When would you use a Microsoft Word template? 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! Microsoft Word templates are documents that are created once, but can be used on multiple records directly from Microsoft Dynamics 365. 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.
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