Configuring Microsoft Word

configuring microsoft word open the word template file to see and add customer engagement apps xml data, you need to enable the word developer tab go to file > options > customize ribbon , and then enable developer the developer option will be visible on the menu inserting fields in the word document you use the xml mapping pane to add entity fields to your word template be sure to only add fields as plain text or picture only position the cursor on the word doc and select the field from the list, right click and paste as plain test the result will look like this on the document deselect proofing options with the template file open in word, go to file > options > proofing > autocorrect options deselect capitalize first letter of sentences and automatically use suggestions from the spelling checker deselect hyphens ( ) with dash ( ) on the autoformat and autoformat as you type tabs click ok step 3 define the word template use the xml mapping pane under the developer tab to define the word template with entity fields select the schema listed as "um\ microsoft crm/document template " you will see a list of fields to add to the template and at the bottom the related tables and thier fields a completed template would look like this in word set content control fields to repeat put fields with repeating data in a table row select the entire table row in the template select the record to be repeated in the table, right click and select repeating