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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Merging quotes to Word
Microsoft Dynamics CRM (Archived)

Merging quotes to Word

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Posted on by SGDave 215

We are slowly adopting CRM more and more in our daily activites.  We are now going to enter our quotes into CRM for tracking purposes.  We'd like to be able to print them out and distribute them to customers and the only real way to do that is to merge it to Word.

I have built a template that works great, except it will only list one line item per quote.  For example, instead of creating one quote with three product items on it, it will create three quotes with one product item on it.  How do I get my template to pull in each item listed on the quote into that one template? We need to be able to list all of the product items we've added in the CRM quote on one page. 

Please provide me with some assistance.

Thanks. 

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I have the same question (0)
  • Eyal Ashkenazi Profile Picture
    Eyal Ashkenazi 20 on at

    Hi,

    Did you managed to fix it?

    I am having the same problem and i am going out of my mind trying to solve it...

    Please send me an answer (if you have...).

     Thanks in advanced,

     Eyal Ashkenazi

    +972-54-6699067

    Eyal@evt-vms.com

     

  • www.Beserved.co.uk Profile Picture
    www.Beserved.co.uk 105 on at

    I am in the process of sorting out quotes orders and invoices I also need to know how to merge muliple products on one quote

  • OAKER Profile Picture
    OAKER 35 on at

    Same problem... I looked on the CRM Blogs and a lot of people are having this problem.

    Any Solutions?

    thanks

  • Heidi S. Profile Picture
    Heidi S. 20 on at

    We found a way to quote several products/order lines in one quote, using the «Next Record» from the Microsoft Word mailing rules. We are now however unable to make the quote template merge any fields below the product lines - it's as if the «Next Record»-rule nulls out the rest of the merge fields.

    I have also tried the «Next Record If» rule, specifying the field name to be 'ProductID' and Comparision: 'is not blank'. This does indeed make the template merge the fields below the product lines, but also causes it to list the first product line over and over...

    We're getting fairly desperate to make this template work, and I will keep trying to figure it out. I'd be thankful of any input, and will of course share any insights that may occur :)
  • Manish Kumar Profile Picture
    Manish Kumar 5 on at

    You might want to take a look at mscrm-addon a company based out of Germany which is a Microsoft CRM add-on product for merging quote templates with quotes in crm. http://www.mscrm-addons.com/Products/AddonsforMSCRM40/DocumentsCorePack/tabid/130/Default.aspx

     

     

  • mm123 Profile Picture
    mm123 2,535 on at

    Hi,

    We are coming out with an custom solution for a similar requirement from our client, Please drop a email to learn more if you are interested.

    Regards,

    NJ

    nj.tech@hotmail.com

  • Mind Hard Profile Picture
    Mind Hard 340 on at

    hi,  

    Did you find the solution to solve this problem?

    Thanks,
    C. Sousa

     

  • Martin Bannister Profile Picture
    Martin Bannister 5 on at

    This is something that appears to have been addressed in Microsofts own templates supplied in CRM.  If you have the original CRM Quote word mail merge template available open it with MS word and Press Alt+F9 to see the contents of the merge fields.  you should find that a lot of information appears, including a logo, which is all contained within a field:

    { IF { MERGESEQ } = "1" "[content starts here]..."

     Any content that is in the 'header' of the document should appear within the quote marks, after those enclosing the 1, (NOTE! do no include quote marks anywhere in you content as this will muck it up).  

    At the bottom there is another field { IF { MERGEFIELD "LastItem" } = "1" "[footer content here]...

    This contains any footer content that you require in your document, such as totals for all products quoted.  Any fields that you want to repeat in the body of the quote should be placed between the 'header' and 'footer' fields as you would in any normal mail merge document (i.e. not contained in any other fields).

    After that the CRM add in that runs when you mail merge the document seems to take care of the rest.   Beware however that the formatting between each line can be a little strange as it seems to separate them or insert characters between each line as it merges.  I'm using a table to lay out the lines but I get a carriage return between each product row that has to be deleted after the merge before we send the document out. 

    To see the results of your merge and to edit the final result you should merge to a new document rather than the printer.  I find this works quite well even if it is a bit of a pain to set up.  

    If anyone knows how to include quote marks (") inside an IF field I'd appreciate someone letting me know.  

    M

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