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CREATE TEMPLATE FOR OUTLOOK MAC 2016 HOW TO
CREATE TEMPLATE FOR OUTLOOK MAC 2016 UPDATE

Step 4: Upload the Word template back into customer engagement apps When the template has the fields and formatting you want, save it and upload it into customer engagement apps. When you use the Word template in customer engagement apps to create a document, the table will populate with multiple rows of data. In the XML Mapping Pane, right-click the relationship containing the content control fields, and then click Repeating. Select the entire table row in the template. Put fields with repeating data in a table row. To include all the data in your Word template, set the content control field to repeat. For example, accounts have more than one contact. Some content control fields you entered likely have multiple lines of data. The entity field is added to the Word template.Īdd additional entity fields, add descriptive labels and text, and format the document.Ī completed template might look like this:

CREATE TEMPLATE FOR OUTLOOK MAC 2016 HOW TO

If you have frequent accidental edits that cause Word to freeze or have performance degradation, be sure to turn off the AutoCorrect options according to the section: "A known issue and how to avoid it".Įxpand the entity, right-click the entity field, and then click Insert Content Control > Plain Text. It will begin with "urn:microsoft-crm/document-template/". In your Word template, click Developer > XML Mapping Pane. Use the XML Mapping Pane to define the Word template with entity fields.

If you followed the above recommendations, you're ready to define the Word template. With the template file open in Word, go to File > Options > Proofing > AutoCorrect Options.ĭeselect Capitalize first letter of sentences and Automatically use suggestions from the spelling checker.ĭeselect Hyphens (-) with dash (-) on the AutoFormat and AutoFormat as You Type tabs. If you experience Word freezing or performance degradation, try turning off AutoCorrect. You can make formatting changes to content control fields, such as bolding the text, but no other textual changes, including capitalization changes. Be sure to only add fields as Plain Text or Picture.ĭo not make any textual changes to the added content control You use the XML Mapping Pane to add entity fields to your Word template.

To prevent issues with control fields, do the following: Only add fields as Plain Text or Picture When you add a content control field, Word sees it as a new sentence and will capitalize it when focus shifts away from the field. By default, Microsoft Word AutoCorrect capitalizes sentences. These changes can occur through AutoCorrect as well as user edits.

You make a textual change, such as changing the capitalization or adding text, to a content control.

You insert a content control other than Picture or Plain Text.

Only select relationships you need to add data to the Word template.Ī few things can cause Word to freeze, requiring you to use Task Manager to stop Word: The relationships you select on this screen determine what entities and fields are available later when you define the Word template. A marketing list can have multiple accounts. RelationshipĪ lead, account, or contact can have multiple accounts.Īn account can have multiple marketing lists. Here are some example relationships for the Account entity. For admin content, see: Entity relationships overview. Your administrator or customizer can provide information about entity relationships. This screen requires an understanding of your customer engagement apps data structure. What are 1:N, N:1, and N:N relationships?

CREATE TEMPLATE FOR OUTLOOK MAC 2016 UPDATE

To update templates, delete the template and then upload an updated version of that template.Īfter clicking Create Word Template, select an entity to filter with, and then click Word Template > Select Entity. Select the personal document template to delete and then click Delete ( ).For Look for, select Personal Document Templates.To delete personal document templates, do the following: