When creating Word Documents using a Document Template - allow filtering and sorting of the related records. If you are creating a Quote document you cannot sort using a sequence attribute or filter to only show a specific product type.
Comments
Hello, I want to explain our request about sorting.
I have an experience of more than 20 years of CRM projects with several products, not only Microsoft Dynamics.
A standard quotation contains not only one row (i.e. quote detail) with product, and normally we use an ordinal going from 10 to 10 to number each row. This ordinal number is used to sort rows in ascending order, that is the first row has number 10, the last one 60 for example with 6 rows in quotation.
I think that a sorting based on descending order (this is current working) is hardly limiting the correct way of working.
The correct solution I think could be a sorting parameter where you can select the sorting field and the way (ascending or descending).
Thank you!
Category: Microsoft Office Integration
Could you please fix this? It's a important feature.
Category: Microsoft Office Integration
This is absolutely critical to be able to use this for sending Quotes to Customers and we really want to avoid investing in external tool to be able to do this. This is the missing piece for an otherwise great solution. Please fix asap.
Category: Microsoft Office Integration
No filtering and sorting in World Templates yet? How can it be? Please fix
Category: Microsoft Office Integration
You now have a great thing with the Create PDF and Email as PDF buttons, but unfortunately some customers can not use this because of this handicap of not being able to sort records in the templates when using repeating table.
Category: Microsoft Office Integration
Aside from more time consuming with SSRS, MS seems have not updated SSRS dev documentation since Visual Studio 2015, like the VS Dynamic Dev Toolkit...
Category: Microsoft Office Integration
This is so fundamental, it's quite surprising that it's not yet been implemented.
Category: Microsoft Office Integration
This is extremely needed to lower the cost by creating word templates instead of time comsuming ssrs.
But as i always say ... In the very near future not in 2 years!
Thy greats peb
Category: Microsoft Office Integration
This is quite a gap for several scenarios. Even just control over sorting would be a help.
Category: Microsoft Office Integration
This feature would be greatly appreciated
Word document generation from template dosn't seem to use the RetreiveMultiple request so it make it impossible for us intercept the query with a plugin and add filter or order to the query.
Category: Microsoft Office Integration