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I was wondering if it would be possible to achieve a document template generation along these lines (general mockup)?
All tables would come from the same relationship (1:N Quote -> Quote Products), but there would be a table per product family. Not sure if this falls into the realm of what's possible with Dynamics template generation or whether we'd have to resort to another solution.
Thanks
Hi Sam Scott,
I'm not sure which app are you using? If you are using Dynamics 365 Sales, this is impossible, because word/excel template can not group columns as your screenshot shows.
Reference:
Dynamic CRM word template group columns - Microsoft Dynamics CRM Forum Community Forum
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