Document Templates - Acknowledgement Letters: Adding address info by Associated Address Type

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Posted on by Michael Hillewaere

I don't know if this is the right place for this type of question, but hey!

I'm a Business Analyst trying to further my abilities with Dynamics 365. I wanted to see if I could help my client add their existing Word letter templates without involving our developers (they are soooo busy with other things!)

So far, I have successfully uploaded an acknowledgment letter template as a Personal Template, with the Contact entity as the main entity. I added the name, salutation, and address1 fields from the Contact entity on the client's template with the Developer tab. (Yay!)

However, we are not using addresses on the Contact entity, but are using Associated Addresses linked to the Contact.

My question is how do I add an associated address to my Template?

I am able to add the address fields for Address1, 2 and 3, from the Contact entity pretty easily, but I don't know how to incorporate a particular address from the associated addresses.

For example, if I want to use the address record where the Address Type = Home, how do I pull the data from the home address record into the template when there is a 1:N relationship of Contacts to Address Types?

Is it possible to create a dynamic form where the user can choose which Address Type to include on the template? (Or would we need to create a separate template for each Address Type?)

Mike

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Answers (2)

Akanksha Srivastava 100 on at

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RE: Document Templates - Acknowledgement Letters: Adding address info by Associated Address Type

Hi Michael,

Are both addresses stored within same subgrid? If they are maintained as two different relationships that we can identify the relationship and pull required data accordingly.
Michael Hillewaere 5 on at

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RE: Document Templates - Acknowledgement Letters: Adding address info by Associated Address Type

Update: I have been able to add address information from the Associated Address to the Letter Template, with both of your assistance! Thanks Akanksha and Leah!

The Contact entity has two Associated Addresses, Address Types of Home and Alternative. It is pulling information from the Home address. Now, if I could only figure out how to pull from a particular address type...
Michael Hillewaere 5 on at

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RE: Document Templates - Acknowledgement Letters: Adding address info by Associated Address Type

Thank you, Akanksha,

However, I am attempting to pull in an address record from the associated addresses to fill in the mailing address at the top of an acknowledgment letter to a contact. (various templates need to be added to the contact, and account entities to acknowledge the receipt of the issue, authorization not obtained, etc.):

fullname

jobtitle

address line 1

etc...

If I add the appropriate fields but don't select the repeating functionality, I'm guessing the template will pull data from the first associated address record, regardless of Address Type?
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Community Member Microsoft Employee on at

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RE: Document Templates - Acknowledgement Letters: Adding address info by Associated Address Type

Hi Michael,

As Akanksha said, you can pull associated address to template for the contact as steps he provided.

However, the template contains all associated address records with the contact whatever address type.

You said, “For example, if I want to use the address record where the Address Type = Home, how do I pull the data from the home address record into the template when there is a 1:N relationship of Contacts to Address Types?”

What you mean is that you just want to show associated address that type is home?

If so, it is impossible, all address type can be included in the template, but you can add ‘address type’ field to the template to specify it.

Upload it, then download it.

All associated address records with the contact are all pulled in to the template, you can view address type value in first column.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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Akanksha Srivastava 100 on at

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RE: Document Templates - Acknowledgement Letters: Adding address info by Associated Address Type

Hi Michael

You will have to select the 1:N relationship before exporting the word template from CRM. Then while designing the template, you can use that. Please refer below example:

Here I have taken example of Contact and Address as 1:N relationship.

Before designing the template, when you export the word template from Contact entity, select the 1:N relationship you want to use in your template:

Now on the downloaded document, click on XML Mapping Pane >> Select the CRM reference from the "custom xml part" drop down and scroll down on the list of fields. You will see the selected relationship available within your document.

Place your cursor on the word document where you want to insert the address fields. You can add them as a table or normal paragraph format as well. Then on the right side, right click and insert the fields from related entity like you normally would

Finally, since it is a 1:N relationship that means customer can have multiple addresses. To enable all the addresses in the document, select the columns added from Address entity (that you have already added to your document) >> Right click on the name of relationship from the xml mappings on right >> Select Insert Content Control >> Repeating.

After saving and uploading the template back you can run it on the required Contact and the data will appear in the required format.