Hi Everyone,
First of all thank you for the time taken of reading my questions.
I have two questions.
1. I am looking into setting up word templates. After figuring out how to get the dynamics data into my template and making sure that it is able that tables auto expand (depending on the amount of relating records) I was trying to get into some graphs that visualize the seen data. Does anyone have a tip how I can visualize my data (using Dynamics 365 xml) in a chart within word?
2. When you are on a specific record entity. For example account A you have not the ability to set up excel templates (as on standard it is only possible on views) I thought via workbench tool I would be able to add this feature to a single record aswell but without result so far. Does anyone know how to add the function/feature excel templates to a form (form of e.g. a single account record).
Thanks again for reading my message.
Have a good day!
Kind regards,