Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Creating a Word Templa...
Customer experience | Sales, Customer Insights,...
Suggested answer

Creating a Word Template with custom fields from related entity

(1) ShareShare
ReportReport
Posted on by alqueen 40

Hi guys,

During my internship I'm developing a CRM using Microsoft Dynamics 365. I'd like to create a Word Template to create PDF files. This PDF should be created after clicking "Export to PDF" button. In PDF  there's should be details of my product from the custom fields that are created in the entity product.
 r.pngd.png

  • Suggested answer
    Yuri ji Profile Picture
    Yuri ji on at
    RE: Creating a Word Template with custom fields from related entity

    Hello,

    If you want to create a word template with custom fields from related entity, The following example may help you.

    I create an entity named class, add properties to it.

    Build  an one-to-many relationship with Account.

    pastedimage1659575952545v2.png

    Add this entity into model-driven app.

    pastedimage1659576038295v3.pngpastedimage1659576050076v4.png

    Go to the app you used, select an account, in the upper right corner of it select download template.

    pastedimage1659576121858v5.png

    Select the relationship you want.

    pastedimage1659576150241v7.png

    Edit the template, add the properties you want to it.

    pastedimage1659576163586v8.png

    Back to the app and upload the template

    pastedimage1659576177475v9.png

    Select the template you just uploaded.

    pastedimage1659576204618v10.png

    pastedimage1659576219524v11.png

    Best Regards,

    Yuri Ji

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Holly Huffman Profile Picture

Holly Huffman 103

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 96 Most Valuable Professional

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 51 Most Valuable Professional

Last month Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans