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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Access dynamicproperty...
Microsoft Dynamics CRM (Archived)

Access dynamicproperty for quote generation

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Posted on by Community Member Microsoft Employee

Hi everybody,

I want to generate a word document from my quotes. Either by using the mail merge or the word template functionality.

I ran into two issues: 

1. When using the word template functionality I am not able to access produce properties such as the product description or the dynamicproperties (as inherited from the product's family and configured in the opportunity).

2. When using the mail merge functionality I can also chose the product description but not the dynamicproperties.

What are the dynamicproperties used for when I can not access them in any way? I can fill the CRM with information but when it comes to generating a quote in a format that I can send to my customer the information is practically worthless IMO. Correct me if I am wrong.

Is there any possibility - apart form 3rd party solution - for an average user to access the dynamicproperties?

- Cowboy

*This post is locked for comments

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Access dynamicproperty for quote generation

    Yes they are accessible. You can access "dynamicproperties". Here's sample FetchXML to return a selected property value (Option Set) on an Opportunity Product, for an Opportunity:

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false" >

       <entity name="opportunity" >

           <link-entity name="opportunityproduct" from="opportunityid" to="opportunityid" link-type="inner" alias="af" >

               <link-entity name="dynamicpropertyinstance" from="regardingobjectid" to="opportunityproductid" link-type="inner" alias="ag" >

                   <attribute name="valueinteger" />

               </link-entity>

           </link-entity>

           <filter type="and" >

               <condition attribute="opportunityid" operator="eq" value="xxxxxxxxxxxxxxxx" />

           </filter>

       </entity>

    </fetch>

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Access dynamicproperty for quote generation

    You can access "dynamicproperties". Here's sample FetchXML to return a selected property value (Option Set) on an Opportunity Product, for an Opportunity:

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false" >

       <entity name="opportunity" >

           <link-entity name="opportunityproduct" from="opportunityid" to="opportunityid" link-type="inner" alias="af" >

               <link-entity name="dynamicpropertyinstance" from="regardingobjectid" to="opportunityproductid" link-type="inner" alias="ag" >

                   <attribute name="valueinteger" />

               </link-entity>

           </link-entity>

           <filter type="and" >

               <condition attribute="opportunityid" operator="eq" value="xxxxxxxxxxxxxxxx" />

           </filter>

       </entity>

    </fetch>

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Access dynamicproperty for quote generation

    :(

    Thanks anyway Cord

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Access dynamicproperty for quote generation

    Dear Delphine,

    no, unfortunately, this does not seem to be possible. Product properties (dynamicproperties as well as product description) are not accessible.

    - Cord

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Access dynamicproperty for quote generation

    Hi,

    Did you finally find a solution? I am deeply interessted since I do have the same question.

    Thanks for any feedback.

    Delphine

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Access dynamicproperty for quote generation

    Hey Sandeep,

    This does not help me, unfortunately. The Youtube video uses a 3rd party plug in and the Microsoft ressource only covers how to generate templates.

    Generating templates is not my problem. My problem is accessing the dynamicproperties of a product within a quote, invoice etc.

  • sandeepstw Profile Picture
    sandeepstw 4,601 on at
    RE: Access dynamicproperty for quote generation

    Hi,

    User template generation feature of dynamics CRM.

    check out this video and blog:

    www.youtube.com/watch

    www.microsoft.com/.../using-word-templates-in-dynamics-365.aspx

    please verify my answer if helps.

    Thanks,

    Sandeep

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