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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Word Templates Formatting
Service | Customer Service, Contact Center, Fie...
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Word Templates Formatting

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Posted on by ashishshahs 110

Greetings,

I have a customer who wants to generate a word document for the customer work order. This was accomplished using Settings --> Templates --> Document Template. I followed the process listed in "https://docs.microsoft.com/en-us/power-platform/admin/using-word-templates-dynamics-365" to generate the document. One of the sections, which has all the Work Order Service Items, brings in all the items as shown below.

pastedimage1575859910478v1.png

The customer would like to have the document generated as ...

Example: ...

pastedimage1575860415530v2.png

Keep in mind that the list of items will more or less remain the same for all the work orders. The example assumes that one can filter the fields in the word document template. I have not been able to crack the code on it. 

Any help / guidance is appreciated.

-Ashish

  • ashishshahs Profile Picture
    ashishshahs 110 on at
    RE: Word Templates Formatting

    Greetings,

    I watched the following video and recorded a macro to accomplish the customer requirements. Thanks all for the guidance. www.youtube.com/watch

    -Ashish

  • Verified answer
    ashish12 Profile Picture
    ashish12 3,079 on at
    RE: Word Templates Formatting

    Try with Word Macros else contact MS.

  • Verified answer
    ba365guy Profile Picture
    ba365guy 2,948 on at
    RE: Word Templates Formatting

    I am afraid there is no supported way of achieving this.

    Probably you need to check if a custom macro with VB can do this.

  • ba365guy Profile Picture
    ba365guy 2,948 on at
    RE: Word Templates Formatting

    I am afraid there is no supported way of achieving this.

    Probably you need to check if a custom macro with VB can do this.

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