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Customer experience | Sales, Customer Insights,...

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Help with opportunity word template and product properties

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Posted on by CamilleL

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Hi,

Could someone help me with Product Properties and Opportunity Word Template please?

I really don't find how to link this. I would like to make them appear in my word template.

For now, I can just make appear a table with the linked opportunity products and their fields.

So I tried to make the properties values be copied in a field of the opportunity product, but:

- it is impossible to create a workflow on the entities related to properties

- the relationships can't neither be cascadable nor parental with the opportunity product,

- I don't manage to create a calculated field in the opportunity product entity...

I am using Dynamics 365 9.0 on premise.

Thanks for your help!

Regards,

Camille

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