How to edit existing document template?

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Posted on by Community Member Microsoft Employee

Hi,

I have created a Word document template an uploaded into CRM 2016 Online. It is working well, but now I have to change something within the document. So I tried to download the template itself, but I cannot find any possibility to do it? Please advise how to download the existing template to edit and upload back it after editing. I do not want to create the whole document again.

Thanks,

Szabolcs

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Community Member Microsoft Employee on at

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RE: How to edit existing document template?

Hello Szabolcs,

if you would like to avoid complex scenarious, where you need to code when you want to change a template, I can recommend you the no code solution from dox42: www.dox42.com/.../dox42DynamicsCRM

Greets from vienna!

Karl
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Joe Gill on at

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RE: How to edit existing document template?

Hi Szablocs,

I could not find a way of editing an uploaded template. You need to keep the original template in a safe place or you can write some code to download the templates. There is some sample code on my blog post

joegilldotcom.blogspot.ie/.../crm-document-templates-some-observations.html

HTH

Joe
necsa 3,455 on at

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RE: How to edit existing document template?

Hi Szabolcs,

Please get information from following links

www.microsoft.com/.../using-word-templates-in-crm.aspx