Word Templates in Dynamics CRMA new feature introduced in Dynamics CRM 2. Online and CRM 2. Word Templates. In this blog, well use this new feature to generate a document with data from a CRM instance. For creating a template, you would need MS Word to be in version 2. There are 3 ways to create a Word template. Method 1. Considering that you would have the system admin access rights on the CRM instance, the first method to create a Word Template is from the Settings page. Go to Settings Templates Document Templates New. Method 2. The second method is creating personal templates. These templates are only available to the user creating the template. For creating a personal Word template, open an existing record. For example, open an account record and then click Word Templates Create Word Template. Method 3. The third way to create a word template is from a list of records. For example, go to Sales Accounts. Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. The product focuses mainly on Sales, Marketing, and Service. Aads Education offers Microsoft Dynamics CRM training for individuals to build professional career in Microsoft dynamics CRM, in this program we cover all the modules. Get started administering Microsoft Dynamics 365 online Use the Organization Insights solution to view metrics about your instance. Read the forum post on the Microsoft Dynamics Community. From the list of records, select a single account, and then click Word Templates Create Word Template. Method 3 step by step Process. Lets look into creating a template with the last method. This would again be a Personal Template. Go to Sales Account. From the record list, select an account record and click on the three dots. Then, select Word Templates Create Word Template. Well look into Excel templates in the next blog. For now, on the popup 1 select the Word Template, 2 Select the entity Account would be filtered by default, and 3 Click on Select Entity. On the new pop up, we need to select the related entities from which we would input data onto the template. Lets select Contact, Lead, Account and then Click on Download TemplateThis would prompt to save the template on the local machine. Select a location and give the document an appropriate name. For example, Account Summary lt date. Open this Word Template. The document would be blank. To add CRM XML data, you need to enable the Word Developer tab. Go to File Options Customize Ribbon, and then enable Developer. There are few known issues with the Word Template for Dynamics CRM feature, and there are few known resolutions. Lets set them before we start with the template. In the File Options, go to Proofing and select Autocorrect Options. Deselect Capitalize first letter of sentences and Automatically use suggestions from the spelling checkerIn the Auto Format Tab deselect Hyphens and dash On the Auto. Format As you Type Tab deselect Hyphens and dash and Click OK. Now you would see a new Developer tab on the word document. Select the XML Mapping Pane from the developer tab. The default XML schema is selected. Select the CRM XML schema. It will begin with urn microsoft crmdocument template. Expand the CRM entity account. Type in the text required in the document and place the cursor where the CRM data is required. Account Name as in our Example From the XML Mapping Pane, right click the entity field, and then click Insert Content Control Plain Text. The CRM entity field is mapped to the word template. To display multiple related records, set the content control fields to repeat. Put fields with repeating data in a table row. Select the entire table row in the template. In the XML Mapping Pane, right click the relationship containing the content control fields, and then click Repeating. The table would be displayed as below Design the template as required and Save. To upload this template into Dynamics CRM, Go to Settings Templates Document Templates, then click Upload Template. Drag the Word file into the dialog box or browse to the file. And then Click Upload. The new document template record is created. Now to generate this document, Go to the list of account records Select an account select Word Template Select the newly created word template Account SummaryWord. Template in our caseSave the file to the local machine. Open the document. You would have all CRM data mapped to the designed document template. This new feature can be used to generate simple Dynamics CRM mapped documents. For complex conditional document generation, Dynamics CRM add on solutions like Xperi. Do would be handy. But hey, this is just the beginning
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December 2017
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