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PDF templates in CRM - issues

  • 1.  PDF templates in CRM - issues

    TOP CONTRIBUTOR
    Posted 26 days ago
    This is my 2nd attempt to create a pdf template to use (on my quote form) and I needed to make a few edits after creating the first time. However, now I am receiving an error message when I try to pull a PDF on the form. It wont let me.

    I thought I was able to pull up the original word doc make edits and save it. Its not working for me.
    I really dont want to start over but will if I have to!

    My questions I need help with: how to pull in a table so that only the fields I show on my quote form will populate on my word doc and not all the other fields. I tried doing the repeat option but it only worked on half? I clearly did something wrong!

    I removed that random string of characters (customer ID-which isnt right) and that is when I ran into issues of not being able to use template again. I even tried to rename the original and upload.






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    Heather L
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: PDF templates in CRM - issues

    TOP CONTRIBUTOR
    Posted 25 days ago
    Hi Heather,

    Our DocumentsCorePack add-on solution for Dynamics 365 makes this kind of task easy.  Check out our reviews on the MS AppSource store, and if interested, let me show you how you can easily accomplish this in my live environment.  Or if you prefer to try it out on your own first, our download includes a built-in 2-week trial so you can work with it in your own environment with your own data.


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    Patrick O'Donnell | VP - Business Development, the Americas
    mscrm-addons.com
    Patrick.ODonnell@mscrm-addons.com
    Atlanta GA
    770 781 8260 Cell
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: PDF templates in CRM - issues

    TOP CONTRIBUTOR
    Posted 25 days ago
    thanks Patrick- I fixed all issues except the table problem.

    Any idea how I can get the values not showing on the form itself from populating on the word doc? I only have 2 first rows selected on my form yet the cost column keeps populating regardless.



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    Heather L
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    Academy - Online Interactive Learning from Experts


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