After the document template has been prepared, the next step is to upload the template back into Dynamics CRM. The following steps show how it is done:

1. Navigate to Settings | Templates:

2. Click on Upload Template:

3. Click on the browse button and select the document modified in Step 3:

4. Click on the Upload button; the following screen appears:

5. Just like in Step 1, you can also upload templates on any of the record forms or while being on any of the entity views:

After the word templates have been imported into Dynamics CRM, the next thing we'd like to do is generate information using the templates:

1. Navigate to the record form for which you want to generate the document using the uploaded template. Navigate to More (...) | Word Templates:

2. Check whether the uploaded template appears in the list of Word Templates.
3. Click on the template name to download the document.
4. Open the document to view its contents: