Word 2016 for mac steps to create a document from a template

WORD 2016 FOR MAC STEPS TO CREATE A DOCUMENT FROM A TEMPLATE HOW TO

YouвЂ™ll see why in the next couple of steps вЂ“ I recommend creating a folder and putting the document in this folder.

In Windows Explorer, navigate to the location the template was saved.Download the template and save on your local PC.If necessary, select any necessary relationships that youвЂ™d like pull from the related entities of the primary entity.If youвЂ™re creating a new word template for an already created word document, select the necessary primary entity the word template will be ran from.If youвЂ™re updating an existing template, make sure to choose the same primary entity as the exiting.Select the primary entity you will be pulling data from to use in the word template.Click + New to create a new Word Template.In your CRM environment, navigate to the Templates area under Settings.To generate the Custom XML Part of the data you want to add to an existing template: These steps will also apply to an existing word document you wish to create a word template with by adding the Custom XML part. These steps will apply to Microsoft Dynamics CRM 2016 on-premise or online and Microsoft Dynamics 365 on-premise or online environments.

WORD 2016 FOR MAC STEPS TO CREATE A DOCUMENT FROM A TEMPLATE HOW TO

If you have an existing word template in Dynamics 365 CRM, and the template needs updated, letвЂ™s say with new fields added in CRM, you donвЂ™t need to know how to update XML to make the updates. However, if youвЂ™ve searched the internet like I have, there is not a lot of information on how to update an existing template. With the introduction of word templates in Microsoft Dynamics CRM 2016, it allowed for easier reporting and the ability to really customize that data pulled out of CRM.

Word 2016 for mac steps to create a document from a template