There is no filter by view, like unresolved cases last week or a way to determine sorting order. Example: displaying cases of an account will display all cases. You need to use the arrows key to exit content control and not to use the mouse.

If you wish to delete content control use the Del button rather than backspace.

There is no overwrite option when importing documents and the duplication of Document Template records can be confusing. Therefore, you need to import the document again and again, to CRM, to test it.

There is no preview option in Windows to verify how the document design comes up when populated with CRM records.

Dragging content control in the bottom raw of a table can drag more content than expected. If you placed content control in the wrong location, you can drag it to another location, which is a bit tricky, especially if you drag between cells of a table.

You need to be very delicate with content control and not to modify them.

Word merged fields are XML content control fields.

You need to customize these fields (in CRM customization) to the correct number of decimal places you wish to display on the document.

Some fields, like the quantity of Write-In Products and Existing Products, have more than 2 decimal places (actually they have 5 decimal places).

You can change the attribute from Date/Time to Date only, for better presentation of dates in document. The Created On field is of the type: Date & Time. If you wish to display a date on a quote or invoice you can select the Created On date.

There is no function for Today’s date.

Here are some of the issues to be aware of when editing or creating a new document template: We also recommend reading this article, by Microsoft, before editing or creating a new document template: Additional Tips & Tricks are welcomed.įirst step, you can only use Word 2013 and Word 2016 to create new template or edit existing ones. We encourage readers to post their views (as reply to this article) of their experience (positive, negative or just “how to” question) when designing Word Templates for CRM 2016. In this post we describe some of the issues you may face when modifying the templates we offer for free download or if you wish to design your own Word Templates.

You can now download these templates free of charge:Ĭlick here for free download of CRM 2016 Document templatesĭesigning Documents Templates for CRM 2016 is frustrating.

CRM 2016 comes with a limited number of Documents Templates (Word templates).Ĭlients using Dynamics PDF-Docs, a one-click solution to PDF, and attach documents to Note or Email, or send PDF documents as Email attachment with CRM Workflow, were looking for a Word Templates like: Invoice, Quote, Order, Opportunity and Case to be used with Dynamics PDF-Docs.

Crm 2016 download