Dynamics Communities | Mike Cutlip | Activity https://dynamicscommunities.com/community/members/mikeramcoams-com-2/activity/ Activity feed for Mike Cutlip. Fri, 10 Apr 2026 10:19:08 -0400 https://buddypress.org/?v=2.20.0 en-US 30 hourly 2 4c9ed7291c1a5128a6881ceb341930a9 Mike Cutlip replied to the discussion Word and Excel Template capabilities / limitations in the forum Dynamics CE / CRM https://dynamicscommunities.com/community/groups/dynamicscecrm/forum/topic/word-and-excel-template-capabilities-limitations/#post-70766 Thu, 13 Jun 2024 18:26:00 -0400 Reply to Word and Excel Template capabilities / limitations

Thanks, Jeff! I’ve used XRMToolbox a lot, but not for that purpose. The plugin I see with the description closest to your comment is Jonas Rapp’s FetchXML Builder. That’s a possibility and I’ll look into it.

Our situation is a bit different in that we’re a SaaS provider of Association Mgmt Systems and we use Dynamics as our framework. We’ve…

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]]> d8e01dcf1edf599d0332858ddcb4cb4a Mike Cutlip started the discussion Word and Excel Template capabilities / limitations in the forum Dynamics CE / CRM https://dynamicscommunities.com/community/groups/dynamicscecrm/forum/topic/word-and-excel-template-capabilities-limitations/ Wed, 12 Jun 2024 15:48:04 -0400 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…

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