![]() Below I have highlighted in yellow where Dynamics fields have been added to my template. Now you have done this, add the (repeating) fields to the table as per step 5Ĭontinue to create your template. Then click Insert Content Control, then click repeating as shown below. Once inserted highlight the blank fields in the table, then right click on the entity you would like to add fields from in the XML Mapping Pane. To do this, select where in the template you would like the table, then go to the Insert tab, Table and choose its size. invoices with dates and amounts or for customer service cases with dates, description and resolution. This is useful when creating a table with multiple entries from the same field e.g. In addition to adding fields free format to the template, they can be added in tables. Also, highlight in this way to delete the field. This can now be copied for multiple use in the template. Tip: Click the ellipsis on the top left of the added field to select the box. Continue to build up the template as required using this process to populate the Dynamics 365 fields. In the above example I have chosen the primary contact name field (which has a box around it) from the Account entity to start my correspondence with “Dear name”. The chosen field appears where you placed the cursor in the Word template. Select Insert Content Control and choose Plain Text from the options as shown below.Right click on the field in the XML Mapping Pane,.Place your cursor where you want the field to be placed. ![]() When you need to add some dynamic data from CRM do the following. Go ahead and start writing your letter as you would normally. You will need to be familiar with the schema name (not the label name) for each field because this is what is displayed. 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. In this blog, I will demonstrate how to create Dynamics 365 Word Templates in 9 easy steps.
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