![]() ![]() After that the relationship selection page will appear.We will get data from quote entity so select “Quote” in Filter by Entity drop down.After that a windows will appear Select “ Word Template” as our document will be word based.Click on New (+) button to create a new template.Click on Document Templates and you can see there are already some built-in document templates available (both MS Word and MS Excel based), and you can make custom templates, upload them and generate documents based on these templates. ![]() Go to Settings > Templates you will be able to see Document Templates options which was not there before Dynamics CRM 2016 update. The first step is the creation of Microsoft Word template. ![]() Users can create Word templates for letters, agreements, quotes, invoices and other documents automatically populated with CRM data and generate document in just a single click.īelow is step by step guide to create custom Word Template from Quote entity. In this blog post we will cover how to create a custom Microsoft Word template to generate Customer Ready Quote using Document Generation feature introduced in Dynamics CRM 2016. ![]()
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