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And change the property of the date picker control to enter a date in your desired format. Now add Date Picker Content Control to choose the date of birth. For this select drop down list and choose "Properties" and use the "add" button for adding choices to your drop down list.Īdd a Text Box for entering the user Email to do that click on the "Insert tab" and choose "text box" from the" text" group. For example I have added a "Rich text box" for entering the name of the user, 2-2 Radio buttons for asking Gender information and martial status.Īdd a drop down list for choosing occupation and add a different choice. Click on the "Developer tab" and go to the "Control group" to select the appropriate control. Now write a simple user entry form in Word 2013.Īdd the Content Control that satisfies the user entry form reuirements. The Developer Tab will be added to the Ribbon. Enable editing and macros and navigate to the CRM button on the ribbon. Click OK and you will be prompted to open a copy of the Mail Merge doc.
Complete the Mail Merge screen, selecting Blank document and adding the applicable Data Fields for future use. This works fine when user inserts signature outside of the template. When user tries to insert a signature (Insert Signature) in this Text area, then all this template will get crash and whatever the content on the invite is there all will disappear. Ĭhoose "Developer" from "Customize the Ribbon column". Navigate to your View in CRM, select your Leads and click Mail Merge on the Add tab. These templates also contains a text area in the middle for the user to type any message. Go to the "File Tab" and choose "Options". To insert Content Control in your Word document, add a hidden developer Tab to the Ribbon. Word 2013 has some good features which could help you to create a document with a drop down list, check box, combo box and so many other Content Controls which could help you to design a form.
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Add a Developer Tab to Ribbon in Word 2013