Word Templates Demo

Here is a quick video which shows how to create a word template in CRM 2016, hopefully it will be useful for anyone who is using this feature for the first time.

 

 

Word templates are a very useful feature but there are some limitations, including;

  • You can only display data for entities directly related to the primary entity.
  • When displaying related data in a table, you can not filter the results.
  • When displaying related data in a table, the sort order is not configurable.

I hope this post is useful to anyone trying to learn how to use Word templates.

 

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