{Tips & Tricks}–Show repeating content in Dynamics CRM 2016 word templates

Well, let me be very honest here. I hated to write this blog post. But to my surprise, I am finding lot of people wasting their valuable on this small stuff. So I thought, let me pen down this rather insignificant stuff so that it can help at-least someone stuck with the same issue.

I am not going to document here regarding the word template generation feature of Microsoft Dynamics CRM 2016. My personal favorite – http://crm.fueledbysleep.com/no-code/the-new-features-of-dynamics-crm-2016-how-to-use-them/#comment-3336 which explains both how you can use the word and excel templates to your advantage.

Here I am going to explain how to generate repeating content, for example – show all the emails related to an account.

First I download a template for the account entity. How to do it, you can find from the above post. As I am interested only in the emails, I have just included that relationship.

Now I insert a table. I wanted to include From address, to address and the subject of the email. So I create a table with the appropriate headers. I select a 3×2 table as I need an empty row after my header.

Now I select each of the three cells in the empty row of the above table and then insert appropriate fields. Another important point to note here is, if you want to display the From and To fields of the email, do not select the from and to. Instead select the fields – sender and torecipients. Otherwise the fields won’t display anything.

Now comes the important part. Select the entire row (all the cells of the row) using the cursor (do not select the table or the row from the table border)

Once the entire row is select, right click the relationship and then select Repeating as shown in the screenshot below.

It would look like something as below once you are done with the whole process. The biggest mistake people do here is select the entire table or select the entire row from the border of the table. If you do that, the table won’t be visible at all.

Save and upload the document template. To do this, please refer to the link I provided. Now once you view the template in the context of the account record, you can see all the emails.

Pretty layman stuff but hope it saves you some time.