You can see below that I can now access an option to customize the ribbon. (Maybe within a blank area of your ribbon!) To do this in you document right click on the existing ribbon. So that they show in your command ribbon in Word. On a blank document in word, you will first want to enable the Word developer tools. You may decide the formatting on them isn’t fantastic! And when you do you’ll want to create your own templates.īefore you think about creating Word templates there are some settings you need to check within Word. (As shown below.)Īs part of your revision I suggest running some of these out of the box templates. It is also possible to find the same option from within the invoice form. Below you can see that I have navigated to invoices, selected an invoice and then I have access to the invoice template in the “Word Templates” option.Ībove I selected a word template from a view of invoices. Just navigate to the required entity, select (or open) a record and select the word template option. Using these out of the box templates is simple. It is therefore possible to grant / restrict access to word templates based on role. You can see below that I have opened one of these system templates, notice that I can enable it for specific roles as required. You will also find several Excel templates. You can view the available templates by navigating to Settings and then Templates. One thing that is worth knowing is that Dynamics 365 ships with several Word templates of the box. It will be a common requirement to use Word templates to deliver standard business documents, such as quotes, orders and invoices. Templates allow us to create documents containing Dynamics 365 data that follow a consistent format. Document templates implies the sue of Word templates.Īs with Excel we can use Microsoft Word templates with Dynamics 365. You can see below an extract from the skills measured statement that references documents and templates. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision.
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