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Dynamics 365 Community / Forums / Sales forum / How to retreive N:N re...
Sales forum

How to retreive N:N relationship in display the rows in word template using CRM 365

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Posted on by CRMFan 100

Hello CRM Experts,

I have a requirement to retrieve rows under N:N relationship between Opportunity and Competitors table and then display the result in Word template. The template will be used for reporting.

Is it possible to do it in CRM 365? I tried using recursive table via repeating control but I always get an error?

Please suggest a solution using Word Template.

Many thanks!!

Regards,

CRMFan

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  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,027 Moderator on at

    Hi CRMFan,

    You can select N:N relationships when creating a Word Template.

    After clicking Create Word Template, select an entity to filter with, and then click Word Template > Select Entity.

    pastedimage1567987439350v1.png

    The relationship selection page appears.

    pastedimage1567987439350v2.png

    pastedimage1567987455398v3.png

    The relationships you select on this screen determine what entities and fields are available later when you define the Word template.

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