Starter templates for Dynamics 365 and Dataverse

A one-page quote with your company block, the customer's bill-to address, a line-item table that repeats per quote product, and a totals block that hides the discount and freight lines when they are zero.

• Header with quote number, generation date and valid-until date
• Bill-to address that drops the second line when it is empty
• Line items from the quote's products: name or write-in description, quantity, unit price, discount, amount
• Subtotal, conditional discount, tax, conditional freight, total from the quote record's own money fields
• Notes paragraph that disappears when the quote has no description

Related rows: quotedetail as lines

An invoice with due date, bill-to block, per-line tax column, amount due, and a payment paragraph that repeats the amount, the due date and the invoice number so nobody has to hunt for them.

• Invoice number, issue date and due date in the header
• Bill-to address and the originating order number
• Line items from invoice products with quantity, unit price, tax and amount
• Subtotal, conditional discount, tax, conditional freight, amount due
• How-to-pay section with placeholders for your bank details

Related rows: invoicedetail as lines

A confirmation to send the customer the moment an order is placed: ship-to and bill-to side by side, the items, the delivery date they asked for and the shipping method on the order.

• Order number, confirmation date and requested delivery date
• Ship-to and bill-to addresses side by side
• Order name, shipping method, payment terms and status
• Line items from order products
• Subtotal, tax, conditional freight and order total

Related rows: salesorderdetail as lines

A case summary for the customer or for handover: who, what, how urgent, when it was opened and when it is due, the description, and the timeline activities in a table.

• Case number, status and preparation date
• Customer, primary contact with email and phone, priority, origin, type, subject, product, owner
• Opened and resolve-by timestamps formatted the way you want
• Description, with an italic fallback line when the case has none
• Timeline activities: date, type, subject, status, newest first

Related rows: contact as primarycontact · activitypointer as activities

A five-slide account review: title, snapshot table, key contacts, open opportunities with the pipeline total, and a next-steps slide for the meeting itself.

• Title slide with the account name, month and account owner
• Snapshot: account number, industry, revenue, employees, primary contact, phone, website, relationship type, owner, description
• Key contacts table that repeats one row per active contact
• Open opportunities table with estimated revenue, close month, probability and stage, plus a count and a summed total
• Next steps slide with placeholders

Related rows: contact as contacts (active only) · opportunity as opportunities (open only)

An Excel report fed from a flow: one row per opportunity with a live weighted-value formula, and totals that keep working after VerseDocs inserts the rows.

• Title, owner and as-of date from the payload
• A rows named range over the single template row, the marker VerseDocs repeats
• Estimated revenue and probability written as real numbers, so Weighted = revenue × probability computes in Excel
• Total, weighted total and opportunity count below the table
• A worked Power Automate recipe in the README: List rows, Select, Compose, Perform an unbound action

Related rows: Data.rows from a Power Automate Select step