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Customer experience | Sales, Customer Insights,...
Suggested Answer

How to hide and show Word Templates by Product Type

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Posted on by 28

Hi All

When user selects Product Type A, the system only displays Word Templates corresponding to Product Type A, and when customer selects Product Type as B, the system only displays Word Templates of Product Type B Can I do this in Dynamics CRM?

I have the same question (0)
  • Suggested answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi Truong_Dai,

    In my blog: powerplatformaw.blogspot.com/.../how-to-show-and-hide-button-based-on.html, I am sharing steps on how to extend the out-of-the-box button. I think it will going to help you.

  • Truong Dai Profile Picture
    28 on at

    Hi Abdul

    Your soluton does not match with my request. i target into Word Template for Product Type. We have alot of Product Type, so that i would like to reduce human error by hide / shows Word Templates

  • Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi Truong_Dai,

    Can you please elaborate on your issue more with a screenshot.?

  • Suggested answer
    Amit Katariya007 Profile Picture
    10,409 Super User 2025 Season 2 on at

    Hello,

    Unfortunately this is limitation of word templates where we can not show hide as per dynamic values.

    community.dynamics.com/.../833812

    Thank you,

    Amit Katariya

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