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 toΒ FileΒ >Β OptionsΒ >Β Customize Ribbon, and then enableΒ Developer.
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The Developer option will be visible on the menu
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You use the XML Mapping Pane to add entity fields to your Word template. Be sure to only add fields asΒ Plain TextΒ orΒ Picture only.
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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.
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- With the template file open in Word, go toΒ FileΒ >Β OptionsΒ >Β ProofingΒ >Β AutoCorrect Options.
- DeselectΒ Capitalize first letter of sentencesΒ andΒ Automatically use suggestions from the spelling checker.
- DeselectΒ Hyphens (--) with dash (-)Β on theΒ AutoFormatΒ andΒ AutoFormat as You TypeΒ tabs.
- ClickΒ OK.
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Use the XML Mapping Pane under the Developer tab to define the Word template with entity fields.
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Select the schema listed as "um:Microsoft-crm/document-template..."
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You will see a list of fields to add to the template and at the bottom the related tables and thier fields.
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A completed template would look like this in Word
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- Put fields with repeating data in a table row.
- Select the entire table row in the template.
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Select the record to be repeated in the table, right-click and select Repeating.
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