Dynamics - Exporting Record Details to Merge fields in Microsoft Word

Exporting Account details to Merge Fields in Microsoft Word

Creating a new Word template

First you will need to create a blank document with the embedded XML linking to the Record types

(User availability to this function might be permission base)

1. Click the Settings Cog and the ‘Advance Settings’
   
   

2. Within the ‘Advance Settings’ page, change the view to the ‘Templates’ option. Click the down arrow at the top to expand the menu options. Select ‘Templates’
   
   

3. Select ‘Document Templates’ from the options.
   
   
   
   
4. From this window, you Will see a list of existing Document Templates. Click the ‘+New’ button to start creating a new Template.
   
   
   
   
5. Select the ‘Word Template’ and filter by contact. Select the ‘Select Entity’ button to choose the Entities to draw field data from.
   
   

6. Within the next window you can select the field types and their relations fields. EG. Account and Contact.
   Select from the first column ‘Account_Primary_Contact’.
   Select from the Second ‘Contact_Customer_Account’.
   Click ‘Download Template’
   
   
   
   
7. Open the Template within Microsoft Word. Click the Enable Editing button.
   
   

Click the Developer tab and select the ‘XML Mapping Pane’ option
*If you don’t see the Developer Tab, then it will need to be enabled in the ‘Customise the Ribbon’ options.

8. Within the XML Mapping panel, select the link referring to the Microsoft CRM.
   
   

9. Within the ‘Contact’ section. You can select the Contact's Name by either choosing ‘Full Name’ or ‘first name’ and ‘Last name’.
10. For the Company Name, select the ‘Name’ option within the ‘account_primary_contact’ section.
11. To select the fields, right-click on the field and select ‘Insert Content Control’ then ‘Plain Text’ from the options. This will insert the Merge Fields for that field.
    
    
    
    
12. Once complete, select to save the Template.
13. To Upload the template, go back to the Dynamics 365 Template Admin Panel and select ‘Upload Template’
    
    

Select the Template to upload.

*NOTE - this process is still in development and could change.