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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Porting image field fr...
Customer experience | Sales, Customer Insights,...
Answered

Porting image field from product to the offer export

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Posted on by Lorenzo 365 52

Hi everyone,

I've added a product image to a product in the product table and I would like to see this image in the quote export to word/pdf template. However, when I try to create the template, I can't connect the quote entity with products directly. Is there a way to take this field and/or some other fields from product that aren't in the quotedetail table?

The more general question is:

Can I export a word template that contains an entity not directly related to the entity from which I'm exporting? (quote, that is the table I'm exporting from, is related to quotedetail that is related to product)

If I can't, what's the best possible workaround?

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  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at

    Hi Lorenzo,

    It is not possible using OOB Word Template functionality. 

    Another entity must have direct relationship with current entity when you export a word template.

    pastedimage1675995306056v1.png

    Quote and quotedetail are 1:N relationship, Product and quotedetail are 1:N relationship, so there is no relationship between the offer and the product.

    If you want to include fields from Product table when you export a word template on the Quote:

    1.The easiest way is that you need to create some new fields in the quotedetail table and then copy the values from the Product table to populate these custom fields.

    --using calculated fields or flow to get data from Product table to populate these custom fields.

    https://d365goddess.com/power-automate-copy-and-paste-image-field-in-d365/ 

    2.Refer to the following blog to create custom XML fetch queries to get more data into the Word template

    --It will be too much time consuming stuff and seems much more complicated.

    https://www.crmsoftwareblog.com/2016/12/word-document-templates-that-use-fetchxml-for-complex-data-retrieval/ 

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