Thanks. Good how to write up.
Reina's Teenage Dynamics 365 Learnings
This process does take multiple steps and it is important not to get them mixed up nor skip a few steps. However, when mastered, creating standardized documents will be much easier using templates!
There will be a video tutorial at the bottom of this post.
1: Have/Create a word template
For this demo, I will use this Interview Thank You template already prepared prior to this process.
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Next, you need actual information to put into those areas (name, address, number, etc.) Let’s use some sample contacts for this demo.
1. go to Settings in Dynamics 365 >> Advanced Settings >> click the dropdown next to Settings >> under Business click on Templates >> Document Templates >> + NEW >> select Word Template >> choose Contact (or whatever entity for the template) >> Select Entity
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2. You’ll be asked to select certain items pertaining to the relationships. If you have other…
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