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:
Any suggestions/Solutions??
*This post is locked for comments
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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