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Quote template with Parent ID

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Posted on by NR-21101957-0

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Hello,

I am working on a quote template in Word for Dynamics 365 Sales Hub. I would like the quote to show the parent ID for products that have one. What would I select in the XML mapping for this to show? I only see parentbundleid, parentbundleidref

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Amit Katariya007 8,699 Super User 2024 Season 1 on at

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Quote template with Parent ID

You can create a SSRS report, best way to handle any future requirements also.

How to create an SSRS report.
NR-21101957-0 30 on at

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Quote template with Parent ID

Thank you! Would I be able to do this with an excel template?
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Amit Katariya007 8,699 Super User 2024 Season 1 on at

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Quote template with Parent ID

If you want to include details from a record referenced in a lookup field on the Product record, it won't be possible with Word templates. This is because Word templates only allow access to details from directly related records. In your case, you need information from a related record and then from another record related to that one, which Word templates do not support.

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