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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Help with Word Documen...
Microsoft Dynamics 365 | Integration, Dataverse...
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Help with Word Document Templates that use FetchXML for Complex Data Retrieval

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Posted on by sandiquiz 5

This would be extremely helpful in our organization but we can't quite figure out how to implement this: https://www.crmsoftwareblog.com/2016/12/word-document-templates-that-use-fetchxml-for-complex-data-retrieval/.

Any help would be much appreciated!

I have the same question (0)
  • LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at
    RE: Help with Word Document Templates that use FetchXML for Complex Data Retrieval

    Hi Partner,

    This blog shows that you should use C# code to add the data you need into word template, you could use custom-workflow or plug-in to trigger the C# code.

    The true purpose of using C# is to get the data you need in XML format and then you could use XPath to bind data within word template.

    So you just need to follow the steps mentioned in the blog and trigger the C# code.

    BTW, this blog is released in 2016 and we don't know if is supports D365 online V9.x, could you kindly share your requirement so that we could find other ways which may be easier for you.

    Best Regards,

    Leo

  • sandiquiz Profile Picture
    sandiquiz 5 on at
    RE: Help with Word Document Templates that use FetchXML for Complex Data Retrieval

    The code for the data is actually FetchXML and this does not help me.  What I really need is more detail about how to implement the steps in the article.

  • LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at
    RE: Help with Word Document Templates that use FetchXML for Complex Data Retrieval

    Hi Partner,

    Without the code, the steps will be useless.

    Put aside this article, May I know your requirement about the word template?

    Regards,

    Leo

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