![\"word](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/02\/clip_image002.jpg\" "\\"word")
<\/a><\/p>\n4. Click the Select Entity<\/b>\u00a0button to select the corresponding relationship entity. Multiple relationship entities are selected. Here, the entities, \u2018Quote Product\u2019<\/b>, \u2018Account\u2019<\/b> and \u2018Contact\u2019<\/b> are selected.<\/p>\n
5. Click on the Download Template<\/b>\u00a0button. After the template gets downloaded, open a document in MS office. When a fresh document is opened, the Developer<\/b> tab is disabled. So, before moving ahead, enable the Developer tab so that the attributes are included.<\/p>\n Steps for enabling the Developer tab.<\/b><\/p>\n Navigate to the Word Template file -> Click Options<\/b>\u00a0-> Navigate to Customize Ribbon -> Check\u00a0Developer<\/b>\u00a0Option and then click OK<\/b>.<\/p>\n 6. Click on Developer tab -> Select XML Mapping Plane<\/b>. The XML Mapping plane appears to the right side of document.<\/p>\n 7. Select the link urn:microsoft-crm\/document-template\/quote\/1084\/<\/b>\u00a0from XML Mapping drop down list.<\/p>\n The attributes of the selected entities appear in the XML Mapping area.<\/p>\n 8. To create template format.<\/p>\n Steps for selecting the attributes for the document<\/b><\/p>\n For e.g, for, Effective date\u00a0<\/b>right click on the attribute, effectivefrom<\/b>\u00a0from XML Mapping -> select the Insert Content Control<\/b>\u00a0and then select the Date Picker<\/b>\u00a0option.<\/p>\n Do not capital the first letter of logical name of attribute.<\/p>\n Make sure that the first letter of the logical name of the attribute is in the lower case. If first letter appears to be in upper case, then navigate to File option in Word Template -> select Option<\/b>\u00a0-> Select Proofing<\/b>\u00a0-> Click AutoCorrect Options.<\/b><\/p>\n Uncheck the option Capitalize first letter of sentences<\/b>\u00a0from Auto Correct tab and click on OK button.<\/p>\n 9. Select the customer name then right click customeridname\u00a0<\/b>and select Insert Content Control<\/b>\u00a0and select the Plain Text<\/b>\u00a0option.<\/p>\n 10. To display the records of the sub-grid, create a table and insert the attribute from Insert Content Control<\/b>\u00a0option.<\/p>\n 11. To display all records of sub-grid, first select a row from table then right click relationship entity<\/b>\u00a0from XML Mapping and then select the Insert Content Control<\/b>\u00a0followed by the Repeating<\/b>\u00a0option.<\/p>\n 12. Save the document in .docx format.<\/p>\n 13. <\/b>3 ways which could be used to upload a template:<\/b><\/p>\n Navigate to Settings -> Templates -> Document Templates -> UPLOAD TEMPLATE and then Browse the template.<\/p>\n NOTE: While uploading the word template through this step, the document is displayed in Word Templates under the Word Templates option. <\/b><\/p>\n Navigate to entity for e.g., for the entity, Quote -> Select a record -> click more options (\u2026)<\/b>\u00a0-> Select a Word Template -> Click Create Word Template<\/b>\u00a0-> Click the Upload<\/b>\u00a0button -> browse the file.<\/p>\n Navigate to entity for e.g., for the entity, Quote -> Open a record -> click more options (\u2026)<\/b><\/p>\n -> Select a Word Template -> Click Create Word Template<\/b>\u00a0-> Click the\u00a0Upload<\/b>\u00a0button and browse the file.<\/p>\n NOTE: While uploading the document through the 2 ways mentioned above, the document is displayed in the Personal Word Template under the Word Template option.<\/b><\/p>\n 14. In order to send the quotation to the customer, Select a customer record -> click more option (\u2026)<\/b>\u00a0-> Select a Word Template<\/b>\u00a0-> Click Uploaded template<\/b>\u00a0for downloading the document. After opening the document, it would appear as per the screenshot mentioned below. NOTE: The word template feature is for a single record. In case of multiple records, the word template option is not displayed.<\/b><\/p>\n Get optimum visualization of Dynamics 365 CRM data with –<\/em> The Word Template feature is introduced in the MS Dynamics CRM 2016. It is useful to create templates\u00a0for enabling you to generate documents in a standardised format. 3 ways in which a word template can be created: 1. Navigate to Settings -> Templates -> Document Templates -> New -> Select Word Template and entity. This\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,24,25],"tags":[601,1851],"class_list":["post-2329","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-crm-2016","category-dynamics-crm-2016-update-1","tag-dynamics-crm-2016","tag-world-template"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/2329","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=2329"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/2329\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=2329"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=2329"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=2329"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n
\nKanban Board<\/a> <\/strong>\u2013 Visualize Dynamics 365 CRM data in Kanban view by categorizing entity records in lanes and rows as per their status, priority, etc.<\/em>
\nMap My Relationships<\/a><\/strong> \u2013 Map My Relationships \u2013 Visualize connections and relationships between Dynamics 365 CRM entities or related records in a Mind Map view.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"