How to print product property in a quote in D365 sales?

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Posted on by viet561995

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Hi everyone,

I’m having an issue with printing quotes in D365 sales. When I try to create a quote using word template, I can't include the quote property of the product in quote detail. How can I drag the quote detail property on the quote before printing it?

Any help or suggestions would be greatly appreciated. Thank you.

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Dengliang Li Microsoft Employee on at

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Hi,

When you download the Word template, select /Quote Product (qutoe_details)/ in the 1:N Relationship row.

Follow the instructions in this official document.

Use Word templates to create standardized documents - Power Platform | Microsoft Learn

You can add fields from Quote Product that map to corresponding fields on the entity.

The final result is shown below.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

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viet561995 194 on at

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Thanks for your help, but I'm specifically looking for the "Product Properties" which predefined in the product entity then selected in quote entity. In the image the word template only get data from the quote_detail entity.

Is there a way to add or access those specific properties within the downloaded template?

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Dengliang Li Microsoft Employee on at

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Hi,

Unfortunately, that's not possible.

In the Download Word Templates interface, you need to get the records of related entities through relationships.

However, the Product Properties in /Quote Product/ entity is a component and does not belong to an entity.

Therefore, it is impossible to get the Product Properties in the /Quote Product/ entity.

Best Regards,
Dengliang Li

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BluFin.S 108 on at

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i have the same need, is something changed now? I don't see the purpose of setting up properties if i cannot print them :(

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