Use If/Then in Word Templates?

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Posted on by tmckinn

I'm showing a list of related Products in an Opportunity Word Template. I need to group, sort, and subtotal the Products in a specific order. Is it possible to apply WordMerge formula functionality to the Word Templates that are linked to Dynamics 365?

This is a great article about if/then functionality in WordMerge templates. I've tried without success of using this function in D365 Word Templates. Is the functionality not supported? Or am I missing something on the syntax?

http://wordmvp.com/FAQs/MailMerge/MMergeIfFields.htm

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tmckinn 15 on at

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RE: Use If/Then in Word Templates?

Thanks Joe! Ultimately, I wasn't able to use bookmarks since I want to filter/group Opportunity Products (N:1) in a table format in word. But this is definitely the approach I'll use in other Word Templates.
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Joe Gill on at

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RE: Use If/Then in Word Templates?

Hi Tom,

Use bookmarks instead crmtipoftheday.com/.../conditional-values-in-word-templates

Joe