- Select record for which you want to create word template, Click on three dots / word Templates. / Download Template.
- Select the entity – which will be pre-populated with Lead. Then select related entity records associated with our chosen (primary) entity. Then click download.
- Open the Template, you will see a blank template in Word. We now need to add the Developer tab if you do not have it already. To do this, go to File/Options/Customise Ribbon/Check the Developer and then press ok.
- In the Developer tab click XML Mapping Pane. This has the mapped data we chose from Dynamics. A window appears on the right, use the drop-down and select the option that contains “ microsoft-crm/document-template ”.
- Place your cursor where you want the field to be placed Right click on the field in the XML Mapping Pane, Select Insert Content Control and choose Plain Text from the options as shown below.
- Add /todays date/ to the document that will populate based on the date the document was generated - both in PDF and Word. Go to Insert tab select Date and Time, there are many different type of date and Time select anyone which you want also check the update automatically box then press ok.
- When you have finished adding fields, this template is now ready to be uploaded and used with any Lead record. The selected fields will dynamically populate with the required information relating to that record.
- Choose File/ Upload. Select the record for which you want to populate dynamic field and select the new upload template.
- Field is successfully Mapped.
