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Updating Templates

  • 1.  Updating Templates

    Posted 13 days ago
    Hello,

    We have a lot of word templates in CRM and several of them are contracts with the same language, what is the best way to update these all at once? Currently we have a copy in SharePoint and I update the SharePoint one, upload it into CRM and delete the old one out of CRM. Sometimes we may be updating 40 templates with the same change, so I am just looking for a more efficient way to do this.

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    Kaylea Stuart
    Salt River Project
    Tempe AZ
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    Conference-CRMUG_200x200


  • 2.  RE: Updating Templates

    TOP CONTRIBUTOR
    Posted 12 days ago
    Hi Kaylea
    from my experience on templates within CRM you need to change each document. There is no way to have a template within a template. Maybe the XRM Toolbox can help you with the download and upload process as you can upload multiple at one time and manage single templates from within the toolbox.

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    Axel Girgensohn
    Dynamics CRM Specialist
    Aller Media AB
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    Conference-CRMUG_200x200


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