We recently had a requirement to display the out of the box product images within a quote generated by the standard Dynamics document generation process. The expected output would be similar to the below.
Unfortunately, the document generation wizard in Dynamics doesnt go beyond a depth of 2 entities. With the document template based on the quote entity, the product entity (3 levels down Quote -> Quote Detail -> Product) attributes arent accessible within the template data.
There are a number of 3rd party Dynamics add-ons that can cater to this requirement but I wanted to see if I could find a robust solution without using additional add-ons.
My thinking for the solution I wanted to explore was as follows:
Below are the actual steps I took.
The key item is the ‘Composite’ action, in which I set the value to the binary format of the product image
I then map that output to my custom field in the ‘Update’ step
Your template field mapping would look similar to the below, depending ofcourse on your requirements, for your image mapping.
I uploaded the saved template back into Dynamics…and that was it! When I generated a quote for demonstration purposes, below shows the output with the quote image displayed in the quote
The solution worked well and effeciently during my testing. Overall I (and the customer more importantly!) was pleased with the solution outcomes. There are some elements that need to be enhanced for this solution to be production ready. For example, in the Flows, handling of products with no images needs to be factored in.
The next step in this process would likely be to convert this quote to a pdf but luckily I have a blog post on that 😉