The relationships you select on this screen determine which entities and fields are available later, when you define the Word template. The Choose Related Entity dialog box opens. To add the fields that you want to be included in the Word template, select Choose Related Entities. The template will use data from this entity. Select the entity to which the template applies. In the Create Template Type pane, select Word Template, and then select Next.
Under Advanced Settings, select Excel and Word Templates. Make sure you have the System Administrator role in Dynamics 365 Sales Professional. From the Sales Hub app, select the Settings icon, and then Advanced settings.įollow the instructions in Use Word templates to create standardized documents to create a word template.įollow the steps in this topic to successfully create Word templates in Dynamics 365 Sales Professional.
