XperiDo trial – displaying related records in your documents

One of the main problems with the out of the box word templates in Dynamics is that we can’t really use lists. Well, we can add a repeater, but we cannot sort those lists. And, if we cannot sort them, they are becoming somewhat useless once there are more than a few related records in the list.

This, it seems, is one area where ExperiDo can certainly do more.

For example, on the screenshot below I have 148 contacts linked to the A. Datum account:

Most of them I just imported using an excel spreadsheet, and those are all “Test Test” contacts. But, depending on the sort order, this list will display different contacts at the top – compare it with the screenshot below:

This is something we can actually do with XperiDo:

Now when I go back to Dynamics to create the document, I get all 148 contacts sorted in the right order: