To insert a repeating section do the following: For repeating sections (Quote Products for a Quote) you need to insert a repeating section. Then in the XML Mapping section, right-click the field, select Insert Content Control, and select Plain Text.ġ0. In the template, you can insert fields by clicking on the location in the template where you want the field inserted. Under Custom XML Part:, select "urn:Microsoft-crm/document-template/quote/1084/"ĩ.
From the Developer tab, select the XML Mapping Pane.Ĩ. If the developer tab is missing, right-click the ribbon and select Customize the Ribbon and add the Developer tab.ħ. In the word document, add the developer tab. Under 1:N relationship select Quote Products and click Download Template.Ħ. Select any related entities that you will use to include additional data points. Select the Quote Entity and click Select Entity.ĥ. Select Excel Templates from the Command Bar > Create Excel Template.Ĥ.
How to Create a Microsoft Word TemplateĢ.
The following example will use Quotes to build a Quote Word Template and attach the template as a note to the appropriate Quote. The template is generated and populated as a note on the entity where the workflow was created. The steps are to create a Word template, create a workflow, and call the SetWordTemplate built in Actions to build a template on the fly. In a previous blog, you learned how to create a Word template in Microsoft Dynamics 365, but what if you want to automatically generate a Word Template through a Workflow without any code? Microsoft Dynamics 365 has the ability to easily generate a Word Template through Actions.