![]() ![]() How to Create a Microsoft Word TemplateĢ. The following example will use Quotes to build a Quote Word Template and attach the template as a note to the appropriate Quote. The template is generated and populated as a note on the entity where the workflow was created. The steps are to create a Word template, create a workflow, and call the SetWordTemplate built in Actions to build a template on the fly. ![]() ![]() In a previous blog, you learned how to create a Word template in Microsoft Dynamics 365, but what if you want to automatically generate a Word Template through a Workflow without any code? Microsoft Dynamics 365 has the ability to easily generate a Word Template through Actions. ![]()
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