XML Mapping for Quote Template?

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Posted on by Dominic Pilione

Hi all,

I am in the process of trying to create a quote template for our company's CRM database. I have all of the default items and template set, but now I cannot figure out for the life of me why the XML Mapping Pane is not showing in the Developer tab so it can pull the information directly from Dynamics to populate into the Word document. I am using Word 16.37 if this makes a difference.

Thank you in advance for any guidance.

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Dominic Pilione 90 on at

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RE: XML Mapping for Quote Template?

That would be the answer to my problem, then! I will see if I can use a colleague's Windows computer instead. Thanks for your help!
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Carlo Velasco 787 on at

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RE: XML Mapping for Quote Template?

Hi

Are you using Word for Mac?

I'm afraid this functionality is not available, this is only available on the windows version.

https://support.office.com/en-us/article/Show-the-Developer-tab-E1192344-5E56-4D45-931B-E5FD9BEA2D45