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Customer experience | Sales, Customer Insights,...
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Dynamics 365 Sales word XML mapping of choices for Quote

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Hello,

I was updating the Quote form to add new choices for sales. These new choices work as data selectors for plain quote content.

As example, user can check 3 of choices ( Like car, bike and boat ) and I want to use these data in generated PDF quote.

When I was updating the word template, the XML answear from these new choices is a single line delimered by semicolon, what I need to change to a basic repeating row in a table.
 
Car; bike; boat
 
I Need to change this to a basic repeating row in a table. The control center function do not work, the row in word table is blank after I generate it. I Found a solution by using Macros, but Sales doesn´t support this.

Do you have any idea, how can I change this to classis table view with repeating function ?
 
Thank you.
I have the same question (0)
  • Verified answer
    Daivat Vartak (v-9davar) Profile Picture
    7,835 Super User 2025 Season 2 on at
    Hello
     
    You're facing a common challenge with Word templates in Dynamics 365: handling multi-select option sets (like your Car, Bike, Boat example) and displaying them as repeating rows in a table. Macros aren't supported in online Word templates, so that's not an option. The Control Content feature also has limitations with dynamic repeating content.
     
    You can try an alternate approach to generate the document through Power Automate (with Onedrive for Business) and handle your custom logic the way you want. 
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me.
     
    My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.
     
    Best Regards,
    Daivat Vartak
  • Verified answer
    Ali Hamza Profile Picture
    170 on at
    Hi, 
     
    The legacy word templates used to have lot of issues including limited customization options, no custom or conditional logic can be build, can not used child or parent tables other than first level, difficult to maintain, word stuck issue, issue with images and rich texts etc. 
     
    So now the need is to switch to Word Templates using Power Automate. 
     
    Below is the link explaining in detail how to generate Word Template using PA. 
     
     
    I hope I will resolve your problem. 
     
    More you can easily achieved below functionality to enhance word template feature with PA. 
     
    • Requires automation (e.g., auto-send emails with PDFs)
    • Needs dynamic tables with child records
    • Complex formatting or logic required
    • Requires integration with SharePoint, Outlook, or OneDrive
     
    Thanks
    Regards
    Ali

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