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Hello,
I would like to figure out how to create a quote template in Microsoft Word that groups my products/services by the Parent/Hierarchy Path fields (or any field, for that matter), -OR- at the least allows me to determine how the products are sorted in order.
Currently when I generate a quote based on the template, the table seems to just arrange the products based at random.
Any help? I know there are add on's that can help with this, but I'd like to leverage Microsoft's suite of capabilities.
Attached image is an example of the manual Excel grid I'm trying to replicate using Dynamics/Word Templates.
Hi,
Please refer to the following article.
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