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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Filename invoice template
Microsoft Dynamics CRM (Archived)

Filename invoice template

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Posted on by Community Member

When I use a word-template for invoice, order or quote, the generated file I can download has the same file-name as the template does. Is there a way to let CRM take over the name of the entity as the file-name?

I now have to rename the files constantly

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  • Community Member Profile Picture
    Community Member on at

    Anyone had any luck with this yet?  Would be an extremely useful function.

  • Community Member Profile Picture
    Community Member on at

    No response received, so no solution yet.

  • Community Member Profile Picture
    Community Member on at

    Quite an old post, but did you find a solution? A pitty that you can't define a filename format for document created through a template

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hello it appears to have been solved, after a fashion.  When you create a file now the filename automatically gets suffixed with the date and a reference number.  So the filename is something like

    [The Name of Your Template] 02-05-2019 54-65-34.docx

  • Community Member Profile Picture
    Community Member on at

    Hi David,

    somehow it only adds the date to my template and I'm missing the Reference Number. Do you know if there is a setting or so to check/change this?

    Osman

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