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I must design dynamically created table from offer to the client. In the offers a variable number of products so the my table must dynamically create rows with products.

For example: When the offer include 3 products then the table must have 3 rows with this products. When the offer include 2 products then the table must have 2 rows with this products.

I can do only a table with static number of rows. When I create table with 2 rows I must add only two products because more than two will not be visible.

Can I do something like that in Word and use as template in CRM Online? Can do this without programming? Or I must use some custom solution and add to CRM?

Best regards.

Krzysztof S.
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1 Answers1

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Correct me if I'm wrong but, it sounds like you have:

  1. Two entities - Offer and Product
  2. An Offer can be many Products - linked via a relationship, probably Many-to-Many.

I don't think you will be able to use the Templates because they wont allow you to get data from relationships as you have them, as far as I know.

I think in this case the most workable solution will be a Fetch-Xml (because of Crm Online) Based SSRS Report (so you can have a custom layout) as described here: http://msdn.microsoft.com/en-us/library/gg328302.aspx

Then users just have to run the report against a particular offer, save, print and send.

James Wood
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  • Thanks James for your respond. But I can use this data to put them into Template - when I have manually create Offer in Word after I import data from CRM. I have mean something like that: [DocumentsWizard_for_CRM_2011](http://www.youtube.com/watch?v=c9lsiWOzee0&feature=relmfu) – Krzysztof S. Aug 14 '12 at 06:55
  • That a bespoke peice of work - thats not included with Crm. So you would either have to buy it from the creator or make your own. If you cant do that, using a report as I suggested above is probably the best decision. – James Wood Aug 14 '12 at 08:35