Dynamics 365 general forum

Attachments in word template

(0) Share

Report

Posted on by SharonP

105

Hi All,

Can the attachments (docx. Excel or pdf file) in the notes section of the Timeline be added to a word template.

I need this for the admins who after reviewing the records downloads the word template which contains all information along with the attachment which the user has attached.

Thanks.

Categories:

Customization / Solutions / SDK and API

All responses (4)

Answers (0)

jannawangD365 on at

Like (0)

Report

RE: Attachments in word template

Hi SharonP,

This may need help from Microsoft Technical support which I am only responsible for SCM Application. sorry for that. I would suggest you can submit a support ticket to Tech Area.
SharonP 105 on at

Like (0)

Report

RE: Attachments in word template

Can you please tell me what customization are required.
jannawangD365 on at

Like (0)

Report

RE: Attachments in word template

it may need customization
Suggested answer

Wahaj Rashid 11,319 on at

Like (0)

Report

RE: Attachments in word template

Hi,

Thank you for your query.

As far as I know, you cannot do this with out-of-the-box World Templates.