News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... How Add Second Level o...

Customer experience | Sales, Customer Insights,...

Suggested answer

How Add Second Level or Tertiary level items into Word Template

(0) Share

Report

Report

Posted on by Patricia Blanco Castro

10

Hi all,

I donwload a word template but I cant find the option for add information of a second level entity in the word template. Is there any native option?

Any help would be greatly appreciated!!

Thanks :-)

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Leah Ju Microsoft Employee on at

Like (0)

Report

How Add Second Level or Tertiary level items into Word Template

Hi Patricia Blanco Castro,

Second level entity?

1.Did you select the corresponding relationship when you downloaded the empty template?

2.If related entity is child for current entity, you need set content control fields to repeat

More information:

https://learn.microsoft.com/en-us/power-platform/admin/using-word-templates-dynamics-365
I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

Helpful resources

News and Announcements

🌸 Community Spring Festival 2025 Challenge & Updates🌸

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard

#1

André Arnaud de Cal... 294,217 Super User 2025 Season 1

#2

Martin Dráb 232,978 Most Valuable Professional

#3

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans