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Microsoft Dynamics CRM (Archived)

Displaying Product Name from QuoteProducts on word template

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Is there a way that i can display ProductName on word template linked with Quotes. I am facing problem in displaying product name when line item is write-in product instead Existing Product.

I tried adding a calculated field to capture product name from existing product or write-in product but in calculation, not getting field productid.name or productid.productname.

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  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: Displaying Product Name from QuoteProducts on word template

    Hi Arif,

    Since it is an old thread, I would recommend you post a new question.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Displaying Product Name from QuoteProducts on word template

    Hello Ravi,

    Can you please explain a bit more. 

    pastedimage1611300410970v1.png

    I have an invoice template. I added the "productname" and it works for existing products. But it does not show Write-In Products in word.

    I tried to add 

    pastedimage1611300539670v2.png

    these too but none of them displays Write-In Product names.

    Thank you.

  • Neeraj523 Profile Picture
    Neeraj523 on at
    RE: Displaying Product Name from QuoteProducts on word template

    Bingo!! It worked like a charm. Thank you Ravi for quick help.

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Displaying Product Name from QuoteProducts on word template

    Hi Neeraj,

    I tried the calculated field and foud the same behaviour i.e. the productid.name doesn't appear on the calculated field editor.

    However I tried the word template having the values from both existing product & writein product next to each other and it works. i.e. for writein product it displays the write in and for product it display the product.

    Can you try this and see if it works?

    Hope it helps!

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Displaying Product Name from QuoteProducts on word template

    Hi,

    Please have a look on the link

    community.dynamics.com/.../196141

    Thank You

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