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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Word Template created ...
Customer experience | Sales, Customer Insights,...
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Word Template created on date

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Posted on by Denzo19913 240

Hi,

I have created a Quote word template, I want to insert a date where it shows the day I downloaded the file from CRM?

How do I achieve that? Found date&time and update automatically but doesn't work.

I have the same question (0)
  • Verified answer
    LuHao Profile Picture
    LuHao 40,888 on at
    RE: Word Template created on date

    Hi partner,

    We just need to create a field to represent today's date and set its label as the download date in the Quote word template.

    Use calculated fields to represent today's date.

    1) Create a new Date field, set Field Type as Calculated. 

    pastedimage1574847036560v1.png

    2) Click Edit button to write its logic. 

    In the action, write NOW().

    pastedimage1574847174310v2.png

    3) Add this field to the Quote word template.

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