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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / how to view CRM word t...
Customer experience | Sales, Customer Insights,...
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how to view CRM word templates on its Portal

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Posted on by Community Member

Hi !!

I want to expose the word template created on Opportunity Entity in CRM  to the Partner Portal for users to generate the template from there.

Kindly suggest ways to do so.

Regards.

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  • Community Member Profile Picture
    Community Member on at

    Hi EESHA,

    You can refer following link, which provides detailed steps:

    Power Apps Portals – Generate and Download Word Document from an Entity List – Oliver Rodrigues (oliverrodrigues365.com)

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