{"id":2425,"date":"2016-02-17T16:00:22","date_gmt":"2016-02-17T10:30:22","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=2425"},"modified":"2016-02-17T16:00:22","modified_gmt":"2016-02-17T10:30:22","slug":"set-word-template-through-workflow-in-dynamics-crm-2016","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2016\/02\/set-word-template-through-workflow-in-dynamics-crm-2016\/","title":{"rendered":"Set Word Template through workflow in Dynamics CRM 2016"},"content":{"rendered":"<p><strong>Introduction:<\/strong><\/p>\n<p>With the release of CRM 2016 many new as well as advanced features have actually helped to enhance productivity. Creation of a Word \/ Excel template for various entities is one of them which could be easily used.<\/p>\n<p>We saw\u00a0steps to create a word template in our previous <a href=\"https:\/\/www.inogic.com\/blog\/2016\/02\/word-template-feature-in-dynamics-crm-2016\/\" target=\"_blank\" rel=\"noopener noreferrer\">post<\/a>. Here we will see about how to set word template through workflow.<\/p>\n<p>The enhancement feature namely the <strong>Set Word template<\/strong> which has been added to the template uses the <strong>Perform Action<\/strong> step.<\/p>\n<p>Let\u2019s take a look at how these features can be used.<\/p>\n<p>Once the invoice is paid, a copy of the invoice can be created.<\/p>\n<p>Let\u2019s create an Invoice word template with the help of the OOB Invoice word template.<\/p>\n<p><strong>Steps for creating a workflow for the invoice entity<\/strong><\/p>\n<p>When the Invoice Status is changed, the workflow would be triggered.<\/p>\n<ul>\n<li>Check the \u2018<strong>Invoice Status\u2019<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/02\/creating-workflow.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-2430\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/02\/creating-workflow.png\" alt=\"creating workflow\" width=\"300\" height=\"109\" \/><\/a><\/strong><\/li>\n<\/ul>\n<ul>\n<li>Under the Add Step section, select <strong>\u2018Perform Action\u2019<\/strong> from the menu list.<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/02\/perform-action-in-crm.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-2426\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/02\/perform-action-in-crm.png\" alt=\"perform action in crm\" width=\"315\" height=\"309\" \/><\/a><\/li>\n<\/ul>\n<ul>\n<li>Select <strong>SetWordTemplate<\/strong> as the <strong>Action<\/strong> and select <strong>None (global)<\/strong> from the drop-down list of Entity.<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/02\/set-word-template-in-crm.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-2427\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/02\/set-word-template-in-crm.png\" alt=\"set word template in crm\" width=\"570\" height=\"112\" \/><\/a><\/li>\n<\/ul>\n<ul>\n<li>Under the <strong>Set SETWORDTEMPLATE input properties<\/strong> select the <strong>Invoice word template<\/strong> as the value for property name, <strong>SelectedTemplate<\/strong> and the <strong>Invoice<\/strong> entity for the property name, <strong>Target<\/strong>.<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/02\/set-word-template-in-MS-crm.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-2428\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/02\/set-word-template-in-MS-crm.png\" alt=\"set word template in MS crm\" width=\"624\" height=\"147\" \/><\/a><\/li>\n<li>Activate the Workflow.<\/li>\n<\/ul>\n<p>Once these actions are performed, an Invoice word template gets populated with data whenever the payment has been received for a particular invoice. Later, it then gets attached to the <strong>Notes section<\/strong> of the Invoice.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/02\/Word-template-through-workflow.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-2429\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/02\/Word-template-through-workflow.png\" alt=\"Word template through workflow\" width=\"392\" height=\"130\" \/><\/a><\/p>\n<p><strong><em>Note:<\/em><\/strong><\/p>\n<p><strong><em>Since no personal document templates <\/em><\/strong><em>will be displayed while choosing<strong> SelectedTemplate, <\/strong>you need to create a<strong> Document Template.<\/strong><\/em><\/p>\n<p><strong>Conclusion:<\/strong><\/p>\n<p>On a concluding note, it is simple and easy to create a word template. It comes in handy when an invoice or a document needs to be printed time and again. It is quite exciting to know that every CRM update comes with several features to make life simple.<\/p>\n<p><span style=\"color: #993300;\"><em>You may also like to read &#8211;\u00a0Monitor Activities this week..Counts by Action..&amp; much more with <a href=\"http:\/\/inogic.com\/Product\/100\/Add-Ons\/User-Adoption-Tracker\" target=\"_blank\" rel=\"noopener noreferrer\">User Adoption Tracker<\/a>.<\/em><\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: With the release of CRM 2016 many new as well as advanced features have actually helped to enhance productivity. Creation of a Word \/ Excel template for various entities is one of them which could be easily used. We saw\u00a0steps to create a word template in our previous post. Here we will see about\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2016\/02\/set-word-template-through-workflow-in-dynamics-crm-2016\/\">Read More &raquo;<\/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":[16,24,67],"tags":[1601,1602],"class_list":["post-2425","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-crm-2016","category-workflows","tag-set-world-template","tag-set-world-template-through-workflow"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/2425","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=2425"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/2425\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=2425"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=2425"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=2425"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}