Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Document Template Dyna...
Microsoft Dynamics CRM (Archived)

Document Template Dynamics CRM

(0) ShareShare
ReportReport
Posted on by Prashnat Verma 287

Hi Techies,

I am working on Document Template in CRM 365 On-Premise . I created a template of Invoice & trying to add the fields through XML Mapping pane but the same is not reflecting which generating the document. I followed the same process as shown in the link " www.powerobjects.com/.../how-to-create-a-microsoft-word-template-in-microsoft-dynamics-365 " but whatever fields I am trying to map its not reflecting. 
Any suggestion is highly appreciated.


Thanks
Prashant Verma

*This post is locked for comments

  • Prashnat Verma Profile Picture
    Prashnat Verma 287 on at
    RE: Document Template Dynamics CRM

    Hi @FunWeiJie,

    I did find the solution for the this, Its showing me the data now. But my other concern is how to get the values from 2nd table which is not related to invoice & is related to Contacts.

    For  example, my Primary Entity is Account.

    And in relationship screen I am selecting Contact as N:1 relationship.

    Till now everything looks good and working fine.

    Now I have one more custom entity which is associated to Contacts and not with Accounts.

    I need that custom entity field values in my template too.

    In relationship screen, I will be able to select only those mappings which are associated to Account.

    So this custom entity will not be part of available relationship list for Account.

    Thanks

    Prashant Verma

  • Prashnat Verma Profile Picture
    Prashnat Verma 287 on at
    RE: Document Template Dynamics CRM

    Hi Fun Wei Jie,

    I am not using it in regular manner, I am saving this template on a custom entity as an attachment & then over Invoice entity from a button I am downloading the template in PDF format which get attached to the notes.

    Now the issue comes when I am trying to map the data from link entities using XML Mapping, it is not giving the values.But if I am putting any field from invoice entity itself the data is reflected in the template but not linked entities.

    Thanks

    Prashant Verma

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Document Template Dynamics CRM

    Hi,

    by looking at the  document you sent to me. It looks like the control mapping is wrong.

    0272.15.PNG

    The control should be looks like below video.

  • Prashnat Verma Profile Picture
    Prashnat Verma 287 on at
    RE: Document Template Dynamics CRM

    Hi Wei,

    Sure , Emailed to you .

    Thanks

    Prashant Verma

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Document Template Dynamics CRM

    Hi,

    can you shareyour word document?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans