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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Generating a word temp...
Microsoft Dynamics CRM (Archived)

Generating a word template for each record in a sub-grid

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Posted on by Filip Vanchevski 215

Hi experts,

I'm trying to generate a word template for each record in a sub-grid.

Now i've done this before where i would use a table and the repeating functionality would get the job done but the client has a specific request on how the template needs to look.

Thus i cannot create a table and need to be able to generate the template for each record in the sub-grid and display all of the templates.

Is there a way to achieve this?

Thanks,

Filip.

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  • Suggested answer
    Drew Poggemann Profile Picture
    Drew Poggemann 4 on at
    RE: Generating a word template for each record in a sub-grid

    Hi Filip,

    Sorry, you would be able to create a single template and loop through the rows in the sub-entity, that is not a problem but it would be single template.

    SSRS reports will allow you to do what you want to do and when you publish this in Dynamics 365 you would be able to run the SSRS report for the multiple records selected from a list view so I assume with some custom javascript you would be able to do in a sub-grid.

    Hope this helps!

  • Filip Vanchevski Profile Picture
    Filip Vanchevski 215 on at
    RE: Generating a word template for each record in a sub-grid

    After doing some research, im starting to think that maybe SSRS report is the way to go with this type of requirements, any suggestions?

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