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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Adding Second Level or...
Microsoft Dynamics CRM (Archived)

Adding Second Level or Tertiary level items into Word Template

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Posted on by Community Member

Hi All,

Greetings for the day!!

We have a requirement on a from to export as word with context data. I am able to find the first level of entities to add into word template but unable to find any way to add second level or next level. Is there any way to achieve this OOB?

To keep scenario simple, refer below: 

Consider we have a Entity 'A', which is related to Entity 'B' which has a Subgrid of Entity 'C' (basically List of Entity C'). Requirement is do display all the information of A, B and C in template. I am able to traverse till B but not till C level.

Any help would be greatly appreciated!!

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Just adding some more details.

    We are using D365 CRM Online.

    I found a link which has solution but based on the comments it looks like it works only for  On-Premise but not online.

    https://www.crmsoftwareblog.com/2016/12/word-document-templates-that-use-fetchxml-for-complex-data-retrieval/

  • Suggested answer
    73f15e40-4f92-4af1-9dd7-c8e43f4d5e25 Profile Picture
    73f15e40-4f92-4af1-... 5 on at

    The link you provided is excellent solution, I am using it. FYI, you can do the same in Online not just OnPrem

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