How to filter and sort data in Word templates for Microsoft Dynamics 365
In this video, we’ll guide you through the steps of filtering and sorting data in DocumentsCorePack templates. We'll focus on a typical business scenario: creating a quote document that displays only line items with a specified monetary value, arranged alphabetically by product. The process involves utilizing the Relationship Designer tool.
How to edit or add a filter to a relationship with DocumentsCorePack Template Designer article: https://buff.ly/3vAbLpb
How to sort data in DocumentsCorePack with the Relationship Designer article: https://buff.ly/47B8kME
Start your DocumentsCorePack 14-days free trial: https://buff.ly/3Fhyq9w
Chapters:
00:00
00:38 Quote template in Microsoft Word
01:00 Adding a filter to the quote item lines
02:35 Testing the filtering function with sample data
03:20 Adding a sorting function to display line items in alphabetical order
04:20 Testing the sorting function with sample data