I am developing a word template, is there any way I can filter the data based on the attribute value ?
Like,
Contacts,
Name Age Gender
ABC 21 Male
XYZ 25 Female
PQR 22 Female
LMN 55 Male
How can I extract only female contacts in my word template ? or aleast sort as per the gender ?
Hi partner,
Has your problem been solved? Need more help?
Please click Yes under "Did this answer your question?" to close this thread.
Thanks.
Unfortunately, there is no OOTB way to filter data or sort as per the gender, Word Templates is still not available for data customization.
You could try this solution www.crmsoftwareblog.com/.../
If you would filter or sort data, I would recommend you use Report Wizard or SSRS.
Report Wizard information:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/basics-guide
https://crmbook.powerobjects.com/crm-book-basics/analytics/microsoft-dynamics-crm-report-wizard/
SSRS information:
https://community.dynamics.com/365/b/readyxrm/posts/how-to-create-your-first-dynamics-365-ssrs-report
https://docs.microsoft.com/en-us/sql/reporting-services/report-builder/hide-an-item-report-builder-and-ssrs?view=sql-server-ver15
For Report Wizard, we can filter data here.
And sort data here.
For SSRS, we can filter data here.
Finally, for Report Wizard and SSRS, it can be downloaded as word.
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Mansi Soni as our August 2025 Community…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Hamza H 141
Daniyal Khaleel 132
DAnny3211 130
