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-->Note
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Important
This article contains information about how to modify the registry. Make sure to back up the registry before you modify it. Make sure that you know how to restore the registry if a problem occurs. For more information about how to back up, restore, and modify the registry, see Description of the Microsoft Windows registry.
Summary
This article describes various methods that you can use to reset user options and registry settings in Microsoft Office Word.
There are two basic types of options that you can define in Word. These options are as follows:
- Options that affect the way that the program operates. (The information for this kind of option is generally stored in the Microsoft Windows registry.)
- Options that affect the formatting or the appearance of one or more documents. (The information for this kind of option is stored in templates or documents.)
When you troubleshoot unusual behavior in the program or in a document, first determine whether the problem might be caused by formatting, options, or settings. If the behavior occurs in multiple documents, we recommend that you try to reset Microsoft Word to the program's default settings.
How to reset user options and registry settings in Word
To have us reset user options and registry settings in Microsoft Word for you, go to the 'Here's an easy fix' section. If you prefer to reset user options and registry settings in Microsoft Word yourself, go to the 'Let me fix it myself' section.
Here's an easy fix
To fix this problem automatically, click the Download button. In the File Download dialog box, click Run or Open, and then follow the steps in the easy fix wizard.
- This wizard may be in English only. However, the automatic fix also works for other language versions of Windows.
- If you're not on the computer that has the problem, save the easy fix solution to a flash drive or a CD, and then run it on the computer that has the problem.
Let me fix it myself
Warning Serious problems might occur if you modify the registry incorrectly by using Registry Editor or by using another method. These problems might require that you reinstall your operating system. Microsoft cannot guarantee that these problems can be solved. Modify the registry at your own risk.
To manually reset a registry key, you must first delete it. To do this, follow these steps.
Important Always export a registry key before you delete it. This step is important because you may have to restore the functionality that is provided by the key.
Exit all Microsoft Office programs.
Click Start, click Run, type regedit, and then click OK.
Expand the appropriate folders to locate the registry key that you want to delete. (Refer to the 'Main locations of Word settings in the Windows Registry' section.)
Click to select the key that you want to delete.
Use one of the following methods, as appropriate for your operating system:
- In Microsoft Windows 2000, click Export Registry File on the Registry menu, type a file name for the backup copy of the key, and then click Save.
- In Windows XP and later versions or in Microsoft Windows Server 2003 and later versions, click Export on the File menu, type a file name for the backup copy of the key, and then click Save.
Make sure that the key that you just exported is selected, and then click Delete on the Edit menu.
When you are prompted to respond to one of the following messages, click Yes:
- Are you sure you want to delete this key?
- Are you sure you want to delete this key and all of its subkeys?
Exit Registry Editor.
After you delete a registry key, and then you restart the program, Word runs the Setup program to correctly rebuild the registry key. If you want to rebuild the registry key before you run the program, repair your installation by following the steps in the 'Repair Word (Office)' section.
More Information
Main locations of Word settings in the Windows Registry
You can reset some Word settings, such as the Word Data and Options keys in the Windows registry, by using the troubleshooting utility that is contained in the Support.dot template.
Word key
Word 2016
HKEY_CURRENT_USERSoftwareMicrosoftOffice16.0Word
Word 2013
HKEY_CURRENT_USERSoftwareMicrosoftOffice15.0Word
Word 2010
HKEY_CURRENT_USERSoftwareMicrosoftOffice14.0Word
Word 2007
HKEY_CURRENT_USERSoftwareMicrosoftOffice12.0Word
Word 2003
HKEY_CURRENT_USERSoftwareMicrosoftOffice11.0Word
Word 2002
HKEY_CURRENT_USERSoftwareMicrosoftOffice10.0Word
Word 2000
HKEY_CURRENT_USERSoftwareMicrosoftOffice9.0Word
Changes made to this HKEY_CURRENT_USER key are mirrored in the following keys for Word 2003, for Word 2002, and for Word 2000:
Word 2003
HKEY_USERS.DEFAULTSoftwareMicrosoftOffice11.0Word
Word 2002
HKEY_USERS.DEFAULTSoftwareMicrosoftOffice10.0Word
Word 2000
HKEY_USERS.DEFAULTSoftwareMicrosoftOffice9.0Word
The difference between the 'HKEY_CURRENT_USER' location and the HKEY_USER' location is that the first applies only to the current user of the system, and the second is the default location for all users. However, Word entries are the same for both locations. Therefore, any change that is made to one location is automatically reflected in the other location.
