Hi All,
I have 2 problems when trying to create a template in word using the microsoft Add-In (Dynamics 365 finance and operations).
I'm trying to make the entity for project quotations, as the standard entity is only for sales.
I have made 2 entities, one for header and another for lines, but I'm not able to get the related table in word template:
I have relationated them in salesQuotationLine entity and filled the necessary properties:
Which are the necessary steps to have both tables (salesQuotationTable and SalesQuotationLine) to use them in word templates?
The other problem is that my custom entity salesQuotationTable is not showing in the project quotation form. Is there any restriction in that form for not showing any entity?
Thanks!
Anna