

(depending on your Windows and Office version)

If you have changed the installation path during the installation process you will find the files there.

This directory contains the needed assemblies and resources.

Do NOT ever delete, change or modify any files in this location.

7.5.2 The application directory

The application data location can be found here: %APPDATA%\DCP

The above location is equal to C:\Users\[YourUsername]\AppData\Roaming\DCP.

This location may contain volatile subfolders and documents. The most important subfolder here is called

metadata. This folder contains the metadata information of your CRM organization(s).

7.5.3 The temporary directory

The application data location can be found here: %TEMP%\DCP

The above location is equal to C:\Users\[YourUsername]\AppData\Local\Temp\DCP

This location contains temporary files, like for example downloaded templates. The most important

subfolder in this location is the subfolder log, which contains debug files if debugging is enabled.

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8 DCP Diagnostics

The DCP Diagnostics is an extended application that troubleshoots issues with the DocumentsCorePack

Client. It can be found in the installation folder of DocumentsCorePack (for further information, please

have a look at CHAPTER 7.5.1 THE INSTALLATION DIRECTORY ON PAGE 157).

The name of the application in this folder is DCPDiagnostics.exe.

If you are no local administrator, some functionalities of the tool may not work

properly. Executing the program as administrator avoids any issues.

If you are no administrator, you will get the below error message when you click on DCPDiagnostics.exe.

Simply click on the [Yes]-button in order to proceed.

You will be then forwarded to the DCP Diagnostics surface.

Figure 177 – Warning message

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8.1 The DCP Diagnostics surface

The DCP Diagnostics surface consists of 3 tabs: Diagnostics, System Information and Tools.

The functionality of the different tabs is displayed in the next chapters.

8.1.1 THE DIAGNOSTICS – TAB

The tab provides you with a general overview.

❶ DIAGNOSTICS

The tab offers a short overview of the most important system settings required by DCP.

The information regarding the system ❷ is displayed in different colors:

Green = OK

Orange = still quite OK, but not in a green way and not as bad as a red alert

Red = Action might be needed (there might be some trouble, but it’s not clear yet)

❸ THE [REPAIR]-BUTTON

Serves as a kind of fast repair, if a red/orange alert occurs.

❹ THE [RE-RUN]-BUTTON

Starts the repair process once again

Figure 178 The DCP Diagnostics-tab

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8.1.2 The System Information-tab

The tab provides you with a quick overview of the operating system version, the Browser version, the Net

framework version, the Office version, the DCP version etc. …

8.1.3 The Tools-tab

Provides you with a little collection of tools that support you when you need some troubleshooting.

Figure 179 The System Information-tab

Figure 180 The Tools-tab

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9 References

MSDN. (n.d.). Retrieved from https://msdn.microsoft.com: https://msdn.microsoft.com/en-

us/library/gg328332.aspx

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10 Glossary

Attribute

An attribute is a container for a piece of data in an entity. Microsoft Dynamics CRM/Dynamics 365

supports a wide variety of attribute types.

SharePoint

SharePoint is a web application platform in the Microsoft Office server suite. SharePoint combines various

functions. In combination with Microsoft Dynamics CRM/Dynamics 365 the document management is in

focus.

SharePoint Metadata

The document management capability of SharePoint allows you to define

CRM MetaData

Microsoft Dynamics CRM 2016, Microsoft Dynamics CRM Online and Dynamics 365 uses a metadata

driven architecture to provide the flexibility to create custom entities and additional system entity

attributes. This structure also makes upgrades and the transportation of customizations easier. The data

structure can change without requiring any change to code in the Microsoft Dynamics CRM/Dynamics 365

server or client applications.

Relationship

A relationship defines an association between two entities: one-to-many, many-to-one, many-to-many,

and self-referential.

Entity

An entity is a container for data, similar to a table in a traditional database. Each entity contains a set of

attributes. For Microsoft Dynamics CRM/Dynamics 365, there are a set of entities that exist when you first

install. Some of these are customizable. In addition, you can create custom entities to contain business

data.

Form Fields

https://msdn.microsoft.com/en-us/library/gg309434.aspx

Watermarks

Watermarks are text or pictures that appear behind document text. They often add interest or identify the

document status, such as marking a document as a Draft. You can see watermarks in Print Layout view and

Full Screen Reading view or in a printed document.

(Source: https://support.office.com/en-us/article/Insert-a-watermark-or-change-a-watermark-f90f26a5-

2101-4a75-bbfe-f27ef05002de)

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11 Table of Figures 
Figure 1: Microsoft Office Word with mscrm-addons.com Ribbon .................................................................................. 9 
Figure 2: www.mscrm-addons.com tab details ....................................................................................................................... 10 
Figure 3: www.msccrm-addons.com tab ................................................................................................................................... 11 
Figure 4: Office Open XML (docx) question ............................................................................................................................. 11 
Figure 5: DocumentsCorePack Template Designer Taskpane in Word ......................................................................... 11 
Figure 6: DocumentsCorePack Template Designer UI - Standard tab ........................................................................... 12 
Figure 7: Type selector ...................................................................................................................................................................... 13 
Figure 9: Standard fields .................................................................................................................................................................. 14 
Figure 9: Standard fields of look up ............................................................................................................................................ 14 
Figure 10: Treeview in the Additonal Tab .................................................................................................................................. 14 
Figure 11: Tooltip of field................................................................................................................................................................. 15 
Figure 12: Insert fields buttons ...................................................................................................................................................... 16 
Figure 13: Insert fields drop down computed items ............................................................................................................. 16 
Figure 14: Insert Fields drop down .............................................................................................................................................. 16 
Figure 15: Attributes Treeview - Search ..................................................................................................................................... 17 
Figure 16: Treeview - Search result .............................................................................................................................................. 17 
Figure 17: Taskpane settings .......................................................................................................................................................... 18 
Figure 18: Tooltip of field in the attributes tree view ........................................................................................................... 18 
Figure 19: Fields without Displayname (top) and used fields (bottom) ........................................................................ 19 
Figure 20: Advanced Template Settings button ..................................................................................................................... 20 
Figure 21: Templates settings categories .................................................................................................................................. 20 
Figure 22: Document Name and Subject .................................................................................................................................. 21 
Figure 23: Example of the DocumentName after a merge................................................................................................. 21 
Figure 24: Template Settings - General ...................................................................................................................................... 22 
Figure 25: Template Settings – Create Activities For ............................................................................................................ 23 
Figure 26: Template Settings – Document Protection: (Owner) Password .................................................................. 24 
Figure 27: Template Settings – Document Protection: Advanced PDF Encryption .................................................. 25 
Figure 28: Template Settings – Sub Folder ............................................................................................................................... 26 
Figure 29: Client Automation Settings – Client Automation ............................................................................................. 27 
Figure 30: Client Automation Settings – Trigger the [SendasPDF] – button automatically .................................. 27 
Figure 31: Automation Settings – Skip “Send as PDF” file name dialog ....................................................................... 27 
Figure 32: Automation Settings – E-Mail (Create CRM Activity) ...................................................................................... 28 
Figure 33: Advanced Settings – Additional fields with example ...................................................................................... 29 
Figure 34: Sharepoint Metadata Dialog ..................................................................................................................................... 30 
Figure 35: SharePoint Metadata Property - Add .................................................................................................................... 31 
Figure 36: SharePoint Metadata Property - Edit ..................................................................................................................... 31 
Figure 37: SharePoint Metadata Property - Delete ............................................................................................................... 32 
Figure 38: SharePoint Metadata Property – Create new property .................................................................................. 33 
Figure 39: SharePoint Metadata Property – Select fields for newly created property ............................................ 33 
Figure 40: Remove Watermark ...................................................................................................................................................... 34 
Figure 41: Notification Area – Metadata update .................................................................................................................... 35 
Figure 42: DocumentsCorePack Template Designer UI - Additional tab ..................................................................... 36 

