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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Attachments in word te...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Attachments in word template

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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.

I have the same question (0)
  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at

    Hi,

    Thank you for your query.

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

  • jannawangD365 Profile Picture
    jannawangD365 on at

    it may need customization

  • SharonP Profile Picture
    SharonP 105 on at

    Can you please tell me what customization are required.

  • jannawangD365 Profile Picture
    jannawangD365 on at

    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. 

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