Part 1 will cover how to create a Word Template from scratch or edit an existing Word Template.
In my blog post I share the steps on how to enable the Convert To PDF action in Dynamics 365 Sales Hub. For the purpose of time in this video, this configuration was not showed.

00:00 – Introduction
00:22 – Agenda
02:48 – Demo
03:14 – Create New Word Template from scratch
06:59 – Edit an existing Word Template

➑ To download XrmToolBox – https://www.xrmtoolbox.com
➑ For information on Document Template Manager – https://www.futurezconsulting.com/2017/02/06/xrmtoolbox-plugin-doc-template-manager/

Please note this was filmed when there was gale winds in Wellington and you hear the wind occasionally which adds to the unique sound of this WTF episode πŸ˜‰

Don’t forget to give me a thumbs up if you enjoyed this WTF episode.

Read my full blog post at https://benitezhere.blogspot.com/2020/06/PDF%20automation%20series%20-%20Part%201%20How%20to%20create%20a%20Word%20template%20in%20Dynamics%20365.html

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2 Comments
  1. Shafiuddin Mohammed 1 year ago

    Awesome..!βœ…βœ”οΈ
    Good explanation every one can understand very easily.

  2. Regina Rental 11 months ago

    Great video Elaiza! just a quick observation, you can indeed upload and download the templates from Dynamics, not sure why would you use the xrmtoolbox for this. Have a great day!

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