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Microsoft Dynamics CRM (Archived)

Document template as part of Workflow

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Posted on by

Hello everyone!

I'm in the process of creating an On-Demand workflow that utilizes the useful Workflow Elements.  However, using the SetWordTemplate Action, I can't seem to set the Target entity as the entity I would like the Template to pull from.  It's a bit tough for me to explain, so hopefully the following screenshot helps:

4745.Capture.JPG

I need the red circle to read "Customer Equipment".  Otherwise, the template isn't properly generated.  However, "Customer Equipment" isn't available for selection.

Any ideas?

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  • Verified answer
    ashlega Profile Picture
    34,477 on at

    Hi,

    I think I saw a post some time ago.. try to enable business process flows for that entity(I know it sounds strange)

    PS. Here is a link to that post: http://dynamicscrmcoe.com/enable-setwordtemplate/

  • Community Member Profile Picture
    on at

    Bingo, that was it!

    Thanks Alex!

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