Tip #723: Using Related Data in Dynamics CRM Document Templates

DNA ReplicationHere we expand on the use of Document Templates in CRM 2016. We look at the different options available for including related data, talk about some of the limitations, and finally walk though how to create a template that uses data from different related records. (both parent and child)

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2 thoughts on “Tip #723: Using Related Data in Dynamics CRM Document Templates

  1. Emily says:

    Great Video,

    One question, is there a way to only bring in a selected amount if related records? Say that I only want to show opportunities with a value over a certain point or with a certain status. Is this possible?

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