Designing a simple quotation table layout template within Dynamics Sales Professional

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Posted on by Matt P.

Hi everyone,

I am looking to create a simple quotation template and associated form within the QUOTE section of our MS DYNAMICS Sales Professional account that would look like this:

This should include:

One column listing a hierarchy of steps, followed by a list of deliverables (Product/Services title + short description) followed by the cost involved.

A second row will show total price, as well as total price including discount (only showing if the box is ticked on the form).

And finally the chance of adding some optional items.

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Could someone please guide me through the steps to create 1) a form within OPPORTUNITY or QUOTE section, 2) Associated quick forms where we can add relevant info about the products and 3) A Word template layout where data will be transferred via XML?

I look forward to your feedback,

Matt

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LuHao 40,892 on at

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Hi Matt,

For 1) a form within OPPORTUNITY or QUOTE section, 2) Associated quick forms where we can add relevant info about the products, could you give us some screenshots? What effect do you want to achieve?

For 3) A Word template layout where data will be transferred via XML, please refer to this document: https://docs.microsoft.com/en-us/dynamics365/sales-professional/manage-word-templates#step-1-create-a-word-template

This document details how to create a Word template and insert fields.

In addition, please remember that all the content displayed on the Word template is the value of the entity fields.

Therefore, the increment of Steps in the first column cannot be achieved through Word template, because Quote does not have a field specifically to store the value of Steps.

Other columns or data must have corresponding fields to match. If not, I recommend that you create some fields for this purpose. We can implement some basic summaries and calculations through calculated fields or rollup fields.

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Matt P. 50 on at

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Thanks for the feedback, here are some additional information to help break down my question:

I am working from the Quote section of our Sales Professional environment, within which we have a section that allows us to add and create new products, like this:

As you can see I tailored the view to show Product Name, Description, Price per unit, quantity, discount and extended amount.

In parrallel I created a WORD template following the link you sent me. However I already have a challenge I don't seem able to overcome:

In the XML mapping plane for quotes there are no items that matches the product items: (I.e: Product name, description, etc...) Where can I find this?

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Here is a screenshot of a simple table I created as a test, you can see where I am trying to push the data to:

Based on this, My 2nd question is: How can I populate data for different products one under the other? I.e: Product 1, Product 2, etc...

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LuHao 40,892 on at

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Hi Matt,

Please refer to the following steps.

1. In D365 Quote form, click Download Template, then search and select Quote Product in the 1:N Relationship, download it.

2. Edit Word, insert a 2×3 table, enter the column lables in the first line. Open XML Mapping Pane, expand quote, at the bottom, expand quote_details.

3. Find productname, description and extendedamount, right-click them and select Plain Text to insert the values under the corresponding column.

3. Select the entire second row, in the XML Mapping Pane, right-click quote_details, and then select Repeating.

Save Word and upload it to D365.

Download the new word template, the effect is shown below.

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Matt P. 50 on at

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-How can I add a field for a % discount to appear under each product that will only show up on my Word template table if enter a discount on the form? (I.e: I don't want the discount column to appear if a discount isn't included in the relevant field on the form).

-Is there a possibility to create a very simliar form and associate table template but this time for OPTIONAL products only? (I.e: The first table will be for standard products, and the second table will be for optional products only.) The same columns would apply).

Many thanks,

Matt

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LuHao 40,892 on at

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Hi Matt,

Unfortunately, this is currently impossible. The Word template still does not support filtering records.

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Matt P. 50 on at

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Thanks Hao, how about the possibility to create a table for optional products only?

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RobinA 71 on at

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We gave up even trying to use the standard out of the box features of Dynamics / Quotes templates. Unless you want "my first quote basic template that a child could do" then I don't think MS cuts it. We are using an amazing quote tool from www.crm-dynamics.co.uk/ and using Documents Core Pack from www.mscrm-addons.com/.../DocumentsCorePack

We have some really beautiful quotes and proposals now!

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