After you save the template, the next step is to upload the document template in Dynamics CRM. As in the Word template, you can either upload the template from Settings | Templates or on the view of the main entity:
The following screenshot is pretty self-explanatory:
See the Upload Template window, where you can drag and drop your file:
Check out the following screenshot to see how the window appears after the template has been uploaded:
Generating documents using the template
After the document has been generated, the next task is to utilize the Excel templates for generating the documents:
- Navigate to the entity view for which the document template has been uploaded. Click on EXCEL TEMPLATES and review that the newly uploaded template is available in the list of Personal Excel Templates:
- You can select either of the two options, that is, whether to download the Excel document or open it in Excel. The online Excel is opened, as shown in the following image:
