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Hello,
Is there a way to create document template generation with Dynamics CRM online?
When I go Settings > Templates I only see email templates.
Thanks for your help.
GP
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Make sure you have required privilege on Document Template, check your Business Management tab under your security role.
Thanks
I could not find Document Template either under the security role. I wonder if this is a new feature only available on CRM 2016?
Hi,
Please refer the below links
www.microsoft.com/.../using-word-templates-in-crm.aspx
www.inogic.com/.../set-word-template-through-workflow-in-dynamics-crm-2016
Regards,
Pramod
Yes, this is a 2016 feature
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