Tip #1037: Modify data source for Word templates like a boss

Template

Word templates are not the most flexible templating solution for Dynamics 365 but for the simplistic scenarios it does work well, and is quite fast. Built-in templates are used to be notoriously difficult to modify. Not anymore, thanks to the Document Template Manager from Jim Novak. Now that we can modify the content itself, how about […]

Tip #883: Exporting filtered lists to Excel from subgrids

In CRM 2013 – Dynamics 365, subgrids do not have the “Export to Excel” button, but you can click the “pop out” button on the subgrid to open the full associated view, from where you can export to Excel. However, what if your subgrid is filtered by a different view? Let’s say you have 20 […]