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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.

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:

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

Can't find the feature in your app?

There are a few possibilities:

  • You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
  • You don't have the necessary security role to use this feature.
  • 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 Sales Hub and Sales Professional apps.