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Dianna Davis - Dynamics Objects

Dynamics CRM Word Templates, issue with HTML fields

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Although Dynamics PDF-Docs (for CRM Word Templates), is the most popular add-on to CRM, to PDF Word Templates and attach them to Emails, we are sometimes asked about features not available with CRM Word Templates, and are available with Dynamics Docs.
Here is another feature you may need when creating templates to merge fields from CRM records.

Some “power users” install HTML editor add-on to CRM, providing HTML look to the content of multi-line field of CRM records

While the field content is well presented in the CRM user interface, when it is merged with Word document, using CRM Word Template, the HTML tags are part of the content, which is not what we wish to include in a document. Using Dynamics Docs it convert the HTML content to plain text formatted as the Placeholder formatting.

Click here to download Dynamics Docs trial version.

The following images explains the issue. For this purpose we are using the body of an Email, which includes build-in  HTML editor and can be tested in CRM out-of-the-box.

Image 1: Email record, the two functions are available in the ribbon:

 

Image 2: HTML tags are included in document generated with Word Templates

 

Image 3:  No HTML tags included in document generated with Dynamics Docs:

 

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