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Microsoft Dynamics CRM (Archived)

how to use word document as a word template in CRM

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Posted on by Tin

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Hello All,

I have few word documents and want to use it in word template in D365 CRM ,when I am copy paste the content of word document its not properly coming with design layout.

So, can anyone suggest me did we have any way to use the existing word document instead of redesign it.

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Aric Levin - MVP 30,190 Moderator on at

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Are you creating a new document template and then copying the content from one word doc to another, or did you upload your original word doc first, and then try to modify it?

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Tin 1,562 on at

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Hi Aric,

I was created new document template and copy pasted content from one word doc to another.Any solution?

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