How to Edit existing Word template in Dynamic crm

(0) Share

Report

Posted on by chandrasekaran

185

Hi Friends,

I have created a word template and added the necessary parameters using xml mapping and its working fine. Now client asking to add some more parameters in that existing template.

I couldn't see to existing template and download options.

Please suggest me how to add the parameters in existing template.

Kindly help on this issue.

*This post is locked for comments

All responses (4)

Answers (1)

Maxibelle Aquino 5 on at

Like (0)

Report

RE: How to Edit existing Word template in Dynamic crm

This is so helpful thank you!
naZir 850 on at

Like (2)

Report

RE: How to Edit existing Word template in Dynamic crm

I know it's old. But the i just found a way. It works

technologyblog.rsmus.com/.../
Verified answer

chandrasekaran 185 on at

Like (0)

Report

RE: How to Edit existing Word template in Dynamic crm

Yes. You are correct. Thanks for your help.
Suggested answer

Abby Kong 6 on at

Like (3)

Report
RE: How to Edit existing Word template in Dynamic crm

Hi chandrasekaran,

Dynamics does not provide functions to download/edit existing templates inside CRM UI. Hope this will change in the future.

You can use Document Template Manager in XrmToolBox to download the template, make changes and upload:

www.xrmtoolbox.com/.../Futurez.Xrm.Tools.DocTemplateManager

----------------------------------------------------------------

If you have not already installed XrmToolBox, you can:

Download XrmToolBox : https://www.xrmtoolbox.com/

Then Search and install plugin 'Document Template Manager'

Regards,

Abby