#How to download a template to word how to#
#How to download a template to word Pc#
#How to download a template to word windows#

Hopefully this helps others out there, like me, who weren’t able to find much on this topic. Upload the updated template to CRM and test your updates.Add the updates to the word template and save the document.One is the original one from when the template was created, the other is the new one with the latest fields and/or relationships. In the Custom XML Part drop down, you should now see two parts that start with urn.If you have two, select the one that is larger in size and click open. Navigate to the file location from Step 10 and open the customXml folder.Click the drop down under Custom XML Part.Click on the Developer tab > XML Mapping Pane.You should now see the Developer tab in the ribbon.In Word, navigate to File > Options > Customize Ribbon.If you have not, continue with the below steps to enable If you have already enabled the Developer tab in Word, skip to step 18. You will need to enable the Developer tab in Word to bring in the Custom XML Part.On your PC, navigate to and open the word template that needs updated.You should now see the extracted files like the example.Right click on the file and use a compression tool such as 7-Zip or WinZip to extract the file in the folder the file resides in.Rename the file and replace the file extension from.You’ll see why in the next couple of steps – I recommend creating a folder and putting the document in this folder.

#How to download a template to word windows#

In Windows Explorer, navigate to the location the template was saved.

#How to download a template to word Pc#

Download the template and save on your local PC.If necessary, select any necessary relationships that you’d like pull from the related entities of the primary entity.If you’re creating a new word template for an already created word document, select the necessary primary entity the word template will be ran from.If you’re updating an existing template, make sure to choose the same primary entity as the exiting.Select the primary entity you will be pulling data from to use in the word template.Click + New to create a new Word Template.In your CRM environment, navigate to the Templates area under Settings.To generate the Custom XML Part of the data you want to add to an existing template: These steps will also apply to an existing word document you wish to create a word template with by adding the Custom XML part.

These steps will apply to Microsoft Dynamics CRM 2016 on-premise or online and Microsoft Dynamics 365 on-premise or online environments.

#How to download a template to word how to#

If you have an existing word template in Dynamics 365 CRM, and the template needs updated, let’s say with new fields added in CRM, you don’t need to know how to update XML to make the updates. However, if you’ve searched the internet like I have, there is not a lot of information on how to update an existing template. With the introduction of word templates in Microsoft Dynamics CRM 2016, it allowed for easier reporting and the ability to really customize that data pulled out of CRM.