Note
For the rest of this section, all references to the HKEY_CURRENT_USER tree apply also to the HKEY_USERS tree, except for the 2007 Microsoft Office 2007 programs and where otherwise noted.
The Data key and the Options key are the most frequently changed areas.
Data key
Word 2016
HKEY_CURRENT_USERSoftwareMicrosoftOffice16.0WordData
Word 2013
HKEY_CURRENT_USERSoftwareMicrosoftOffice15.0WordData
Word 2010
HKEY_CURRENT_USERSoftwareMicrosoftOffice14.0WordData
Word 2007
HKEY_CURRENT_USERSoftwareMicrosoftOffice12.0WordData
Word 2003
HKEY_CURRENT_USERSoftwareMicrosoftOffice11.0WordData
Word 2002
HKEY_CURRENT_USERSoftwareMicrosoftOffice10.0WordData
Word 2000
HKEY_CURRENT_USERSoftwareMicrosoftOffice9.0WordData
This key contains binary information for 'most recently used' lists, including the most recently used file list and the most recently used address book list. This key also contains 'Track Changes' settings and 'Edit' settings.
Options key
Word 2016
HKEY_CURRENT_USERSoftwareMicrosoftOffice16.0WordOptions
Word 2013
HKEY_CURRENT_USERSoftwareMicrosoftOffice15.0WordOptions
Word 2010
HKEY_CURRENT_USERSoftwareMicrosoftOffice14.0WordOptions
Word 2007
HKEY_CURRENT_USERSoftwareMicrosoftOffice12.0WordOptions
Word 2003
HKEY_CURRENT_USERSoftwareMicrosoftOffice11.0WordOptions
Word 2002
HKEY_CURRENT_USERSoftwareMicrosoftOffice10.0WordOptions
Word 2000
HKEY_CURRENT_USERSoftwareMicrosoftOffice9.0WordOptions
This key stores the options that you can set from Microsoft Word, either by changing menu options or by running the Registry Options Utility. For more information, see the 'Use the Registry Options Utility' section.
The options are in two groups: default options and optional settings. Default options are established during the setup process. You can change them by modifying options in Word. (To modify options in Word, click Options on the Tools menu.)
These options may or may not appear in the registry.
Wizards key
Word 2003
HKEY_CURRENT_USERSoftwareMicrosoftOffice11.0WordWizards
Word 2002
HKEY_CURRENT_USERSoftwareMicrosoftOffice10.0WordWizards
Word 2000
HKEY_CURRENT_USERSoftwareMicrosoftOffice9.0WordWizards
All wizard defaults are stored in this key. These settings are created the first time that you run a wizard.
Common key
Word 2016
HKEY_CURRENT_USERSoftwareMicrosoftOffice16.0Common
Word 2013
HKEY_CURRENT_USERSoftwareMicrosoftOffice15.0Common
Word 2010
HKEY_CURRENT_USERSoftwareMicrosoftOffice14.0Common
Word 2007
HKEY_CURRENT_USERSoftwareMicrosoftOffice12.0Common
Word 2003
HKEY_CURRENT_USERSoftwareMicrosoftOffice11.0Common
Word 2002
HKEY_CURRENT_USERSoftwareMicrosoftOffice10.0Common
Word 2000
HKEY_CURRENT_USERSoftwareMicrosoftOffice9.0Common
This key is used by other Microsoft programs, such as the Office programs. These settings are shared between programs. Changes made in one program's settings also appear in the other program's settings.
