MS Dynamics CRM Word Templates - 2016

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Posted on by ashok teja

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Hi,

We have a requirement where we need to create a document for the customer with associated open opportunities, we've to generate the document by using word template and for showing opportunities we have used repeating control, which will show all associated opportunities. We should show only open opportunities, is there any way to show only open opportunities in word template instead of all opportunities?

Thanks

Ashok J

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tw0sh3ds 5,600 on at

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RE: MS Dynamics CRM Word Templates - 2016

AFAIK filtering of related records in word templates is currently not supported. So I guess you should add a column with Opportunity status and just filter that on Word side.
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PS 23,577 on at

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RE: MS Dynamics CRM Word Templates - 2016

This might help

community.dynamics.com/.../201416