XperiDo trial – displaying related records in your documents

By | January 13, 2018

One of the main problems with the out of the box word templates in Dynamics is that we can’t really use lists. Well, we can add a repeater, but we cannot sort those lists. And, if we cannot sort them, they are becoming somewhat useless once there are more than a few related records in the list.

This, it seems, is one area where ExperiDo can certainly do more.

For example, on the screenshot below I have 148 contacts linked to the A. Datum account:

image

Most of them I just imported using an excel spreadsheet, and those are all “Test Test” contacts. But, depending on the sort order, this list will display different contacts at the top – compare it with the screenshot below:

image

This is something we can actually do with XperiDo:

image

image

Now when I go back to Dynamics to create the document, I get all 148 contacts sorted in the right order:

image

image

Leave a Reply

Your email address will not be published.