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

DNA Replication

Here 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) Give us your feedback, all of […]

Tip #716: Conditional values in Word templates

Flying pig thumbnail

Word templates introduced in CRM Online and CRM 2016 are not the easiest contraptions to edit. One of the questions that popped up in a recent conversation was how to use conditional IF in the document generation. tl;dr To refer to the control values after the document has been generated, wrap content controls using bookmarks […]

Tip #692: Extract Word and Excel templates from CRM 2016 like a boss

Military Extraction

The creativity of our fellow CRMers does not stop to surprise me. They go to the extraordinary lengths to avoid code because, as the true masters of their craft, they do not parade the skills just for the sake of it. But, as I was preparing the awesome tip #691 I couldn’t help but repeat […]

Tip #691: Extract an existing Word Template from CRM 2016

Tooth Extraction

In CRM 2016 we have the fantastic Word Templates feature with which users can generate finished documents in just a few clicks. Far easier than the old mail merge options, and no need to have locally installed versions of Word, the Outlook client and so on. But one annoying limitation of the feature for many […]

Tip #654: Use the XrmToolbox to copy templates

Document template mover

No later than 2 days after publishing Gayan’s tip on dangers of moving Word templates between deployments, Tanguy “The XRM Toolbox” Touzard stepped in and automated the process as part of the XrmToolbox. It’s a first cut, a bit rough around the edges but you are more than welcome to jump in and fix whatever […]

Tip #651: Copying word templates between CRM deployments

Sniper Template

As you all know (or will know in a second), each entity in CRM has a logical name as well as a number (entity type code). In most places, names and numbers can be used interchangeably, e.g. when opening forms, views, dialogs and reports. While the name, guarded by the publisher’s prefix, does not change […]

Tip #622: Tipster guide to CRM 2016 Document Templates

Friday again, folks, time for video break. In today’s video we explore the new document template feature that was introduced in CRM 2016. We walk you through creation, editing, and uploading back into CRM. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either […]

Tip #462: Waiting for developer toolkit

CRM developers have been patiently waiting for Godo CRM Developer Toolkit that works with something better than Visual Studio 2012. Now being two version behind, it does not look like it’s coming any time soon. The good news is that, acknowledging both the demand and the delay, the team has been releasing the most important […]