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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Word Template
Microsoft Dynamics CRM (Archived)

Word Template

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Posted on by Community Member Microsoft Employee

HI,

Can we display Quick view values in the word Template?

We have Primary contact  as a field in Agreement entity and based on that on the form we display Primary contact Phone number and Email address using Quick View form. 

In the Word Template Primary contact Name Phone and Email. How do we display Email and Phone in Word without actually creating fields on form?

Thanks

Shabana

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  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Word Template

    Hi,

    make sure you select the relationship when you export the word template from CRM.

    FYI. the below demo I am using is opportunity : Parent Contact

    8255.13.png

    8255.13.png

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