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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / XML .doc Mapping of a ...
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XML .doc Mapping of a Lookup Table

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Posted on by Matthew Dunn 5

Hello all,

I'm trying to create a .doc template for an XML export of D365 data however I'm struggling to extract data from a 1:N lookup table of contacts. I've followed the Microsoft knowledge article below however it doesn't mention going the step further to iterate through this list to extract individual details from items in a lookup table:

https://aus01.safelinks.protection.outlook.com/?url=https%3A%2F%2Flearn.microsoft.com%2Fen-us%2Fpower-platform%2Fadmin%2Fusing-word-templates-dynamics-365&data=05%7C01%7CMatthew.Dunn%40sa.gov.au%7Cd38c3db7d3da4f6f14a208daccf4cd6c%7Cbda528f7fca9432fbc98bd7e90d40906%7C1%7C0%7C638047649173456485%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=pXhyGX2UdnH7wztMFaaG2yYj8gR3eltQJ4URpMBh%2FNc%3D&reserved=0

pastedimage1669608171537v1.png

With a N:1 relationship, I seem to be able to get the details of the first entry but nothing further and can't seem to iterate through the items on the table. Is there a way to do this through conventional word templates in D365 or does this require C#/X++ scripts to achieve (if so, can someone point me in the right direction to write them)?

Any help would be greatly appreciated,

Matt

  • Matthew Dunn Profile Picture
    Matthew Dunn 5 on at
    RE: XML .doc Mapping of a Lookup Table

    Apologies Martin, I'm a little new to this system & struggling to determine exactly what type of Dynamics we're using (asked a few colleagues and the answer is just "Microsoft Dynamics"). There has been extensive customisation on it too and I have limited access so I can't see whether there are standard service/customer engagement options which may shed some insight. When I click on the about section of the software, it states Microsoft Dynamics 365, 2022 release wave 2 enabled.

    By following the link above, I was able to complete the steps appropriately which suggests to me that it may be one of the Customer Service variants which hopefully will assist.

    Using this "low-code" solution linked, have you had much success pulling specific data or record information from a lookup table?

    Any help would be greatly appreciated

    Kind regards

    Matt

  • Martin Dráb Profile Picture
    Martin Dráb 230,235 Most Valuable Professional on at
    RE: XML .doc Mapping of a Lookup Table

    Which Dynamics 365 app do you mean? You mention X++, which is used by F&O, but the link is about CRM (Dynamics 365 Customer Service and such) and the schreenshot doesn't look as F&O either.

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