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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to Edit existing W...
Microsoft Dynamics CRM (Archived)

How to Edit existing Word template in Dynamic crm

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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.

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  • Suggested answer
    Abby Kong Profile Picture
    Abby Kong 6 on at
    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

  • Verified answer
    chandrasekaran Profile Picture
    chandrasekaran 185 on at
    RE: How to Edit existing Word template in Dynamic crm

    Yes. You are correct. Thanks for your help.

  • naZir Profile Picture
    naZir 850 on at
    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/.../

  • Maxibelle Aquino Profile Picture
    Maxibelle Aquino 5 on at
    RE: How to Edit existing Word template in Dynamic crm

    This is so helpful thank you!

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