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Microsoft Dynamics CRM (Archived)

Document Templates for CRM Online

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Posted on by Pega

365

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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Mahendar Pal 45,095 on at

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Make sure you have required privilege on Document Template, check your Business Management tab under your security role.

Thanks

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Pega 365 on at

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I could not find Document Template either under the security role. I wonder if this is a new feature only available on CRM 2016?

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Pramod M 1,445 on at

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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

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Community Member on at

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Yes, this is a 2016 feature

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