Word templates provide a means to create reusable templates in Microsoft Word and save them to Microsoft Dynamics 365. These Word templates can then be used to generate standardized Word documents based on CRM data. The following table lists the versions of Word that can generate or open a document created via the Word Template feature of Microsoft Dynamics 365:
Creating a Word template |
Using documents generated via the Word template |
Microsoft Office 2013, Microsoft Office 2016 |
Microsoft Office 2010, Microsoft Office 2013, Microsoft Office 2016 |