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Figure 43: Add Relationship/Entity button ............................................................................................................................... 37 
Figure 44: Add Relationship/Entity dropdown - predefined relationships .................................................................. 37 
Figure 45: Table Selector .................................................................................................................................................................. 38 
Figure 46: Add New Relationship… .............................................................................................................................................. 39 
Figure 47: Add New Relationship… - Configure Fields and data source dialog ........................................................ 39 
Figure 48: Aggregation checkbox activated including examples .................................................................................... 40 
Figure 49: HTML code (left), compiled HTML (right) ............................................................................................................ 47 
Figure 50: Two tables with the <<jointables>> command before a merge ............................................................... 49 
Figure 51: Two tables with after the <<jointables>> command was executed ........................................................ 49 
Figure 52: Example of inserted QR Code and CRM field in a template......................................................................... 50 
Figure 53: Example of dynamic string ......................................................................................................................................... 51 
Figure 54: Example of Computed field ....................................................................................................................................... 52 
Figure 55: mscrm-addons.com documentation section ...................................................................................................... 54 
Figure 56: mscrm-addons.com documentation section ...................................................................................................... 54 
Figure 57: mscrm-addons.com documentation section ...................................................................................................... 55 
Figure 58: Open field properties via the context menu ....................................................................................................... 55 
Figure 59: String fields ...................................................................................................................................................................... 56 
Figure 60: Data fields ......................................................................................................................................................................... 56 
Figure 61: Insert Format ................................................................................................................................................................... 57 
Figure 62: Insert Culture ................................................................................................................................................................... 58 
Figure 63: Insert number field ........................................................................................................................................................ 59 
Figure 64: Insert picklist .................................................................................................................................................................... 59 
Figure 65: Picklist field inserted plus internal value .............................................................................................................. 60 
Figure 67: Template Designer – Add Relationship/Entity ................................................................................................... 62 
Figure 67: Add Relationship/Entity – Drop Down Menu ..................................................................................................... 62 
Figure 68: Manage relationships window.................................................................................................................................. 63 
Figure 69: Customize entities buttons ........................................................................................................................................ 63 
Figure 70: Manage Relationships – how to delete relationships ..................................................................................... 64 
Figure 71: Manage predefined relationships – entity settings.......................................................................................... 64 
Figure 72: Property syntax - fixed text ........................................................................................................................................ 66 
Figure 73: Property syntax - fields ................................................................................................................................................ 66 
Figure 74: Property syntax - plus signs ...................................................................................................................................... 66 
Figure 75: Property syntax - function call pos with parameters 2 and 5 ...................................................................... 67 
Figure 76: Property syntax - Standalone function DATETIME without parameters .................................................. 67 
Figure 77: Table - List of function calls for fields.................................................................................................................... 67 
Figure 78: Table - List of standalone functions ....................................................................................................................... 68 
Figure 79: Example for fixed text .................................................................................................................................................. 70 
Figure 80: Example for fields from CRM .................................................................................................................................... 70 
Figure 81: Example for operators from CRM ........................................................................................................................... 70 
Figure 82: Table – Supported Datatypes ................................................................................................................................... 71 
Figure 83: Table – Available Operators ...................................................................................................................................... 71 
Figure 84: Table – Special values and functions ..................................................................................................................... 71 
Figure 85: Table - List of demo templates ................................................................................................................................ 87 

