How do I use Microsoft Word templates in Microsoft Dynamics 365?

Jeff Lehan 0 Reputation points
2026-09-25T14:25:22.9633333+00:00

How do I use Microsoft Word templates in Microsoft Dynamics 365?

Microsoft 365 and Office | SharePoint | For business | Windows
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  1. AI answer

    2026-09-25T14:25:36.2766667+00:00

    To use Microsoft Word templates in Dynamics 365:

    1. Create or obtain a Word template.
      • In customer engagement apps, open a record for the entity you want, then select Word Templates > Download Template.
      • In Sales Professional, go to Sales Settings > Advanced Settings > Excel and Word Templates > New template > Word template.
      • Choose the entity and any related entities needed. The relationships selected determine which fields are available in the template.
    2. Build the template in Word.
      • Supported Word versions for creating templates are Word 2013 and 2016.
      • Macro-enabled Word files (.docm) aren’t supported.
      • Save the customized template after adding the fields and formatting needed.
    3. Upload the template back into Dynamics 365.
      • Admin upload path in Power Platform admin center: Manage > Environments > select environment > Settings > Templates > Document Templates > Upload Template > Upload Word Template.
      • Personal upload from a record: open a matching record, then select Word Templates > Upload Template.
      • In Customer Insights - Journeys: Settings > Business > Templates > Document Templates > Upload Template.
    4. Generate a document from the template.
      • Open a record that matches the template’s entity type.
      • Select Word Templates on the command bar, then choose the template.
      • Dynamics 365 generates the document and downloads it to the computer.

    Important details:

    • Templates only appear for matching record types. For example, an Account template won’t appear on an Opportunity record.
    • If a newly uploaded template does not appear, refresh the browser or reopen the app.
    • Word or Excel templates can only be used in the environment where they were downloaded. Environment-to-environment migration isn’t supported.
    • There is an upper limit of 100 related records per relationship returned in generated documents.
    • Admins can control access to organization-wide and personal templates through Settings > Security > Security Roles.
    AI-generated content may be incorrect. Read our transparency notes for more information.

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  2. JeseminQH 925 Reputation points Independent Advisor
    2026-09-25T15:12:20.62+00:00

    Hi @Jeff Lehan

    Since your question is related to Microsoft Word templates within Microsoft Dynamics 365. As this forum focuses on Microsoft 365 products, I recommend submitting your question to the Microsoft Dynamics 365 Community forum for further assistance. 

    When posting, please mention which Dynamics 365 application you use and what you would like to accomplish with the Word template. This will help the community provide more relevant guidance. 

    You can use the following link to post your question: Dynamics community forum 

    User's image

    I apologize for the redirection. Since this category mainly focuses on Microsoft 365 concerns, the members here may have limited knowledge of Dynamics 365. Posting your question in the Dynamics 365 community will help you receive more specialized assistance.

    Thank you for your patience and understanding, if you have any other questions or need further assistance, feel free to ask.

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