For example, if you’re exporting a template for an account, and you want to include a list of its contacts, the document will return at most 100 of the account’s contacts. To ensure documents download in a timely matter, there is an upper limit of 100 for the number of related records returned for each relationship. Only select relationships you need to add data to the Word template. The relationships you select on this screen determine what entities and fields are available later when you define the Word template. RelationshipĪ lead, account, or contact can have multiple accounts.Īn account can have multiple marketing lists.Ī marketing list can have multiple accounts. Here are some example relationships for the Account entity. For admin content, see: Entity relationships overview. Your administrator or customizer can provide information about entity relationships. This screen requires an understanding of your customer engagement apps data structure. What are 1:N, N:1, and N:N relationships? Select a single account, and then click More ( …) > Word Templates > Create Word Template. For example, go to Sales > Client_Accounts > My Active Accounts. Templates created here are personal and available only to the user creating the template. Click an account to open it, and then click More ( …) > Word Templates > Create Word Template. Go to Sales > Client_Accounts > My Active Accounts. Open a record such as an account in Sales. You’ll need sufficient permissions to access to the Settings page, such as System Administrator or System Customizer. Go to Settings > Templates > Document Templates > New( ).
There are three places in customer engagement apps where you can create a Word template: Step 1: Create a Word template Where you can create a template From complaint letters to ASB Diary sheets this handy functionality enables you to add word templates to Dynamics that can be edited and sent/emailed to customers.
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