Dynamics Community Forum Thread Details

Exporting Word Template

Hey Guys,

I am trying to export a word template from my Opportunity page. The word template is exporting totally fine. I want to populate the data of custom fields from my CRM to word. The custom fields are Multiple Options Set and Option Set.

I am putting a scenario here for you guys to understand about the circumstances which led me here.

a. Word template is not blank, it already contains data of 15 pages.
b. Custom fields are related to this very data of 15 pages.
c. I want a certain conditions based on what I choose on my CRM fields to get populated respectively on my word template, let say I select (x,y) on my multiple options field, I want to apply a condition where I could choose what to hide/show on my word template based on my choices in CRM.

I have already tried macros in word but it only functions at my ms word, since the macros is on my word or whatever. I am not sure of this also because I guess CRM does not support macros of word.

Feel free to ask questions if you do not get anything about my question.

Thanks.

Hi,

We have a Microsoft preferred solution, known as Click2Export that can help you fulfill your requirements. Click2Export is a powerful solution to export Report/CRM Views/Document templates from Dynamics 365 in a single click.

With this tool, perform actions such as Attach the exported file to a Note, Upload to SharePoint, Attach and auto-send in an email and Download for offline consumption.

Some key features of Click2Export are as follows –

Export Reports in multiple formats such as PDF, Word, CSV, TIFF and Excel format.
Export CRM views data in a tabular format and add it to an email body.
Automate the process of exporting the reports periodically.

You can explore Click2Export yourself, simply download and activate a fully working 15-days free trial.

Or to learn more about Click2Export view this demo video, check out online help files or simply book a consultation by emailing us on crm@inogic.com to connect with an expert and get a personalised demo of the solution.

Hope this helps.

Thanks!

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