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CRM Word Merge

Microsoft Labs

2.5 (2)

Create Word Merge Templates with deep data relationships for Dynamics 365

CRM Word Merge provides additional capabilities beyond the out of the box Word Templates feature. The relationship builder allows for the selection of views that have been created for related entities (One-to-Many and Many-to-One relationships) and include them as tables in the document template. It also provides the ability to add “second-level” relationships and views providing much more flexibility when building templates.
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https://store-images.s-microsoft.com/image/apps.61159.62cbd151-fb7f-4e81-aaf0-a45284e3d8da.5de41ccf-032a-4fe0-b837-ef0b5d917327.5ea2e168-f866-4e9e-b682-1cd139bed7f5
https://store-images.s-microsoft.com/image/apps.5126.62cbd151-fb7f-4e81-aaf0-a45284e3d8da.5de41ccf-032a-4fe0-b837-ef0b5d917327.415e8d32-ac13-42f8-8841-c91f7a5e388e