Select the link urn:microsoft-crm/document-template/quote/1084/ from XML Mapping drop down list. The XML Mapping plane appears to the right side of document.ħ. Click on Developer tab -> Select XML Mapping Plane. Navigate to the Word Template file -> Click Options -> Navigate to Customize Ribbon -> Check Developer Option and then click OK.Ħ. So, before moving ahead, enable the Developer tab so that the attributes are included. When a fresh document is opened, the Developer tab is disabled.
After the template gets downloaded, open a document in MS office. Here, the entities, ‘Quote Product’, ‘Account’ and ‘Contact’ are selected.ĥ. Multiple relationship entities are selected. 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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