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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Edit CRM Word Template
Microsoft Dynamics CRM (Archived)

Edit CRM Word Template

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Posted on by Jay2014

Hi,

I want to merge CRM templates but rn:Microsoft-crm/document-template is missing in the XML Mapping pane. 

See below for the recreation steps and expected outcome

1. In Word > Click on the Developer Tab > Select XML Mapping Pane.

XML-Mapping-Pane.jpg

2. Expecting to see rn:Microsoft-crm/document-template but its missing 

XML-Mapping.jpg

I am working off a template downloaded from CRM. Am i missing any Add-ins in WORD ?

Reference - blog.sonomapartners.com/.../how-to-use-word-templates-in-crm-2016.html

Thanks,

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I have the same question (0)
  • ashlega Profile Picture
    ashlega 34,477 on at

    I see "urn:..." in that article, and there is "urn:.." on your screenshot.. what's missing?

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    There won't be any XML mapping for documents generated from CRM template. Make sure you have created a new template using "Word Templates -> Create Word Template" and not by generating a word document for a CRM record using the existing word template. Please check and let us know.

    wordtemp.png

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