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Microsoft Dynamics CRM (Archived)

Product Description Field mapping to Invoice Template.

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Posted on by

Hello Everyone,

I am having trouble mapping a field to my custom invoice.

What I did:

- Downloaded the Invoice template from Settings -> Templates -> Document Templates.

- Created the invoice template with the XML mappings from the downloaded template with our own style and skinning.

Now I am only missing the "Product Description" field which is found in a product which we have created.

I cannot get it to appear in the invoice template I created under the product name.

Could someone please help with on how to get the "Product Description" field to appear in the invoice template I am making.

I tried to create a 1:N relationship in the Invoice entity to the Product entity and have the new_product__invoice_description field created, then download the invoice template again and add that field, upload it and try to create the invoice but that does not work.

What am i missing?

Thank you in advance.

Regards.

EDIT: I am using Dynamics CRM Online and do not have access to the SDK nor the database SQL to make any kind of code changes. Trying to get this to work the vanilla way.

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  • Verified answer
    TheMarkChristie Profile Picture
    10,328 Moderator on at

    Hi Artem,

    I would suggest that you take the product description from the Invoice Product rather than the product, If this is not populated I would create a workflow to copy it from the Product to Invoice Product - Its one less join you would need to do

  • Community Member Profile Picture
    on at

    Hello Mark,

    Thank you for the tip, ill try to do this.

    Cheers!

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