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
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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.
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
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