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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Quote Template recurrence
Customer experience | Sales, Customer Insights,...
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Quote Template recurrence

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Posted on by Chris Bramley

Hi,

I am trying to build a Quote Template to set the Quote Products on a recurrence basis, but in a set format, rather than the simple 'header' format as this is apparently insufficient for our needs. This is the format I am looking to create:

pastedimage1594029438636v1.png

But each time I try this, the template will work with a single data mapping, but when I try a recurrence on the Quote Products, it doesn't enter any information. 

Does anyone know whether this is possible? and if so, how?

Thanks in advance.

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  • Suggested answer
    Sarah Daniel Beshay Profile Picture
    Sarah Daniel Beshay Microsoft Employee on at

    Hi Chris,

    Thank you for your question.

    I have attempted to replicate the same and changed the format of the text, I created two tables for Quote Products and set each as recurring. The outcome is as follows:

    pastedimage1594194652896v1.png

    If this is similar to what you are looking for, these are the steps i took:

    1- I exported a WordTemplate for the entity Quote and the related entity "Quote Line"
    2- On the document I Inserted a Table, added the titles in 1st row
    3- In 2nd row, I expanded the "quote_details" entity 
    4- I added "productname" field followed by "..................$" followed by "baseamount" field  - changed the text to italic on the 2nd table example
    5- I highlighted the row and right click on quote_details and chose "Insert Content Control" --> "Repeating"
    6- Uploaded template to CRM 

    This repeated the quote line records as expected. 

    You can also insert a 2nd column to insert base amount for a more organized layout. 

    Is this what you are trying to achieve? Otherwise can you provide more details on how you set up the template and the actual result? 

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