web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

🚀 Season of Sharing Community Challenge Launch! 🚀
News and Announcements icon
Community site session details

Community site session details

Session Id :
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

(0) ShareShare
ReportReport
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

I have the same question (0)
  • Suggested answer
    Abby Kong Profile Picture
    Abby Kong 6 on at

    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

    Yes. You are correct. Thanks for your help.

  • naZir Profile Picture
    naZir 850 on at

    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

    This is so helpful thank you!

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

News and Announcements

🚀 Season of Sharing Community Challenge Launch! 🚀

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
ScottDurow Profile Picture

ScottDurow 2

#2
GJones Profile Picture

GJones 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans