Tip #1183: Templates are not working after upgrade

Man holding a spanner and ready to throw it into the works

Release 9.1.X (the coveted October release) is already here and some organizations have already been upgraded to the new version. Steve “Mr SMB” Mordue was, for a change, on the receiving end, as his customers complained that Word templates stopped working after the upgrade. When a template is selected from a record, new shiny Dynamics […]

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 #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 #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 […]