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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Filtering in Word Temp...
Microsoft Dynamics CRM (Archived)

Filtering in Word Template - Dynamics 365 ?

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Posted on by Community Member

Hi there!

Is there a way to filter/sort in Word Template? 

I want to show only the active records of an entity based on a field "Status". Is there a way to do it , other than creating custom entity to copy only the active records?

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  • Suggested answer
    Ryan Maclean Profile Picture
    Ryan Maclean 3,070 on at

    currently, there is no way to do this.  It is such a frustrating limitation of the templates.

    I used this solution to achieve better templates, but it comes at a cost dynamicsobjects.com/.../Dynamics-Docs-Download

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