Create and manage Word templates

Microsoft Word provides powerful ways to present your Dynamics 365 Sales data in a standardized and well-formatted document. Use Word templates to ensure that all the documents that go out to your customers have a consistent look per your organization’s branding. You can easily create and share your template with others.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional
More information: Dynamics 365 Sales pricing
Security roles Sales Manager, Sales Professional Manager, or Vice President of Sales
More information: Predefined security roles for Sales

Create a Word template

Templates help users to generate standardized documents with Dynamics 365 Sales data.

Depending on the license you have, select one of the following tabs to know on how to create word templates for Dynamics 365:

  1. From the Sales Hub app, select the Settings icon Settings icon., and then Advanced settings.

  2. Follow the instructions in Use Word templates to create standardized documents to create a word template.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role.

  • Your administrator hasn't turned on the feature.

  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box apps such as, the Sales Hub or Sales Professional app.

See also