使用word模板创建标准文档

After you create and import Office Word templates into customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), 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.在将Office Word模板创建并导入到客户参与应用程序（Dynamics 365 Sales，Dynamics 365客户服务，Dynamics 365现场服务，Dynamics 365 Marketing和Dynamics 365 Project Service Automation）中并将其导入后，用户可以一键生成自动填充的标准化文档。数据。要成功创建Word模板，此功能有一些特殊注意事项。

There is a known issue when creating templates in Word. This topic contains information on how to prevent interactions that could potentially destabilize Word.在Word中创建模板时存在一个已知问题。本主题包含有关如何防止可能导致Word不稳定的交互的信息。

The following are the supported versions of Word.以下是受支持Word版本。

TABLE 1
Area	Word Version
Creating a Word template	2013, 2016
Using a Word document generated in customer engagement apps	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 customer engagement apps.

步骤1：创建Word模板

在哪里能创建Word模板

There are three places in customer engagement apps where you can create a Word template:客户参与应用程序中可以在三个位置创建Word模板：

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.从“设置”页面。转到设置>模板>文档模板>新建（）。您需要足够的权限才能访问“设置”页面，例如系统管理员或系统定制程序。
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.从记录来看。在记录中打开一个记录，例如一个客户。转到销售>客户帐户>我的有效帐户。单击一个帐户将其打开，然后单击“更多（…）”>“ Word模板” >“创建Word模板”。此处创建的模板是个人模板，仅对创建模板的用户可用。
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.从记录列表中。例如，转到销售>客户帐户>我的有效帐户。选择一个帐户，然后单击更多（…）> Word模板>创建Word模板。

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.

什么是1:N，N:1和N:N关系

This screen requires an understanding of your customer engagement apps 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.

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.

下载模板

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.

使能开发者标签

Open the Word template file. At this point, the document appears to be blank.

To see and add customer engagement apps 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.

here's a known issue with customer engagement apps 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:

只添加纯文本或图片域

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.

关闭自动校正

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.

步骤3定义Word模板

Use the XML Mapping Pane to define the Word template with entity fields.使用XML映射窗格定义带有实体字段的Word模板。

In your Word template, click Developer > XML Mapping Pane.;在您的Word模板中，点击开发人员> XML映射窗格。

The default XML schema is selected.选择默认的XML模式。

Select the XML schema. It will begin with "urn:microsoft-crm/document-template/".选择XML模式。它将以“ urn：microsoft-crm / document-template /”开头。

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".如果您经常进行导致Word冻结或性能下降的意外编辑，请确保根据“已知问题及其避免方法”部分的说明关闭“自动校正”选项。

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.

从Word模板创建文档

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 customer engagement apps to see the template. Either refresh your browser or close and reopen customer engagement apps. After you select your Word template, customer engagement apps create a Word document from the record you selected.

要使用您创建的Word模板，请执行以下操作：

打开一条记录，其中包含您要创建文档的信息。例如，在“销售”中打开客户帐户记录。
单击更多（…）> Word模板，然后在Word模板下选择您创建的模板。

如果您创建的模板不可见，则有两种可能性：
1. 仅显示为所选记录类型（实体）构建的模板。例如，如果打开机会记录，则不会看到使用Account实体创建的模板。
2. 您需要刷新客户参与应用程序才能查看模板。刷新浏览器或关闭并重新打开客户参与应用程序。
选择您的Word模板后，客户参与应用程序将从您选择的记录中创建一个Word文档。

友情链接

汕头招聘网 | 山东招聘网 | 郑州教育培训 | 软件下载