Hello there,
I have been working on this issue for quite some time, but untill now have been unable to find a solution.
I am trying to create a template to use for printing out quotes created in dynamics CRM Online. However when creating a table and entering the right mail merge data fields in the correct table fields, it will create a new table for each product on the quote rather than add the producs as a new row within the same table.
Besides this, there are also 2 types of procuts, those which are within our product database and those which are manually entered on the quote. I want both of these types of items to be within the same table. And then below that have a nice little table showing the gross total, taxes and net total.
If anyone could point me in the right direction for how to go about this, that would be greatly appreciated. I have tried all sorts of things, creating templates from scratch as well as trying to modify the example template included in CRM Online.
Thanks in advance,
Mark Koolmees