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Word Template Content Control Fields Not Repeating

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Posted on by Ladga

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I have created a MS Word template, however I am having problems with the content control field not repeating.

The template has been created against the account entity. The 1:N Relationship is as per the screenshot:

I have created a table in Word and have pulled in the correct contact fields as plain text into the table, I want all contacts at the account to show in a list, I have followed the MS Learn instructions and have highlighted the entire row with the fields in it, right clicked in the right hand pane in Word on /contact_Customer_accounts/ and clicked on /Insert Content Control/Repeating/ however when I upload the template into the account entity area in D365 and run the template against an account record which has multiple contacts linked to it, nothing appears in the table in Word its just blank, any ideas of what I am doing wrong?

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Leah Ju Microsoft Employee on at

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Hi Partner,

1.Make sure the correct fields are populated.

The field from this reationship() is 'Company Name' in contact entity, which is customer type, so you can select account or contact into it.

-In the form, the field show as 'account name', you can select value from account or contact.

2.Ensure that the relationship chosen is the right one

Account and contact are related through many OOB relationship.

You should ensure that they are related through 'company name' field if you want to show value in the word template.

Check this field value of these contacts related to current account.

3.Edit word template correctly：

1）Add fields firstly:

2)Select the entire table row in the template,right-click the relationship containing the content control fields, and then click Repeating.

Test Result:

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

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Leah Ju Microsoft Employee on at

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Hi Partner,
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