Customer Engagement & Dynamics CRM Forum

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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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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Original Message:
Sent: Dec 02, 2019 11:37 AM
From: Kaylea Stuart
Subject: Updating Templates

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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