Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Word-template-like report which includes note-attached images for multiple records

Posted on by Microsoft Employee

Greetings!

Like the subject indicates, I'm trying to generate some sort of report/word-template that includes the attached images in the entitys notes, for multiple records at once.

For instance, 12 cases, each has 10 notes, all of which include an image of something important. If this was to be done on only 1 case I can simply generate a word-document from a template which is then downloaded and ready for viewing. This works splendidly. Only I need this functionality to be able to do the same (or a similar result) on multiple selected records. I dont want to be doing the same process 12 times, and ending up with 12 separate documents if I don't have to.

As the word-functionality isn't available when selecting more than 1 record, I tried achieving a similar result with reports, but as far as I understood, you cannot include the field which includes the attachments/images when generating a report (correct me if I'm wrong here). I also tried making a process that executed the word-template on marked records, but I could only get it to save the generated document as a new note in the marked records.

Ideally I would like a single word-document with all the cases marked in it, with all the attached images in the notes section.

Is what I want achievable? If so, how?

(If not, is there any way I can mark 12 records, and get 12 documents? Or possible a zip file or something like that?)

I'm using Dynamics 365 Online.

*This post is locked for comments

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans