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1. #SALES INVOICE TEMPLATE MICROSOFT WORD HOW TO#
2. #SALES INVOICE TEMPLATE MICROSOFT WORD PDF#
3. #SALES INVOICE TEMPLATE MICROSOFT WORD UPDATE#

Under Customize Ribbon and under Main Tabs, select the Developer check box.Ĭlick the XML Mapping Pane button on the ribbon, then click on the dropdown on the right side and select the ‘urn:microsoft-crm/document-template/opportunity/3/’ from the drop down. If you don’t see the developer tab: Click the File tab, go to Options > Customize Ribbon. NOTE: If you have this setup in another word document, you can copy and paste it into the word template so you don’t have to start from scratch.Ĭonfigure Word Template to pull in Dynamics 365 DataĬlick on the developer tab in Word. (adding the tables, columns, company information, etc) At this point you can configure the form to look like a quote. After the file has been downloaded open the file. I am going to pick the following relationships:Įntity Name: Opportunity Line | Schema Name: product_opportunitiesĮntity Name: Account | Schema Name: opportunity_customer _accountĮntity Name: Contact | Schema Name: opportunity_parent_contactĮntity Name: User | Schema Name: opportunity_owning_userĬlick the ‘Download Template’ button and save the file. You want to pick related entities so you can pull this data into the word document. The next screen shows you the relationships that are available for this entity. Users can then push data from Dynamics 365 in these pre-configured excel sheets and analyse the data. Exel templates can be pre-configured with pivot tables, pivot charts, filters, etc. NOTE: Excel templates are different from exporting raw data into excel. In this example I’m going to use the Opportunity Entity. Click on the Word Template button and select the entity you want to create a word template for. From this window you can pick the template to create, you have the option between an excel template and a word template. Click the +New button on the command bar, this will bring up the ‘Create Template from Dynamics…’ window. Navigate to Settings > Templates > Document Templates.

I’ll be using this word template as a quote that I can send to my customers.īefore we can configure the word template, we first need to download a blank template that is connected to Dynamics 365.

#SALES INVOICE TEMPLATE MICROSOFT WORD HOW TO#

In this article I’ll explain how to configure a word template for the opportunity entity.

#SALES INVOICE TEMPLATE MICROSOFT WORD PDF#

The PDF generation allows users to create a PDF file vs a word document. We can configure word templates to map the data fields and child records. For folks who don’t know what this means: we have the ability to push data from Dynamics 365 into a document.

#SALES INVOICE TEMPLATE MICROSOFT WORD UPDATE#

Before this update we were only able to generate PDFs from the quote entity, but to my surprise I noticed we can now enable this functionality for these entities in Dynamics 365 as well: Account, Contact, Lead, Opportunity, Sales Order and Invoice. This week I was getting ready for a presentation for the Dynamics 365 user group, and while I was making sure everything in my instance was working correctly for the demo, I noticed that some new functionality had been added to the system.