Tuesday, January 19, 2016

CRM Document Templates Some Observations

Document templates were added in the 2016 version of Dynamics CRM to allow users to easily generate Word or Excel documents directly from Dynamics CRM. This  Microsoft link explains how to create and upload a Word template and how to generate documents. However there are a number of things you need to be aware of.

There does not seem to be a way of adding templates to a solution so you need figure out a way to move templates  from one environment to another. You could do this manually or write some code using the DocumentTemplate entity in the 2016 SDK.