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Word template Quote with related - related fields / Quote products update workflow

Posted on by 195

Hi all

CRM 365, On-premise

I want to create a Word template on a Quote level which can create a Quote document which we can send to our customers.

On the Quote document I want to mention Quote products, with the description, price etc.
Quote products are connected to Quotes, the Quote product contains a lookup to existing Products/Models (which is shown as the basic description of the product)

On the Word document, we also want to add the ProductId + an extended Text (from the related Product/Model).

The challenge is:

  • In the Word template we can put information from the Quote itself or from directly related Entities. But the ProductId + Extended Text are on the Product/Model entity which is not related to the Quote entity but to the Quote Product entity

  • I thought I could solve this by adding the ProductId + Extended text field to the Quote product Entity + a workflow that fill this information when the Existing product lookup is filled with a Product/ Model. But I have learned that it is not possible for a workflow to update a Quote Product record.... (and a business rule cannot fill fields based on related entities)

Any suggestions/Solutions??

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  • Suggested answer
    Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Word template Quote with related - related fields / Quote products update workflow

    You might need to build an SSRS-based Quote instead of using the Word template if you need to dig deeper than just one level.

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