Word Templates - Personal Word Template

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Posted on by Rasi

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Hi Guys,

I have successfully mapped and imported a word template, which produces required information. They are currently sitting under my Personal Word Templates.

Is there anyway I could convert these, so that other people are able to use the same template?

Thanks

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Nithya Gopinath 17,078 on at

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Hi,

See the links below.

community.dynamics.com/.../crm2016-template-management

community.dynamics.com/../216359

Hope this helps.

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Andreas Cieslik 9,267 on at

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Hi Rasi,

on this guide it is described on Step 4:

www.microsoft.com/.../using-word-templates-in-dynamics-365.aspx

For admins: In Dynamics 365, go to Settings > Templates > Document Templates

to create a global template.

Cheers,

Andreas

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Rasi 222 on at

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Hi Guys,

I have one more question - I have a policy and associated cars which I have mapped on the word template, however some policies have more then 1 associated car. how could I map these on the template so that all cars are listed? Same for drivers, there are several drivers on one policy.

Thank you

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Andreas Cieslik 9,267 on at

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maybe this sample helps to create what you need:

debajmecrm.com/.../tips-tricksshow-repeating-content-in-dynamics-crm-2016-word-templates

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Rajkumar Rajaraman on at

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Refer this:

debajmecrm.com/.../tips-tricksshow-repeating-content-in-dynamics-crm-2016-word-templates

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MAmir 10 on at

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Hi,

You can enable Security Roles for everyone or for the selected group of users. This can be done through Settings---> Templates--->Select the Word tmplate and then go to 'ENABLE SECURITY ROLES'.

Thanks,

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