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Generating Word Quote Template in Dynamics CRM 2016

13 Comments

  • avatar

    Thue Reply

    Hi,

    Thanks for the guide and sharing your knowledge.

    Got a question, can you filter on the quotedetails/quote products? E.g. so that it only shows some of these?
    E.g. I have marked which quote products are needed, with a checkbox, which I want to show in one tabel and then want to show in another tabel the ones that are not marked as needed?

    -Thue

  • avatar

    Paul Shore Reply

    Don’t forget that you need to have the 1:N relationship field populated on the N Entity side with its corresponding 1 Entity lookup on the form. It’s not enough for the relationship to just exist like a subgrid where you can just select all the records, they need to be related records.

  • avatar

    Kristopher Turek Reply

    I am having issues where the total amount is not populating… is this a bug?

  • avatar

    Ana Reply

    Thank you! I was really helpful.
    I’d like to know also how to delete the uploaded template (from Settings->templates the uploaded templates are not shown).

    • avatar

      Martin Reply

      To delete personal templates you need to do an advanced find I believe. This is half baked in my opinion. As is the inability to update the template within the record. If you are trying to use templates in workflows, each time you revise the template this means new template which means change to workflow. Nasty!

  • avatar

    Johan Reply

    Thanks for the post. Is there a way to control the sorting order in which the related (many) items will be published in the Word doc? They seem to appear in a random order.
    Thx

    • avatar

      admin Reply

      Unfortunately, there is no way right now to control sorting order.

  • avatar

    Viswanath Reply

    How can i place the Lookup in the subgrid in the template document for N to N relationship.

  • avatar

    Rick N Reply

    This is very helpful. But how can I get a custom Product field like PartNumber to populate the same custom field in Quote Product when a product is added to a quote? The custom field appears in quote_details and I’ve added it to the template, but there’s no data in it.

    • avatar

      admin Reply

      There is no Out of the Box way to set data in fields at runtime.
      You can do this using plugin or javascript to set PartNumber field in QuoteProduct.

  • avatar

    Martin Reply

    Can you initiate a merge via the API? I know you can do this via standard workflow step, but it seems to me that this is somewhat limited. We typically want to email a document like this or do something other than glue it to a record as an attachment on note, or have the user download it. As a BA (not a dev) I am trying to identify if this is in the API or not. We would want to chain the merge with creation of a draft email and then allow the configured workflow to do what it needs to the email for subject and addressing etc.

  • avatar

    Alex Reply

    I am trying to create a Quote Template. I was able to include most of the entities required, but the Existing Product ID and Existing Product Description is not listed in the XML mapping. How do I include those?

    • avatar

      admin Reply

      You will be able to find these fields under quote_details in XML Mapping. Please see the attached image.

      QuoteProducts

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