---
title: Configuring Microsoft Word
slug: configuring-microsoft-word
icon: 📃
docTags: 
createdAt: 2023-12-11T21:30:49.480Z
---

## 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.

1. Go to **File** > **Options** > **Customize Ribbon**, and then enable **Developer**.



![](https://learn.microsoft.com/en-us/power-platform/admin/media/word-template-developer-word-ribbon.png)

The Developer option will be visible on the menu

![](https://learn.microsoft.com/en-us/power-platform/admin/media/word-template-developer-tool-word-ribbon.png)

## 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.**

![](https://learn.microsoft.com/en-us/power-platform/admin/media/word-template-insertfield-plain-text.png)

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.

![](https://learn.microsoft.com/en-us/power-platform/admin/media/word-template-dont-change-text-fields.png)

### Deselect Proofing options

1. With the template file open in Word, go to **File** > **Options** > **Proofing** > **AutoCorrect Options**.
2. Deselect **Capitalize first letter of sentences** and **Automatically use suggestions from the spelling checker**.
3. Deselect **Hyphens (--) with dash (-)** on the **AutoFormat** and **AutoFormat as You Type** tabs.
4. Click **OK**.

![](https://learn.microsoft.com/en-us/power-platform/admin/media/word-template-proofing-auto-correct-options.png)

![](https://learn.microsoft.com/en-us/power-platform/admin/media/word-template-deselect-auto-correct-settings.png)



## Step 3: Define the Word template

Use the XML Mapping Pane under the Developer tab to define the Word template with entity fields.

![](https://learn.microsoft.com/en-us/power-platform/admin/media/word-template-xml-map-pane.png)

![](https://learn.microsoft.com/en-us/power-platform/admin/media/word-template-upload-dynamics-365.png)

Select the schema listed as "um\:Microsoft-crm/document-template..."

![](https://learn.microsoft.com/en-us/power-platform/admin/media/word-template-select-xml-schema.png)

You will see a list of fields to add to the template and at the bottom the related tables and thier fields.

![](https://learn.microsoft.com/en-us/power-platform/admin/media/word-template-insertfield-plain-text.png)

A completed template would look like this in Word

![](https://learn.microsoft.com/en-us/power-platform/admin/media/word-template-sample.png)

## Set content control fields to repeat

1. Put fields with repeating data in a table row.
2. Select the entire table row in the template.

![](https://learn.microsoft.com/en-us/power-platform/admin/media/word-template-create-table-content-control-fields.png)

Select the record to be repeated in the table, right-click and select Repeating.

![](https://learn.microsoft.com/en-us/power-platform/admin/media/word-template-set-table-row-repeating.png)