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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Products and product g...
Microsoft Dynamics CRM (Archived)

Products and product grid on Word template?

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Posted on by Community Member

I have a custom Word template I am using for invoices.  There are a ton of fields in the XML mapping pane for basic information for the invoice.  All this is good, but there is no way I see to add the product information to an invoice template, or a grid with that information.

I sell a single product, plus installation.  How can I get line items on the invoice that include my product and a line item for installation?  And their description?

I do not see those XML fields available in Word.

Thanks for any ideas,

Bill

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  • Verified answer
    meetdynamics Profile Picture
    meetdynamics 358 on at

    Hi Bill,

    To show the line item information in word template, select the entity Invoice Product within 1:N relationship while you download the template.

    Once you download the template, click XML mapping pane and select urn:microsoft-crm/document-template/invoice/1090. You will be able to see invoice fields, expand it, you will be able to see invoice_details. Through invoice_details you can extract line item information.

  • Community Member Profile Picture
    Community Member on at

    Awesome, I see the field choices now, thank you so much!

    Bill

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