Create a Quote Template in Microsoft Word for Dynamics 365 Sales

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To create a quote template in Microsoft Word for use in Dynamics 365 for Sales, you should enable dynamic content in Microsoft Word.

Enabling dynamic content in Microsoft Word allows you to use fields that pull information from Dynamics 365 for Sales, such as customer information, product information, and pricing information, directly in the quote template. This allows for more efficient and accurate quote creation.

To enable dynamic content in Microsoft Word, you can follow these steps:

1. Open Microsoft Word.
2. Click on File and then click on Options.
3. In the Word Options dialog box, click on Customize Ribbon.
4. Under Customize the Ribbon, select the Developer check box.
5. Click OK to close the Word Options dialog box.
6. Click on the Developer tab in the Ribbon.
7. Click on the Document Template button in the Templates group.
8. In the Templates and Add-ins dialog box, click on Attach.
9. Navigate to the location where your Dynamics 365 for Sales quote template is saved.
10. Select the template file and click on Open.
11. Click on OK to close the Templates and Add-ins dialog box.

Once you have enabled dynamic content and attached your quote template to your document, you can insert fields that pull information from Dynamics 365 for Sales by clicking on the Insert Field button in the Text group on the Developer tab. You can then select the field you want to insert from the Field Name drop-down list.

Creating a flow, enabling the Developer tab, and enabling VBA in Microsoft Word are not necessary for creating a quote template in Dynamics 365 for Sales. A flow is used to automate processes and workflows, while enabling the Developer tab and enabling VBA are used for more advanced customization and programming in Microsoft Word.