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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Modelo Word de Cotação...
Customer experience | Sales, Customer Insights,...
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Modelo Word de Cotação não traz dados do contato

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Posted on by BC-24052006-0 5
Eu tentando trazer as informações do contato da cotação, mas fica em branco os campos, tentei pelo relacionamento N:1 e N:N mas sem sucesso. 
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Modelo Word de Cotação não traz dados do contato
    Hi Partner,
    Get the related contact for the account associated with the current quote, Across two entities?
    If so, OOB feature in the word template can't support it.
    Maybe you can refer to the following similar thread:
  • BC-24052006-0 Profile Picture
    BC-24052006-0 5 on at
    Modelo Word de Cotação não traz dados do contato
    Obrigada ! 
     
    Mas eu preciso dos dados do contato da conta referente a cotação.
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Modelo Word de Cotação não traz dados do contato
    Hi Partner,
    Make sure the 'Potential Customer'  field value is contact:
    This field can be populate account or contact
    Why contact is null in the quote template?
    --The reason is that field value is account.
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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