How To Create A User Manual In Word 365
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Jul 05, 2017 Home Tips and Tricks How to Create a Microsoft Word Template in Microsoft Dynamics 365 5 people are discussing this now. In a previous blog you’ve learned How to Easily Generate Excel Templates, but what if you wanted to use Microsoft Word? Using Microsoft Word templates in Microsoft Dynamics 365. Mar 10, 2017 Professor Robert McMillen shows you how to create a Manual Table of Contents in Word 2016. Professor Robert McMillen shows you how to create a Manual Table of Contents in Word 2016.
Professional manual Use this template to create a user's manual or employee handbook. This template contains a title page, copyright page, table of contents, chapter pages, and an index. In the Search for online templates box, enter the type of document you want to create and press ENTER. Tip: To start from scratch, select Blank document. Or, for practice using Word features, try a learning guide like Welcome to Word, Insert your first table of contents, and more.
-->Important
This capability is introduced in the Dynamics 365 Sales Professional app version 9.1.0.0.
Oct 19, 2016 Power Users Guide to Office 365 Last weekend I had the pleasure to present a session at Sharepoint Saturday Belgium 2016 in Brussels 'Power Users Guide to office 365' - and you can access the slides in the link below. To create a new document from your SkyDrive site using Office 365 Web Apps: Navigate to your SkyDrive site by clicking the SkyDrive link at the top of the page. Click the new document link on the page The Create a new file menu opens. Select the appropriate Web App for the file (Word, Excel, PowerPoint, etc.) you want to create.
Microsoft Word provides powerful ways to present your Dynamics 365 Sales Professional data in a standardized and well-formatted document. Use Word templates to ensure that all the documents that go out to your customers have a consistent look per your organization’s branding. You can easily create and share your template with others.
Once templates are created, users can generate standardized documents automatically populated with Dynamics 365 Sales Professional data with just a click.
Follow the steps in this topic to successfully create Word templates in Dynamics 365 Sales Professional.
Step 1: Create a Word template
Make sure you have the System Administrator role in Dynamics 365 Sales Professional.
In the site map, select Sales Settings.
Under Advanced Settings, select Excel and Word Templates.
Select New template.
In the Create Template Type pane, select Word Template, and then select Next.
Select the entity to which the template applies. The template will use data from this entity.
To add the fields that you want to be included in the Word template, select Choose Related Entities. The Choose Related Entity dialog box opens.
The relationships you select on this screen determine which entities and fields are available later, when you define the Word template. Select only the relationships you need to add Dynamics 365 Sales Professional data to the Word template. When you’re done, select Done.
Here are some example relationships for the Account entity:
1:N Relationship. An account can have multiple contacts.
N:1 Relationship. A lead, account, or contact can have multiple accounts.
N:N Relationship. An account can have multiple marketing lists. A marketing list can have multiple accounts.
Note
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. 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.
In the Select Entity dialog box, select Next.
Select Download to create a Word file on your local computer with the exported entity included as XML data.
To upload the template later, select the Upload the template later check box, and then select Next.
To upload the template after you customize the data, go to the list of templates, and then select Upload Template.
For more information, see the Step 4: Upload the Word template back into the Sales app.
Step 2: Enable the Developer tab
Open the Word template file. At this point, the document appears to be blank.
To see and add Dynamics 365 Sales Professional XML data, you need to enable the Word Developer tab.
Go to File > Options > Customize Ribbon, and then select the Developer check box.
Select OK.
The Developer tab now appears in the Word ribbon.
Step 3: Define the Word template
Use the XML Mapping Pane to define the Word template with Dynamics 365 Sales Professional entity fields.
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In your Word template, select Developer > XML Mapping Pane.
The default XML schema is selected.
Select the Dynamics 365 Sales Professional XML schema. It will begin with “urn:microsoft-crm/document-template/”.
Important
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Expand the entity to see all available fields, right-click the field you wish to add, and then select Insert Content Control > Plain Text.
The field from Dynamics 365 Sales Professional is added to the Word template.
Add additional entity fields, add descriptive labels and text, and format the document.
A completed template might look like this:
Some content control fields you entered likely have multiple lines of data. For example, accounts have more than one contact. To include all the data in your Word template, set the content control field to repeat.
Set content control fields to repeat
Put fields with repeating data in a table row.
Select the entire table row in the template.
In the XML Mapping Pane, right-click the relationship containing the content control fields, and then select Repeating.
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When you use the Word template in Dynamics 365 Sales Professional to create a document, the table populates with multiple rows of data.
When the template has the fields and formatting you want, save it, and upload it into Dynamics 365 Sales Professional.
Step 4: Upload the Word template back into the Sales app
When you have your Word template built the way you want, save it so you can upload it into Dynamics 365 Sales Professional.
Microsoft 365 Word Manual
An administrator can use the Advanced Settings page to upload the Word template into Dynamics 365 Sales Professional.
Note
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Users in your organization can see the templates available to them by selecting the Word Templates button on the command bar in the list of records.
In the Sales Professional app, go to Advanced Settings > Excel and Word Templates.
Select Upload Template.
Find and upload the file.
Select Upload.
You’ll see the summary of the file you’re uploading.
Select Finish.
See also
Bulk Create Users Office 365
Use document templates to create standardized documents
Admin settings overview