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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Bookable Resource Book...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Bookable Resource Booking Report

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Posted on by JasonPDX 20

Setting up a word template that's e-mailed to the customer after a service job is finished.  Two things I'm having trouble with in the XML mapping:

1) Getting the customers name available in the XML mapping

2) Getting pictures that were taken and loaded into notes.  I can get the first image uploaded to populate on the report, but no further images.

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  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi Jason,

    To insert the customer name, it is necessary to add the Work Order entity into the word template because the name is recorded in the work order with the Service Account field.

     pastedimage1621499716901v1.png

    Then inert the field – msdyn_serviceaccountname from XML Mapping.

     pastedimage1621499724437v2.png

    After saving and uploading it, you’ll get the customer’s name of the booking.

     pastedimage1621499731754v3.png

    To add all the notes with their attachments, you need to insert the records as repeating.

     pastedimage1621499743729v4.png

    It will be shown as the following screenshot after setting as repeating and you can insert the fields you want into this block.

     pastedimage1621499751274v5.png

    The final result is shown in the picture:

     pastedimage1621499757714v6.png

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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