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Custom Quote Word Template

Question
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Hi guys, simple and easy doubt.
Scenario:
- MS Dynamics CRM 2016 Online;
- Entitys: quote, quotedetail; product;I created a custom word template to Quote. Somethink like this:
Product ID
(quotedetail)Product Description
(quotedetail)CUSTOM FIELD
(product)Quantity
(quotedetail)Product Description
(quotedetail)Price
(quotedetail)Total OK OK NOT OK OK OK OK OK Question:
I need to insert a custom field of product entity in quotedetail.
What is the best practice to achieve this?
Thx!
Paulo Junior
Wednesday, October 5, 2016 2:31 PM
Answers
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I received the answer in another post.
https://community.dynamics.com/crm/f/117/p/213619/565559#565559
In summary: Use SSRS, or populate the custom field using JavaScript.Paulo Junior
- Marked as answer by dopaulo Thursday, October 6, 2016 11:40 AM
Thursday, October 6, 2016 11:40 AM
All replies
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Hi dopaulo,
Looks like the Custom field is from a different entity. Did you check the entity when downloading the template.
Check the below link and see if you followed the same steps as mentioned in the blog. ( Point No 4)
http://www.inogic.com/blog/2016/02/word-template-feature-in-dynamics-crm-2016/
Thanks,
Prasad
Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.
Wednesday, October 5, 2016 5:50 PM -
Hi Prasad, thx a lot for your time.
The product entity receive data from the ERP. So some fields were created to some special information.
To Quote Template, I checked all 1:N; N:1 and N:N. But even so, no one custom field appear as an option in XML schema.
I need bring the custom field, to quotedetail.
Do you have any tip? :)
Thx again.
Paulo Junior
Wednesday, October 5, 2016 6:17 PM -
I received the answer in another post.
https://community.dynamics.com/crm/f/117/p/213619/565559#565559
In summary: Use SSRS, or populate the custom field using JavaScript.Paulo Junior
- Marked as answer by dopaulo Thursday, October 6, 2016 11:40 AM
Thursday, October 6, 2016 11:40 AM