Word and Excel Template capabilities / limitations
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Word and Excel Template capabilities / limitations
Hi all! We’re currently using CRM 8.2 on-premise and researching a move to Online, but we have a lot of SSRS reports that first need to be converted to Word and Excel Templates since we can’t use SQL calls in the CRM Online environments.
I’m hitting some real limitations with the templates and I’m curious if the community has any advice or workarounds.
For Word Templates I’ve found that I can insert discreet fields like a typical mail merge, but if I need to insert a list of something into the Word template, such as advanced find results, there’s no way to filter the list. For example, if I want to create a Word template that is run on Contact records, and I want it to include a list of only active Orders for that Contact, I can’t do that because there’s no way to filter the list of Orders related to that Contact (so it would insert ALL Orders, rather than just the active Orders). Does anyone know of a way around this?
For Excel Templates I have not found a way to insert a single specific field into one cell of the Excel Template. For example, let’s say I open a Contact and go to their related Orders. From there I run an Excel template on Orders, and I can export only the active Orders, but I want to insert the Contact’s full name into a single cell at the top of the Excel template. I don’t see a way to do this when building the Excel template (it only seems to handle lists, not discreet fields).
Any ideas?
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