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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Dynamic CRM word templ...
Customer experience | Sales, Customer Insights,...
Answered

Dynamic CRM word template group columns

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Posted on by ak_chamara 10

Hi,

Could someone please let me know, who we can group column in dynamic crm word template. I've designed a word template to print opportunity details. Under my opportunity products, products can have duplicate lines.

eg:

Item qty price
AAAAAA 1 100
BBBBBB 1 340
AAAAAA 1 100

So in my template, I want to group this as follows

Item Qty Price
AAAAAA 2 200
BBBBBB 1 340

Thank you

I have the same question (0)
  • Verified answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at

    Hello,

    I think it is not feasible in word template.

    What you can try is to do it with Excel Template and use different expressions, pivot table... that are more flexible to achieve your need.

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,054 on at

    Hi

    As suggested above, i don't think you will be able to achieve this with CRM word template features. You might be able to look into word macro or VBA code to achieve this but then the script may not on all the user's machine due to trust issues.

    If there are duplicate Opportunity Products, if I were you, i would consider writing a plugin to merge them as soon as they are created in CRM so that you have a clean data in CRM.

  • Suggested answer
    AJ-22040756-0 Profile Picture
    AJ-22040756-0 Microsoft Employee on at

    Hi Partner

    Unfortunately this is not achievable through Word, you can try this in Excel if that helps out. 

  • Paul_Owen Profile Picture
    Paul_Owen 2,027 on at

    Hi, just curious, why would you enter the same product more than once and not just edit the quantity?

    Regards

    Paul

  • ak_chamara Profile Picture
    ak_chamara 10 on at

    Hi Paul,

    Thank you so much for your post.

    When consider on my client business process & the way the system has implemented, It's not possible to simply increase the qty. The product id will be always unique by a product property.

    Regards.

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