Dynamics 365 signature in generated word-template

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Dear CRM specialists,

When creating a signature on my phone i can now see it in Dynamics 365. After that i made a word-template to store a created signature directly in to the word-template. Now when i want to do that i get the error that it is impossible to store an image into the created word-template.

Anyone know a solution?

This is what i have in the work order; 1157.crmm.png

Thanks,

Gido

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Wouter Madou 3,392 on at

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It seems to me like your signature is an attachment on your record and a jpg?

You should use a Base64 string (multiline field) to store a signature on a form if you want to use it in a word template.

In the template you can use the picturecontrol in the xml-mapping to add that field and convert the base64 back to an image.

An other option is to use third party addons (Xperido or DocumentsCorePack) to use your attachment and add it to the document, but you would not be using the standard document templates anymore.

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Wouter Madou 3,392 on at

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Screenshot to state what I mean:

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Tim Dailey 440 on at

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I am trying to pull the signature into my word template as well. I don't even see any of the following options in the list of XML fields to add it to the template. The field I created for the mobile/tablet is called "Signature". (can't find that in the xml list) I also can't find Base64 or picturecontrol...Am I missing something?

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Wouter Madou 3,392 on at

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Upon request a quick short manual.

My screen recorder is not working for some reason, so here are some snapshots that should explain it all:

Create a custom field as multiple line and give it more than 16k characters.

Go to control tab and add the pen control for mobile.

Create a word template and in the developer tab open xml mapping pane.

Switch url to dynamics and find your custom field by schema-name (new_signature).

Right mouse click > insert content control > picture

Upload saved template.

HERE IS THE TRICKY PART:

To show the base64 string as picture, they added the following part: ' data:image/png;base64, '
This will not work in your Word file, so you will have to create a second field and fill it with the value without that part. (Best via plugin.)
For testing purposes, you can just delete that part in your field, however, the signature will no longer be shown on the mobile app for that record.

(ps: this is when you use the default app, not when you use Resco.)

Open the template for the record and it should show:

Regards,

Wouter

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Tim Dailey 440 on at

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Thank you Wouter, awesome instructions! However I cannot find my signature field in the list of XML choices. The schema name is "new_signature" but it's not showing up. Is there a way to sync Word so it will pull from CRM? I had a document template already built and am now trying to add signature, maybe I need to start from scratch and generate a new document? Thank you

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Wouter Madou 3,392 on at

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Start from scratch, yes.

You cannot refresh your crm URL for the metadata in a saved template.

(Or I did not find how to do so..)

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Tim Dailey 440 on at

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That's too bad, I just started a new one and it showed up right away, and I got it to work with your method. How easy is it to make a plugin to remove the ' data:image/png;base64, ' ? Can I build an app to do it?

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Wouter Madou 3,392 on at

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you mean, logicApps?

Yes, I believe that that should work.

(I am not a developer, so I cannot assist you with plugins. I would personally use Scribe for such a thing :) )

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Wouter Madou 3,392 on at

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Did it solve your problem?

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Tim Dailey 440 on at

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Yes, I got it to work, thank you! I do need to find a way to automate it. I tried using a calculated field but since the first signature field is 'multiple lines of text' and the calculated field would be 'single line of text' I can't use that feature to TRIM the first characters. I would like to figure out a way to use Business Rules or something within Dynamics to remove the string of text, but I think like you suggested, will need a plugin. If anyone reading this can help with a quick plugin please let me know. I also can't figure out how LogicApps can help.

Your solution of removing the string of text is working though, how do I mark this as verified answer?

Thank you

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