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Figure 86 Template Designer – Selected entity: Quote ....................................................................................................... 88 
Figure 87 Template Designer – Insert fields ............................................................................................................................. 89 
Figure 88 Template with inserted fields ..................................................................................................................................... 89 
Figure 89 Template Designer Additional tab ........................................................................................................................... 90 
Figure 90 Configure fields and data source dialog ............................................................................................................... 90 
Figure 91 – Template Designer: Additional tab with  table and corresponding fields............................................ 91 
Figure 92 Configure fields and data source dialog with selected relationship .......................................................... 91 
Figure 93 – Insert new table ........................................................................................................................................................... 91 
Figure 94 – Insert table (Result) .................................................................................................................................................... 92 
Figure 95 – mscrm-addons.com tab – Rows and Columns ................................................................................................ 92 
Figure 96 – column customization ............................................................................................................................................... 92 
Figure 97 – DocumentsCorePack Template - Result ............................................................................................................ 93 
Figure 98: www.mscrm-addons.com tab - Open Template: .............................................................................................. 94 
Figure 99: www.mscrm-addons.com tab - Choose CRM Data.......................................................................................... 94 
Figure 100: Choose CRM Data dialog with data ..................................................................................................................... 95 
Figure 101: Configure fields and datasource-dialog – Records to show (default settings) .................................. 96 
Figure 102: Records to show – Show a look up window to select a single row ........................................................ 97 
Figure 103: Records to show – Show a look up window to select multiple rows inclusive width(px)-settings
 .................................................................................................................................................................................................................... 97 
Figure 104: New “label block” in the www.mscrm-addons.com - tab. .......................................................................... 98 
Figure 105: Label Options dialog .................................................................................................................................................. 99 
Figure 106: Mark cell as label cell (Please note that the cell is enlarged due to demonstration purpose) . 100 
Figure 107: Mark cell as label cell  (Please note that the cell is  enlarged due to demonstration  purpose)
 ................................................................................................................................................................................................................. 100 
Figure 108: Additional tab: Add relationship/entity ........................................................................................................... 101 
Figure 109: DocumentsCorePack Information dialog ....................................................................................................... 102 
Figure 110: Result: Label templates based on various records at once ..................................................................... 102 
Figure 111: Insert fields ................................................................................................................................................................. 103 
Figure 112: Add new relationship .............................................................................................................................................. 103 
Figure 113: Add a new relationship .......................................................................................................................................... 104 
Figure 114: Resolved fields........................................................................................................................................................... 104 
Figure 115: Click on the [Edit]-button ..................................................................................................................................... 105 
Figure 116: Add another relationship ...................................................................................................................................... 105 
Figure 117: Additionally resolved fields .................................................................................................................................. 106 
Figure 118: Insert separate entities ........................................................................................................................................... 107 
Figure 119: Add Relationship/Entity ......................................................................................................................................... 108 
Figure 120: Activate aggregation .............................................................................................................................................. 108 
Figure 121: Set the aggregation functionality ...................................................................................................................... 109 
Figure 122: Insert resolved relationship .................................................................................................................................. 110 
Figure 123: Example address block created with DocumentsCorePack Template Designer Standard-tab 
fields ...................................................................................................................................................................................................... 111 
Figure 124: Choose CRM data from MailMerge with Microsoft CRM Data dialog. .............................................. 112 
Figure 125: Template (left) vs Merged address block with missing information (right) ...................................... 113 

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Figure 126: String properties dialog with template in the background ..................................................................... 113 
Figure 127: String properties dialog ......................................................................................................................................... 114 
Figure 128 Insert ‘Entity Image’ as Picture Field .................................................................................................................. 115 
Figure 129 Configure Fields and data source – set up relation between entity and note.................................. 116 
Figure 130 Additional Tab – Contact <> Note relationship ........................................................................................... 117 
Figure 131 Insert as picture field – insert new table dialog ............................................................................................ 117 
Figure 132: Insert as picture field – Placeholder .................................................................................................................. 118 
Figure 133: Add link as picture link to the description field ........................................................................................... 119 
Figure 134: Insert the description-field as picture-link-field .......................................................................................... 120 
Figure 135: Additional Tab – Contact <> Note relationship – Insert as Document .............................................. 121 
Figure 136: Field properties – insert note as source field ................................................................................................ 122 
Figure 137: Insert document: Insert document as table or not? ................................................................................... 122 
Figure 138: Insert document – placeholder ........................................................................................................................... 123 
Figure 139: Insert HTML_description as HTML field........................................................................................................... 124 
Figure 140: Insert static item drop down menu ................................................................................................................... 125 
Figure 141: Static document properties – provide a parameter ................................................................................... 126 
Figure 142: Click [Select Document] and a Look Up Record Dialog will open ........................................................ 127 
Figure 143: Insert static document dialog with result in the background ................................................................ 128 
Figure 144: Select Page Break in the insert fields drop down menu ........................................................................... 129 
Figure 145: Select Remove Empty Lines in the insert fields drop down menu ....................................................... 130 
Figure 146: Select Join Tables in the insert fields drop down menu ........................................................................... 131 
Figure 147: Select QR Code in the Insert Field section ..................................................................................................... 133 
Figure 148: QR Code properties ................................................................................................................................................. 133 
Figure 149: QR Code options ...................................................................................................................................................... 134 
Figure 150: QR Code placeholder ............................................................................................................................................. 134 
Figure 151: Select Advanced String in the Insert Field section ...................................................................................... 135 
Figure 152: Advanced String properties ................................................................................................................................. 135 
Figure 153: Advanced String formatting options ................................................................................................................ 136 
Figure 154: The example shows two inserted advanced strings: One inserted with PLACEHOLDER function, 
one without. ....................................................................................................................................................................................... 136 
Figure 155: Select Calculated field in the Insert Field section ........................................................................................ 137 
Figure 156: Computed field properties -  insert calculation ........................................................................................... 137 
Figure 157: Formatting options .................................................................................................................................................. 138 
Figure 158: The example shows two inserted calculated fields: One inserted with PLACEHOLDER function, 
one without. ....................................................................................................................................................................................... 138 
Figure 159: Select Hyperlink in the Insert Field section .................................................................................................... 139 
Figure 160: Hyperlink properties window .............................................................................................................................. 139 
Figure 161: Additional hyperlink options ............................................................................................................................... 140 
Figure 162: The example shows two inserted hyperlinks: One inserted with the PLACEHOLDER function, 
one without. ....................................................................................................................................................................................... 140 
Figure 163: Field properties – Create a custom data field ............................................................................................... 141 
Figure 164: Add New Relationship… ........................................................................................................................................ 143 
Figure 165: Add New Relationship… - Configure Fields and data source dialog ................................................... 144 

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Figure 166: Add New Relationship - Configure Fields and data source dialog section ...................................... 145 
Figure 167 – Insert new table ...................................................................................................................................................... 146 
Figure 168 – Add new relationship – result ........................................................................................................................... 146 
Figure 169 – Configure fields – separate entities section ................................................................................................ 147 
Figure 170 – Configure fields and entities dialog: Add filter manually ...................................................................... 147 
Figure 171: Microsoft Office Word with mscrm-addons.com Ribbon – Documents Core Pack Settings..... 148 
Figure 172: Documents Core Pack Settings .......................................................................................................................... 148 
Figure 173: Documents Core Pack Settings - General ...................................................................................................... 149 
Figure 174: Word Ribbon with Debugging options ........................................................................................................... 150 
Figure 175: DocumentsCorePack Settings - Advanced .................................................................................................... 150 
Figure 176: DocumentsCorePack Template Designer type selection message ...................................................... 151 
Figure 177 – Warning message .................................................................................................................................................. 158 
Figure 178 The DCP Diagnostics-tab ....................................................................................................................................... 159 
Figure 179 The System Information-tab ................................................................................................................................. 160 
Figure 180 The Tools-tab .............................................................................................................................................................. 160 
 
   

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12 Contact

For further technical questions, please visit our blog http://blogs.mscrm-addons.com

or contact support@mscrm-addons.com.

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