Limitations of Microsoft dynamic CRM Word Templates

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Nice findings on Document Template !

Ranjeet Patel

  1. It cannot Filter/Sort the repeater data.
  2. We can only go up to one level down in context of relationship.
  3. If any of the attribute value is empty then it reserves the place (template looks dirty because of empty spaces)
  4. Repeater Only shows 100 lines( if you have more than 100 contact in account it won’t show)
  5. Once the document is downloaded and later on if you add any new field you have to delete the document and create the new document, As there is no update document option. We need to remap the fields again (here copy paste works that’s one releaf point).

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