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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Add Job Title of Oppor...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Add Job Title of Opportunity Contact on Word Template of Quote Entity

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Posted on by Rilsina16 147

Hi,

I have created a Word Template on Quote Entity; I have added relationship of Account, Contact and Opportunity.

I need to show Job Title on the Word Template; however when I add Job title from Contact, it shows blank.

Is there a way to get job Title of the Opportunity Contact on the Quote Word Template.

I have the same question (0)
  • Fabio Branco Profile Picture
    Fabio Branco on at

    Hi Rissinna,

    Thank you for your question and for using the community forums

    You will found a similar discusion on an older post: www.crmsoftwareblog.com/.../

    The following article migth help you set up your template to get the data from the Contact on the Quote word template:

    www.crmsoftwareblog.com/.../

  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    Hi Risina,

    It seems to me like you are trying to get data in your word template that is a few levels deep. Basically Quote -> Opportunity -> Contact. The contact in this case would be beyond the level of what's available out of the box for you.

    I have done similar scenarios with Flow, which you can see here:

    www.ariclevin.com/.../generate-document-templates-in-cds-using-flow

    There are other ways to generate that as well.

    Elaiza Benitez, a fellow MVP has some videos on generating document templates using Flow in her youtube channel. Check the videos here:

    www.youtube.com/.../UCeIIWnODcCXaN-ERLzeOScA

    Hope this helps.

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