- #Using microsoft word templates with multiple pages how to
- #Using microsoft word templates with multiple pages professional
- #Using microsoft word templates with multiple pages download
#Using microsoft word templates with multiple pages professional
When you use the Word template in Dynamics 365 Sales Professional to create a document, the table populates with multiple rows of data. In the XML Mapping Pane, right-click the relationship containing the content control fields, and then select Repeating. Select the entire table row in the template. Put fields with repeating data in a table row. To include all the data in your Word template, set the content control field to repeat. For example, accounts have more than one contact. Some content control fields you entered likely have multiple lines of data. The field from Dynamics 365 Sales Professional is added to the Word template.Īdd additional entity fields, add descriptive labels and text, and format the document.Ī completed template might look like this:
#Using microsoft word templates with multiple pages how to
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”.Įxpand the entity to see all available fields, right-click the field you wish to add, and then select Insert Content Control > Plain Text. It will begin with “urn:microsoft-crm/document-template/”. Select the Dynamics 365 Sales Professional XML schema. In your Word template, select Developer > XML Mapping Pane. Use the XML Mapping Pane to define the Word template with Dynamics 365 Sales Professional entity fields. The Developer tab now appears in the Word ribbon. Go to File > Options > Customize Ribbon, and then select the Developer check box. To see and add Dynamics 365 Sales Professional XML data, you need to enable the Word Developer tab. At this point, the document appears to be blank. To upload the template after you customize the data, go to the list of templates, and then select Upload Template.įor more information, see the Step 4: Upload the Word template back into the Sales app. To upload the template later, select the Upload the template later check box, and then select Next.
#Using microsoft word templates with multiple pages download
Select Download to create a Word file on your local computer with the exported entity included as XML data. In the Select Entity dialog box, select Next. 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. 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. A marketing list can have multiple accounts. An account can have multiple marketing lists. A lead, account, or contact can have multiple accounts. Here are some example relationships for the Account entity:ġ:N Relationship. Select only the relationships you need to add Dynamics 365 Sales Professional data to the Word template. The relationships you select on this screen determine which entities and fields are available later, when you define the Word template. The Choose Related Entity dialog box opens. To add the fields that you want to be included in the Word template, select Choose Related Entities. The template will use data from this entity. Select the entity to which the template applies. In the Create Template Type pane, select Word Template, and then select Next. Under Advanced Settings, select Excel and Word Templates. Make sure you have the System Administrator role in Dynamics 365 Sales Professional. From the Sales Hub app, select the Settings icon, and then Advanced settings.įollow the instructions in Use Word templates to create standardized documents to create a word template.įollow the steps in this topic to successfully create Word templates in Dynamics 365 Sales Professional.