If it is not, right click the Ribbon and select 'Customize the Ribbon' in the right pane, check the box next to Developer and select ok. In Microsoft Word, make sure the developer tab is shown in the Ribbon.Once you click 'Download Template' the download will start automatically, and the resulting file will look like a blank MS Word document. Select any related entities that you will use in the template such as Opportunities, Quotes, Orders or Invoices.Select Excel Templates from the Command Bar and Create Excel Template.Or, anytime that you want information from an Account, Contact, Opportunity or any entity to auto-populate into a Microsoft Word document for mailing, emailing or reporting. If you wanted to send a note to a key contact on their birthday you could create a 'Happy Birthday' template, once you print it off you could give it your own signature to add a personal touch.Īnother case would be if you wanted to remind an account of all their opportunities and the associated proposed budgets.Ī third example is if you wanted an account to verify the contacts on their team and what levels of authority each has such as purchasing authority, service-ticket creation authority, or IT architecture authority. When would you use a Microsoft Word template? Templates can be used to generate anything from thank you notes, to birthday cards, or even a list of opportunities associated with an account by using XML – but before you run to get a developer, don't worry, no coding is required!

Microsoft Word templates are documents that are created once, but can be used on multiple records directly from Microsoft Dynamics 365.

In a previous blog you've learned How to Easily Generate Excel Templates, but what if you wanted to use Microsoft Word? Using Microsoft Word templates in Microsoft Dynamics 365 can be a huge time-saver when you want to provide a professional document for an entity, especially if you need to make the document more than once for more than one records.

How to microsoft word templates