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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Product Properties in ...
Microsoft Dynamics CRM (Archived)

Product Properties in Word template

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Posted on by MezMarianne 1,267

Is it possible to get Product Properties on to the new Word Templates in CRM Online 2016?

I can get all fields from Opportunity Product or Quote Product, but the Product Properties are kept somewhere else it seems. Which relationship needs to be included to get to the Product Properties?

I would like to make a Word template for Quote, where Quote Products + their Product Properties are included. 

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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    The relationships are outlined below (where < or > means 1<N and N>1):

    Quote < Quote Product > Product

    Using OOB templates feature you can't go down to Quote Product and then back up to Product.

    In a current project, we are using XPerido from Invensys to produce docs because of this limitation (and it adds other features too).

  • MezMarianne Profile Picture
    MezMarianne 1,267 on at

    I know the solution from XPeriDo and it does add a whole bunch of nice and needed features. I just like to stay "in the box" and see if problems can be solved using standard functionality.

    Guess Product properties is not one of those things you can get to with standard functionality.

    Even if I make a template just on price list item (that has Product properties) I can't add it to the template.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    I have had a similar problem with multi-level nesting.  The OOTB way around this is to create additional fields in the higher level of the hierarchy and then pull the values up.  You can then reference them in the two layer hierarchy of the template process.

    For instance, if you make a field called property1 in the Opportunity Product Entity, you can then pull the product's property to that field.  This will then be available.

    It does get it bit complicated when you then have to permeate this through to quote, then to order, so keep the transfers as simple and as elegant as you can.

  • Community Member Profile Picture
    Community Member on at

    I am struggling exactly with the same issue. Did you ever found out the solution for this?

  • Suggested answer
    MezMarianne Profile Picture
    MezMarianne 1,267 on at

    No.

  • BernardOz Profile Picture
    BernardOz 81 on at

    I guess I'll have to go the same way.

    This is something really frustrating since a feature like this should be at the very core of the Requirements Log for Dynamics 365 or any other version. What are they thinking by not enabling this feature?! Anyway, thanks for the tip of XPerido ;)

  • Community Member Profile Picture
    Community Member on at

    [quote user="David Barclay"]For instance, if you make a field called property1 in the Opportunity Product Entity, you can then pull the product's property to that field.  This will then be available.[/quote]

    I stumbled upon your post. How exactly do you populate the newly created field? When I try to use a calculated field I can not access the product's property.

  • Community Member Profile Picture
    Community Member on at

    Hi Marianne,

    Did you find a solution? I do have the same question...

    Thanks for any feedback!

    Delphine

  • Community Member Profile Picture
    Community Member on at

    When you download the template with all relations, the info about the products in that quote is in the quote_detail section on Mapping XML tab.

    quote_5F00_details.png

  • MezMarianne Profile Picture
    MezMarianne 1,267 on at

    Hi Mayara. You are correct that the info about the quote details are in that section - but the meta data in the Product Properties are not there.

    The product properties are defined in the product family and inherited down to a product.

    I am again with a client who are trying to use the Product properties - and like last time - I can get it in CRM - but I can't get it out. Not on templates, the webshop, reports or in conditions.

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