Show product description in the quote

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We are generating quotes through a word template, i searched for a proper control content to show the product description but it didn't work. We need to show the product details when sending quotes for customers.

There are some related control contents fields i tried that are some how related to product description(productiddsc, productdescription,...), but they didn't show any results. Notice that each product in our database has its own description.

Is it needed to have the product description column in the product quote inline view in order to export the product description in our quotes? I noted that inline view is not editable too.

I tried also to map fields between the products and quotes, but the description field for the product does not have mapping options.

Any help will be highly appreciated. Thank you in advance.

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ThomasN 3,190 on at

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Hi Shahd, thanks for reaching out.

The quoteproduct record is what is showing in the subgrid on the quote. You will need to access the product description on the quoteproduct record. This typically requires a workflow to update quoteproduct on creation by copying over the product.productdescription field.

Then see if when creating the template you can map a related attribute from the quoteproduct record.

Another option if you only add one product to a quote you could have a workflow populate the quote description field with the product description.

Let me know how far this gets you.

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Thanks for your reply Tom Northrup

I'm new to CRM, and i didn't work with workflows yet.. will search about that and get back to you if this is solved my issue.

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RGBeauchemin 55 on at

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As weird as this sounds, you cannot seem to be able to modify an Opportunity Product record through a "upon create" workflow

You can only modify related records..

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I could add new fields the inline quote product view , and I’ll provide with more details with my case.

I added the description field to the inline quote product.

I added the description content control field from quote_details on the word template, i tried more than on content control that reflects the product description.

But for some reason it shows as empty when i generate the template even its filled in the quote product area.

Please check these screenshots, hopefully they explain more details. Any help will be highly appreciated. As i'm trying to find a solution with this customization from a while....

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Are there still no workarounds for this? You cannot use a workflow as tom suggested due to what RGBeauchemin found( I see the same) How are people even using the word template for quotes feature? I even tried to set up 1:N relationship on product entity to quote product entity and it still doesnt work. In the 1:N relationship i mapped description on prooduct to description on quote product and productnumber to a new custom field i made on quote product entity called new_productnumber. when the template kicks out the word doc nothing displays in the field. Any workaround would be helpful, would be nice to have the descriptions and our part number on quotes.

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Community Member on at

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I got around this issue for now by just creating a database trigger on the quotedetailbase table, its not my favorite solution but its a bandaid imo. Optimally, this should be something that could be done in workflows but only some related entities are available. This will only work with on prem i imagine as you need access to the DB.

I created two new fields on the quote product entity for this because there seemed to be an issue with using the default description and productid fields in quotedetailbase, it may have been because i previously tried to set up a 1:N from products to quote product.

CREATE TRIGGER [dbo].[UpdateProductInfo] ON [dbo].[QuoteDetailBase] AFTER INSERT AS BEGIN -- SET NOCOUNT ON added to prevent extra result sets from -- interfering with SELECT statements. SET NOCOUNT ON; -- Insert statements for trigger here update QuoteDetailBase set quotedetailbase.new_ProductNumber = ProductBase.ProductNumber, quotedetailbase.new_ProductDescription = productbase.Description from quotedetailbase inner join productbase on productbase.productid=quotedetailbase.productid where QuoteDetailId in (select QuoteDetailId from inserted) and quotedetailbase.new_ProductNumber is NULL and QuoteDetailBase.new_ProductDescription is NULL END

and now in my work template after using the new_ fields i get

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I have spent HOURS on this all I want to do is be able to create a damn quote for my clients instead of using Excel!

MICROSOFT PLEASE FIX THIS! This is a $140 a month program and you cant even have it work properly how am I supposed to sell this?

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Community Member on at

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How exactly do you do this?

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If you're referring to my response, you would have to have an on-premise based installation, and based on your mention of a monthly sub fee it sounds to me that you are on the hosted solution which does not have access to the database directly, so you would not be able to create the database trigger I mentioned.

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Youre correct, i am using O365 Dynamics Sales Enterprise.

Still extremely frustrating, but I decided that I will not have product decriptions on the quotes, just in the Scope Of Works.

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