Let’s go through how to create this particular Word template. We not only want to generate this document, but we want to attach it in a note on the Account record and automatically send it in an email to our manager. Let us say from one of our accounts, we want to generate a document that shows high level account information as well as pull the list of all related contacts and all related Opportunities to send to management each month. Out-of-the-box functions allow users to generate and edit the template as well as run workflows to add them as note attachments to a record. Tools such as Microsoft flow allow a user to be able to generate a Word template and attach it to an email or upload it into SharePoint. Microsoft Word templates can be quite useful inside Dynamics 365 CRM (D365 CE), especially when a user wants to dynamically pull data from a record into a document that can be downloaded as a PDF, emailed, saved locally, attached as a note, or sent for review.
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