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Could someone help me with Product Properties and Opportunity Word Template please?
I really don't find how to link this. I would like to make them appear in my word template.
For now, I can just make appear a table with the linked opportunity products and their fields.
So I tried to make the properties values be copied in a field of the opportunity product, but:
- it is impossible to create a workflow on the entities related to properties
- the relationships can't neither be cascadable nor parental with the opportunity product,
- I don't manage to create a calculated field in the opportunity product entity...
I am using Dynamics 365 9.0 on premise.
Thanks for your help!
In my opinion, there is no way to show Product Properties on Opportunity Word Template.
If we want to implement this requirement, then Opportunity and Product Properties must have an N:N relationship. But in reality, Product Properties does not allow creating N:N relationships. So your requirement cannot be implemented.
In my opinion, you have to create a Product Word Template and insert Product Properties in it.
On the Product form, download word template, select Property in the 1:N relationship.
Then edit the word. After that, inport the word template into D365.
The last step is to list all the products related to the Opportunity.
This way, we can merge all words of products into the word of Opportunity.
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