O'Reilly logo

Mastering Microsoft Dynamics CRM 2016 by Deepesh Somani

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

An alternative way of creating the template

Another way of generating a Word template is to generate it while being on any of the entity records. Let's look at how it can be generated for an account:

  1. While on the account record form, click on More (...), | Word Templates | Create Word Template:

Check out the following screenshot to see how can selected the Word Template option:

Doing this will open a screen where you can select the relationships that are to be included in the template.

Another way for generating the word template would be ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required