Uploading the template

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 ...

Get Mastering Microsoft Dynamics CRM 2016 now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.