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Custom Quote Word Template RRS feed

  • Question

  • 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

  • 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

  • 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