Design a document template in Dynamics

< Document templates in D365


 * Microsoft provides an Office Add-on for Microsoft Word 2016 so you can design document templates in Microsoft Word.
 * In 2017 this plugin is only working on a Windows workstation not on the Mac.

Upload documents
To upload a document template in D365, follow these steps:
 * Go to module 'Organization administration'.
 * Choose Setup > Office integration > Document templates.
 * Click on Browse. You can only upload Word 2016 documents.
 * It is a best practice to fill in the specific country/region and the specific language.