This blog article describes the main functionalities and features of the “Insert”-button in Open Office XML template (.docx). This button allows to easily insert additional contents in your Open Office XML (docx). Within this dropdown-button you can simply insert every MS CRM field as a “special”-field. 

Addon: DocumentsCorePack for MS CRM 2011, DocumentsCorePack for MS CRM 2013

Example:

WHERE TO FIND THE INSERT-BUTTON 

You can find the “Insert”-dropdown button in your “DocumentsCorePack Task Pane”. Therefore open Word and go to the "www.mscrm-addons.com"-tab, choose "Insert MailMerge Fields" and answer the question with yes. See screenshot below. 

Figure 3: The www.mscrm-addons.com-tab 

Next, the DocumentsCorePack Task Pane appears in your Word document on the right side. See next screenshot: 

Click on the Insert-dropdown-button to get to the different insert-functionalities. See next screenshot: 

Figure 6: Insert Computed Items with options

THE STRUCTURE OF THE INSERT-MENU

The structure of the menu varies, depending on the version you are using. Please see below the possible setup for RM 2011 and CRM 2013.

DocumentsCorePack for MS CRM 2013

Figure 8: [Insert]-button for DocumentsCorePack for MSCRM 2013 with the the available options II

DocumentsCorePack for MS CRM 2011

THE [INSERT]-BUTTON FUNCTIONALITIES 

The [Insert]-button contains different optional modes. Click on the dropdown-button next to the “Insert”-button to use these optional modes:

- Insert as Picture-Field
- Insert as Picture-Link-Field    
- Insert as Document
- Insert as HTML

Insert Static Item:
- Insert Static Document
- Insert PageBreak
- Insert Remove Empty Lines
- Insert Join Tables 

Computed Items: 
- Insert as QR-Code-Field
- Insert Advanced String-Field
- Insert Computed-Field
- Insert Hyperlink

For detailed information, please visit our poduct page. 

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