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Dynamics 365 Community / Forums / Field Service forum / Working with Work Orde...
Field Service forum

Working with Work Order's Word Templates

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Posted on by Jarrett 5

Hi all, I am working on creating a word template for Work Order in Field Service. I realised that I can download a template with only 1 entity (Work Order), this limits the amount of information I'd like to use. 

In my case, I want to include Work Order Service Task's notes in the word template but I am unable to do so. Could someone guide me on should I proceed to do so? 

Thanks in advance!

Categories:
Work Order
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  • Suggested answer
    moko33 Profile Picture
    moko33 1,788 on at

    I can really recommend DocumentsCorePack from mscrm-addons for that.

    - not expensive

    - unlimited entity links in a template

    - great workflow toolbox for auto creation of docs and emails

    - great support

    - OneClickAction configurator

    - easy interface in template designer (Word addin)

    I have created many Work Order templates with it and very rarely encountered obstacles.

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at

    https://blog.crossjoin.co.uk/2019/01/26/generating-reports-using-word-documents-and-flow/

    If you want a free option the you could use flow to generate a word template?

  • Suggested answer
    Fannie30 Profile Picture
    Fannie30 2,990 Moderator on at

    You can use the OOB word templates.  See this link (https://1drv.ms/u/s!Aujyi5SwKMbQhKg5Haklw8-rLjtr-w?e=SG9tLw) I created using WO Service Task and including WO entity.  Please see if this would satisfy your requirement

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