Shared Tools key
Word 2016, 2013, 2010, 2007, 2003, 2002 and 2000:
HKEY_LOCAL_MACHINESOFTWAREMicrosoftShared Tools
This key contains the paths for all Windows utilities. (The path may include utilities such as Equation, WordArt, and MS Graph.) Paths for graphics filters and text converters are also registered in this location.
Repair Word (Office)
Word can detect and repair problems associated with Setup. This feature uses the Windows Installer to correct problems with missing files and to repair registry settings.
You can use the following methods to repair or reset Word files and values:
- Method 1: Use the 'Detect and Repair' feature
- Method 2: Repair Word in Maintenance Mode Setup
- Method 3: Reinstall Word (Office)
Method 1: Use the 'Detect and Repair' or 'Microsoft Office Diagnostics' feature
Note
This method is the least aggressive mode of repair. If this method does not resolve the problem, you may still have to use one of the other methods.
To run the Detect and Repair feature in Word 2003 and in earlier versions of Word, click Detect and Repair on the Help menu in Word. The Detect and Repair feature fixes and repairs Word. All files, registry entries, and optional shortcuts for all Office programs are verified and repaired. If you run Detect and Repair from Word, all other Office programs are also checked. This feature performs only a checksum.
The Detect and Repair feature can also restore the Word program shortcuts on the Start menu. To restore the Word program shortcuts, click Help, click Detect and Repair, and then click to select the Restore my shortcuts while repairing check box.
If Detect and Repair does not correct the problem, you may have to reinstall Word. The Reinstall feature in the Maintenance Mode dialog box performs the same action as Detect and Repair, except that Reinstall copies a file when the files are of equal versions. Detect and Repair does not copy over the file when the installation file has the correct version and checksum.
Note
The Detect and Repair feature does not repair damaged documents or damaged data keys in the registry or in the Normal template.
If a file that Word uses at Startup is missing, the Windows Installer automatically installs that file before it starts the program.
In Word 2007, run the Microsoft Office Diagnostics feature. To do this, click the Microsoft Office Button, click Word Options, click Resources, and then click Diagnose.
In Word 2010, repair Word or the installed Office suite in Control Panel.
Method 2: Repair Word in Maintenance Mode setup
Note
This method is a moderate mode of repair. If this method does not resolve the problem, you may still have to reinstall Word.
The Maintenance Mode Setup process is similar to the process found in earlier versions of Word. The Maintenance Mode Setup process allows you to repair, add or remove features, and remove the program. 'Repair' is a feature in Maintenance Mode that finds and then fixes errors in an installation.
To perform a Maintenance Mode repair, follow these steps:
Exit all Office programs.
Use one of the following methods, depending upon your operating system:
- In Windows 7 or Windows Vista, click Start, and then type add remove.
- In Windows XP or Windows Server 2003, click Start, and then click Control Panel.
- In Windows 2000, click Start, point to Settings, and then click Control Panel.
Open Add or Remove Programs.
Click Change or Remove Programs, click **Microsoft Office **(Microsoft Office Word) or the version of Office or Word that you have in the Currently installed programs list, and then click Change.
Click Repair or Repair Word (Repair Office), and then click Continue or Next.
In Word 2003 and in earlier versions of Word, click Detect and Repair errors in my Word installation or click Detect and Repair errors in my Office installation, click to select the Restore my Start Menu Shortcuts check box, and then click Install.
Method 3: Reinstall Word (Office)
Note
This method is the most aggressive mode of repair. This mode resets Word to its default settings, except for settings that are stored in your global template (Normal.dot or Normal.dotm). To do this in Word 2003 and in earlier versions of Word, follow these steps:
Exit all Office programs.
Use one of the following methods, depending upon your operating system:
- In Windows 7 or Windows Vista, click Start, and then type add remove.
- In Windows XP or Windows Server 2003, click Start, and then click Control Panel.
