Update existing word template in Dynamics 365
Microsoft Dynamics 365 provides an EXPORT PDF functionality by which we can download QUOTE, Orders and other entities with related entities data as a PDF in a specific format. In the background it actually uses a word template and convert it to PDF. We can create our own template for our need otherwise we can update existing templates already given in OOB suite. Creating new template is straight forward but there is no OOB method to update existing templates. This post will tell you how you can update existing templates based on your need.
TO achieve this we have to use XRMToolBox extension called as Document Template Manager. Watch the video below to check the steps to do it.
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