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Dynamics 365 Community / Forums / Sales forum / Quote word template no...
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Quote word template not showing Contact fields

Posted on by Microsoft Employee

Recently I created a word template for my quote.

In the relationship tab I selected the following:

1:N

  • msdyn_quote_msdyn_quotepricelist_Quote
  • quote_details

N:1

  • quote_customer_accounts
  • quote_customer_contacts

N:N

  • contactquotes_association

When qualifying my quote the contact and account is automatically created. Now when creating the quote template I want to add the address fields and emailadress1 field of the contact entity (which are linked):

0143.Capture.PNG

The fields of the contact relationship (quote_customer_contacts and contacts_quotes are both not showing while the fields of quote and quote_details are showing... any clue what I am doing wrong here? I checked for values (which are there) by the way in the referenced contact. 

  • BC-24052006-0 Profile Picture
    BC-24052006-0 5 on at
    Quote word template not showing Contact fields
    Alguém conseguiu resolver? Estou com o mesmo problema.
  • Quote word template not showing Contact fields
    Hi any ideas how to solve that? The same issue here.
    Thx
    MB
  • Dan365 Profile Picture
    Dan365 35 on at
    RE: Quote word template not showing Contact fields

    Hi, did you ever get a resolution for this one?

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