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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Word template - Retrie...
Customer experience | Sales, Customer Insights,...
Answered

Word template - Retrieve the data from complex tables, not in direct relationship with the Primary Entity

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Posted on by Khawla-d 20

Hi,

I need to generate a word template with complex tables which are not in direct relationship with my Primary Entity. 

So I need to get further mapping of second level entity fields.

For example : 

Template created for table "A" => with "A" related to "B" 

And i have "C" related to "B" 

So i need to list all records of "C" that are related to "B"

Can someone suggest whether this is possible or not?

Thanks,

Khawla

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    It is not possible using OOB Word Template functionality. The functionality works only with direct relationships - so 1:N, N:1, N:N to the current type of record.

  • Khawla-d Profile Picture
    Khawla-d 20 on at

    Thank you Andew !

    so i should not use word template in this case

    maybe i will try with SSRS or is there any other possiblities ?

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    You can use SSRS report of some of the third party addons available on the market that provides similar functionality. There are plenty of them and you can easily google it.

  • Khawla-d Profile Picture
    Khawla-d 20 on at

    Yes, and to use SSRS for dynamics we still need to switch back to VS 2015 to use Microsoft Dynamics 365 Report Authoring Extension.

    As i prefer not to use this OLD version i wanted to try with word template.. unfortunately its functionalities are very limited

    Thank you for your answer

  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Around a month ago Microsoft released the updated version of Report Authoring Extension so now you can use VS2019 to build reports. Here is the post that describes the installation of the Report Extension - readyxrm.blog/.../

  • a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    If my reply (or replies) answers your question take a minute and verify the answer. You can do it by clicking "Yes" at the top of the reply (or replies) under the label "Does this answer your question?"

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