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Microsoft Dynamics CRM (Archived)

Import attendee fields to Word document template?

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I'm building a document template for Meeting entity, ref. https://www.microsoft.com/en-US/Dynamics/crm-customer-center/using-word-templates-in-dynamics-365.aspx .

How do I import the Required attendees or Optional attendees field to the template? The "repeating" gimmick works great for related entities, as described in the instructions linked above, but I don't understand what the related entity for attendees should be. Including the (presumably) default field "requiredattendees" or "optionalattendees" prints null in when the template is called.

Thanks for help!

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  • Verified answer
    Andreas Cieslik Profile Picture
    9,267 on at

    Seems like a bug which Microsoft is aware of:

    community.dynamics.com/.../204875

    activity party or party list fields are not supported for Word templates and might require a workaround as described in the link above

  • Suggested answer
    Community Member Profile Picture
    on at

    Thanks, Andreas, really appreciate your quick reply! It's a disappointment in that the workaround serves to clog the data model in a use case that should be quite obvious, i.e. printing out meeting minutes. We'll take it into consideration.

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