web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Create Document Template
Customer experience | Sales, Customer Insights,...
Suggested Answer

Create Document Template

(0) ShareShare
ReportReport
Posted on by Venedict 1,235

Hi All,

Customer have a requirements on the document template that they would need the table like below.

Column 1 Column 2 Column 3
Row 1  Row 1 Column 2 Row 1 Column 3
Row 2 Row 2 Column 2 Row 2 Column 3

This table the data is in a related custom entity which link to contact entity. Column 2 and Column 3 the contact name which based on different optionset value,e.g. the role.

Is that able to do that in the document template?

Thanks.

Regards,
Teh

I have the same question (0)
  • mobeenmohsin Profile Picture
    mobeenmohsin on at

    Hi, 

    Please find the details about the document template using below official document, if you have any further question then we request to create support request with Microsoft. Thank you.

    https://docs.microsoft.com/en-us/power-platform/admin/using-word-templates-dynamics-365

    Please mark this answer if it helps.  

    Best Regards,

    Mobeen Mohsin

  • Venedict Profile Picture
    Venedict 1,235 on at

    Hi Mobeen,

    I did read the link before. However, it was not mentioned about about record filtered, or view related information.

    Thanks.

    Regards,

    Teh

  • Suggested answer
    Samuel Boulanger Profile Picture
    Samuel Boulanger 572 on at

    Hi,

    You can format your email has a table using custom HTML and add dynamic fields in each cell. However, you can't dynamically add rows based on entity data. If you need something like this, I will suggest you use a document generator like Xpertdoc.

    Let me know if you have any other questions.

    Cheers,

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 170 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 70

#3
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans