Uploading the template to Dynamics 365

After the document template has been prepared, the next step is to upload the template back into Dynamics 365. The following steps show how to do this:

  1. Navigate to Settings | Templates:
  1. Click on UPLOAD TEMPLATE:
  1. Click on the browse link and select the document modified in the section Types of controls:
  1. Click on the Upload button; the following screen will appear:
  1. Just as in step 1, you can upload ...

Get Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.