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Creating Document Templates using Web Services in CRM
By Vijender Sangwan
in to the Web UI and under the Administration tab. Select Document Templates.
on the New Button to create a new Template
screen like above will be displayed to enter the details.
the details as shown above,
Type - Microsoft Word, as we are using Word Document template
– Name of the Document Template
type – BUS2000271, We have created the Web Service for Agreements, Choose as
the details are entered, click on start Designer
new word Document in editable mode is opened.
on the Element showing in the bottom right Corner of the Window
you keep clicking it, it will take you into the Nodes you have selected in the
can put them here in the window for display.
all the fields you require for your Document .and design the document as
the Document is designed. Click on the save Button to Save the Document.
the document is saved, close the document.
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