Here, the entities, ‘Quote Product’, ‘Account’ and ‘Contact’ are selected.ĥ. Multiple relationship entities are selected. Click the Select Entity button to select the corresponding relationship entity. Select an entity from the drop down list, Filter by entity.Ĥ. Navigate to select a record -> click on more option (…) -> Click on Word Templates -> Click on Create Word Templateģ. Here are the steps to create a word template for the purpose of creating a Product Quotation template.ġ. Navigate to open a record -> click on more option (…)-> Select a Word Template and then Click on “Create Word Template” Navigate to entity for e.g., for the entity, Quote. Navigate to Select a record -> click on more option (…) -> Select a Word Template and then click on “Create Word Template”ģ. This enables you to create a template for the entity which has been selected.Ģ. Navigate to Settings -> Templates -> Document Templates -> New -> Select Word Template and entity. It is useful to create templates for enabling you to generate documents in a standardised format.ģ ways in which a word template can be created:ġ. The Word Template feature is introduced in the MS Dynamics CRM 2016.
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