In this video, you’ll learn how to create a custom dynamic Word Template in Microsoft Dynamics 365 CE/CRM. We’ll walk through a real use case, design the template step-by-step, and test it in action — all in under 8 minutes!This is perfect for automating document generation like quotes, offers, invoices, and contracts directly from D365 data.
📌 What’s Covered (Timestamps):00:00 – Introduction00:30 – Use Case Demo01:12 – Word Template Creation05:52 – Upload Custom Word Template06:24 – Testing
💡 Key Topics Covered:• Create dynamic Word templates• Use XML Mapping Pane in MS Word• Link CRM fields to Word• Automate document generation in D365
#dynamics365 #crm #powerplatformwork #WordTemplate #d365crm #documentautomation #microsoftdynamics #crmtraining
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