In the webinar on August 22, 2019 we focused on the must knows around our Microsoft Word Template Designer including the following topics:
- Design a template in Microsoft Word
- Map field from Dynamics 365 including related data
- Define a dynamic document name
- Test your template
- Deploy your template
More reading on this topic:
- DocumentsCorePack Template Designer – New Features (May 2019 / webinar)
- How to create DocumentsCorePack Templates (Oct 2021 / online article)
- Template Explorer (Dynamics 365) (Aug 2020 / online article)
- Template Explorer Settings (Dynamics 365) (Aug 2020 / online article)
- How to set a specific Language in your Template (Dec 2021 / online article)
- Template Versioning in Dynamics 365 (May 2019 / online article)
- How to define dynamic document names in DocumentsCorePack templates (Nov 2020 / online article)
- How to insert a chart from scratch into your template (Dynamics 365) (June 2020 / online article)
- How to import a Dynamics 365 Chart into your template (Dynamics 365) (June 2020 / online article)
- TemplateImportExport Console Application – DCPIE.exe (Feb 2021 / online article)
- Upload sample templates (Aug 2020 / online article)
- Analyze Template Feature in Dynamics 365 (Aug 2020 / online article)
- Automated Backup of your DocumentsCorePack Templates (March 2018/2022 / online article)
- DocumentsCorePack Template Designer – Getting Started (July 2021 / online article)
- DocumentsCorePack TemplateDesigner Getting Started (Jan 2022 / documentation/pdf)
- DocumentsCorePack Template Designer User Guide (July 2020 / documentation/pdf)