The template will use data from this entity. Select Word Template, and then select an entity to which the template applies. On the next screen, select Document Templates, then choose + New in the top ribbon. Navigate to Settings > Business > Templates. Note that this area uses a horizontal navigator at the top of the page instead of a side navigator. The advanced settings area opens in a new browser tab.
Open the Settings menu at the top of the page and select Advanced settings. Sign in to Dynamics 365 as a user with the System Administrator role. When the templates are ready, users can generate standardized documents that are automatically populated with Dynamics 365 data with just one click. With Word templates, you can easily create and share your template with others, so all the documents that go out to your customers have a consistent look that matches your organization's branding. Microsoft Word provides powerful ways to present your Dynamics 365 data in a standardized and well-formatted document.
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