Figure 4: Selected field for grouping 

4) Navigate to www.mscrm-addons .com at the top, and click on the [Grouping]-button. There are some Grouping options, that are explained below. For our example please select Mark Groupingfield. 

Figure 5: Select grouping for (.docx) templates 

Mark Groupingfeld
This option inserts you automatically a header and a footer - in this case, job title, as you can see below.

Figure 6: Insert table header and footer  

Mark as Sum-Field
This function sums the entire group.   For example: You have two product groups - hardware and software.  By selecting this option you can build the sum of e.g. the price of all hardware and all software products.

Mark as Count-Field
This function counts, as the name suggests - in this case e.g. how many people are per job title. 

Add Groupingheader
You can add an additional header with more information.

Remove Groupingheader
Removes you the before added header. 

Add Groupingfooter
You can also add an additional footer. 

Remove Groupingfooter
Removes you the before added footer.

Remove Grouping
This option allows you to remove the entire grouping you´ve made. 

6) After defining all your grouping options, you can also change the layout of your table. To do so, select your table and navigate to Design and choose the layout you want - in this case, green. Once you have saved your template and merged it with Dynamics 365 data, the table should look similar to the sample in Figure 7.

As you can see, all contacts with the same job title have been grouped in the same header and footer. 

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