The next step is to upload the Word Template so that it can be used. Then populate the table with content control just like before.ġ1. You can insert tables as well creating the table in Microsoft Word, select the row, then right click on the opportunity entity at the bottom of the XML Mapping Pane, expand the Insert Content Control section and select repeating.ġ0. As you type your document, right-click fields to insert them into the document.ĩ. Select CRM in the Custom XML Part Drop-down MenuĨ. Once the developer tab is on the ribbon click "Display the XML Mapping Pane" under the developer tab.ħ. If it is not, right click the Ribbon and select "Customize the Ribbon" in the right pane, check the box next to Developer and select ok. In Microsoft Word, make sure the developer tab is shown in the Ribbon. ![]() How to add a signature in word 2017 download#Once you click "Download Template" the download will start automatically, and the resulting file will look like a blank MS Word document.Ħ. Select any related entities that you will use in the template such as Opportunities, Quotes, Orders or Invoices.
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