- In Windows 2000, click Start, point to Settings, and then click Control Panel.
Open Add or Remove Programs.
Click Change or Remove Programs, click Microsoft Office 2003 (Microsoft Office Word 2003) or the version of Office or Word that you have in the Currently installed programs list, and then click Change.
Click Repair Word (Repair Office), and then click Next.
Click Reinstall Word (Reinstall Office), and then click Install.
For more information about Word 2007 or Word 2010, click the following article number to view the article in the Microsoft Knowledge Base:
924611 How to install the individual 2007 Office features or to repair the installed 2007 Office programs
Templates and add-ins
Global Template (Normal.dotm or Normal.dot)
To prevent formatting changes, AutoText entries, and macros that are stored in the global template (Normalm.dot or Normal.dot) from affecting the behavior of Word and documents that are opened, rename your global template (Normal.dotm or Normal.dot). Renaming the template lets you quickly determine whether the global template is causing the issue.
When you rename the Normal.dotm template in Word 2007 or later or the Normal.dot template in Word 2003 and in earlier versions of Word, you reset several options to the default settings. These include custom styles, custom toolbars, macros, and AutoText entries. We strongly recommend that you rename the template instead of deleting the Normal.dotm template or the Normal.dot template. If you determine that the template is the issue, you will be able to copy the custom styles, custom toolbars, macros, and AutoText entries from the Normal.dot template that was renamed.
Certain types of configurations may create more than one Normal.dotm template or Normal.dot template. These situations include cases where multiple versions of Word are running on the same computer or cases where several workstation installations exist on the same computer. In these situations, make sure that you rename the correct copy of the template.
To rename the global template file, follow these steps:
- Exit all Office programs.
- Click Start, click Run, type cmd, and then click OK.
- Type the following command, as appropriate for the version of Word that you are running, and then press Enter:
- Word 2002 and Word 2003:ren %userprofile%Application DataMicrosoftTemplatesNormal.dot OldNormal.dot
- Word 2007 and Word 2010:ren %userprofile%Application DataMicrosoftTemplatesNormal.dotm OldNormal.dotm
- Type exit, and then press Enter.
When you restart Word, a new global template (Normal.dot) is created that contains the Word default settings.
Add-ins (WLLs) and templates in the Word and Office Startup folders
When you start Word, the program automatically loads templates and add-ins that are located in the Startup folders. Errors in Word may be the result of conflicts or problems with an add-in.
To determine whether an item in a Startup folder is causing the problem, you can temporarily empty the folder. Word loads items from the Office Startup folder and the Word Startup folder.
To remove items from the Startup folders, follow these steps:
Exit all instances of Word, including Microsoft Outlook if Word is set as your email editor.
Use one of the following methods, as appropriate for the version of Word that you are running:
Word 2002:
Click Start, click Run, type %programfiles%MicrosoftOfficeOffice10Startup, and then click OK.
Word 2003:
Click Start, click Run, type %programfiles%MicrosoftOfficeOffice11Startup, and then click OK.
Word 2007:
Click Start, click Run, type %programfiles%MicrosoftOfficeOffice12Startup, and then click OK.
Word 2010:
Click Start, click Run, type %programfiles%MicrosoftOfficeOffice14Startup, and then click OK.
Word 2013:
Click Start, click Run, type %programfiles%MicrosoftOfficeOffice15Startup, and then click OK.
Right-click one of the files that is contained in the folder, and then click Rename.
After the file name, type .old, and then press Enter.ImportantNote the original name of the file. You may have to rename the file by using its original name.
Start Word.
If you can no longer reproduce the problem, you have found the specific add-in that causes the problem. If you must have the features that the add-in provides, contact the vendor of the add-in for an update.
If the problem is not resolved, rename the add-in by using its original name, and then repeat steps 3 through 5 for each file in the Startup folder.
If you can still reproduce the problem, click Start, click Run, type %userprofile%Application DataMicrosoftWordStartup, and then click OK.
