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Merge Word Template when export

Posted on by 15

Here are all the entities I need in my word template: Parent Entity, Note Entity(related Parent Entity), Child Entity, Note Entity(related Child Entity).
and their relationship is here    
pastedimage1593760675832v1.png

Base on my knowledge, I can't get the C-NOTE entity when creating a word template. (I'll very appreciate If anyone can tell me how to get the entity fields)

Therefore, I'm thinking about generating two Word Templates from parent and child entity respectively and merge it as a single Word document.

is that possible? 

Thank you in advance.

  • Chloe.L Profile Picture
    Chloe.L 15 on at
    RE: Merge Word Template when export

    Hi Erhan,

    Thanks for your reply Erhan. I also found this website, but I can't really find this " PDF-Docs> Merge Documents" when I try to create the workflow.

    If you can find it, would you be able to show me where can I find it?

  • erhan.keskin Profile Picture
    erhan.keskin 2,247 on at
    RE: Merge Word Template when export

    Hi,

    This explains an example, worth to try? www.dynamicsobjects.com/.../How-to-merge-CRM-Word-Templates-from-two-related-entities

    Regards,

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