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Microsoft Dynamics CRM (Archived)

update word document template

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Posted on by 2,510

Hi, I am trying to update the existing word document templates, how can I download the existing ones?

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  • Verified answer
    Jmiquel Profile Picture
    560 on at

    Hello,

    You can't download directly the Word Templte throught the application.
    But you can use a plugin in the XRMToolBox called : Document Template Manager -- //www.xrmtoolbox.com/plugins/Futurez.Xrm.Tools.DocTemplateManager/

    You will be able to download, modify and re-import your template.

  • Suggested answer
    Ammar Zaied Profile Picture
    1,670 on at

    Hi,

    the links below can help you to create new word template:

    Use Word templates to create standardized documents

    To Change the existing word  or excel templates:

    Settings > Templates > Document Templates

    from View you can Sort by file type and delete it after new template created.

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