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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Conditional values in ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Conditional values in Word templates Dynamics 365

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Posted on by SharonP 105

Hello,

We are using Dynamics 365.

I'm trying to use if condition in word template.

Following the steps mentioned in this link : https://crmtipoftheday.com/716/conditional-values-in-word-templates/

I have bookmarked the column and using the below condition in IF field:

IF totalquantity = 0 “Overdue” “No”

However, it outputs NO for all conditions. 

Are macros supported in Dynamics 365 word templates? If so, any link which could be helpful.

Thanks in advance.

I have the same question (0)
  • Suggested answer
    RajarajanS Profile Picture
    RajarajanS Microsoft Employee on at

    Hello Partner, 

    Thanks for reaching out. 

    We have very little OOB customizable properties of word templates in Dynamics. 

    You can go through the follow links that I have found interesting which have quite detailed examples:

    https://community.dynamics.com/365/f/dynamics-365-general-forum/396909/crm-word-template-conditional-data?pifragment-106147=1#responses

    https://www.youtube.com/watch?v=dsqGbJ2kD3w

    https://www.mscrm-addons.com/Products/DocumentsCorePack can be tried as well, however it is a 3rd party tool.

    Hope all of these help. 

    Warm Regards, 

    Raj

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,323 on at

    Hi,

    I tried using bookmarks but they do not work in all scenarios.

    I would recommend following:

    • Implement your logic in the Dynamics 365 Form, that means create custom hidden fields, populate these fields as per your logic and then use these in the template.
    • Second option is to use a add-on called DocumentsCorePack. 

    There is a similar thread here:

    community.dynamics.com/.../crm-word-template-conditional-data

    Best,

    Wahaj

    (if this answers your query, mark this answer as verified)

  • Thenerdy Profile Picture
    Thenerdy 35 on at

    CorePack appears to be much neater but uses FetchXml to return data and as such has a 50 attribute limit. Whereas the native route does not.

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