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Dynamics 365 Word Templates [Hide field value when empty]

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Posted on by Junior Consultant

Hie all.

In my Word Template, there exists a Main Contact field on a form. As every Contact has a parent Account, what I would like to do is to only show the value of the Main Contact on the form only if that Main Contact has a parent Account, of which the parent Account field is also to be shown on the Word Template. Otherwise if the Main Contact does not have a parent Account then the value of the Contact must not be shown. Can you help with a solution I can implement to make this happen.

Thanks in Advance.

JC

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Bhaargavi Bodapati 115 on at

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RE: Dynamics 365 Word Templates [Hide field value when empty]

Hi,

This cannot be achieved as per the CRM OOB functionality. Toggling visibility based on a value is a limitation in word templates. We have had a similar requirement and got this confirmed.

PS : You can try word Macros, but i guess the word macro document will not be supported by CRM.

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