Repeat steps 3 through 5 for each file in this Startup folder.
COM add-ins
COM add-ins can be installed in any location, and they are installed by programs that interact with Word.
To view the list of COM add-ins in Word 2010, click the Microsoft Office Button, click Options, and then click Add-Ins.
To view the list of COM add-ins in Word 2007, click the Microsoft Office Button, click Word Options, and then click Add-Ins.
To view the list of installed COM add-ins in Word 2003 and in earlier versions of Word, follow these steps:
- On the Tools menu, click Customize.
- Click the Commands tab.
- In the Category list, click Tools.
- Drag the COM Add-Ins command to a toolbar.
- Click Close.
- Click the new COM Add-Ins button to view the COM add-ins that are loaded together with Word.
If add-ins are listed in the COM Add-Ins dialog box, temporarily turn off each add-in. To do this, clear the check box for each listed COM add-in, and then click OK. When you restart Word, Word does not load the COM add-ins.
Use the Registry Options utility
You can use the Registry Options Utility to examine and change Word settings in the Windows registry. The Registry Options Utility is located in the Support.dot template.
Note
The Support.dot template is not included in Word 2007 or later versions.
For more information about the Registry Options Utility, click the following article number to view the article in the Microsoft Knowledge Base:
820917 How to change Word options in the Windows registry for Word 2003
Summary of Word options and where they are stored
Note In the following table, 'Template' refers to either the Normal.dot template or a custom template.
| Setting name | Storage location |
|---|---|
| AutoCorrect-Formatted text | Normal.dotm or Normal.dot |
| AutoCorrect-Shared entries | .ACL files user.acl |
| AutoSave path | Registry |
| AutoText | Template |
| Company name | Winword.exe |
| Custom keystroke assignments | Template |
| Font substitution | Registry |
| Macros | Template/document |
| Picture editing | Registry |
| Print data forms | Document |
| Snap to grid | Registry |
| Styles | Template/document |
| Toolbars | Template/document |
| User info | Registry |
| View toolbars | Template |
| View/toolbar | Template |
| Document Parts | Template |
AutoCorrect lists are shared between Office programs. Any changes that you make to the AutoCorrect entries and settings when you are in one program are immediately available to the other programs. Additionally, Word can store AutoCorrect items that are made up of formatted text and graphics.
Information about AutoCorrect is stored in various locations. These locations are listed in the following table.
| AutoCorrect information | Storage location |
|---|---|
| AutoCorrect entries shared by all programs | .ACL file in the %UserProfile%Application DataMicrosoftOffice folder |
| AutoCorrect entries used only by Word (formatted text and graphics) | Normal.dot |
| AutoCorrect settings (correct two initial capitals, capitalize names of days, replace text as you type) | Registry |
| AutoCorrect settings used only by Word (corrects accidental usage of CAPS LOCK key, capitalizes first letter of sentences) | Registry |
Note
Getting to app feature settings can vary based on the type of app (Unified Interface or the legacy web client) you're using. You might need to adjust the procedural steps in this topic to reflect your app type. See Settings.
Also, we are moving some settings from model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service, and the Dynamics 365 Admin center to the Power Platform Admin center. See Environment settings are moving.
After you create and import Office Word templates into model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service, with one click users can generate standardized documents automatically populated with data. This feature has some special considerations you should know about to successfully create Word templates.
Tip
Check out the following video: Create documents directly from Dynamics CRM by using Word and Excel templates (2:38)
Warning
There is a known issue when creating templates in Word. This topic contains information on how to prevent interactions that could potentially destabilize Word. See: Important! A known issue and how to avoid it
The following are the supported versions of Word.
| Area | Word Version |
|---|---|
| Creating a Word template | 2013, 2016 |
| Using a Word document generated in model-driven apps in Dynamics 365 | 2010, 2013, 2016 |
Note
Macro-enabled Word documents (.docm) are not supported.
Follow the steps in this topic to successfully create and use Word templates in model-driven apps in Dynamics 365.
Step 1: Create a Word template
Where you can create a template
There are three places in model-driven apps in Dynamics 365 where you can create a Word template:
From the Settings page. Go to Settings > Templates > Document Templates > New(). You’ll need sufficient permissions to access to the Settings page, such as System Administrator or System Customizer.
From a record. Open a record such as an account in Sales. Go to Sales > Client_Accounts > My Active Accounts. Click an account to open it, and then click More (…) > Word Templates > Create Word Template. Templates created here are personal and available only to the user creating the template.
From a list of records. For example, go to Sales > Client_Accounts > My Active Accounts. Select a single account, and then click More (…) > Word Templates > Create Word Template.
Tip
To delete personal document templates, do the following:
- Click Advanced Find ().
- For Look for, select Personal Document Templates.
- Click Results (!).
- Select the personal document template to delete and then click Delete ().
After clicking Create Word Template, select an entity to filter with, and then click Word Template > Select Entity.
The relationship selection page appears.
What are 1:N, N:1, and N:N relationships?
This screen requires an understanding of your model-driven apps in Dynamics 365 data structure. Your administrator or customizer can provide information about entity relationships. For admin content, see: Entity relationships overview.
Here are some example relationships for the Account entity.
| Relationship | Description |
|---|---|
| An account can have multiple contacts. | |
| A lead, account, or contact can have multiple accounts. | |
| An account can have multiple marketing lists. A marketing list can have multiple accounts. |
The relationships you select on this screen determine what entities and fields are available later when you define the Word template. Only select relationships you need to add data to the Word template.
Note
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. 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.
Download the template
Click Download Template on the Select Entity page to create a Word file on your local computer with the exported entity included as XML data.
Important
Document template downloaded from one environment can only be used within that environment. environment to environment migration for Word or Excel templates isn't currently supported.
Step 2: Enable the Developer tab
Open the Word template file. At this point, the document appears to be blank.
To see and add model-driven apps in Dynamics 365 XML data, you need to enable the Word Developer tab.
Go to File > Options > Customize Ribbon, and then enable Developer.
Click OK.
Developer now appears in the Word ribbon.
Important! A known issue and how to avoid it
There’s a known issue with model-driven apps in Dynamics 365 apps-generated Word templates and Office Word. In the next section, you’ll be adding XML content control fields to the Word template.
Warning
A few things can cause Word to freeze, requiring you to use Task Manager to stop Word:
- You insert a content control other than Picture or Plain Text.
- You make a textual change, such as changing the capitalization or adding text, to a content control. These changes can occur through AutoCorrect as well as user edits. By default, Microsoft Word AutoCorrect capitalizes sentences. When you add a content control field, Word sees it as a new sentence and will capitalize it when focus shifts away from the field.
To prevent issues with control fields, do the following:
Only add fields as Plain Text or Picture
You use the XML Mapping Pane to add entity fields to your Word template. Be sure to only add fields as Plain Text or Picture.
Do not make any textual changes to the added content control
You can make formatting changes to content control fields, such as bolding the text, but no other textual changes, including capitalization changes.
If you experience Word freezing or performance degradation, try turning off AutoCorrect.
Turn off AutoCorrect
With the template file open in Word, go to File > Options > Proofing > AutoCorrect Options.
Deselect Capitalize first letter of sentences and Automatically use suggestions from the spelling checker.
Deselect Hyphens (--) with dash (-) on the AutoFormat and AutoFormat as You Type tabs.
Click OK.
If you followed the above recommendations, you’re ready to define the Word template.
Step 3: Define the Word template
Use the XML Mapping Pane to define the Word template with entity fields.
In your Word template, click Developer > XML Mapping Pane.
The default XML schema is selected.
Select the XML schema. It will begin with “urn:microsoft-crm/document-template/”.
Important
If you have frequent accidental edits that cause Word to freeze or have performance degradation, be sure to turn off the AutoCorrect options according to the section: “A known issue and how to avoid it”.
