After it is saved, select the Developer Tab. Open your Word document and save it to your computer. So, under the 1:N relationship, I will look for Contact and Opportunity.Īfter that select download and a blank word document will download onto your computer with the XML mapping embedded. In our example, we want the information around our account and also all related contacts and opportunity. The next view will allow you to select the entity relationships to access more fields.
Once you select Word templates, click download template. To create the word template, we can first go to our account and Select Word Templates from the top bar (if not visible, select the three dots to the right of the bar to see more options). Let’s go through how to create this particular Word template. We not only want to generate this document, but we want to attach it in a note on the Account record and automatically send it in an email to our manager. Let us say from one of our accounts, we want to generate a document that shows high level account information as well as pull the list of all related contacts and all related Opportunities to send to management each month. Out-of-the-box functions allow users to generate and edit the template as well as run workflows to add them as note attachments to a record.
Tools such as Microsoft flow allow a user to be able to generate a Word template and attach it to an email or upload it into SharePoint. Microsoft Word templates can be quite useful inside Dynamics 365 CRM (D365 CE), especially when a user wants to dynamically pull data from a record into a document that can be downloaded as a PDF, emailed, saved locally, attached as a note, or sent for review.
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