Select the Dynamics 365 Sales Professional XML schema.
In your Word template, select Developer > XML Mapping Pane. Use the XML Mapping Pane to define the Word template with Dynamics 365 Sales Professional entity fields. The Developer tab now appears in the Word ribbon. Go to File > Options > Customize Ribbon, and then select the Developer check box. To see and add Dynamics 365 Sales Professional XML data, you need to enable the Word Developer tab. At this point, the document appears to be blank. To upload the template after you customize the data, go to the list of templates, and then select Upload Template.įor more information, see the Step 4: Upload the Word template back into the Sales app. To upload the template later, select the Upload the template later check box, and then select Next. Select Download to create a Word file on your local computer with the exported entity included as XML data. In the Select Entity dialog box, select Next. For example, if you’re exporting a template for an account, and you want to include a list of its contacts, the document will return at most 100 of the account’s contacts. To ensure documents download in a timely matter, there is an upper limit of 100 for the number of related records returned for each relationship. A marketing list can have multiple accounts.
An account can have multiple marketing lists. A lead, account, or contact can have multiple accounts. Here are some example relationships for the Account entity:ġ:N Relationship. Select only the relationships you need to add Dynamics 365 Sales Professional data to the Word template. The relationships you select on this screen determine which entities and fields are available later, when you define the Word template. The Choose Related Entity dialog box opens. To add the fields that you want to be included in the Word template, select Choose Related Entities. The template will use data from this entity. Select the entity to which the template applies. In the Create Template Type pane, select Word Template, and then select Next. Under Advanced Settings, select Excel and Word Templates. Make sure you have the System Administrator role in Dynamics 365 Sales Professional. From the Sales Hub app, select the Settings icon, and then Advanced settings.įollow the instructions in Use Word templates to create standardized documents to create a word template.įollow the steps in this topic to successfully create Word templates in Dynamics 365 Sales Professional.
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