#MICROSOFT WORD 2016 FOR MAC TEMPLATES HOW TO#
Now that we know what data we will be retrieving and how to get it, let’s move onto creating our Word Template.įrom the Settings menu select Templates and then Document Templates. From this page, you can see the Available OOTB Templates that come with CRM and either Create a New Template or Upload one you might already have. You should have a simple FetchXML query that looks like the following: So, for our example, let’s just run a default Fetch for Accounts.Ĭlick the Download Fetch XML button and Save the resulting Fetch statement. The easiest way to create your FetchXML query is to just do an advanced find from within CRM and export the FetchXML from there. The first thing we will do is determine what data we will be retrieving to display in the Word Template. We discovered this approach is possible and not at all difficult leveraging the Open XML SDK for Microsoft Office and what follows are the steps we took in our approach. Having already created reports in SSRS that use FetchXML as the data source we began to investigate what we could create to leverage FetchXML as the data source for the new Word Document Templates. But what if you want to pull in data from other entities that do not have a direct relationship in your data model? Or better yet, what if you wanted to retrieve data from another external system? The user interface in CRM forces you to select a single starting entity and only entities that have a direct relationship for the data. We were intrigued by this functionality and began to explore it immediately, but discovered one shortcoming. Dynamics CRM now allows you to create and persist Document Templates using Microsoft Word.
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