I have lots of Quote template files in different languages etc, and once in a while, I update them all with one or more new fields. When the changes are done, I would like to upload all of the templates in one go. Unfortunately, the Dynamics 365 CRM user interface doesn’t have any functionality for […]
Category: Templates
How do I update a document template, e.g. to add new fields?
For many years now, you have had the possibility to export data from Dynamics 365 CRM using Word templates. It could for instance be a quote you need to send to your customer, and that is the example I will use in this article. Let’s assume you already have an existing Word template created for […]