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Create Word template for the Inspections

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Posted on by MPI

Hi there,

I want to create a Word Template for Inspections in field service
But, I don't know how to choose the right data, or maybe the data not show for me

any help, Please

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Community Member on at

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Hi Ibrahem,

For fields in Inspections entity, you can select then directly. But for fields in related entity, you need do as following steps:

Go Settings > Template > Document Templates.

Click Select Entity button, you can select fields you need in related entity.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
MPI 27 on at

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Hi Leah Ju,

the answer to the question of the inspection not showing in XML mapping
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Gabriel Dias Junckes 2,428 on at

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There is this addon available now.

support.mscrm-addons.com/.../