How to: Set up a word template in Word 365

Thanks. Good how to write up.

Reina's Teenage Dynamics 365 Learnings

This process does take multiple steps and it is important not to get them mixed up nor skip a few steps. However, when mastered, creating standardized documents will be much easier using templates!

There will be a video tutorial at the bottom of this post.

1: Have/Create a word template

For this demo, I will use this Interview Thank You template already prepared prior to this process.

Next, you need actual information to put into those areas (name, address, number, etc.) Let’s use some sample contacts for this demo.

1. go to Settings in Dynamics 365 >> Advanced Settings >> click the dropdown next to Settings >> under Business click on Templates >> Document Templates >> + NEW >> select Word Template >> choose Contact (or whatever entity for the template) >> Select Entity

2. You’ll be asked to select certain items pertaining to the relationships. If you have other…

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About Frank Lee

Microsoft Dynamics 365 CRM/xRM consultant in San Francisco, USA.  Awarded the Microsoft MVP (Dynamics 365/CRM) 12 consecutive years from 2006 to 2018. Actively involved with Microsoft Dynamics CRM implementations since Microsoft CRM v1.0 beta (2002). Super passionate about everything CRM, especially in the areas of Cloud Computing, A.I., Digital Transformation and Automation.
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