Skip to main content
Post a question

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

How to Edit existing Word template in Dynamic crm

Posted on 15 Apr 2018 09:50:33 by 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

  • Maxibelle Aquino Profile Picture
    Maxibelle Aquino 5 on 25 Mar 2022 at 00:39:06
    RE: How to Edit existing Word template in Dynamic crm

    This is so helpful thank you!

  • naZir Profile Picture
    naZir 850 on 03 Aug 2021 at 18:05:39
    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 Profile Picture
    chandrasekaran 185 on 17 Apr 2018 at 09:59:39
    RE: How to Edit existing Word template in Dynamic crm

    Yes. You are correct. Thanks for your help.

  • Suggested answer
    Abby Kong Profile Picture
    Abby Kong 6 on 15 Apr 2018 at 10:53:35
    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:

    Regards,

    Abby

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans