[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-249129-105":53,"doc-detail-249129-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","word-and-excel-templates-for-dynamics-365","Word and Excel Templates for Dynamics 365","","This document provides a comprehensive guide to leveraging the power of Word and Excel templates within Dynamics 365. It details how users can create custom system and personal reports by pulling data directly from D365, significantly streamlining document creation and data manipulation processes. The guide is structured into clear lessons, beginning with setting up Word to create CRM templates, including enabling the Developer Tab, downloading Word templates from CRM, and enabling XML Mapping for CRM data. It then progresses to creating Word templates by adding CRM fields, setting up Word documents, and building tables from CRM records. The document also covers uploading and running Word templates from within CRM, as well as removing and updating them. For Excel, the guide explains how to download Excel templates for CRM, manipulate Excel data by naming columns, fields, and ranges, and create formulas on new sheets. Finally, it details how to use Excel templates in CRM, including uploading them, running them from a view, updating formula results, and managing template removal and updates. The overall course objective is to equip users with the skills to efficiently create and utilize both Word and Excel templates for enhanced data integration and reporting within Dynamics 365.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/word-and-excel-templates-for-dynamics-365/249129/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/word-and-excel-templates-for-dynamics-365/249129.png","ImageObject",442,249,{"name":88,"@type":89},"Maya Linwood","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-22","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",8,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is the primary benefit of using Word and Excel templates in Dynamics 365?","Question",{"text":109,"@type":110},"The primary benefit is the ability to leverage the power of Excel and Word to create system and/or personal reports that pull data directly from D365, making document creation and data manipulation much easier and more efficient than in past versions.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What are the main steps involved in creating a Word template for CRM?",{"text":114,"@type":110},"Creating a Word template involves setting up Word by enabling the Developer Tab and XML Mapping, downloading a template from CRM, adding CRM fields to the document, and potentially creating tables from CRM records. Afterward, the template can be uploaded and run from a record in CRM.",{"name":116,"@type":107,"acceptedAnswer":117},"How can users manipulate Excel data for CRM templates?",{"text":118,"@type":110},"Users can manipulate Excel data by naming columns, fields, and ranges appropriately, and then creating new formulas on a new sheet. These Excel templates can then be used within CRM to generate reports and update formula results.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},249129,1789977245,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":4},962084928432,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","Word and Excel Templates  \nDynamics 365 allows customers to leverage the power of Excel and Word. Document Templates allow users to create system and/or personal reports that can pull data from D365 . The Word Template makes including Dynamics data into documents much easier than in past versions and you don’t have to waste time recreating your document formatting every time. In Excel, you can set up your formulas, charts and formatting once and then just update with the data from Dynamics.  \nCOURSE OBJECTIVE: To prepare Word to create templates and create a simple Word Template. To create a simple Excel Template.  \nLESSON 1: Set Up Word to Create CRM Templates  \nTask 1: Enable the Developer Tab  \nTask 2: Download Word Template from CRM  \nTask 3: Enable XML Mapping for CRM data  \nLESSON 2: Create a Word Template and Add CRM Fields  \nTask 1: Setting up Word Document or Copying from an Online Source  \nTask 2: Including CRM fields in your Word Document  \nTask 3: Create a Table from CRM Records in your Document  \nLESSON 3: Using your Word Template in CRM  \nTask 1: Upload your Template as a System or Personal Template  \nTask 2: Running Template from a Record  \nTask 3: Removing/Updating Templates  \nLESSON 4: Download Excel Template for CRM  \nTASK 1: Where to locate Excel Templates  \nLESSON 5: Manipulating Excel Data  \nTASK 1: Name Columns, Fields, Ranges  \nTASK 2: Create Formulas on a new sheet  \nLESSON 6: Using Your Excel Template in CRM  \nTask 1: Upload your Template as a System or Personal Template  \nTask 2: Running Template from a View  \nTask 3: Updating Formula Results in Template  \nTask 4: Removing/Updating Templates","cbCairSJRiaRANtN","https://ap.wps.com/l/cbCairSJRiaRANtN","pdf",176560,"English","# LESSON 1: Set Up Word to Create CRM Templates\n## Task 1: Enable the Developer Tab\n## Task 2: Download Word Template from CRM\n## Task 3: Enable XML Mapping for CRM data\n# LESSON 2: Create a Word Template and Add CRM Fields\n## Task 1: Setting up Word Document or Copying from an Online Source\n## Task 2: Including CRM fields in your Word Document\n## Task 3: Create a Table from CRM Records in your Document\n# LESSON 3: Using your Word Template in CRM\n## Task 1: Upload your Template as a System or Personal Template\n## Task 2: Running Template from a Record\n## Task 3: Removing/Updating Templates\n# LESSON 4: Download Excel Template for CRM\n## TASK 1: Where to locate Excel Templates\n# LESSON 5: Manipulating Excel Data\n## TASK 1: Name Columns, Fields, Ranges\n## TASK 2: Create Formulas on a new sheet\n# LESSON 6: Using Your Excel Template in CRM\n## Task 1: Upload your Template as a System or Personal Template\n## Task 2: Running Template from a View\n## Task 3: Updating Formula Results in Template\n## Task 4: Removing/Updating Templates","[{\"question\":\"What is the primary benefit of using Word and Excel templates in Dynamics 365?\",\"answer\":\"The primary benefit is the ability to leverage the power of Excel and Word to create system and/or personal reports that pull data directly from D365, making document creation and data manipulation much easier and more efficient than in past versions.\"},{\"question\":\"What are the main steps involved in creating a Word template for CRM?\",\"answer\":\"Creating a Word template involves setting up Word by enabling the Developer Tab and XML Mapping, downloading a template from CRM, adding CRM fields to the document, and potentially creating tables from CRM records. Afterward, the template can be uploaded and run from a record in CRM.\"},{\"question\":\"How can users manipulate Excel data for CRM templates?\",\"answer\":\"Users can manipulate Excel data by naming columns, fields, and ranges appropriately, and then creating new formulas on a new sheet. These Excel templates can then be used within CRM to generate reports and update formula results.\"}]","Word and Excel Templates for Dynamics 365 | PDF",1789250095]