Quote word template not showing Contact fields

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Posted on by Community Member 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.

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BC-24052006-0 5 on at

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Quote word template not showing Contact fields

Alguém conseguiu resolver? Estou com o mesmo problema.
Community member 8 on at

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Quote word template not showing Contact fields

Hi any ideas how to solve that? The same issue here.

Thx

MB
Dan365 37 on at

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RE: Quote word template not showing Contact fields

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