Dynamics 365 Word Templates

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To set up Word Templates, go to select a view and select Excel Templates->Create Excel Template:

Click Select Entity:

Select any relationships and click Download Template:

Open the downloaded Word document. From the developer tab, select XML Mapping Pane:

Right click on a field and select Insert->Plain Text:

The field will now appear in the document:

Back in the view, select to Upload a Word Document:

 

Now, select an account. Go to Word Templates and select the new template created:

A document will be created with the template populated:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, BI, Web, Cloud and Data Science.

carldesouza.comLinkedIn Twitter | YouTube

 

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