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Microsoft Dynamics CRM (Archived)

D365 Online Word Templates Filter

Posted on by 390

Hi

Using the out of the box word templates is it possible to filter certain fields. For example I have a bunch of yes/no fields and I only want fields on my word document that equal YES. I have tried built inside functionality with no succes

Thank you

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  • Suggested answer
    Ryan Maclean Profile Picture
    Ryan Maclean 3,070 on at
    RE: D365 Online Word Templates Filter

    Unfortunately, there is currently no way to filter the data.  The only option is to use 3rd party tools for document generation.  It is a real pain to deal with

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