Microsoft Dynamics 365 | Integration, Dataverse...

D365 Document Templates

(0) Share

Report

Posted on by saturation

177

I have 2 questions about document templates in D365.

1. How can I pull down an existing template after it has been uploaded into D365?

2. Is there a way to add additional relationships to the xml once the template has been downloaded? I don't want to have to start over every time I need to add more data through entity relationships to the document.

All responses (2)

Answers (0)

Suggested answer

darcnus 239 on at

Like (0)

Report

RE: D365 Document Templates

1. For existing templates, create a copy and export to .docx or .rdlc format (not all documents support .docx)

docs.microsoft.com/.../ui-how-import-and-export-report-layout

2. You could use Power BI to pull the data and construct it however you'd like
gisiquei on at

Like (0)

Report

RE: D365 Document Templates

Hi there,

I would try to use advanced find about question 1

About question 2, I guess this isnot possible currently