Click the Select Entity button to select the corresponding relationship entity. Select an entity from the drop down list, Filter by entity.Ĥ. Navigate to select a record -> click on more option (…) -> Click on Word Templates -> Click on Create Word Templateģ. Here are the steps to create a word template for the purpose of creating a Product Quotation template.ġ.
Navigate to open a record -> click on more option (…)-> Select a Word Template and then Click on “Create Word Template” Navigate to entity for e.g., for the entity, Quote. Navigate to Select a record -> click on more option (…) -> Select a Word Template and then click on “Create Word Template”ģ. This enables you to create a template for the entity which has been selected.Ģ. Navigate to Settings -> Templates -> Document Templates -> New -> Select Word Template and entity.
It is useful to create templates for enabling you to generate documents in a standardised format.ģ ways in which a word template can be created:ġ.
The Word Template feature is introduced in the MS Dynamics CRM 2016.
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