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Customer experience | Sales, Customer Insights,...
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Word Templates in Dynamics 365 CRM

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Posted on by 10

Hi,

I am new to CRM. I have a question regarding Word template. I created a template and it is working fine except for the multi-options and  sub-grid entities. In the output it shows only the first selected choice on those fields. Can anybody tell me how to grab the data from all the selected choices?

Thanks

  • Inogic Profile Picture
    Inogic 436 on at
    RE: Word Templates in Dynamics 365 CRM

    Hi,

    It seems you’re missing one major step while creating word template for sub-grid entity.

    You need to set Content control fields to “Repeat” mode.

    For example, accounts have more than one contact. To include all the data in your Word template, set the content control field to repeat.

    For this, follow the steps given below:

    • Please select the rows that you wish to repeat:

    Word-template.jpg

    • Right click on the related entity and click on repeat

    1Word-template.png

    Once done, you will be able to view all the field’s values.

    ->Regarding, Multi option set all the options will be visible in one single string.

     For example, I have added a new multi option set field in account entity and chosen first three options.

    2Word-template.png

    On downloading word template, we can choose Multi Option set field and insert content control like Check box, combo box, Dropdown list, etc.

    All these three options will be then visible in a single string, as shown in below screenshot:

    I have selected content control as Check box and all the three option set is visible as below screen:

    3Word-template.jpg

    Hope this helps.

    Thanks!

  • Suggested answer
    Pawar Pravin  Profile Picture
    Pawar Pravin 5,229 on at
    RE: Word Templates in Dynamics 365 CRM

    Hi

    To get all rows of subgrid you need to use "Repeating" as shown in below image:

    word_2D00_template_2D00_set_2D00_table_2D00_row_2D00_repeating.png

    Please refer below url for more info:

    https://docs.microsoft.com/en-us/power-platform/admin/using-word-templates-dynamics-365

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