Manage Word templates
Word templates provide users with a means to easily generate standardized documents about records that are rich with Microsoft Dataverse data and apply the full formatting power of Microsoft Word. Organizational templates can be created for users to support simple document generation and users with appropriate permissions can create their own templates and share the templates with other users. A common scenario is to use a document template to handle a lightweight reporting need.
For more information, see Create and manage Word templates in Dynamics 365 Sales Professional.
