Visit the blog for more details with step-by-step instructions and illustrative snapshots- powerdynamixx.blogspot.com/2023/05/word-document-template-in-dynamics-365.html
To migrate these templates from one instance to another, follow the instructions in this video- ua-cam.com/video/_Gj-pGxC2eo/v-deo.htmlsi=GzwyfRsGLdLPhpoz
To migrate these templates from one instance to another, follow the instructions in this video- ua-cam.com/video/_Gj-pGxC2eo/v-deo.htmlsi=GzwyfRsGLdLPhpoz
I think it is not possible/ recommended to use a Word template to handle multiple records due to limitations and complexities. It doesn't offer built-in functions for efficiently iterating through multiple records. I haven't tried it yet, so I'm not entirely sure. It would be better to use Power Automate to populate document dynamically with multiple records.
Open the entity form, click on the three dots (options menu) and select Word Template. Check this snapshot for a visual representation. photos.app.goo.gl/bxEi8FAoDQEkBr4QA
Visit the blog for more details with step-by-step instructions and illustrative snapshots- powerdynamixx.blogspot.com/2023/05/word-document-template-in-dynamics-365.html
To migrate these templates from one instance to another, follow the instructions in this video-
ua-cam.com/video/_Gj-pGxC2eo/v-deo.htmlsi=GzwyfRsGLdLPhpoz
Which tool in XRM Tool box should be used? I want to push these templates to higher environments
To migrate these templates from one instance to another, follow the instructions in this video- ua-cam.com/video/_Gj-pGxC2eo/v-deo.htmlsi=GzwyfRsGLdLPhpoz
Thank u Sir..!!!
Thanks! I'm glad it's been useful.
hi Andi. I did not understand when the templates were used. can you explain beefily to me the proper example?
Can we get multiple records from the related entity while downloading word template
I think it is not possible/ recommended to use a Word template to handle multiple records due to limitations and complexities. It doesn't offer built-in functions for efficiently iterating through multiple records. I haven't tried it yet, so I'm not entirely sure. It would be better to use Power Automate to populate document dynamically with multiple records.
@@powerdynamixx Thank you!
I created a document as per the instruction but now when i am opening entity i am not able to find the option to download word document
Open the entity form, click on the three dots (options menu) and select Word Template.
Check this snapshot for a visual representation.
photos.app.goo.gl/bxEi8FAoDQEkBr4QA