Expand the entity, right-click the entity field, and then click Insert Content Control > Plain Text.
The entity field is added to the Word template.
Add additional entity fields, add descriptive labels and text, and format the document.
A completed template might look like this:
Some content control fields you entered likely have multiple lines of data. For example, accounts have more than one contact. To include all the data in your Word template, set the content control field to repeat.
Set content control fields to repeat
Put fields with repeating data in a table row.
Select the entire table row in the template.
In the XML Mapping Pane, right-click the relationship containing the content control fields, and then click Repeating.
When you use the Word template in model-driven apps in Dynamics 365 to create a document, the table will populate with multiple rows of data.
When the template has the fields and formatting you want, save it and upload it into model-driven apps in Dynamics 365.
Step 4: Upload the Word template back into model-driven apps in Dynamics 365
When you have your Word template built the way you want, save it so you can upload it into model-driven apps in Dynamics 365.
Microsoft Word And Excel For Mac
Access to the newly created Word template depends on how you uploaded it and to the access granted to the security role. Be sure to check out Use Security Roles to control access to templates.
Administrators can use the Settings page to upload the Word template into model-driven apps in Dynamics 365. A template uploaded in Settings is available to all users in your organization.
For admins: Upload the Word template into model-driven apps in Dynamics 365
Go to Settings > Templates > Document Templates.
Click Upload Template.
Drag the Word file in the dialog box or browse to the file.
Click Upload.
Non-admin users can upload a template for their own use from a list of records.
For non-admins or admins wanting to create a personal template: Upload the Word template into model-driven apps in Dynamics 365
Open a page with a list of records, for example, the list of customer accounts in Sales.
Select a single item such as an account, click More (…) > Word Templates > Create Word Template.
Click Word Template > Upload.
Drag the Word file in the dialog box or browse to the file.
Click Upload.
Step 5: Generate a document from the Word template
To use the Word template you’ve created, do the following:
Open a record with information you want to create a document. For example, open a customer account record in Sales.
Click More (…) > Word Templates, and then under Word Templates select the template you created.
If the template you created is not visible, there are two possibilities:
Only templates built for the selected record type (entity) will be displayed. For example, if you open an opportunity record, you will not see a template you created with the Account entity.
You need to refresh model-driven apps in Dynamics 365 to see the template. Either refresh your browser or close and reopen model-driven apps in Dynamics 365.
After you select your Word template, model-driven apps in Dynamics 365 create a Word document from the record you selected.
Try out the sample Word templates
There are five Word templates included with model-driven apps in Dynamics 365.
The sample Word templates were created with a particular record type (entity). You’ll only be able to apply the template to records of the same record type.
| Name | Entity |
|---|---|
| Opportunity Summary | Opportunity (Sales area) |
| Campaign Summary | Campaign (Marketing area) |
| Case Summary | Case (Service area) |
| Invoice | Invoice (Sales area) |
| Account Summary | Client_Account (Sales, Service, and Marketing areas) |
To apply a sample Word template
Word For Mac Download
Open a record with information with the entity type that matches the sample template. For example, open a customer account record in Sales to apply the Account Summary template.
Click More (…) > Word Templates, and then under Word Templates select the sample template.
Open the newly-created Word template and give it a look.
Note
You can review but not edit templates that are included in model-driven apps in Dynamics 365.
Additional considerations
Use Security Roles to control access to templates
Administrators can control access to Word templates with some granularity. For example, you can give salespeople Read but not Write access to a Word template.
Click Settings > Security > Security Roles.
Select a role, and then click the Business Management tab.
Select Document Template to set access for templates available to the entire organization. Select Personal Document Template for templates shared to individual users.
Click the circles to adjust the level of access.
Lists in created documents are not in the same order as records
Lists of records created from a custom template may not appear in the same order in Word documents as the order in model-driven apps in Dynamics 365. Records are listed in the order of the time and date they were created.