Comments
Dear Miljan,we have the same needs and our implementation partner added a blob field for extended text in sales lines (an dalso header- and footer text) but does not know how to print these formated texts in our word reports. Can you provide any more information about the mentioned "OnAfterMergeWordDocument" approach to this problem?
Adding this capability to the reservation worksheet would help us out a great deal! While setting item reordering policy to order/lot-for-lot and setting Reserve to always is an alternate way to speed things up, those options don't work for us in our situation and upgrading the reservation worksheet would be a help.
Don't know what happened with my text so here it is:if string/code / if not string/code instead of (if string/code '') / (if string/code = '')if decimal/integer / if not decimal/integer instead of (if decimal/integer 0) / (if decimal/integer = 0)if date/datetime / if not date/datetime instead of (if date/datetime 0D/0DT) / (if date/datetime = 0D/0DT)
Hi, Thank you for highlighting these challenges around Project Quotation and Confirmation documents in Dynamics 365 — this is a common pain point we’ve seen across many implementations.Interestingly, Visionet has already addressed these exact gaps with our Customer Quotation Management Accelerator for Dynamics 365 Commerce (B2B).Our solution is purpose-built to simplify and enhance the quotation management process — both from a backend (BDM/documents) and frontend (customer experience) perspective.Here’s how our solution directly addresses your concerns:→ Separate Document Templates for Quotation & Confirmation Unlike the standard project quotation flow where the same BDM document is used for both quotation and confirmation, our solution fully supports separate templates — just like Sales Quotation and Confirmation — allowing businesses to differentiate documents easily with different titles, formats, and messaging.→ Enhanced Document Translation Support We’ve optimized document generation to fully support runtime translations — ensuring that multilingual customers receive correctly localized documents every time.→ More Data & Notes Availability Our solution extends the standard data model, exposing additional tables and fields for BDM. Plus, you can easily configure form notes and custom sections as needed to enrich both quotations and confirmation documents.
Hi, Thank you for highlighting these challenges around Project Quotation and Confirmation documents in Dynamics 365 — this is a common pain point we’ve seen across many implementations.Interestingly, Visionet has already addressed these exact gaps with our Customer Quotation Management Accelerator for Dynamics 365 Commerce (B2B).Our solution is purpose-built to simplify and enhance the quotation management process — both from a backend (BDM/documents) and frontend (customer experience) perspective.Here’s how our solution directly addresses your concerns:→ Separate Document Templates for Quotation & Confirmation Unlike the standard project quotation flow where the same BDM document is used for both quotation and confirmation, our solution fully supports separate templates — just like Sales Quotation and Confirmation — allowing businesses to differentiate documents easily with different titles, formats, and messaging.→ Enhanced Document Translation Support We’ve optimized document generation to fully support runtime translations — ensuring that multilingual customers receive correctly localized documents every time.→ More Data & Notes Availability Our solution extends the standard data model, exposing additional tables and fields for BDM. Plus, you can easily configure form notes and custom sections as needed to enrich both quotations and confirmation documents.
Hi, Thank you for highlighting these challenges around Project Quotation and Confirmation documents in Dynamics 365 — this is a common pain point we’ve seen across many implementations.Interestingly, Visionet has already addressed these exact gaps with our Customer Quotation Management Accelerator for Dynamics 365 Commerce (B2B).Our solution is purpose-built to simplify and enhance the quotation management process — both from a backend (BDM/documents) and frontend (customer experience) perspective.Here’s how our solution directly addresses your concerns:→ Separate Document Templates for Quotation & Confirmation Unlike the standard project quotation flow where the same BDM document is used for both quotation and confirmation, our solution fully supports separate templates — just like Sales Quotation and Confirmation — allowing businesses to differentiate documents easily with different titles, formats, and messaging.→ Enhanced Document Translation Support We’ve optimized document generation to fully support runtime translations — ensuring that multilingual customers receive correctly localized documents every time.→ More Data & Notes Availability Our solution extends the standard data model, exposing additional tables and fields for BDM. Plus, you can easily configure form notes and custom sections as needed to enrich both quotations and confirmation documents.
Hi, Thank you for highlighting these challenges around Project Quotation and Confirmation documents in Dynamics 365 — this is a common pain point we’ve seen across many implementations.Interestingly, Visionet has already addressed these exact gaps with our Customer Quotation Management Accelerator for Dynamics 365 Commerce (B2B).Our solution is purpose-built to simplify and enhance the quotation management process — both from a backend (BDM/documents) and frontend (customer experience) perspective.Here’s how our solution directly addresses your concerns:→ Separate Document Templates for Quotation & Confirmation Unlike the standard project quotation flow where the same BDM document is used for both quotation and confirmation, our solution fully supports separate templates — just like Sales Quotation and Confirmation — allowing businesses to differentiate documents easily with different titles, formats, and messaging.→ Enhanced Document Translation Support We’ve optimized document generation to fully support runtime translations — ensuring that multilingual customers receive correctly localized documents every time.→ More Data & Notes Availability Our solution extends the standard data model, exposing additional tables and fields for BDM. Plus, you can easily configure form notes and custom sections as needed to enrich both quotations and confirmation documents.