There are three places in Dynamics 365 where you can create a Word template:įrom the Settings page. Step 1: Create a Word template Where you can create a template Using a Word document generated in Dynamics 365įollow the steps in this topic to successfully create and use Word templates in Dynamics 365. The following are the supported versions of Word.
See: Important! A known issue and how to avoid it This topic contains information on how to prevent interactions that could potentially destabilize Word.
There is a known issue when creating templates in Word. This feature has some special considerations you should know about to successfully create Word templates.Ĭheck out the following video: Create documents directly from Dynamics CRM by using Word and Excel templates (2:38) Applies to Dynamics 365 (online), version 9.xĪpplies to Dynamics 365 (online), version 8.xĪfter you create and import Office Word templates into Dynamics 365, with one click users can generate standardized documents automatically populated with Dynamics 365 data.
0 kommentar(er)
