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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Setting sort of relate...
Microsoft Dynamics CRM (Archived)

Setting sort of related entities on Word template

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Posted on by Fernando Santos 20

hi,

I've searched on internet a few days trying to discover how to configure an related entity on word template. I need to define a sort for opportunity products, because my template show the whole list sorted based on lineitemnumber, but for some reason the fetch isn't following the sequencenumber and bringing the products in a random order.
The data of a word template make use of any view where we can customize the order? Anyone needed something similar?

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  • Sistech Profile Picture
    Sistech 106 on at
    RE: Setting sort of related entities on Word template

    Have there been any updates to this issue? I have the same requirements for a custom entity where the template list needs to be in the same order as in Dynamics.

  • Suggested answer
    Boyd-TCS Profile Picture
    Boyd-TCS on at
    RE: Setting sort of related entities on Word template

    I created a macro snip that sorts data on the applicable table. However, it will only work for the user that uploads it. For some reason, the macro doesn't show up for any other users in the CRM.

    Name the Macro "AutoOpen" for it to run automatically once the document has completed it's load process:

    Sub AutoOpen()
    If Application.Documents.Count >= 1 Then
        If ActiveDocument.Tables(6).Rows.Count > 2 Then
            ActiveDocument.Tables(6).Sort FieldNumber:=1, SortFieldType:=WdSortFieldType.wdSortFieldDate, ExcludeHeader:=True, SortOrder:=WdSortOrder.wdSortOrderDescending
        End If
    End If
End Sub


  • ScottDurow Profile Picture
    ScottDurow 19 on at
    RE: Setting sort of related entities on Word template

    Hi Fernando,

    At this time unfortunately the list is shown in the order that the records were created (as per www.microsoft.com/.../using-word-templates-in-crm.aspx)

    AFIK there is no way around this at this time other than recreating special records for your template in the order that they are needed to be displayed.

    Not the answer you were looking for - but I'm looking forwards to improvements in this area in future versions.

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