![]() 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.
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