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Hi All,
Our sales team have a huge form that needs to be completed before the sale can be completed.
I have created the form in word.
1. How do I add the form to the opportunity?
2. Certain fields e.g. account name, need to auto-populate when the form is opened
3. the form needs to be saved against the opportunity.
I tried webresource, but that doesn't really work.
I tried word template but they can't complete the form and save it against the opportunity.
Hi ydynamics,
do you need to "rebuild" that Word form as a D365 Opportunity form with data input functionality?
If yes, I would recommend you create a new Opportunity form via customizations as described below:
docs.microsoft.com/.../create-design-forms
docs.microsoft.com/.../work-with-form-editor
If you require a functionality where a Word form gets generated out of existing D365 CE opportunity data, you can leverage Word templates functionality. Information on how to achieve that you can find here:
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