MS Dynamics CRM Word Templates - 2016 RRS feed

  • Question

  • Hi, 

    We have a requirement where we need to create a document for the customer with associated open opportunities, we've tried to generate the document by using word template and for showing opportunities we have used repeating control, which will show all associated opportunities. We should show only open opportunities, is there any way to show only open opportunities instead of all opportunities?

    Wednesday, November 23, 2016 5:38 AM

All replies

  • An other method can be create a report and convert it to word document.

    Regards Faisal

    Wednesday, November 23, 2016 1:05 PM