Document Templates

Document templates are a new feature added with Microsoft Dynamics CRM 2016. As seen previously, we can use templates for both Excel files as well as Word documents. These templates can be created outside of the system and uploaded, or generated while working in Dynamics CRM.

From any ribbon option where we are presented with the Create Template menu, we can trigger the template creation process. This starts with a selection of the template type we will be working on, as well as defining the data source, as seen in the following screenshot:

Choosing a document template type and selecting Upload allows us to load a predefined template created outside of the current Dynamics CRM organization. The Download File button allows us to take the template out of our Dynamics CRM organization, modify it, and either reimport it in the same organization, or port it to a new organization. With the template exported, we can now take advantage of the various graphs and rendering options...