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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM 2016 Word Template...
Microsoft Dynamics CRM (Archived)

CRM 2016 Word Template Hyperlink

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Posted on by Reef

One of the fields we pass to a word template is a URL.  I would like to format this URL as a hyperlink and hide the URL under a label such as "Click here".  The controls that link the CRM data to the word template do not appear to support this sort of functionality.  On email templates I have used <a href="Weburl">Document Download</a> to present the hyperlink but I can't work out how to do this successfully with the controls.

Any assistance would be appreciated.

Thanks

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  • Verified answer
    JAF.Pavliks Profile Picture
    JAF.Pavliks 45 on at
    1. Download word template from CRM Settings > Templates > Word Template (select entity and related tables)
    2. Edit Word template using Developer Tab > XML Mapping
    3. Add Fields using RICH TEXT
    4. Highlight field and copy (ctrl+v)

    XML_5F00_Field.png

    1. R+Clk highlighted field and on word popup menu, select LINK
    2. Paste CRM Field name to the bottom 'ADDRESS' field (ctrl+V)
    3. Save and Upload Template to CRM Settings > Templates > Word Template

      This method appears to capture some underlying linking between the field in the Word Template and the CRM data. There are NO typing field names in this solution as this appears to interfere.

      Note: I didn't want to hide the Hyperlink in this solution, as I wanted it visible.
  • Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at

    After insert the content as plain text try right click and add as hyperlink

  • Community Member Profile Picture
    Community Member on at

    Hi Reef ,

    as i know it is not possible, because the only allowed field types are plain text and pictures.

    I could suggest you to build the full url in crm and report them in word template, as plain field.

    Maybe in this way the result text will be editable.

    Please let us know.

    If you found the answer helpful, please mark as Verified 

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    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • alx.kpk Profile Picture
    alx.kpk 35 on at
    Doesn't seem to work anymore
  • tomasipaolo Profile Picture
    tomasipaolo 10 on at
    Is there any way to do this BASIC functionality???

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