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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Can't see custom p...
Microsoft Dynamics CRM (Archived)

Can't see custom product fields in quote word template fields

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Posted on by Community Member

Hi,

I must create  quote word template with custom product fields, but in word template i can't find custom product fields. I just find quote product fields. what can i do for this problem.

thanks.

Erkan Yavuz

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I have the same question (0)
  • Loic Orue Profile Picture
    Loic Orue 927 on at

    Hi!

    From my experience building templates for Work Orders, custom fields are available in the Word Document.

    I would first of all make sure you have published the new fields before generating the Word Template file.

    Secondly, I would recommend trying to generate it again, you can follow this tutorial if needed, maybe you're missing something.

    https://www.youtube.com/watch?v=uwr_TpEQUXI

    If you still cannot see the fields, I would recommend opening a ticket with Microsoft from your Office 365 Administration Center.

    Hope it helps!

  • Community Member Profile Picture
    Community Member on at

    Hi Loic

    thanx for your request.

    My custom fields are in Product card. I just see the Quote products in word template. first off all I create custom field in product form and published it. When i create new product record i see my custom fields. I need the product custom fields in quote word template.

    thx.

  • Verified answer
    Loic Orue Profile Picture
    Loic Orue 927 on at

    I see,

    In my opinion for your requirement you have three choices: 

    - Use an SSRS report that will allow you to get the fields.

    - Add the custom field you added to your "Product Entity" to the "Quote Product Entity" and populate that field whenever a Quote Product Object is created. (you can do this with the mappings or with a Workflow).

    The reason for this is that your Quotation is not directly linked to the "Product Table" but to a "Quote Product Table". From Out of the Box reports, you cannot access multiple levels of depth, therefore when generating the Word Template for a Quotation, the "Product" Entity where you added your custom field is not accessible.

    The third choice you have is to use a solution called "DocumentsCorePack" (http://www.mscrm-addons.com/Products/DocumentsCorePack) which enhances the out of the box capabilities of Dynamics CRM to create Word Templates and will most likely allow you to retrieve the field from the Product Entity. The solution has a cost though.

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