November 2017
Intermediate to advanced
402 pages
7h 49m
English
Content preview from Mastering Microsoft Dynamics CRM 2016
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Uploading the template
After you save the template, the next step is to upload the document template in Dynamics CRM. As in the Word template, you can either upload the template from Settings | Templates or on the view of the main entity:
The following screenshot is pretty self-explanatory:
See the Upload Template window, where you can drag and drop your file:
Check out the following screenshot to see how the window appears after the template ...