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Dynamics 365 - Word template not displaying cases

Posted on by 27

I am trying to create a word template that lists client details and then a table with all their cases in the system.

I can get the contact details displayed but the cases are not showing up. I have added the case fields from the 'incident_customer_contacts' entity and made the fields 'repeatable' but nothing is displaying when running the template from Dynamics. Do the case records need to be in a table rather than just the fields listed on the template?

Not sure what I have missed here, perhaps its the wrong table?

Any suggestions would be greatly appreciated.

  • NZ_James Profile Picture
    NZ_James 27 on at
    RE: Dynamics 365 - Word template not displaying cases

    Solved it, placed the repeatable fields into a table with one role and then they appeared.

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