After the document template has been prepared, the next step is to upload the template back into Dynamics CRM. The following steps show how it is done:
- Navigate to
Settings|Templates:
- Click on
Upload Template:
- Click on the browse button and select the document modified in Step 3:
- Click on the
Uploadbutton; the following screen appears:
- Just like in Step 1, you can also upload templates on any of the record forms or while being on any of the entity views:
Using the uploaded document templates in Dynamics
After the word templates have been imported into Dynamics CRM, the next thing we'd like to do is generate information using the templates:
- Navigate to the record form for which you want to generate the document using the uploaded template. Navigate to More (
...) |Word Templates:
- Check whether the uploaded template appears in the list of
Word Templates. - Click on the template name to download the document.
- Open the document to view its contents:
