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Dear, please, I need to know if there is a way to Sort in the Word Template the Quote Lines of a Quote By Alphabetical Order?
Scenario: I have a Word Template that displays a Quote summary, so in this template I have a table that displays the Products/Quote Lines, but the template always sorts Quote Lines by the Creation Date on which the Quote Lines were included in Quotation, which unfortunately is a native behavior of Dynamics365, however I need to know how do I order Quotation Lines Alphabetically instead of Creation Date?
I noticed that in the Quotation Lines there are the Sequence Number and Line Item Number fields by Dynamics, but even filling them, it does not reflect in the Ordering of the Quotation Lines when the Word Template is generated, it always continues to display the Lines of Quotation by the Creation Order in which they were included in the Quotation.
Does anybody know how to solve this?
Thank you very much for help. But, do you know one other solution that solve this case with other procedure?
Hi Dani,
Unfortunately, you can't achieve it.
Note from Microsoft:
Lists in created documents are not in the same order as records
Lists of records created from a custom template may not appear in the same order in Word documents as the order in customer engagement apps. Records are listed in the order of the time and date they were created.
Scott Durow proposed the idea in the past, but is not picked up by Microsoft.
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