Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Document Templates partially working

(0) ShareShare
ReportReport
Posted on by 175

I have a custom entity (Tenancy) containing fields for 2 Contact entities (Landlord, Tenant).

In the Tenancy entity the Landlord and Tenant fields are both Lookups on a Contact.

I can create document templates containing info. from Tenancy and Landlord - this works perfectly.

When I try to create a document template for Tenancy and Tenant only details from the Tenancy are pulled in - all fields in the template regarding the Tenant are simply blank.   No errors are thrown.  The document is populated with Tenancy details but without Tenant details.

As both Landlord and Tenant are related to the Tenancy in an identical manner I would expect both to work.  Why is one working properly and the other failing?  

*This post is locked for comments

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,494 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,305 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans