Customizing document templates
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The document provides a step-by-step guide on customizing document templates in Microsoft Dynamics CRM 2016, specifically for creating a Word template associated with an account entity. It outlines the processes for selecting the account and task entities, using the XML mapping pane for designing the document, and uploading the customized template back into CRM. The final output allows users to generate documents that include account details and associated tasks.
Customizing document templates
- 1. Microsoft Dynamics CRM 2016 CUSTOMIZING DOCUMENT TEMPLATE
- 2. Microsoft Dynamics CRM 2016 allows users to customize the document templates rather than just using the predefined templates available in CRM. Here are the steps to create a customized word document template which is associated with an Account entity and displays the tasks associated with that entity
- 3. To create a customized document temple navigate to . Settings Business Templates Document templates Select new option
- 4. Select word template option then select ‘Account’ from the option list.
- 5. Select Word Template Select Entity
- 6. Click select entity option to get select entity dialog box. From the 1:N relationship option select Task option. Select Account option from select entity dialog box. From the N:1 relationship option select Account. Then download template.
- 7. Find the downloaded template in downloads folder in the computer and open it. The word document will be empty. Then enable developer tab in word document and use XML mapping pane to insert the controls in to word document. Note: To enable developer tab navigate to File>Options->Customize ribbon->Tick the developer check box option. Now the developer tab will be visible with other word tab options. Click on it and select XML mapping pane.
- 8. We can start designing the word document now. To add an entity image form control to document right click on the entity image option under the Account Entity in task pane. Expand the ‘Custom XML part’ drop down in the XML pane and choose the urn:microsoft-crm…..option. Now the CRM fields related to Account and Tasks will be displayed under the drop down. The control will be inserted into the document. Now add a 2*2 table in document and give headings like subject,description,start date,end date.Now click on the cell below the subject option in table and to insert a subject field right click on the subject option under the Task option in task pane. Then choose Insert content control->Picture. Then choose Map to selected content control . The control will be inserted into the document. Now add a 2*2 table in document and give headings like subject,description,start date,end date.Now click on the cell below the subject option in table and to insert a subject field right click on the subject option under the Task option in task pane.
- 10. Now in order to make the last row of the table a repeating row[an Account may contain more than one Task select the whole row and in the task pane right click on Task option and choose Insert content control->repeating. We can perform more designing if wanted after that save the word document.
- 11. Now open CRM and navigate to Settings->Business->Templates->Document Templates->Choose Upload Template option. Browse and upload the previously saved word document.
- 12. After uploading it we can see the document template in the Available templates view along with other templates
- 13. Now to create a document using this template navigate to Accounts view and open any Account. From the more menu choose word Templates->Choose the template created by us. Then the document will be downloaded to the system.
- 14. The document will have the Account entity image along with the Account details and it will list the available task associated with that Account
- 15. Thank you K.Naveen Kumar Microsoft Dynamics CRM Technical Consultant