Dynamics Community Forum Thread Details

Hello,

I tried to make a word template document on dynamics 365 Human Resource with root entity HCMWorkEntity and already follow this instruction;

Create a blank document
1. Go to Common > Common > Excel workbook designer.
2. Select Create blank document.
3. Download and open the document that is generated.
Sign in to the app:
1. Select Sign In. The Azure Active Directory sign-in screen should provide a list of credentials. If you encounter an error, force a sign-out (by using the sign-out link), and then sign in again.
2. Select the appropriate account, or click Use another account.
3. Enter the credentials for that environment, and then click Sign in.
Follow one of these steps:
- Add a fields data source:
  1. In the app, click Design.
  2. Select Add fields.
  3. Select FleetCustomer.
  4. Select Next to go to the field selection page.
  5. In the document, add a title and/or some blank lines at the top of the document.
  6. In the app, in the Available list, select the FirstName field.
  7. Select Add label to add a content control that references the "First name" label.
  8. In the document, click to put focus into the document, click again to put focus at the end of the label, and then press the Right arrow key until the cursor is outside the content control (the control box will disappear).
  9. Add a separator, such as space+hyphen+space (" - ") or space+colon+space (" : ").
  10. In the app, click Add value to add a content control that references the FirstName field.
  11. Repeat the process for the LastName field label and value.
  12. Continue to add fields as desired.
- Add a table data source:
  1. In the app, click Design.
  2. Select Add table.
  3. Select FleetCustomer.
  4. Select Next to go to the field selection page.
  5. In the document, add a title and/or some blank lines at the top of the document.
  6. In the app, in the Available fields list, add the FirstName, LastName, and City fields.
  7. Select Done.
In Word, save the template document.

But when I export the word document it catch an error.

I also tried to export system standard template word document and it also giving the same error.

Any suggestion? Thanks before

Community site session details

an error occured during the export

Helpful resources

Quick Links

Responsible AI policies

Pallavi Phade – Community Spotlight

Congratulations to the October Top 10 Community Leaders!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

Featured topics

Product updates