Creating a Word Template with custom fields from related entity

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Posted on by alqueen

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.

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Yuri ji on at

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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.

Add this entity into model-driven app.

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

Select the relationship you want.

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

Back to the app and upload the template

Select the template you just uploaded.

Best Regards,

Yuri Ji

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