In this post I will show how text can be hidden or displayed, based on selected option in the CRM record. Returning to our topic, the issue with Rich Text was explained and resolved in previous post:
SHOWHIDE IN WORD PDF
Same as with Dynamics PDF-Docs, with one click you can PDF the generated documents, attach the PDF file to Notes, Email and upload the document to SharePoint or attach documents from SharePoint to Email workflow Well before Microsoft released version 2016, Dynamics Objects developed “Dynamics Docs” to perform these much needed functionalities, for all CRM versions. OR you need the feature of inserting fields from CRM records into Word document, and the CRM version installed on your server is previous to 2016 release? As an example, you wish to hide / Display the table header “Discount” for invoices, quotes and similar documents, generated for clients not entitled for discount. Your document requires logical operations like hide or display text based on the content of a field in CRM record.In current version of Word Templates, formatting is lost in the document, and comes up as one long line of text. Keeping rich text formatted fields in CRM, after they are inserted to the document.What if you need these features, not available with CRM "Word Templates"?
With Dynamics PDF-Docs (click here to download trial version) users can, in one click, PDF the generated Word Document, attach it to Notes, Email or upload the document to SharePoint location or add documents from SharePoint as attachments to Email workflow, together with the PDF generated with Word Template.
Using Word Templates, users can insert fields from CRM records in a Word document. Microsoft introduced the CRM Word Templates feature, in Dynamics CRM version 2016. Hide / Display text in CRM “Word Templates”
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