Scrolling to the bottom will show the other related entities and clicking on the triangle next to them will show their available fields to use. You will see below this the primary entity appears.Ĭlicking on the triangular node (indicated above) will list all of the available fields from this entity that can be used in the template. A window appears on the right, use the drop-down and select the option that contains “… microsoft-crm/document-template …”. This has the mapped data we chose from Dynamics. In the Developer tab click XML Mapping Pane. Start to write the letter and wherever there is a requirement for data to be populated from Dynamics we can add it in, the next 3 points explain how. I will create a generic customer contact letter. When creating subsequent templates the developer tab will already be exposed. I should point out that you only have to do this once. You may have to choose the Developer command from the table on the left and then add in to the right, either way check the box in the Customise the Ribbon table on the right and then press OK. To do this, go to File/Options/Customise Ribbon. We now need to add the Developer tab if you do not have it already. Once open, you will see a blank template in Word. Note: if saving the downloaded template it is advisable to do so in an appropriate file name and folder. You will then be asked to Open or Save the file. You can then select related entity records associated with our chosen (primary) entity. Select the entity – which will be pre-populated with Account as per point 1. Go to the ribbon at the top and select Word Template (you may have to click the ellipsis to reveal this), then click Download Template.Ī “Download file to create a template” pop up appears. Go into a record within the entity for which you would like to create a template for example: an Account record. The easiest way to create a Word template is from within a record in Dynamics. You could even use it to list your client or company assets. It has its uses with tasks and customer requests like creation of quotes, invoices, tax receipts and thank you letters. You can organise the data within the template to the required layout and format and use it with records from one or more related entities.Ĭreating a template once allows users to create the document at the click of a button. Simply by creating a template in Word and linking it with Dynamics you are able to generate a standalone Word document automatically populated with the Dynamics 365 data you need from a record.
However, its always worth taking a look at what is available already and for free! Why Create Dynamics 365 Word Templates? There are third party vendors (see link at bottom page) with products that extend the functionality available from Microsoft, especially for document creation, management and storage. Dynamics 365 natively integrates with the Microsoft 365 suite of products which includes Word.
How to download a template to word how to#
In this blog, I will demonstrate how to create Dynamics 365 Word Templates in 9 easy steps.
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