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Hello,
I am currently working on a word template which I want to use for Dynamics 365. I want to put in the data from the opportunity stakeholders sales team members into the template. Unfortunately, I can't find the right content control for it.
Is there anyone who might be able to help me out?
Thanks in advance !
Hi Anthony,
thank you ! I will have a closer look.
Best regards,
Onur
Here is the official document for word template docs.microsoft.com/.../manage-word-templates
Glad it helped :)
Hi Wahaj,
thank you very much for your help !
Best regards,
Onur
Hi,
Thank you for your query.
Sales Team Members are stored as connections (1:N).
When you create/download a world template for the Opportunity Entity, choose Connected From in the 1:N dropdown.
Then add a table row in the template and make it repeating as per following instructions:
Use Word templates to create standardized documents - Power Platform | Microsoft Docs
Please note, this relationship also stores Stakeholders information, as far as I know, it is not possible to only list Sales Team members (it will list stakeholders as well).
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