How to Create Word Template in D365 CRM/CE – YouTube

In this video, you’ll learn how to create a custom dynamic Word Template in Microsoft Dynamics 365 CE/CRM. We’ll walk through a real use case, design the template step-by-step, and test it in action — all in under 8 minutes!
This is perfect for automating document generation like quotes, offers, invoices, and contracts directly from D365 data.

📌 What’s Covered (Timestamps):
00:00 – Introduction
00:30 – Use Case Demo
01:12 – Word Template Creation
05:52 – Upload Custom Word Template
06:24 – Testing

💡 Key Topics Covered:
• Create dynamic Word templates
• Use XML Mapping Pane in MS Word
• Link CRM fields to Word
• Automate document generation in D365

#dynamics365 #crm #powerplatformwork #WordTemplate #d365crm #documentautomation #microsoftdynamics #crmtraining

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