Dynamics 365 Sales - Creating Quote Templates

In this video, I'll give a quick overview of how you can create your own Quote Template in Dynamics 365 Sales, using MS Word.

[@MrLesoussou]

Great video. However for the repeating products you'll have to click REPEAT on the QUOTE_DETAILS item on the right, not on the quote one. Otherwise only one product will show up (and the repeating of products has to happen under the quote_details where all the products are stored).

[@pratapchitdumrongsakul2167]

Thank you very much.

[@simonlloydspencer]

Great vid Jesse. Do you have any idea why when you pull the same field more than once into your template, the formatting of that field is forced to be the same for all instances of that field reference? For example, you pull 'name' into the cover page and format it to be very large font and left justified, then you pull 'name' into the header of the next page and it forces it to large font and left justified. When you try change it, all instances of it change, not just the one you have selected for change.

[@towneynewby7185]

"Promosm"

[@Paul-qo6wu]

'PromoSM' 😀