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Is it possible to create a word template with data coming from various entities?

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Posted on by Community Member Microsoft Employee

Hi, I'm trying to create a word template with data coming from various entities, for exemple the name of a contact, and the name of an account, and maybe use conditions.

Do you know if it is possible to get data from different entities and to use conditions to chose the data you get?

Thanks!

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Wayne Walton 13,726 on at

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RE: Is it possible to create a word template with data coming from various entities?

Yes, you can. When you go to create a template, you will get those options, as long as they are directly related.

For example, we created an impromptu expense report that iterated through child expense lines to pull a word document