All posts tagged in Template7- Page

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YouTube7 years ago

Create a Repeating List of Child Records on a Word Template (1:N) Example: Products on a Quote – YouTube

This video shows you how to find and add the correct relationship to your Word Template so that you can add fields from child records and create a repeating list

Dyn365CE7 years ago

Document Template Manager XrmToolbox Plugin updates

Since my last post on my XrmToolbox plugin, My first XrmToolbox plugin – Document Template Manager, I’ve been doing some testing and identified areas of improvement and issues that need addressed.

Dyn365CE8 years ago

My first XrmToolbox plugin – Document Template Manager

Pretty cool, but… A relatively new feature with Dynamics CRM is the ability to define Word and Excel Document Templates. I had written a post about the new feature while