Word Template - Seperate table of products per family property

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Posted on by sjsbls

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

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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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