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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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
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
Hi Szabolcs,
Please get information from following links
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