You have created or modified a new template and now you would like to give it a try. You can test your template directly within Microsoft Word.
Open the DocumentsCorePack – template you want to test and click on mscrm-addons.com and navigate to the [Choose Data]-button.
Figure 1: Word ribbon
A search dialog opens. You can enter a
❶ search term or just press the
❷ [Search]-button. All records matching your term appear (term hast to be in primary field of entity). Mark
❸ the record you want to test your template with and press the
❹ [Select]-button to generate a document based on the selected record.
Figure 2: Dynamics 365 record to test your template with
It takes a few seconds, but when everything is working out fine, a result is shown.
Figure 3: Left: Template – Right: Data mapped from the selected Dynamics 365 record
Now check your template and verify if your modifications and your design is as expected.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.