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Hi All,
I just wanted to put this out there as I nearly lost my mind to this frustration!.
In the standard opportunity to quote, there is a button at the top that say - print for customer. (Awesome!) or so i thought. The default organisation template is basic to say the least and work if you are using all the default 'total' fields. You may also notice the the totals are all at the top of the document with the quote products below. But what if i want the totals at the bottom like every other quote layout i have ever seen?
From what i can tell when the mail merge runs its merges the quote product lines on the the template and where it see 'NEXT' ~(which is mail merge rule) it moves to the next opportunity product and therefore next line.
The problem i found is as soon as i created my own custom mail merge template and started using the 'Next' rule, the dynamic fields from quote product were there but anything from Quote vanished... almost like there was no data in the Dynamics 365 quote record! weird!
The other down side was if had 2 quote products in the my quote and 50 quote product lines in my template i had modify the completed mail merge in word before I could send it to the customer as i would end up with 48 blank lines.
I let the struggle begin... was i supposed to use 'Next', Next IF..... nothing seemed to work.
Until i fell on to this article..
www.powerobjects.com/.../how-to-create-a-microsoft-word-template-in-microsoft-dynamics-365
Specifically point 9
After this I completely dumped the print for customer button and used a document template instead!
I hope this helps someone.
Thanks
Bennyboy
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