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Customer experience | Sales, Customer Insights,...
Suggested Answer

Repeat content and Sort

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Posted on by 28

Hi All.

I use Word Template on a table with a Number column ordered by this column, but Word Template does not sort but prints rows of data in random order.

How to sort repeat content in a table of Word Template?

I have the same question (0)
  • Suggested answer
    Mohamed GRAIB Profile Picture
    2,504 Moderator on at

    Hi Truong,

    Please follow this link, it explains in detail your demand.

    www.toplineresults.com/.../

    Please mark the answer as verified if that's helpful for you

  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at

    Hi Partner,

    Records are listed in the order of the time and date they were created.

    https://learn.microsoft.com/en-us/power-platform/admin/using-word-templates-dynamics-365#lists-in-created-documents-are-not-in-the-same-order-as-records 

    When you insert repeat content in word template, you are using records in the grid from related table, they can sort by any columns in Dynamics, but it can only be sorted by created time, which is by-design.

    Maybe you can reorder it through using power automate to generate word template:

    https://www.itaintboring.com/dynamics-crm/using-power-automate-word-templates-with-model-driven-apps/ 

    Or you can create a new idea through the below URL, then ask your colleagues to raise up the votes.

    Ideas (dynamics.com)

    Our product team has direct visibility of these ideas and they will implement it on the basis of the highest number of votes received.

  • bernhardr Profile Picture
    2 on at
    :@Mohamed GRAIB: how in any way is your answer related to the problem?
    The issue here is to sort the tables in the word template by a custom column and not by created at which is the standard in dynamics 365 sales.
     
    Does anyone have a solution to this?
     
    best regards,
    Bernhard

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