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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Word template with sub...
Customer experience | Sales, Customer Insights,...
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Word template with subgrid

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Posted on by Madelaine 25

Hello everyone!

I have a question: I created two custom tables for our CRM: "Budgetary Quote" and "Budgetary Quote Prodeuct". The product table is used as a subgrid for the main form in the Budgetary quote, so sales people can add more than one prouct to the form.

Now I wanted to create a word template for exporting the data. It shows all info from the main form but no info from the subgrid. I made sure to built my tables the same way as the quote table, in order to make this possible and checked the relationship and mappings between the tables, but all seems in order.

Where could I have missed something?

pastedimage1658239519518v1.png

Thanks for the help!

I have the same question (0)
  • Verified answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at

    Hi Maddy,

    As per my understanding, the selected table in 1:N Relationship is Budgetary Quote Product. What info do you need more?  Related tables of Budgetary Quote Product?

    Thanks

    Regards,

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit

  • Madelaine Profile Picture
    Madelaine 25 on at

    Hi Abdul!

    Thanks for your answer! Seems like some infos were not correctly saved in the system, I checked today when I wanted to answer your question and everything works fine now. So thanks for checking in, seems like everything is correctly set up after all!

    Thanks,

    Regards Maddy

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