How to add Sales Team Members into Word Template?

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Posted on by OnurKilic98

Hello,

I am currently working on a word template which I want to use for Dynamics 365. I want to put in the data from the opportunity stakeholders sales team members into the template. Unfortunately, I can't find the right content control for it.
Is there anyone who might be able to help me out?

Thanks in advance !

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Kevin_ay on at

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RE: How to add Sales Team Members into Word Template?

Hi all,

can I do the same for a quote template if I want to list all team members of an opportunity?

And which fields do I need to enter in the tables?

With kind regards

Kevin
OnurKilic98 5 on at

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RE: How to add Sales Team Members into Word Template?

Hi Anthony,

thank you ! I will have a closer look.

Best regards,

Onur
Anthony Dong on at

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RE: How to add Sales Team Members into Word Template?

Here is the official document for word template docs.microsoft.com/.../manage-word-templates
Wahaj Rashid 11,321 on at

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RE: How to add Sales Team Members into Word Template?

Glad it helped :)
OnurKilic98 5 on at

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RE: How to add Sales Team Members into Word Template?

Hi Wahaj,

thank you very much for your help !

Best regards,

Onur
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Wahaj Rashid 11,321 on at

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RE: How to add Sales Team Members into Word Template?

Hi,

Thank you for your query.

Sales Team Members are stored as connections (1:N).

When you create/download a world template for the Opportunity Entity, choose Connected From in the 1:N dropdown.

Then add a table row in the template and make it repeating as per following instructions:

Use Word templates to create standardized documents - Power Platform | Microsoft Docs

Please note, this relationship also stores Stakeholders information, as far as I know, it is not possible to only list Sales Team members (it will list stakeholders as well).