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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!
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
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