How to add user email to quote template

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Posted on by RicksterBC44

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I have been trying to set up our quote template and have got it 95% working but I want to automatically pull in the quote creator's (or lead owner) email address into the template. But I cannot locate this field anywhere when I create this template in Word. Any suggestions for me that could help?

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Hi RicksterBC44,

In fact, the ‘created by’ field of quote shows who created the record, which shows an 1:N relationship between User and Quote entities.

And the ‘created by’ field just show the user name of the user in the quote entity, the email address of the quote creator is in the user entity.

Quote view:

User Form:

So you need select related entity records(User) associated with our chosen (quote) entity when you create quote template.

Download it and define the Word template.

Expand the related entity(lk_quotebase_createdby) to see all available fields.

Right-click the field(internalemailaddress) you wish to add, and then select Insert Content Control > Plain Text.

Test:

Upload the template to the crm.

Open one quote record, and click the template you just uploaded.

Now, you can view quote creator's email address.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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RicksterBC44 115 on at

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Fabulous answer Leah! Thanks so much, this got this problem solved.

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Thanks for the in-depth response.

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