edit conditional merge fields word for mac

#Edit conditional merge fields word for mac how to
#Edit conditional merge fields word for mac download

Let’s say for this first control we want to display the Account Name. This gives you a resulting XML in accountDataAsXML that would appear like the following: The call for that will look like the following:

You will need the following function to execute your Fetch and return the results as a DataTable: Now here is a bit of the magic, you must be familiar with what data you will be retrieving which we already determined in Section 1 when defining our Fetch. To do that, we will select the Content Control and click Properties from the Controls section of the Developer tab. But we still have not told it what data this field should display. The Content Control is basically just a placeholder that you can use to control the layout of your document. Once you do this, you will see the Content Control appear in your document at the position of your cursor that reads 'Click or tap here to enter text'. To do so click the 2 nd Aa button in the Controls section of the Developer tab. Now we can simply insert Plain Text Content Controls to display the data we would like in the document. The first thing we need to do is Show the Developer tab in the Word Ribbon. Populate Word Template with Content ControlsĪt this point we have a not-so-exciting blank document Open in Word.

#Edit conditional merge fields word for mac download

At this point let’s just select Download Template and go do some design in Word.ģ. This is what we found to be limiting since there might be other entities that we would like to pull in (or you might have data from other systems as well you would like to retrieve and display in the report). Keep in mind that the entity you select is irrelevant with our approach since we will be retrieving and binding the data on our own.Īfter clicking Select Entity you are presented with the Select Entity screen where you can pick any other Entities that have a direct Relationship to the Account. On the next screen, we will select Word Template and for our example we will just use the Account entity to keep things simple.

#Edit conditional merge fields word for mac how to

Now that we know what data we will be retrieving and how to get it, let’s move onto creating our Word Template.įrom the Settings menu select Templates and then Document Templates. From this page, you can see the Available OOTB Templates that come with CRM and either Create a New Template or Upload one you might already have. You should have a simple FetchXML query that looks like the following: So, for our example, let’s just run a default Fetch for Accounts.Ĭlick the Download Fetch XML button and Save the resulting Fetch statement. The easiest way to create your FetchXML query is to just do an advanced find from within CRM and export the FetchXML from there. The first thing we will do is determine what data we will be retrieving to display in the Word Template. We discovered this approach is possible and not at all difficult leveraging the Open XML SDK for Microsoft Office and what follows are the steps we took in our approach. Having already created reports in SSRS that use FetchXML as the data source we began to investigate what we could create to leverage FetchXML as the data source for the new Word Document Templates. But what if you want to pull in data from other entities that do not have a direct relationship in your data model? Or better yet, what if you wanted to retrieve data from another external system? The user interface in CRM forces you to select a single starting entity and only entities that have a direct relationship for the data. We were intrigued by this functionality and began to explore it immediately, but discovered one shortcoming. Dynamics CRM now allows you to create and persist Document Templates using Microsoft Word.