This course of does take a number of steps and it’s important to not get them blended up nor skip a number of steps. Nonetheless, when mastered, creating standardized paperwork shall be a lot simpler utilizing templates!
There shall be a video tutorial on the backside of this submit.
1: Have/Create a phrase template
For this demo, I’ll use this Interview Thank You template already ready previous to this course of.
Subsequent, you want precise info to place into these areas (title, tackle, quantity, and many others.) Let’s use some pattern contacts for this demo.
1. go to Settings in Dynamics 365 >> Superior Settings >> click on the dropdown subsequent to Settings >> beneath Enterprise click on on Templates >> Doc Templates >> + NEW >> choose Phrase Template >> select Contact (or no matter entity for the template) >> Choose Entity
2. You’ll be requested to pick out sure gadgets pertaining to the relationships. If in case you have different…