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Word Templates in Dynamics 365 CRM

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Posted on by MAmir

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

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Inogic 24,094 on at

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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:

Right click on the related entity and click on repeat

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.

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:

Hope this helps.

Thanks!
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Pawar Pravin 5,227 on at

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RE: Word Templates in Dynamics 365 CRM

Hi

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

Please refer below url for more info:

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