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Customer experience | Sales, Customer Insights,...
Answered

Can we use Display Name instead Name in Word Template

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Posted on by 28

Hi All

I see that the word template uses the Name (logical name) field of the table. This causes many difficulties for business users. Do we have any solution using Display Name instead of Name?

This is especially in case of multilanguage, it will help a lot for business users when using Display Name

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  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at
    RE: Can we use Display Name instead Name in Word Template

    Hi Dai Truong,

    You need to use the entity fields as they are displayed in the XML Mapping Pane.

  • Truong Dai Profile Picture
    28 on at
    RE: Can we use Display Name instead Name in Word Template

    Hi Adrian

    In XML Mapping Pane, D365 is using Name field of table. I would like to use Display Name - Can you help me to change it?

  • Saud Ali Profile Picture
    65 on at
    RE: Can we use Display Name instead Name in Word Template

    Hi Truong_Dai,

    As per my understanding, you want show "Display Name" attribute of all columns in XML Mapping control list. 

    You cannot DO this; you have to provide logical names to get runtime values either you're working with Word/Email templates.

    Normally, we don't ask business users to edit these templates (in terms of changing columns) because this would cause difficulties for them.

    Thanks,

    Please hit like, if this is helpful.

  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at
    RE: Can we use Display Name instead Name in Word Template

    Hi Dai Truong,

    There is no way to change this. You have to use the logical name displayed in the XML Mapping Pane.

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