In this blog, we share a lesson learned when using a Dynamics 365 Customer Engagement online data source connector, called Instance Web API, for Power BI reports.
In a previous blog you've learned How to Easily Generate Excel Templates, but what if you wanted to use Microsoft Word? Using Microsoft Word templates in Microsoft Dynamics 365 can be a huge time-saver when you want to provide a professional document for an entity, especially if you need to make the document more than once for more than one records. Let's get to it!
What are Microsoft Word templates?
Microsoft Word templates are documents that are created once, but can be used on multiple records directly from Microsoft Dynamics 365. Templates can be used to generate anything from thank you notes, to birthday cards, or even a list of opportunities associated with an account by using XML – but before you run to get a developer, don't worry, no coding is required!
When would you use a Microsoft Word template?
If you wanted to send a note to a key contact on their birthday you could create a "Happy Birthday" template, once you print it off you could give it your own signature to add a personal touch.
Another case would be if you wanted to remind an account of all their opportunities and the associated proposed budgets.
A third example is if you wanted an account to verify the contacts on their team and what levels of authority each has such as purchasing authority, service-ticket creation authority, or IT architecture authority.
Or, anytime that you want information from an Account, Contact, Opportunity or any entity to auto-populate into a Microsoft Word document for mailing, emailing or reporting.
How to Create a Microsoft Word Template?
So, if you're sending out birthday cards, providing updates or confirming information. If you need to make the same form more than once, create a template and eliminate the busy work of recreating documents.
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Happy Dynamics 365'ing!