Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Updating Templates

  • 1.  Updating Templates

    Posted Dec 02, 2019 11:37 AM

    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.

    Kaylea Stuart
    Salt River Project
    Tempe AZ
    Academy - Online Interactive Learning from Experts

  • 2.  RE: Updating Templates

    Posted Dec 03, 2019 02:09 AM
    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.

    Axel Girgensohn
    Dynamics CRM Specialist
    Aller Media AB

    Academy - Online Interactive Learning from Experts

If you've found this thread useful, dive deeper into User Group community content by role