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Custom Dynamic 365 Quote Template

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Posted on by 5

Hello,

I'm trying to make a custom Dynamic 365 quote template and the tutorials I've seen refer me to the Developer tab and then the XML Mapping Pane in Word. The version of Word that i'm does not include the XML Mapping option under the Developer tab. Is there a way to enable it? If not how can I customize the template?

Attached is a screenshot of what I see on the developer tab.

Screen-Shot-2021_2D00_09_2D00_22-at-3.17.07-PM.png

Evan

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  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Custom Dynamic 365 Quote Template

    Hi ECarlson, 

    The built-in XML Mapping Task Pane supports only MS 2013 and higher.

    What version of word you have?

    Or you can try to install XML Mapping Task Pane if the version is lower, which is done via a third party add-on (the CodePlex).

    The XML Mapping Task Pane for Word can be used to build templates that utilize content controls and XML mapping in Word 2007/2010.

    How-to: Installing XML Mapping Task Pane for Microsoft Word (exactsoftware.com)

  • Ram Prakash Profile Picture
    2,287 on at
    RE: Custom Dynamic 365 Quote Template

    Hello ECarlson,

    Could you please share your excel version

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