Document Generation for Microsoft Dynamics CRM 2016

The new release of CRM 2016 offers a Document Generation tool which provides the flexibility for users to create predefined templates in Microsoft Word and Microsoft Excel. These template are easy to open with CRM data populated within the document.

Out of the box Templates

Out of the box, here are the templates Microsoft includes with the CRM 2016 release

To run the Template you’ll first need to select the appropriate record. For the Account Summary Template, select an Account record and select it from the Action menu.

Account Summary Template file is generated.

Prompt appears to Open Account Summary.docx file.

Open the Account Summary Template.

Create a new Excel Template

Navigate to Settings – Templates – Document Templates. The first time you open this section you are asked to generate a new document.

Or click +New to launch the wizard.

Here you can select either Excel or Word templates, the entity and the View. The Edit Columns link provides users a quick way to add columns to the template similar to that of an Advance Find. CRM knows where to display the template file based on the entity selection.

If you already have a template, choose Upload, otherwise choose Download to see what CRM created as the Template based on your field selections.

To Upload a file, you simply drag and drop in the box and click the Upload button.

When the upload is complete, the Template record is displayed.

When you select a Template, you have the ability to set security roles and control privileges.

Create a new Word Template

Navigate to the Settings – Templates – Document Templates and click +New. Chose the Word Template, select the entity and press Select Entity button.

A wizard form opens to provide options in navigating across various entities depending on the relationship types.

Microsoft offers a great site to teach users how to understand the next steps to create a Word Template. http://www.microsoft.com/en-us/dynamics/crm-customer-center/using-word-templates-in-crm.aspx

Looking to see what else is new with Microsoft Dynamics CRM 2016? Be sure to attend our live webinar Wednesday, January 13th 11:30am – 12:00pm CST. Click here to register!

*Even if you can’t attend the live session, still register to receive the On-Demand recording following the webinar.

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