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Opportunity · opportunity

Opportunity Summary

Pipeline-review companion. Sales managers pull a stack of these for the weekly forecast call. Carries the deal title, customer, owner + email, current statecode/statuscode, estimated value + close date + probability, full description, last-modified timestamp, and a placeholder section for the rep's narrative on what's next. Internal-facing — formatting prioritises information density.

How to use these tokens
  1. 1
    Copy a token
    Click any {{token}} on this page — it copies the literal token string to your clipboard, ready to paste.
  2. 2
    Paste into your Word template
    Open your existing branded Word document and paste each token where you want that field to appear. Keep your fonts, layout, letterhead, and prose — Templ8r only touches the {{tokens}} themselves.
  3. 3
    Attach when you book a demo
    Drop the tokenised .docx into the form on /book-demo. We’ll bind it against your live D365 records before the call so you see your branded template populated with your real data.

Tokens in this template

Every {{token}} below maps to an out-of-the-box column on opportunity. On a fresh prospect tenant, these bind without modification. Click any token to copy it. Paste it into your Word template wherever you want that field to appear.

  • Opportunity title
  • Customer
  • Industry (formatted)
  • Estimated value
  • Estimated close date
  • Probability (%)
  • State (formatted)
  • Status (formatted)
  • Owner
  • Owner email
  • Opened
  • Last updated

What you need in your tenant

  • ↳Opportunity entity (opportunity) — OOTB in Dynamics 365 Sales
  • ↳Customer lookup populated as Account
  • ↳industrycode choice column on the parent account (formatted-value rendered)
  • ↳statecode / statuscode are choice columns — formatted as e.g. "Open · In Progress"
  • ↳Owner is a system user (default for any opportunity)
Other starters
Sales Order
Sales Order Confirmation
Quote
Quote / Proposal
Invoice
Invoice
Account
Account Letter