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Microsoft Dynamics CRM (Archived)

Question about lookup field / word template creation

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Posted on by River 157

I have created a new entity and added some fields to it.

It's sort of a quote & agreement entity which is going to be used in making a customer agreement using a word template that has CRM data in it.

 

Now in this "agreement" entity we'd preferably want to get some basic customer facts directly from the account & contact entities, for example adress, phone, mail etc so we don't have to fill in the same customer information again for the new entity.

 

I had hoped this would be possible using the "lookup" feature when creating a new field but that's seems to only take the name of the account entity. You don't seem to be able to choose other things from there, such as the adress etc.

Is this in some way possible?

Thanks in advance

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  • River Profile Picture
    River 157 on at
    RE: Question about lookup field / word template creation

    bump

    :(

  • River Profile Picture
    River 157 on at
    RE: Question about lookup field / word template creation

    Thanks for the replies. That might work.

     

    I have a follow up question if anyone has any suggestions. For this quote/agreement entity we would like some kind of functionality like if "Service A" is chosen for the customer then "Legal text 1" is put in to the word agreement document template and if "Service B" is chosen, then "Legal text 2" is put in the template and so on.

    I am struggling on how to accomplish this. Someone suggested this could be done with the new 2016 document creation features, but how?

    My idea so far has been to create a "legal-text" entity and add legal info-records there. Then add a lookup-field to that entity from the "agreement-entity". The problem is that my boss would preferably want a "optionset"-functionality, so that you simply choose an option in the agreement-entity and a specific text appears. But I don't know if that is at all possible?

    Any suggestions is very much appreciated. Thanks in advance.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Question about lookup field / word template creation

    Hi,

    If you are using CRM 2016, while exporting the word template, you can choose all relationship types. So there you can select N:1 relationship of the agreement with account. Now when you are in the developer tab, you will see the relationship there and will be able to select other fields of account.

  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,304 User Group Leader on at
    RE: Question about lookup field / word template creation

    Hi River, this is one of the limitations of the Mailmerge Feature, However in the New Version of CRM 2016 you can create your Own XML templates which will allow you to define your fetch xml queries and there are also third party tools such as Experido which will allow you to overcome the mailmerge limitations

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