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Home > CRM > D365/CRM – Document Template – Missing entity relationship

D365/CRM – Document Template – Missing entity relationship

Other day, I was configuring a ‘Document Template’ for a custom entity (Acknowledgement) which has a 1:N Relationship with Contact entity.

DocTemp_1

For some reason, the Relationship was not showing up in the ‘1:N Relationship’ grid of the ‘Document Template’ configuration screen.

DocTemp_2

Reason & Fix:

  • The relationship ‘Searchable’ field was set to ‘No’ and hence it was not showing in the list.
  • Set the ‘Searchable’ field to ‘Yes’ and publish.

DocTemp_3

  • Refresh the Document Template’s ‘1:N Relationship’ grid and you should see the relationship now.

DocTemp_4

🙂

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