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Hi,
In a Dynamics form we have checkboxes for certain questions.
However when you create a Word template with CRM data from that form, instead of a checkbox Word creates a "Yes" or "No" value based upon whether the checkbox in Dynamics was checked or not.
We want it to be a checkbox with a "X" checked, instead of "Yes" or "No" in Word too. Like it is in the Dynamics form.
Is this possible?
Thanks in advance.
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You need to build the logic into the Word template. You'll need to write some code that pulls the result of the Yes/No field and then replaces it with an X or nothing.
This page has some code examples that might help: www.crmsoftwareblog.com/.../word-document-templates-that-use-fetchxml-for-complex-data-retrieval
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