How do you add word templates to Dynamics 365?

From complaint letters to ASB Diary sheets this handy functionality enables you to add word templates to Dynamics that can be edited and sent/emailed to customers. Here’s how:

Step 1: Create a Word template

Where you can create a template

There are three places in customer engagement apps where you can create a Word template:

• From the Settings page. Go to Settings > Templates > Document Templates > New(). You’ll need sufficient permissions to access to the Settings page, such as System Administrator or System Customizer.
• From a record. Open a record such as an account in Sales. Go to Sales > Client_Accounts > My Active Accounts. Click an account to open it, and then click More (…) > Word Templates > Create Word Template. Templates created here are personal and available only to the user creating the template.
• From a list of records. For example, go to Sales > Client_Accounts > My Active Accounts. Select a single account, and then click More (…) > Word Templates > Create Word Template.

After clicking Create Word Template, select an entity to filter with, and then click Word Template > Select Entity.

The relationship selection page appears.

What are 1:N, N:1, and N:N relationships?

This screen requires an understanding of your customer engagement apps data structure. Your administrator or customizer can provide information about entity relationships. For admin content, see: Entity relationships overview.

Here are some example relationships for the Account entity.

Relationship	Description
	An account can have multiple contacts.
	A lead, account, or contact can have multiple accounts.
	An account can have multiple marketing lists. A marketing list can have multiple accounts.

The relationships you select on this screen determine what entities and fields are available later when you define the Word template. Only select relationships you need to add data to the Word template.

FYI

To ensure documents download in a timely matter, there is an upper limit of 100 for the number of related records returned for each relationship. For example, if you’re exporting a template for an account, and you want to include a list of its contacts, the document will return at most 100 of the account’s contacts.

Download the template

Click Download Template on the Select Entity page to create a Word file on your local computer with the exported entity included as XML data.

 Important

Document template downloaded from one environment can only be used within that environment. environment to environment migration for Word or Excel templates isn’t currently supported.

Step 2: Enable the Developer tab

Open the Word template file. At this point, the document appears to be blank.

To see and add customer engagement apps XML data, you need to enable the Word Developer tab.

Go to File > Options > Customize Ribbon, and then enable Developer.

Click OK.Developer now appears in the Word ribbon.

Step 3: Define the Word template

Use the XML Mapping Pane to define the Word template with entity fields.

In your Word template, click Developer > XML Mapping Pane.

The default XML schema is selected.

Select the XML schema. It will begin with “urn:microsoft-crm/document-template/”.

Important – If you have frequent accidental edits that cause Word to freeze or have performance degradation, be sure to turn off the AutoCorrect options according to the section: “A known issue and how to avoid it”.

Expand the entity, right-click the entity field, and then click Insert Content Control > Plain Text.

The entity field is added to the Word template.

Add additional entity fields, add descriptive labels and text, and format the document.A completed template might look like this:

Some content control fields you entered likely have multiple lines of data. For example, accounts have more than one contact. To include all the data in your Word template, set the content control field to repeat.

Set 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.

When you use the Word template in customer engagement apps to create a document, the table will populate with multiple rows of data.When the template has the fields and formatting you want, save it and upload it into customer engagement apps.

Step 4: Upload the Word template back into customer engagement apps

When you have your Word template built the way you want, save it so you can upload it into customer engagement apps.

Access to the newly created Word template depends on how you uploaded it and to the access granted to the security role. Be sure to check out Use Security Roles to control access to templates.

Administrators can use the Settings page to upload the Word template into customer engagement apps. A template uploaded in Settings is available to all users in your organization.

For admins: Upload the Word template into customer engagement apps

Go to Settings > Templates > Document Templates.

Click Upload Template.

Drag the Word file in the dialog box or browse to the file.

Click Upload.Non-admin users can upload a template for their own use from a list of records.

Step 5: Generate a document from the Word template

To use the Word template you’ve created, do the following:

1. Open a record with information you want to create a document. For example, open a customer account record in Sales.
2. Click More (…) > Word Templates, and then under Word Templates select the template you created.If the template you created is not visible, there are two possibilities:
   1. Only templates built for the selected record type (entity) will be displayed. For example, if you open an opportunity record, you will not see a template you created with the Account entity.
   2. You need to refresh customer engagement apps to see the template. Either refresh your browser or close and reopen customer engagement apps.

   After you select your Word template, customer engagement apps create a Word document from the record you selected.

Try out the sample Word templates

There are five Word templates included with customer engagement apps.

The sample Word templates were created with a particular record type (entity). You’ll only be able to apply the template to records of the same record type.

To apply a sample Word template

1. Open a record with information with the entity type that matches the sample template. For example, open a customer account record in Sales to apply the Account Summary template.
2. Click More (…) > Word Templates, and then under Word Templates select the sample template.Open the newly-created Word template and give it a look.

 Note

You can review but not edit templates that are included in customer engagement apps.

Additional considerations

Use Security Roles to control access to templates

Administrators can control access to Word templates with some granularity. For example, you can give salespeople Read but not Write access to a Word template.

Click Settings > Security > Security Roles.

Select a role, and then click the Business Management tab.

Select Document Template to set access for templates available to the entire organization. Select Personal Document Template for templates shared to individual users.

Click the circles to adjust the level of access.

Lists in created documents are not in the same order as records

Lists of records created from a custom template may not appear in the same order in Word documents as the order in customer engagement apps. Records are listed in the order of the time and date they were created.

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Source

Use Word templates to create standardized documents – Power Platform | Microsoft Learn

Original Post https://deliveringcrm.net/2023/01/18/how-do-you-add-word-templates-to-dynamics-365/