• Release History
  • Documentation
  • Back to www.mscrm-addons.com
  • Release History
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/Template Designer(DCP)/How to sort data in DocumentsCorePack with the Relationship Designer

How to sort data in DocumentsCorePack with the Relationship Designer

490 views 1 Updated on July 26, 2022

This blog article outlines how to sort data in DocumentsCorePack templates by using the Relationship Designer.This tool allows you to sort your data individually.

 1) First of all, open Microsoft Word and navigate to www.mscrm-addons.com. Next click on the [Insert MailMerge Fields]-button and prepare the data you want to sort, e.g. like in the example below.

Data you want to sort
Figure 1: Data you want to sort

2) Next, navigate to the right side and select ❶ Additional. Then select the data table you want to sort – in this case, ❷ Contact (table1) and click on the  ❸ [Edit]-button.

Additional template settings
Figure 2: Additional template settings

3)  In the so opened window, also called Relationship Designer, you can define how you want to sort your data. To do so, you first have to choose the ❶ Attribute and then the ❷ order you want to sort your data. In this example, we want to sort our data after the First Name Ascending, like you can see below. If you have more than one sorting Attribute, you can specify which should be first executed by setting a ❸ priority.

DCP Relationship Designer
Figure 3: DCP Relationship Designer

Please note: This function will sort you all records before these will be merged. After saving your template and merged it with Dynamics 365 data, the table should look like below.

Result of sorting data with DCP Relationship Designer
Figure 4: Result of sorting data with DCP Relationship Designer

It is also possible to sort grouped tables.  For more information about how to group tables in DCP .docx templates, please have a look at this blog article.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Was this helpful?

1 Yes  No
Related Articles
  • How to update the metadata in the DocumentsCorePack Template Designer
  • Working with Product Properties in DocumentsCorePack
  • How to work with the Relationship Manager
  • Using virtual tables in DocumentsCorePack
  • DocumentsCorePack Template Designer Settings
  • How to solve: Failed to connect to an IPC Port
Latest Articles
  • How to share the Connection of the DocumentsCorePack Connector
  • How to update the metadata in the DocumentsCorePack Template Designer
  • Working with Product Properties in DocumentsCorePack
  • How to work with the Relationship Manager
  • Using virtual tables in DocumentsCorePack
Popular Articles
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • DocumentsCorePack Template Designer – Getting Started
  • mscrm-addons.com Application Access for Dynamics 365 (App Access) – DocumentsCorePack
  • DocumentsCorePack Online Service Configuration
  • Step-by-Step: How to configure a One-Click-Action
Top Rated Articles
  • IMPORTANT information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Step-by-Step: How to configure a One-Click-Action
  • Online Services: Required Application Permissions
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
Categories
  • *News and General Infos* 51
  • Webinars 35
  • Template Designer(DCP 179
  • DocumentsCorePack(DCP 192
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 62
  • PowerSearch (PS 48
  • ActivityTools (AT 59
  • SmartBar (SB 53
  • GroupCalendar (GC 46
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2022 www.mscrm-addons.com. All Rights Reserved.