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ReportHi All,
I am working on D365 online.
How can I create "Case Summary Template" in word with particular attributes only
Regards,
Babu
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465
Hi All,
I am working on D365 online.
How can I create "Case Summary Template" in word with particular attributes only
Regards,
Babu
Please find the steps below:
1) In Case Entity , create System view with fillter and with the Attributes you need .
2.) To download simply go to Case and you will notice a button called Excel Template to download .
3) You can use the View to download now
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