Customizing the Quote PDF Layout (Word Template or SSRS Report) in Microsoft Dynamics 365 Sales CRM

This involves modifying the format of the quote document that is generated when you export it as a PDF or send it to customers.

Option 1: Using Word Templates

This is the simpler method and does not require development skills.

1. Create a Word Template:
2. Customize the Template:
3. Upload the Customized Template:

Option 2: Using SSRS Reports

If you require more advanced customizations, such as complex logic, calculations, or layouts that go beyond Word Templates, you can modify or create an SSRS report.

1. Export the Default Quote Report:
2. Modify the Report in SQL Server Data Tools (SSDT):
3. Upload the Modified Report:
4. Set as Default Report:

3. Customizing Quote Line Items Layout

If you need to adjust the layout of quote line items (e.g., product or service details), you can do that in the form customization or Word/SSRS report, depending on the display context (form or document).

• In the Form: Ensure the line item section (sub-grid) is arranged how you prefer by adjusting the grid properties in the form designer.
• In the Document: Use tables and other layout options in Word or SSRS to properly format the display of line items.

4. Testing and Finalizing

Once you’ve made the desired customizations, always test the process by generating a sample quote, ensuring the layout is correct, and making adjustments as needed.

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