Our tool supports also hyperlinks that include Microsoft Dynamics 365-fields in either the link-name or the URL.īasic arithmetic operations can be defined and the variables set to be Dynamics 365 fields. Whether pictures are stored as notes, as entity-images or simply by adding an URL to the picture inside Microsoft Dynamics 365: Our tool allows you to insert dynamic pictures (e.g.
allows to save documents generated from a quote to the potential customer Templates can be set with default paths for docuemnts generated. The doucment name of generated documents can be pre-defined, supporting all fields from Dynamics 365 (e.g. With DocumentsCorePack it´s possible to import charts from Dynamics 365 in any document or to create own custom charts from scratch.Ĭulture and format of money, integer and decimal fields can be set inside the template. This feature allows to display a graphical representation of data in generated documents. Create your condition with the Condition Designer which has a similar look and feel as the Advanced Find in Dynamics 365. If and else conditions can be placed in order to define conditional content inside your templates. It supports grouping, as well as performing calculations (like totals) for the items inside a loop. You can loop records inside tabels by designing the base layout of a row.
Handling of One-to-Many or Many-to-Many relationships is easy.
There is no limitation on the number of relationships or levels resolved.įiltering & Sorting Capabilities see moreĪll retrieved records can be filtered and sorted in any imaginable way! The template designer allows to pull fields from standard as well as custom entities.Īll MS Dynamics 365 relationship-types are supported.
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