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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

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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

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  • Suggested answer
    Yuri ji Profile Picture
    Yuri ji Microsoft Employee on at

    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

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