Skip to main content

Notifications

Dynamics 365 general forum

Word Templates and Quoting Product Bundles

Posted on by 180

Hello,

I am trying to find out if what I'm trying to do is even possible when using a Word template with quotes. 

Both of my questions relate to Product bundles in quotes. 

1. If you have an optional part in a product bundle that has a quantity of zero, is there a way to have it not show up on the quote when using a word template?

2. When you have a product bundle on a quote, is there a way to distinguish the bundle name from parts within the bundle? For example, could you make the bundle name bold and the child parts normal or could you have the child parts indented? I would like to have something that shows that the products are part of the bundle. 

I don't think I can edit any of these items in a Word Template as the XML mapping options allows me to add productid and there does not appear to be any different mapping for the Product Bundle. I just want to verify this. 

Thank you in advance for any assistance anyone can offer. 

Ryan

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans