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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Edit quote product tem...

Customer experience | Sales, Customer Insights,...

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Edit quote product template

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Posted on by jamscot

We have a quote product template form with some existing fields, I would like to add some additional custom fields to the form. How do I do that?

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Leah Ju Microsoft Employee on at

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Hi,

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quote product template form？

Do you mean form or Word template?

1.Form

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-design-forms?view=op-9-1

You can make Administrator to edit existing form.

2.Word template

https://learn.microsoft.com/en-us/power-platform/admin/using-word-templates-dynamics-365

We can't edit existing uploaded word template.

If you want to add other fields, you need design and upload new template.

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah

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