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Microsoft Dynamics CRM (Archived)

Productnumber and Description don't appear on Word-Template for Offers

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Posted on by Microsoft Employee

After creating a Word Template for Offers, i would like to see addtionally to product name, price and unit of measurement in a table the description of each product, as well as the product number on the template. At the moment just the three things mentioned first are filled in, the section for product description and product number are empty.

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  • Suggested answer
    Guido Preite Profile Picture
    Guido Preite 54,073 Moderator on at
    RE: Productnumber and Description don't appear on Word-Template for Offers

    Hi Jochen,

    you need to develop it.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Productnumber and Description don't appear on Word-Template for Offers

    Hi Guido,

    thanks for your reply. Is it a plugin that is already created in the SDK and i just have to upload it or do i have to develop this plugin on my own?

    Cheers, Jochen

  • Suggested answer
    Guido Preite Profile Picture
    Guido Preite 54,073 Moderator on at
    RE: Productnumber and Description don't appear on Word-Template for Offers

    Hi Jochen,

    the word template can go only 1 relationship deeper, so in your case quote->quoteproduct. Product Description and Product Number are stored in the product entity.

    You will need to create a plugin to copy the values from the product entity to quoteproduct entity when a new quoteproduct is created.

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